Quark Publishing Platform 2015 Administrator’s Guide

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Quark Publishing Platform 2015 System Administration Guide

Contents

Introducing Quark Publishing Platform administration tasks.......6

Deploying Quark Publishing Platform Server to External Server Containers.7

Setting up environment variables.....................................................................7

Configuring the JVM.........................................................................................7

Preparing the EAR file for deployment.............................................................7

Deploying in IBM WebSphere...........................................................................8

Deploying in Oracle WebLogic..........................................................................9

Deploying in external Tomcat.........................................................................10

Requirements and setup.........................................................................................11

Setup Tomcat running on Windows........................................................................11

Server startup and verification.................................................................................13

Deploying Quark Publishing Platform Server in multi-server deployment.....14

Configuring cluster server instances or nodes........................................................14

Configuring IIS as an HTTP load balancer...............................................................16

Configuring Apache Web Server as an HTTP load balancer...................................18

Configuring server caches flushing mechanism......................................................19

Enabling Secure Sockets Layer (SSL) for Quark Publishing Platform Server.21

SSL support.....................................................................................................21

Enabling SSL in Quark Publishing Platform Server..................................................21

Configuring Platform clients to log on to an SSL enabled Server...........................22

Verifying and using SSL...........................................................................................23

Quark Publishing Platform Server — Manual configuration

...................................................................................................24

Editing "ServerApp.properties".....................................................................24

Editing "PublishingPool.properties"...............................................................25

Configuring Quark Publishing Platform Renderer for Quark Publishing Platform usage.26

Editing "Qla.properties".................................................................................26

Extended configuration files...........................................................................26

Configuring Platform Server to be used for publishing with Quark XML Author - Sharepoint Adapter.27 Configuring Platform Server to be used for publishing with Quark XML Author - FileNet Adapter.27

JVM memory allocation on Windows..............................................................27

Using Quark Publishing Platform Server Console or Quark Publishing Platform Server Windows service.28

Using "Serverstartup.bat".......................................................................................28

Configuring Windows authentication..............................................................28

Steps to enable SSO in Platform Clients.................................................................29

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CONTENTS

Steps to configure Web Client for mixed mode authentication.............................30

Configuring logging levels..............................................................................31

Changing logging levels in "log4j.xml"..................................................................31

Changing logging levels after starting Quark Publishing Platform Server..............31

Changing logging for exceptions............................................................................32

Modifying search notification evaluation settings..........................................32

Database properties........................................................................................34

Transformation properties..............................................................................35

Session timeout...............................................................................................36

Repository status updater...............................................................................36

Moving Quark Publishing Platform Renderer ................................................37

Integrating Quark Publishing Platform with LDAP.........................................37

Using Kerberos authentication................................................................................37

Using Simple authentication...................................................................................38

Connecting LDAP user passwords with Quark Publishing Platform Server.............38

Restricting Workspace Browser palettes........................................................39

Changing query results settings......................................................................39

Setting up custom content type detection.....................................................39

Specifying a default PDF output style............................................................40

Controlling delivery channel display settings in Web Client...........................40

Changing case-sensitivity for Quark Publishing Platform passwords.............41

Managing filters and index service settings ...................................................41

Index service settings..............................................................................................42

ASPOSE filter...........................................................................................................42

APS filter..................................................................................................................44

POI filter..................................................................................................................44

Configure processing of MS Office documents......................................................45

QuarkXPress Server Filter........................................................................................45

JAWS filter settings.................................................................................................46

XML Author filter settings.......................................................................................46

ImageMagick, Jaws, and DITA OT directories........................................................47

Full text indexing configuration......................................................................47

Charting Service..............................................................................................47

Integrating QLA with Quark Publishing Platform...........................................48

Enabling IPTC support.....................................................................................48

RMI and CORBA clients only...........................................................................49

Changing ports used by Quark Publishing Platform Server....................................49

Multiple network cards............................................................................................50

Firewalls with NAT...................................................................................................51

Failover setup..................................................................................................51

Encrypting a plain text password...................................................................55

Enabling forced log off during inactivity.........................................................56

Configuring WebAdmin to enable forced log off...................................................56

Configuring Workspace to enable forced log off....................................................57

Configuring messaging....................................................................................58

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CONTENTS

Quark Publishing Platform Web Client: Manual configuration...59

Configuration overview...................................................................................59

Application level settings................................................................................59

Multi-Channel preview....................................................................................61

Attrbutes for General pane.............................................................................62

Role based Toolbar configuration...................................................................63

Restricting access to Web Client/Admin.........................................................65

Quark Publishing Platform Clients — Manual configuration......67

Creating and maintaining the log file (Mac OS X only)...................................67

Creating and maintaining the log file (Windows only)....................................67

Creating and maintaining the log file (Quark XML Author for Platform)........69

Suppressing the accessibility services warning - Mac OS X............................70

Displaying revision comments.........................................................................70

Displaying first and last names........................................................................70

Changing the preview font and size (Windows only)......................................71

Setting maximum number of assets to be fetched (Windows only)................72

Specify whether to use Chunked Encoding (Windows only)...........................72

Specify support for lazy loading when searching (Windows only)..................72

Setting the lazy loading chunk size (Windows only).......................................73

Setting the service time out values for all remote service references (Windows only).73

Setting the service timeout value for publishing service (Windows only)......73

Specify the font size of the copy tasting row (Windows only)........................73

Specify the icon for a file extension (Windows only)......................................73

Controlling password retention (Mac OS X only)............................................74

Using Mac clients with a proxy server............................................................74

Using Windows clients with a proxy server....................................................75

Mirroring the collection hierarchy on Check Out/Get.....................................75

Turning off collection mirroring: Mac OS X.............................................................75

Turning off collection mirroring: Windows..............................................................75

Configuring publishing channels.....................................................................76

Configuring publishing channels: Mac OS X...........................................................76

Configuring publishing channels: Windows............................................................76

Configuring Delivery Channels........................................................................77

Configuring delivery channels: Mac OS X...............................................................77

Configuring delivery channels: Windows................................................................77

Setting preferences for Quark XML Author for Platform...............................78

Setting the Check out location................................................................................78

Setting the file deletion preference on Save and Close..........................................78

Setting the quick search preference........................................................................78

Setting the display revision comments preference on Save and Close..................79

Configuring the Platform Adapters for Microsoft Office components for web sharing.79

Configuring the Quark Publishing Platform Adapter for Microsoft Office - Word...80 Configuring the Quark Publishing Platform Adapter for Microsoft Office - Excel...80 Configuring the Quark Publishing Platform Adapter for Microsoft Office - PowerPoint.80

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CONTENTS

Update published ClickOnce deployments............................................................80

Manual configuration for QuarkXPress and QuarkCopyDesk XTensions........83

Managing backups and file storage............................................84

Backing up Quark Publishing Platform Server................................................84

Backing up your database.......................................................................................84

Backing up assets....................................................................................................84

Backing up Index files (full text search)...................................................................84

Restoring Quark Publishing Platform Server..................................................85

Restoring Assets......................................................................................................85

Restoring Quark Publishing Platform Server database............................................85

Restoring Full Text Indexes.....................................................................................85

Moving Quark Publishing Platform asset repository......................................86

Legal notices...............................................................................87

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INTRODUCING QUARK PUBLISHING PLATFORM ADMINISTRATION TASKS

Introducing Quark Publishing Platform administration tasks

Administering a Quark® Publishing Platform™ environment requires extensive

hardware and software maintenance in addition to the controls in Quark Publishing

Platform. This guide describes tasks administrators perform for security, system

configuration adjustments, and integration with other systems. For information about

administrating in the Quark Publishing Platform interface, see A Guide to

Quark Publishing Platform. For information about installing Quark Publishing Platform

software, see the Quark Publishing Platform ReadMe.

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Deploying Quark Publishing Platform Server to External Server Containers

You can deploy Quark Publishing Platform Server in an external Tomcat installation,

in IBM WebSphere, and in Oracle WebLogic.

Setting up environment variables

To prepare for deployment, set the following environment variables.

If you are deploying Quark Publishing Platform Server as a service, you must set these

as global system environment variables.

•

MAGICK_HOME: [ImageMagick installation directory]\bin

•

MAGICK_FILTER_MODULE_PATH: %MAGICK_HOME%/modules/filters

•

MAGICK_CODER_MODULE_PATH: %MAGICK_HOME%/modules/coders

Configuring the JVM

Regardless of which application server you are using, you must increase the memory

available to the JVM in Tomcat, IBM WebSphere and Oracle Weblogic as follows to

accommodate Quark Publishing Platform Server:

• Set the minimum Java heap memory to 1536MB.

• Set the minimum PermGenSpace to 512MB.

Preparing the EAR file for deployment

A Platform EAR build consists of the following things:

• Platform Server Configuration files.

• Binaries of dependencies.

• A tool to generate the JEE EAR file.

The following folders are included in an EAR build:

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•

conf: Contains Platform Server configuration files.

•

database: Contains database creation, update, and support files.

•

ImageMagick: Contain ImageMagick application binaries.

•

Jaws: Contains JAWS application binaries.

•

DITA-OT1.6: Contains DITA OT binaries.

•

publishing: Contains configuration and resource files for the Quark Publishing

Platform framework.

The Platform Server application consists of following modules:

•

admin.war: The Quark Publishing Platform administration Web application.

•

workspace.war: The Quark Publishing Platform workspace Web application.

•

webservices.war: The Quark Publishing Platform Server Web services module.

•

rest.war: The Quark Publishing Platform server REST interface module.

•

messaging.war: The HTTP-based messaging interface.

•

qxpsm.war: QuarkXPress Server Manager.

•

qxpsmadmin.war: The QuarkXPress Server Manager administration Web application.

To generate the Quark Publishing Platform Server JEE enterprise archive:

Copy the Quark Publishing Platform EAR build to the computer on which the

application server is running.

Update the configuration files (including "Database.properties", "managerconfig.xml",

"PluginContext.xml", and "QLA.properties.xml") as described in "Quark Publishing

Platform Server — Manual configuration ."

Update the values for the JMX Agent username and password in "serverApp.properties".

The values for username and password will be the same used to log on to WebSphere's

admin console.

Run RunEARUpdater.bat. A "For Deployment" folder is created, containing a

deployable Quark Publishing Platform EAR file.

Deploying in IBM WebSphere

To deploy in IBM WebSphere (Supported version is 8.5.5.4):

Copy the "qpp" folder from "For Deployment" to the working directory of the

application server instance where the EAR file will be deployed. For IBM WebSphere,

this is typically the folder corresponding to the target profile.

To deliver resources (Quark Publishing Platform or otherwise) to IBM FileNet, add the following to the end of the [working directory]\properties\wsjaas.conf file:

FileNetP8WSI { com.filenet.api.util.WSILoginModule required; };

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Launch the IBM WebSphere application server console by navigating to

http://localhost:port/ibm/console.

Under Applications, click New Application.

Click New Enterprise Application.

Under Path to the new application, click Choose File and then select the .ear file in

the "For Deployment" folder. (For more information, see "Preparing the EAR file for

deployment.")

Under Preparing for the application installation, click Next.

Click Next for steps 1, 2, 3, and 4. Leave all settings at their default.

Click Finish for step 5.

Click Save.

Navigate to Applications > Application Types > WebSphere enterprise applications

and click qpp-server-11.0.ear.

Click Class loading and update detection.

Under General properties > Class loader order, click Classes loaded with local class

loader first (parent last).

Click Save to save all changes.

Navigate to Applications > Application Types > WebSphere enterprise applications

and click qpp-server-11.0.ear again.

Under References, click Shared library references.

Check the box next to qpp-server-11.0.ear, then click Reference shared libraries.

On the next screen, click New.

Select any name. As classpath, enter the relative paths of the Platform publishing and

ext folders.

For example, to target this directory:

C:\ProgramFiles\IBM\WebSphere\AppServer\profiles\AppSrv01\qpp\publishing

...you would enter ./qpp/publishing and ./qpp/ext

Click Apply or OK to save the settings.

Assign this library reference to the qpp-server-11.0.ear application.

Start the qpp-server-11.0.ear Web application.

To verify the installation, navigate to the following URLs:

http://localhost:9080/admin http://localhost:9080/workspace

Deploying in Oracle WebLogic

To deploy Quark Publishing Platform Server in Oracle WebLogic (supported version

is 12.1.3):

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Start the WebLogic server.

Create a new WebLogic domain named QPP_DOMAIN.

To set the JVM parameter for specifying the location of the "krb5.conf" file, open the

file [WEB_LOGIC _DIR]\domains\base_domain\bin\setDomainEnv.cmd and

append the following to the end:

set JAVA_OPTIONS=%JAVA_OPTIONS%

-Djava.security.krb5.conf=./qpp/conf/krb5.conf

Copy the "qpp" folder from the "For Deployment" folder to the target WebLogic server

domain directory (for example,

C:\oracle\Middleware\user_projects\domains\QPP_DOMAIN).

Set the global system environment variable CLASSPATH on the WebLogic computer

to the following value:

[WEB_LOGIC_DIR]\domains\QPP_DOMAIN\qpp\publishing

and

[WEB_LOGIC_DIR]\domains\QPP_DOMAIN\qpp\ext

Restart WebLogic.

Open the Oracle Weblogic application server console using the following URL:

http://localhost:port/console

Select the domain (QPP_DOMAIN), then click the Web Applications tab.

Check Archived Real Path Enabled.

Click Save.

Under Domain Structure, click Deployments.

Under Deployments on the right, click Install and supply the path of the .ear file in

the "For Deployment" folder. (For more information, see "Preparing the EAR file for

deployment.")

In the next screen, click Next with the default option (Install this deployment as an

application) selected.

In the next screen, click Next.

Click Finish.

Click Save.

Start the Quark Publishing Platform Web application.

To verify the installation, navigate to the following URLs:

http://localhost:7001/admin http://localhost:7001/workspace

Deploying in external Tomcat

Developed by the Apache Software Foundation, Apache Tomcat™ serves as the standard reference implementation for Java™ Servlet and JavaServer™ Pages technologies. Tomcat™ is a servlet container for managing Web applications.

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When you install the standalone version of Quark Publishing Platform Server, the

installation embeds an instance of Tomcat in the Quark Publishing Platform Server Java Virtual Machine (JVM™) to manage Quark Publishing Platform Web applications,

such as Quark Publishing Platform Web Client.

However, if you are already running a Tomcat server for other Web applications, and

you want the Quark Publishing Platform Web applications to use your existing Tomcat

server, you can deploy Quark Publishing Platform Server in this instance of Tomcat.

Deploying Quark Publishing Platform Server in your existing (that is, external) Tomcat

server means you don't have to run a separate Quark Publishing Platform Server process

on the server computer. If you want to deploy Quark Publishing Platform Server in

your external Tomcat, you can use a separate build located in "Server (External Web

Container)" in your software package.

Requirements and setup

Quark Publishing Platform Server requires JAVA 7 and Apache Tomcat 7.0.61 or above

to be configured as a Web server. The computer on which Tomcat is running should

be a 64-bit computer. You can add Quark Publishing Platform Server to an existing

Tomcat installation.

Setup Tomcat running on Windows

The existing Apache Tomcat installation folder in the steps below is TOMCAT_HOME

To deploy Quark Publishing Platform in an external Tomcat installation created by

the Tomcat installer or deployed with binaries:

Copy the [QPP_BUILD]/qpp folder to the [TOMCAT_HOME] folder.

Copy the contents of the [QPP_BUILD]/webapps folder to the

[TOMCAT_HOME]/webapps folder.

If a [TOMCAT_HOME]/endorsed folder does not exist, create this folder.

Copy the contents of the [QPP_BUILD]/endorsed folder to the

[TOMCAT_HOME]/endorsed folder.

If Tomcat is installed with the installer, in the

[TOMCAT_HOME]/qpp/publishing/AS-Busdoc.xslt, [TOMCAT_HOME]/qpp/publishing/BusDoc2QCD.xslt, [TOMCAT_HOME]/qpp/publishing/BusDoc2QXPS.xslt and [TOMCAT_HOME]/qpp/publishing/SmartDoc2QXPS.xsltfiles, update the following

paths as given below:

<xsl:include href="./qpp/publishing/xref-dita-anchors.xslt"/> <xsl:include href="./qpp/publishing/AS-StyleSheets.xslt"/> <xsl:include href="./qpp/publishing/AS-Transformations.xslt"/> <xsl:include href="./qpp/publishing/BusDocsWordTableStyles.xslt"/>

If Tomcat is deployed with binaries, in the

[TOMCAT_HOME]/qpp/publishing/AS-Busdoc.xslt, [TOMCAT_HOME]/qpp/publishing/BusDoc2QCD.xslt, [TOMCAT_HOME]/qpp/BusDoc2QXPS.xslt and

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[TOMCAT_HOME]/qpp/publishing/SmartDoc2QXPS.xslt files, update the following

paths:

<xsl:include href="../qpp/publishing/xref-dita-anchors.xslt"/> <xsl:include href="../qpp/publishing/AS-StyleSheets.xslt"/> <xsl:include href="../qpp/publishing/AS-Transformations.xslt"/> <xsl:include href="../qpp/publishing/BusDocsWordTableStyles.xslt"/>

In the [TOMCAT_HOME]/qpp/conf/ServerApp.properties file:

•

Enter the webServer.port value you configured for Tomcat (8080 for example).

•

Set the webServer.embeddedWebContainer value to false.

In the [TOMCAT_HOME]/qpp/conf/ManagerConfig.xml file:

•

Enter the IP address or hostname of the QuarkXPress Server in the name element of the connectioninfo section.

•

Enter the port for QuarkXPress Server in the port element.

Keep in mind that your Tomcat and the QuarkXPress Server should not be running

on the same port if QuarkXPress Server and Tomcat are running on the same machine.

In the [TOMCAT_HOME]/qpp/conf/Qla.properties file:

• Set the host name, port number, and serial number of your instance of the QLA

Server.

To configure the database, in the [TOMCAT_HOME]/qpp/conf/Database.properties

file edit/add the following values:

• For Oracle:

qpp.jdbc.driverClassName = oracle.jdbc.driver.OracleDriver qpp.jdbc.url = jdbc:oracle:thin:@<hostname><:portnumber><:oracle_sid> qpp.jdbc.userName = QppOracleDB qpp.jdbc.password = QppPassword

• For SQL Server:

qpp.jdbc.driverClassName = com.microsoft.sqlserver.jdbc.SQLServerDriver qpp.jdbc.url =jdbc:sqlserver://<your-host-name>\\<instanceName>;databaseName=qppdb qpp.jdbc.userName = QppMSSQLDB qpp.jdbc.password = QppPassword

Edit the [TOMCAT_HOME]/qpp/conf/PluginsContext.xml file by replacing the

default entry of the HSQL Dao context with the required database Dao context:

• For Oracle:

• For SQL Server:

Set the following global environment variables on the machine:

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•

MAGICK_HOME : [Tomcat_Home]\qpp\ImageMagick\bin.

•

MAGICK_FILTER_MODULE_PATH : %MAGICK_HOME%/modules/filters.

•

MAGICK_CODER_MODULE_PATH : %MAGICK_HOME%/modules/coders.

Open the [TOMCAT_HOME]/conf/catalina.properties file and add the following

line:

Shared.Loader :${catalina.home}/qpp/conf,${catalina.home}/qpp/lib/*.jar, ${catalina.home}/qpp/publishing, ${catalina.base}/qpp/ext

Open the [TOMCAT_HOME]/conf/catalina.properties file and search for

org.apache.catalina.startup.TldConfig.jarsToSkip= and update:

org.apache.catalina.startup.TldConfig.jarsToSkip=a*.jar,b*.jar,c*.jar,d*.jar,e*.jar,f*.jar,g*.jar, h*.jar,i*.jar,k*.jar,l*.jar,m*.jar,n*.jar,o*.jar,p*.jar,q*.jar,r*.jar,s*.jar,t*.jar,u*.jar,v*.jar,w*.jar,x*. jar,y*.jar,z*.jar,ja*.jar,jc*.jar,jd*.jar,je*.jar,ji*.jar,jn*.jar

If Tomcat is installed with the installer:

Launch the Tomcat monitor. In the JAVA tab, set CATALINA_OPTS under Java Options:

• If Platform Server is running with Oracle database:

Doracle.jdbc.J2EE13Compliant=true

• For integration of LDAP (or give absolute path):

Djava.security.krb5.conf=./qpp/conf/krb5.conf

•

For Java PermGen memory space: XX:MaxPermSize=256m

If Tomcat is deployed with binaries:

Open the [TOMCAT_HOME]/bin/catalina.bat file and set following params:

•

JRE_HOME=C:\Program Files\Java\jdk1.7.0_76

•

JAVA_OPTS=-server -Xmx1536m -XX:MaxPermSize=128m

•

CATALINA_OPTS=-Doracle.jdbc.J2EE13Compliant=true

-Djava.security.krb5.conf=../qpp/conf/krb5.conf

Launch the Tomcat monitor. In the JAVA tab, set the following parameters:

•

Initial memory pool=1024 MB.

•

Maximum memory pool=1536 MB.

Server startup and verification

After you install Quark Publishing Platform Server with Tomcat and specify the port

for Quark Publishing Platform Server access, you can start Quark Publishing Platform

Server and verify your configuration. Quark Publishing Platform Server and Tomcat

are tied together. To start and stop Quark Publishing Platform Server, you need to start

and stop Tomcat.

To confirm Quark Publishing Platform Web Client access, in you browser's address field enter: http://[machineName]:[webServerPort]/workspace

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To confirm Quark Publishing Platform Web admin access, in you browser's address field enter: http://[machineName]:[webServerPort]/admin

QuarkCopyDesk, QuarkXPress, Quark Publishing Platform Client, Quark Publishing

Platform Web Client, and Quark Publishing Platform Script Manager use the Tomcat

port to log on to Quark Publishing Platform server.

Deploying Quark Publishing Platform Server in multi-server deployment

A Quark Publishing Platform multi-server cluster is a set of Quark Publishing Platform

Server installations that has been configured to use a common database, shared asset

repository, and message queue. A multi-server cluster offers the following advantages:

• It lets you serve a larger number of requests by adding hardware.

• It lets you add active load balancing.

• It provides redundant and reliable setup.

• Failure of any specific instance in a cluster does not result in complete service outage.

Only a fraction of active sessions are affected by an instance failure, and subsequent

requests can be routed to an available active Quark Publishing Platform Server instance.

• It is transparent to clients that communicate with the load-balancing HTTP server.

To load-balance requests, you must have an HTTP serverand any HTTP load balancer

that supports the "sticky session" feature. The following HTTP servers have been tested

as load-balancing servers:

• Microsoft IIS 7 with the latest version of the IIS Tomcat connector.

• Apache 2.2 with the latest version of the JK Tomcat Connector for Apache 2.2.

• Apache 2.2 with built in mod_proxy and mod_proxy_balancer DSO modules of the

Apache 2.2.

Only requests routed through an HTTP load balancer are load-balanced among different

instances. Requests to a specific instance are always served by that instance, irrespective

of its existing load.

RMI clients must connect directly to a specific server instance.

Configuring cluster server instances or nodes

The Quark Publishing Platform Server can be deployed as a standalone server or in an

external Tomcat using the database on the initial computers, which are called nodes

of the Platform multiserver cluster. The first step in setting up cluster servers is to set

up a Quark Publishing Platform Server database for Oracle or MS SQL Server.

Platform Server deployed as a standalone server to work as nodes

On each Quark Publishing Platform Server computer:

Open the "ActiveMQ.xml" file located in the qpp/conf folder.

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In the "ActiveMQ.xml" file, uncomment and add network connectors to integrate the

server instance's message queue with one or more server instances in the cluster, where

qpp-node-N is the name of a computer where another instance of Quark Publishing

Platform Server is deployed:

In the "ActiveMQ.xml" file, uncomment the transport connector(s) to integrate the

server instances’ message queues with the IP address and name of the server instances

in the cluster.

<<transportConnector uri="tcp://localhost:${jms.openWirePort}?wireFormat.maxInactivityDuration=0" updateClusterClients="true" rebalanceClusterClients="true" updateClusterClientsOnRemove="true" /> <transportConnector uri="tcp://10.91.32.51:${jms.openWirePort}?wireFormat.maxInactivityDuration=0"/>

Open the "web.xml" file of the workspace and admin webapps, located in the WEB-INF

folder for each webapp and uncomment the SessionResetFilter to handle sessions in

case of node failure.

<filter> <filter-name>SessionResetFilter</filter-name>

<filter-class>com.quark.web.security.servlet.SessionResetFilter</filter-class>

<init-param> <param-name>jvmRoute</param-name> <param-value>qpp1</param-value> </init-param> <init-param> <param-name>sessionCookieName</param-name> <param-value>JSESSIONID</param-value> </init-param> <init-param> <param-name>sessionInitUrls</param-name> <param-value> /workspace/reconnectUser.qsp /workspace/login.qsp </param-value> </init-param> </filter> <filter-mapping> <filter-name>SessionResetFilter</filter-name> <url-pattern>/*</url-pattern> </filter-mapping>

In the "ServerApp.properties" file located in the [QPP Server]/conf folder, assign a

unique value to server.id.prefix, identifying the server instance.

In the "AssetServiceContext.xml" file found in

{install_path}/Server/lib/qpp-core-{version}.jar, uncomment the

PersistantLockedAssetsRegistry and comment the LockedAssetsRegistryImpl beans.

<!- <bean id="lockedAssetsRegistry" class="com.quark.qpp.core.asset.service.impl.LockedAssetsRegistryImpl"> <property name="assetMessagePublisher" ref="assetMessagePublisher"/> </bean>

-->

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In the "server.xml" file located in the [server-path]/conf folder, assign a unique

value to the jvmRoute attribute of the <Engine> tag.

Rename the "serviceArchivesMultiServer" folder, located at

{TOMCAT_HOME}/webapps/webServices/WEB-INF, to "services".

Repeat the above steps for all Quark Publishing Platform nodes.

Platform Server deployed in external Tomcat

On each Quark Publishing Platform Server computer:

Deploy a standalone instance of Quark Publishing Platform Server in external Tomcat,

using the database on the initial computer.

Open the "ActiveMQ.xml" file located in the qpp/conf folder and add network

connectors to integrate the server instance's message queue with one or more server instances in the cluster, where qpp-node-N is the name of a computer where another

instance of Quark Publishing Platform Server is deployed:

Uncomment the transport connector(s) in the "ActiveMQ.xml" file to integrate the

server instances’ message queues with the IP address and name of the server instances

in the cluster.

In the "ServerApp.properties" file located in the [QPP Server]/conf folder, assign a

unique value to server.id.prefix, identifying the server instance.

In the "server.xml" file located in the [server-path]/conf folder, assign a unique

value to the jvmRoute attribute of the <Engine> tag.

Edit the tomcat_home/conf/context.xml file as follows:

Rename the "serviceArchivesMultiServer" folder, located at

{TOMCAT_HOME}/webapps/webServices/WEB-INF, to "services".

Repeat the above steps for all Quark Publishing Platform nodes.

Configuring IIS as an HTTP load balancer

To configure IIS 7 as an HTTP load balancer:

The first step is to deploy the Tomcat connector. For more details on how to do this,

see http://tomcat.apache.org/connectors-doc/webserver_howto/iis.html. Create a new folder

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named "TomcatConnector," then put the "isapi_redirect.dll" file from the Tomcat

Connector for IIS build.

Create a new file named "isapi_redirect.properties" in the same folder, and insert the

following into the file:

extension_uri=/jakarta/isapi_redirect.dll log_file=C:\TomcatConnector\Log\isapi.log # Make sure the directory listed for log files in the # "isapi_redirect.properties" file exists log_level=info worker_file=C:\TomcatConnector\worker.properties worker_mount_file=C:\TomcatConnector\uriworker.properties

Create a new file named "workers.properties" in the same folder, and insert the following

into the file, where qpp-node1 and qpp-node2 are the values of the jvmRoute attribute

as specified in the "server.xml" file for each Quark Publishing Platform Server:

worker.list=TomcatBalancer worker.TomcatBalancer.type=lb worker.TomcatBalancer.balance_workers=qpp-node1,qpp-node2 worker.TomcatBalancer.sticky_session=True worker.TomcatBalancer.sticky_session_force=True worker.TomcatBalancer.method=Request worker.TomcatBalancer.lock=Pessimistic

worker.qpp-node1.type=ajp13 worker.qpp-node1.host=qpp-node1

# This should be the same as the port in the AJP connector defined # in the "server.xml" file for the Tomcat server in which Quark # Publishing Platflrm is deployed worker.qpp-node1.port=61398

worker.qpp-node1.lbfactor=3

worker.qpp-node2.type=ajp13 worker.qpp-node2.host=qpp-node2

# This should be the same as the port in the AJP connector defined # in the "server.xml" file for the Tomcat server in which Quark # Publishing Platflrm is deployed worker.qpp-node2.port=61398

worker.qpp-node2.lbfactor=3

Create a new file named "uriworker.properties" in the same folder, and insert the

following into the file:

/admin/*=TomcatBalancer /admin=TomcatBalancer /workspace/*=TomcatBalancer /workspace=TomcatBalancer /webservices/*=TomcatBalancer /webservices=TomcatBalancer /rest/*=TomcatBalancer /rest=TomcatBalancer /messaging/*=TomcatBalancer /messaging=TomcatBalancer /qxpsmadmin/*=TomcatBalancer /qxpsmadmin=TomcatBalancer /favicon.ico=TomcatBalancer /*=TomcatBalancer /qxpsm/*=TomcatBalancer /qxpsm=TomcatBalancer

This file contains the mappings of the URLs that need to be handled by IIS and

forwarded to Quark Publishing Platform Servers.

Using the IIS management console, add a new virtual directory named "jakarta" to

your IIS Web site, with the physical path of the directory where you placed the

"isapi_redirect.dll" file.

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Give the virtual directory execute permission. Select the virtual folder, double-click

Handler Mappings, and then click Edit Feature Permissions in the Actions pane.

Check Execute in the Edit Feature Permissions dialog box, and then click OK.

Add an ISAPI filter to the IIS Web site. Select the Web site, double-click ISAPI Filters,

and then click Add in the Actions pane. In the Add ISAPI Filter dialog box, enter a

name and the path of the "isapi_redirect.dll" file, and then click OK.

Configure the ISAPI and CGI Restrictions feature. Navigate to the Server Home screen,

double-click ISAPI and CGI Restrictions, and then click Add in the Actions pane. In

the Add ISAPI or CGI Restriction dialog box, enter a name and the path of the

"isapi_redirect.dll" file, check Allow extension path to execute, and then click OK.

Enable Windows authentication. Navigate to your Web site and double-click

Authentication. Right-click Windows Authentication and choose Enable, disable

the other authentication options, and then restart IIS.

To verify the installations, start Quark Publishing Platform Server on all nodes, then

access each server using the computer name or IP address and port of the IIS server.

The IIS server should serve and load-balance the request using the Tomcat connector.

You can view the details in the log file identified in the "isapi_redirect.properties" file.

Configuring Apache Web Server as an HTTP load balancer

To configure Apache Web Server 2.2 with the latest version of the JK Tomcat Connector

for Apache 2.2 as an HTTP load balancer:

The first step is to deploy the Tomcat connector. For more details on how to do this,

see http://tomcat.apache.org/connectors-doc/miscellaneous/faq.html. Copy the "mod_jk.so"

file from the Tomcat Connector download location to

{Apache_2.2_installation}/modules.

Open the file {Apache_2.2_installation}/conf/httpd.conf in a text editor and

insert the following content:

LoadModule jk_module modules/mod_jk.so <IfModule jk_module>

JkWorkersFile conf/workers.properties JkLogFile logs/mod_jk.log JkLogStampFormat "[%H:%M:%S] " JkRequestLogFormat "%T" JkLogLevel error JkOptions +ForwardKeySize +ForwardURICompat -ForwardDirectories <Directory /> AllowOverride All <Limit GET HEAD POST PUT DELETE OPTIONS> Order Allow,Deny Allow from all </Limit> </Directory> JkMount /workspace TomcatBalancer JkMount /workspace/* TomcatBalancer JkMount /webservices TomcatBalancer JkMount /webservices/* TomcatBalancer JkMount /admin TomcatBalancer JkMount /admin/* TomcatBalancer JkMount /rest TomcatBalancer JkMount /rest/* TomcatBalancer JkMount /messaging TomcatBalancer JkMount /messaging/* TomcatBalancer JkMount /qxpsm TomcatBalancer JkMount /qxpsm/* TomcatBalancer JkMount /qxpsmadmin TomcatBalancer JkMount /qxpsmadmin/* TomcatBalancer </IfModule>

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Create a file named {Apache_2.2_installation}/conf/workers.properties

and add the following content to it, where qpp-node1 and qpp-node2 are the values of the jvmRoute attribute as specified in the "server.xml" file for each Quark Publishing

Platform Server:

worker.list=TomcatBalancer

worker.TomcatBalancer.type=lb worker.TomcatBalancer.balance_workers=qpp-node1, qpp-node2 worker.TomcatBalancer.sticky_session=True

# This should be commented out, if it is not, you cannot connect to the Apache Web server which # acts as the load balancer. worker.TomcatBalancer.sticky_session_force=True

worker.TomcatBalancer.method=Request worker.TomcatBalancer.lock=Pessimistic

worker.qpp-node1.type=ajp13

# This should be the IP address of the first QPP node worker.qpp-node1.host=Server 1

# 8009 is for external tomcat server # 61398 is for embedded tomcat with QPP worker.qpp-node1.port=61398

worker.qpp-node1.lbfactor=3

worker.qpp-node2.type=ajp13

# This should be the IP address of the first QPP node worker.qpp-node2.host=Server 2

# 8009 is for external tomcat server # 61398 is for embedded tomcat with QPP worker.qpp-node2.port=61398

worker.qpp-node2.lbfactor=3

Restart Apache 2.2 httpd.

To verify the installations, start Quark Publishing Platform Server on all nodes, then

access each server using the computer name or IP address and port of the Apache

server. The Apache server should serve and load-balance the request using the Tomcat

connector. You can view the details in the log files at

{Apache_2.2_Installation}/logs.

Configuring server caches flushing mechanism

Platform Server provides two mechanisms to flush caches across all server instances

in case of an update:

• Notification based - This mechanism clears the cache asynchronously. The Notification

based cache flushing is accomplished by publishing of a message of type CACHE with property FLUSH_INTERCEPTOR. This is the default configured mechanism.

• REST request based - This mechanism clears the cache synchronously. The REST based

mechanism makes an HTTP request to every peer node to trigger its cache flushing:

http://{peerNode}:61400/rest/service/xcache/flush/{interceptorName}.

This mechanism is not the default configuration, but you may configure it if needed.

In order to configure REST based cache flushing mechanism, make the following

changes:

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Open the "CacheManager.xml" file found in

{install_path}/Server/lib/qpp-server-common-{version}.jar

Comment the asyncRemoteMessenger and uncomment the

synchronousRemoteInvoker. Inject this bean instead of asyncRemoteMessenger in

baseCacheFlushingInterceptor.

<bean id="synchronousRemoteInvoker" class="com.quark.qpp.common.caching.SynchronousRemoteInvoker" > <property name="remoteHosts" value="${server.peer.url}"/> <property name="httpContext" value="${server.cache.remoteFlush.context}"/> </bean> <bean class="com.quark.qpp.common.caching.RemoteFlushController"> <property name="flushingInterceptorMap" ref="flushingInterceptorMap"/> </bean>

Save and close the file.

Restart the server.

In the "ServerApp.properties" file located in the [QPP Server]/conf folder,

uncomment the following:

# Uncomment following properties to configure QPP cluster with synchronous cache update # Set comma separate URIs of peer server instances which are part of Cluster

server.peer.url=http://{peerHostN 1}:61400,http://{peerHostN 2}:61400

# Http context which may be used to invoke cache flushing server.cache.remoteFlush.context=rest/service/xcache/flush

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Enabling Secure Sockets Layer (SSL) for Quark Publishing Platform Server

You can configure Quark Publishing Platform with different security options. In

addition to your own network security specifications, you can specify SSL protocol for

your Quark Publishing Platform client applications.

SSL support

You can configure your application server containers and all Quark Publishing Platform

clients to run in secure mode with SSL technology. This section explains the

configuration process.

It is also possible to run Quark Publishing Platform without embedding Tomcat in

JVM. See "Deploying in external Tomcat" for information about setting up Quark

Publishing Platform without embedding Tomcat.

To manage Web applications in the Quark Publishing Platform environment, Quark

Publishing Platform Server embeds an instance of Apache Tomcat 7.0.61 in its JVM.

The four Web applications in Quark Publishing Platform include Quark Publishing

Platform Web Client, Quark Publishing Platform Console, Quark Publishing Platform

Renderer Manager, and Quark Publishing Platform Web Services.

When you enable SSL, it applies to all Quark Publishing Platform client applications

deployed in Quark Publishing Platform Server.

Enabling SSL in Quark Publishing Platform Server

The instructions below address two scenarios. The "server.xml" file you edit contains

XML tags for both scenarios, which you need to enable or disable by "commenting"

and "uncommenting" specific tags.

To enable SSL for secure HTTP for all Quark Publishing Platform Web applications:

Open the "server.xml" file located in the {install_path}/conf folder.

Comment the following tag:

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Uncomment the following tag:

Replace 61399 with 61400 (or any port on which Tomcat will be listening for secure

connections).

Save and close "server.xml."

On Quark Publishing Platform Server machine, open the command prompt and execute

the follwoing command:

%JAVA_HOME%\bin\keytool -genkey -alias tomcat -keyalg RSA

Provide the details in the prompts. Password should be changeit.

Restart the Quark Publishing Platform Server.

Access the Admin webpage: https://servername:61399/admin

This configuration creates one keystore with a private and public key pair. This is a

self sign certificate.

For more information on SSL configuration, including the use of a Certificate Authority,

please see the Apache Tomcat SSL information here:

url:https://tomcat.apache.org/tomcat-7.0-doc/ssl-howto.html

This change means Quark Publishing Platform client applications can use HTTPS. For

example, the URL for a Quark Publishing Platform Web Client user would be as follows:

https://[server name]:61399/workspace.

Configuring Platform clients to log on to an SSL enabled Server

Mac OS X QuarkXPress and QuarkCopyDesk users must fetch a SSL certificate from

Quark Publishing Platform Server before they can log on. To do so, each user should

launch Terminal and run the following command, substituting the IP address of the Quark Publishing Platform Server computer for [server name]:

echo | openssl s_client -connect [server name]:443 > [server name].pem

This command retrieves a copy of the server certificate named "[server name].pem". Put this file in the ~/Library/Application Support/Quark/QPP/Certificates folder (or, if you have customized the plist file at ~/Library/Application

Support/Quark/QPP/[QPP Framework Version], put the file there).

If the "Quark Publishing Platform" and "Certificates" folders do not already exist at the

above locations, create them there manually.

Quark Publishing Platform clients running on Windows do not require a server-based

SSL certificate.

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Verifying and using SSL

To verify and use SSL:

Start the Quark Publishing Platform Server.

Test Quark Publishing Platform Web Client access by entering the following:

https://[machine IP/name]:61399/workspace.

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Quark Publishing Platform Server — Manual configuration

You can change the default configuration after you install Quark Publishing Platform

Server. In addition to setting parameters with JConsole while Quark Publishing Platform

Server is running, you can adjust settings in different .xml files and .properties files.

You can also adjust memory allocation for your JVM configuration.

Editing "ServerApp.properties"

To edit "ServerApp.properties":

Open the "ServerApp.properties" file in the [QPP Server]/conf folder.

Set the rmi.port value to the number of the port on which the RMI registry listens.

Java-based RMI clients such as ScriptManager connect through this port.

Set the rmi.servicePort value to the port number used by the RMI server where

Quark Publishing Platform service objects are registered.

Set the namingservice.port value to the port number used for listening to object

resolution requests by the CORBA naming service.

Set the serverORB.port value to the port number used by the ORB where Quark

Publishing Platform service objects are activated.

Set the jms.openWirePort value to the port number opened for JMS communication

via the OpenWire protocol. Java clients such as Quark Publishing Platform Script

Manager connect to this port to listen to server notifications.

Set the webServer.port value to the port number on which Tomcat listens for HTTP

connections. Quark Publishing Platform Web Client and SOAP clients connect through

this port. The value should be set to that specified for the HTTP connector in the

Tomcat "server.xml" file.

Set the socketStreaming.port value to the port number to be used for file transfer

(upload/download).

To bind Quark Publishing Platform Server to a particular IP address, set the

server.machinename value to that IP address and set server.bindtoip=true. Or,

if you have multiple network cards and you want to bind Quark Publishing Platform to all of their IP addresses, set server.machinename=localhost,

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server.bindtoip=false, and server.addtionalnames=[non-default-ip1],[non-default-ip2].

Set the server.additionalnames value to specify the global IP address where the

firewall is exposed.

Enter the webServer.port value you configured for Tomcat (8080, for example).

To allow users to log on to Quark Publishing Platform Server even when the directory

server is not running, set authentication.external.cacheTicket = true.

To set the password case sensitivity, set the server.password.case.sensitive

value to false if case sensitivity is not considered for comparing passwords. This option

is not valid if using LDAP for external authentication.

To configure a session TimeOut, set the session.maxIdle value to specify the session

timeout in seconds. and set the session.eviction.thread.delay value to specify

the frequency of the session eviction thread in seconds.

The Repository status updater is the background thread that runs at a specified

frequency to test whether the underlying repository is active or not and to update the

status of the same in server database. To configure the repository status updater's sleep interval, set the repository.status.updator.sleepInterval value to specify

the interval in seconds after which the repository status update thread should run.

If the Realm verif. For Admin. Requests is set in QuarkXPress Server, the

username and password for QuarkXPress Server need to be set in this file. Set the

following properties to configure the QuarkXPress Server:

•

Set the qxps.username value to specify the QuarkXPress Server username.

•

Set the qxps.password value to specify the QuarkXPress Server password.

•

Set the qxps.locale value to specify the location of QuarkXPress Server.

Editing "PublishingPool.properties"

To edit "PublishingPool.properties":

Open the "PublishingPool.properties" file in the Server Installation conf folder.

Set the publishingThread.pool.maxActive value to specify the maximum number

of background publishing threads that can run simultaneously.

Set the publishingThread.pool.maxIdle value to specify the maximum number

of idle threads in the pool.

Set the publishingThread.pool.minIdle value to specify the minimum number

of idle threads in the pool.

Set the publishingThread.pool.maxWait value to specify the time in milliseconds

that the publishing request should wait while borrowing a thread from the pool.

Set the publishingThread.pool.minEvictableIdleTimeMillis value to specify

the time in milliseconds for a thread to be in the pool before it can be evicted.

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Set the publishingThread.pool.timeBetweenEvictionRunsMillis value to

specify the time in milliseconds after which the evictor thread should run to remove

idle threads.

Configuring Quark Publishing Platform Renderer for Quark Publishing Platform usage

To configure Quark Publishing Platform Renderer for Quark Publishing Platform usage:

Open the QXPSM Admin Client by navigating to the following URL in a Web browser:

http://[QPP server name]:[port]/qxpsmadmin.

In the Manage Servers pane, click Add Servers and add the Quark Publishing Platform

instance of Quark Publishing Platform Renderer. For more information, see A Guide

to Quark Publishing Platform Renderer.

Editing "Qla.properties"

To edit "Qla.properties":

Open the "Qla.properties" file in the [QPP Server]/conf folder.

Enter the IP address or hostname of the QLA Server in the QlaServer.machinename=

field.

Enter the port number of the QLA Server in the QlaServer.port= field.

If you have a backup QLA server, enter the IP address (or hostname) and port number

in the Backup.QlaServer.machinename= and Backup.QlaServer.port= fields.

Enter the Quark Publishing Platform serial number in the Qla.SerialNumber= field.

The QLA Server Console and QLA Client applications display your Quark Publishing

Platform serial number.

Save and close "Qla.properties."

Extended configuration files

Configuration files are split into base and ext for ease of deployment.

User specific custom beans, processes and publishingchannels should be defined in .ext files in the Server Installation ext folder, to separate custom extensions and

maintain them after a software upgrade.

• ChannelConfig-ext.xml

• content-mimetype-mappings-ext.xml

• custom-xml-types-ext.xml

• IndexingChannels-ext.xml

• PluginsContext-ext.xml

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• ProcessConfig-ext.xml

• PublishingConfig-ext.xml

Configuring Platform Server to be used for publishing with Quark XML Author Sharepoint Adapter

To configure Quark Publishing Platform Server to be used for publishing with Quark

XML Author - Sharepoint Adapter:

Open the "sharepoint.properties" file in the [QPP Server]/publishing folder.

Set the sharepoint.username value to be the login name of a user with access to

Sharepoint sites.

Set the sharepoint.userpassword value to be the login password of the user specified

above.

Set the sharepoint.userdomain value to be the domain of the user specified above.

Set the sharepoint.sitecollection value to be the URL of a Sharepoint Site

Collection which contains documents required during publishing.

Restart the Server.

Configuring Platform Server to be used for publishing with Quark XML Author FileNet Adapter

To configure Quark Publishing Platform Server to be used for publishing with Quark

XML Author - FileNet Adapter:

Open the "contentengine.properties" file in the [QPP Server]/publishing folder.

Set the filenet.stanza value to be the stanza for filenet content engine connection.

You need to edit the parameter only when the filenet server is configured to use a

stanza other than FileNet.

Set the filenet.username value to be the FileNet username.

Set the filenet.userpassword value to be the value to be the FileNet password of

the user specified above.

Set the filenet.connectionuri value to be the Connection URI of the FileNet

Content Engine WebService.

Restart the Server.

JVM memory allocation on Windows

On Windows, you can specify JVM memory allocation in different locations, depending

on how you start Quark Publishing Platform Server. On 64-bit operating systems, you

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can allocate more memory for the Quark Publishing Platform Java process. In either

case, you should not allocate more than 50 percent of available memory.

Using Quark Publishing Platform Server Console or Quark Publishing Platform Server Windows service

Stop Quark Publishing Platform Server.

If you start Quark Publishing Platform Server with Quark Publishing Platform Server

Console or Quark Publishing Platform Server Windows service, open the "wrapper.conf"

file.

Search for the wrapper.java.maxmemory property.

Adjust the value. On a 64-bit operating system, you can make the value larger.

Save your changes and restart Quark Publishing Platform Server.

Using "Serverstartup.bat"

Stop Quark Publishing Platform Server.

If you start Quark Publishing Platform Server with the "ServerStartup.bat" file in the

Quark Publishing Platform Server installation folder, open "ServerStartup.bat".

Search for java -server -Xmx1536m -XX:MaxPermSize=256m -classpath. 1536m

represents 1536MB of RAM allocated to Quark Publishing Platform Server.

On a 64-bit operating system, you can make the value larger.

Save your changes and restart Quark Publishing Platform Server.

Configuring Windows authentication

Windows users can log on to Quark Publishing Platform transparently with their

Windows user credentials, without ever having to see a login dialog box. Quark

Publishing Platform supports all Windows authentication schemes, including

NTLM-v1/NTLM-v2 and Negotiate/Kerberos. The Platform also supports mixed-mode,

so Windows authentication and Platform authentication can coexist.

You configure Windows authentication with a pluggable HTTP servlet filter. You can

easily enable and disable authentication at deployment time by adding a security filter

to each Web application‘s "web.xml" file.

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Each web application of Quark Publishing Platform can be configured to use different

Windows authentication schemes as indicated below.

NTLM and KerberosNegotiate/Kerberos onlyNTLM onlyWeb application

NTLM NegotiateNegotiateNTLMWorkspace

NTLM NegotiateNegotiateNTLMAdmin

NTLM NegotiateKerberosNTLMWeb services

Steps to enable SSO in Platform Clients

For the Admin web app:

Go to C:\Program Files\Quark\Quark Publishing

Platform\Server\webapps\admin\WEB-INF

Open the "Web.xml" file and uncomment the following snippet:

<filter> <filter-name>SecurityFilter</filter-name>

<filter-class>com.quark.web.security.servlet.ApplicationSecurityFilter</filter-class>

<init-param> <param-name>provider</param-name>

<param-value>com.quark.web.security.wafflle.WaffleAuthenticationProvider</param-value>

</init-param> <init-param> <param-name>provider/protocols</param-name> <param-value>NTLM</param-value> </init-param> </filter> <filter-mapping>

N/AN/AN/AQXPSM

N/AN/AN/AMessaging

N/AN/AN/AREST

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<filter-name>SecurityFilter</filter-name> <url-pattern>/*</url-pattern> </filter-mapping>

Save the file.

For Workspace and Desktop clients go to the respective web app, open the web.xml

file and uncomment the same snippet.

•

For desktop clients: C:\Program Files\Quark\Quark Publishing

Platform\Server\webapps\webservices\WEB-INF

•

For workspace: C:\Program Files\Quark\Quark Publishing

Platform\Server\webapps\workspace\WEB-INF

The Platform server should be running as a service with an account as Local System.

Steps to configure Web Client for mixed mode authentication

Go to C:\Program Files\Quark\Quark Publishing

Platform\Server\webapps\workspace. Make a copy of PreLogin.jsp and name it

local.jsp. Go to C:\Program Files\Quark\Quark Publishing

Platform\Server\webapps\workspace\WEB-INF

Open the "Web.xml" file and uncomment the following snippet, adding the bold lines:

< filter > < filter-name > SecurityFilter </ filter-name > < filter-class > com.quark.web.security.servlet.ApplicationSecurityFilter </ filter-class > < init-param > < param-name > provider </ param-name > < param-value > com.quark.web.security.wafflle.WaffleAuthenticationProvider </ param-value > </ init-param > < init-param > < param-name > provider/protocols </ param-name > < param-value > NTLM </ param-value > </ init-param >

<init-param> <param-name>exclude-url-patterns</param-name> <param-value>/local.jsp,/Login.jsp</param-value> </init-param>

</ filter > < filter-mapping > < filter-name > SecurityFilter </ filter-name > < url-pattern > /* </ url-pattern > </ filter-mapping >

Save the file.

Restart the server and access the corresponding web applications with the following

URLs:

• For access through native Platform user authentication use the URL :

http://localhost:61400/workspace/local.jsp

• For access through Windows authentication use the URL:

http://localhost:61400/workspace/

The steps above can be repeated for Web Admin or other web apps as well.

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Configuring logging levels

You can edit the "log4j.xml" file to adjust logging levels, and you can use JConsole to

change logging levels after starting Quark Publishing Platform Server. You can also set

different logging levels for exceptions.

Changing logging levels in "log4j.xml"

You can change the logging levels for Quark Publishing Platform Web Client and Quark Publishing Platform Server. Options include ERROR, INFO, WARN, DEBUG,

SQLTRACE, and TRACE.

•

ERROR = includes messages that indicate disrupted and failed requests.

•

INFO = includes messages that indicate the state of services.

•

WARN = includes non-critical service error messages.

•

DEBUG = includes messages that indicate server resource usage.

•

SQL_TRACE = includes messages according to activity related to SQL requests.

•

TRACE = includes messages according to activity related to requests.

Refer to Java documentation for more information about logging levels.

To change logging levels:

Open the "log4j.xml" file in the {QPP Server}/conf folder.

To define the logging level for Quark Publishing Platform Web Client activity, scroll

to <logger name=com.quark.qpp.web.webeditor. The structure is as follows:

To define the logging level for Quark Publishing Platform Server activity, scroll to

<logger name=com.quark.qpp. The structure is as follows:

To define the logging level for other activity, scroll to the "<root>." The structure is as

follows:

Save and close "log4j.xml."

Changing logging levels after starting Quark Publishing Platform Server

With Quark Publishing Platform Server running, display the Platform Server Console.

Click JConsole to display a window for monitoring different aspects of Quark

Publishing Platform Server performance.

Click the MBeans tab. Separate Quark Publishing Platform Server functions display

in tree format on the left side of the MBeans tab.

Open Platform Server > Logging in the tree.

Click the Operations tab.

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Use JConsole to adjust logging priority levels

To edit the log level of Quark Publishing Platform Server or the Quark Publishing

Platform Web Client, set the logging level in the text box and click the corresponding

button.

The changes you make in JConsole take effect immediately, but when you restart Quark

Publishing Platform Server, the settings in "log4j.xml" are applied.

Changing logging for exceptions

You can set logging for known and unknown exceptions by editing two values in the

"ServerApp.properties" file.

Open the "conf" folder in your Quark Publishing Platform Server folder.

Open "ServerApp.properties" in a text-editing application.

If you don't want to log Quark Publishing Platform exceptions in the Quark Publishing

Platform Server log, set server.logqppserviceexception to false.

If you want to avoid logging unknown exceptions, set server.logthrowable to

false.

Save and close "ServerApp.properties."

Modifying search notification evaluation settings

Quark Publishing Platform Server notifies all open Search Results palettes if the assets

displayed in the palettes have been modified. You can edit several parameters to

influence the strategy and resources used to evaluate conditions and deliver these

query notifications. The optimal value for most parameters depends on the database

and hardware you choose for your Quark Publishing Platform Server.

Only an experienced administrator should change the settings described below. Please

consult Quark Enterprise Support for assistance.

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Open the "conf" folder in your Quark Publishing Platform Server folder.

Open "Query.properties" in a text-editing application.

Quark Publishing Platform Server uses two pools of threads to evaluate query

notifications — the "Generic Notification Evaluator Thread Pool Configuration" and

the "Simple Notification Evaluator Thread Pool Configuration." The "generic" thread

pool evaluates query notifications using a database. The "simple" thread pool uses a

simpler strategy to evaluate query notification without involving a database. Adjust

the following properties in the "Generic Notification Evaluator Thread Pool

Configuration" area:

• To specify the maximum number of concurrent threads that operate in the background

to evaluate notifications that require database access, adjust the

query.notification.generic.pool.maxActive value. Increase this value to

improve performance when using hardware with several processors and extensive

system memory.

• To specify the maximum number of idle threads in the pool, adjust the

query.notification.generic.pool.maxIdle property.

• To specify the minimum number of idle threads in the pool, adjust the

query.notification.generic.pool.minIdle property.

• To specify the minimum time that a thread can be idle before it can be removed from

the pool, set the time in milliseconds for the

query.notification.generic.pool.minEvictableIdleTimeMillis property.

• To specify the number of milliseconds after which a background evictor thread should

run to clean up idle threads, adjust the

query.notification.generic.pool.timeBetweenEvictionRunsMillis property.

Query notifications for certain asset changes can be evaluated efficiently using a simpler

strategy that does not require database access. Adjust the following properties in the

"Simple Notification Evaluator Thread Pool Configuration" area:

• To specify the maximum number of concurrent threads that operate in the background,

adjust the query.notification.simple.pool.maxActive value. Increase this

value to improve performance when using hardware with several processors and

extensive system memory.

• To specify the maximum number of idle threads in the pool, adjust the

query.notification.simple.pool.maxIdle property.

• To specify the minimum number of idle threads in the pool, adjust the

query.notification.simple.pool.minIdle property.

• To specify the minimum time that a thread can be idle before it can be removed from

the pool, set the time in milliseconds for the

query.notification.simple.pool.minEvictableIdleTimeMillis property.

• To specify the number of milliseconds after which a background evictor thread should

run to cleanup idle threads, adjust the

query.notification.simple.pool.timeBetweenEvictionRunsMillis property.

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To configure JMS topology for query notification, adjust the

query.notification.topicPerSession property. To emulate the behavior of

versions of Quark Publishing Platform prior to 8.1, set this value to false.

The default display is used when executing a search for which a user specific display

does not exist ( for example, when browsing a collection for the first time). To specify

the default query display settings, adjust the following properties in the "Default Query

display Settings" area:

To specify the default query display settings for asset queries, adjust the following

properties:

• To specify the columns to be displayed in asset queries, adjust the

query.display.default.assets.columns value to contain a list of the columns

you want displayed.

• To specify the display mode for asset queries (PLAIN, THUMBNAIL or SNIPPET), adjust

the query.display.default.assets.displaymode property.

• To specify the explore mode for asset queries (PLAIN, PROJECT, PROJECT AND PAGE,

RELATION, RELATED ASSETS, COLLECTIONS), adjust the

query.display.default.assets.exploremode property.

• To specify the desired grouping of the assets, adjust the

query.display.default.assets.grouping property.

• To specify the desired sorting of the assets, ajust the

query.display.default.assets.sorting property.

To specify the default query display settings for collection queries, adjust the following

properties:

• To specify the columns to be diaplayed in collection queries, adjust the

query.display.default.collections.columns property to contain a list of the

columns you want displayed.

• To specify the display mode for collection queries (PLAIN or THUMBNAIL), adjust the

query.display.default.collections.displaymode property.

• To specify the desired sorting of the assets in collection queries, ajust the

query.display.default.collections.sorting property.

Do not edit the values of other properties in the "Query.properties" configuration file.

Save and close "Query.properties."

Restart Quark Publishing Platform Server for these settings to take effect.

Database properties

You can manually specify the database connection URL, database user name, database

user password, and database connection pool size.

To change database properties:

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In the "Database.properties" file located in the [QPP Server]/conf folder.

Scroll to the Database related configuration section.

To specify the driver class name, replace the qpp.jdbc.driverClassName value. For

example, for an HSQL database, you would use

qpp.jdbc.driverClassName=org.hsqldb.jdbcDriver.

To specify the database connection URL, replace the path after qpp.jdbc.url.

To specify the database user name, replace the qpp.jdbc.userName value.

To specify the database user password, replace the qpp.jdbc.password value.

To specify the database connection pool size, change the qpp.jdbc.maxActive value.

To specify the maximum and minimum numbers of connections that can be idle,

change the qpp.jdbc.maxIdle and qpp.jdbc.minIdle values.

To specify the minimum time in milliseconds that a connection must be in the pool

before it can be evicted, change the qpp.jdbc.minEvictableIdleTimeMillis

value.

To specify the minimum time in milliseconds after which the evictor thread should

run to remove an idle connection, change the

qpp.jdbc.timeBetweenEvictionRunsMillis value.

To adjust the pooling of prepared statements, change the

qpp.jdbc.poolPreparedStatements value.

To specify the maximum number of connections to be made in the no-autocommit

pool , change the qpp.jdbc.maxActive_noAutoCommit value.

Save and close "Database.properties."

If there is a firewall configured between the Platform Server and the Database server

that can terminate TCP sessions when they are idle for a long time, the following

configuration changes should be done in the "Database.properties" file .

•

Set the qpp.jdbc.minIdle value to 0

•

Set the qpp.jdbc.minEvictableIdleTimeMillis value to 60000

•

Set the qpp.jdbc.timeBetweenEvictionRunsMillis value to 60000

Platform Server needs to be restarted for these settings to take effect.

Transformation properties

You can use transformation properties to modify the output of various predefined

transformations. Changes to the "Transformation.properties" file alter the external

commands that are invoked for transforming assets. Commands in this file can contain predefined macros such as <temp>, <source>, <extension> and <output>.

To change transformation properties:

Open the "Transformation.properties" file located in the [QPP Server]/conf folder.

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To specify a pattern that does not occur as a value (or part of a value) for any other

property, specify a value for transformer.spaceEncodingPattern. This pattern is

used for escaping spaces in commands and other property values.

To specify which file types ImageMagick is allowed to handle, enter a comma-separated,

case-insensitive list of file extensions in imTransformer.extensions.

To specify the temporary file location to be used by ImageMagickTransformer, specify

a path for imTransformer.tempDir.

To specify the ImageMagick command to be executed for generating output with

ImageMagickTransformer, enter a value for imTransformer.jpg.imCommand.

To specify which file types the JawsTransformer is allowed to handle, enter a

comma-separated, case-insensitive list of file extensions in

jawsTransformer.extensions.

To specify the temporary file location to be used by JawsTransformer, specify a path

for jawsTransformer.tempDir.

To specify the Jaws command to be executed for generating output with

JawsTransformer, enter a value for jawsTransformer.jpg.command.

Save and close "Transformation.properties."

Session timeout

You can specify how long individual sessions can remain idle before they are timed-out,

as well as the frequency of testing for idle sessions.

To specify timeout parameters:

Open the "ServerApp.properties" file located in the [QPP Server]/conf folder.

Scroll to the session.maxIdle= entry.

Enter the number of seconds a session can be idle before timing out.

To specify the frequency for Quark Publishing Platform Server to perform a background

check for idle sessions, enter a number (measured in seconds) in the

session.eviction.thread.delay property.

Save and close "ServerApp.properties."

Web Client timeout settings can be changed by adjusting the ajaxTimeout entry in

the "Workspace-Config.xml" file (this entry is in milliseconds). This file is located at

{install_folder}/webapps/workspace/WEB-INF/classes

Repository status updater

You can specify a background thread that runs frequently to confirm the Quark

Publishing Platform File Server status.

To specify the repository status update interval:

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Open the "conf" folder in your Quark Publishing Platform Server folder.

Open "ServerApp.properties" in a text-editing application.

Scroll to the repository.status.updator.sleepInterval= entry.

Enter a value to specify the number of seconds after which the repository status updater

thread will run.

Save and close "ServerApp.properties."

Moving Quark Publishing Platform Renderer

If you need to move your Quark Publishing Platform Renderer to a different computer,

you don't have to re-install Quark Publishing Platform Server. Instead, you can edit

the "ManagerConfig.xml" file, as follows:

Open the "ManagerConfig.xml" file located in the [QPP Server]/conf folder.

Scroll to the <connectioninfo> section at the bottom of "ManagerConfig.xml."

Change the name entry value to the IP address or hostname of the new Quark

Publishing Platform Renderer.

Change the port entry value to the port number you specified for the new Quark

Publishing Platform Renderer.

Save the "ManagerConfig.xml" file and launch Quark Publishing Platform Server.

To verify the change, search through the "QppServer.log" file for the line Successfully

registered with QXPS.

Alternatively, you can open the Quark Publishing Platform Renderer Manager client with the URL http://[server]:[port]/qxpsmadmin and make these changes there.

Unless you check Realm verif. For Admin. Requests and enter a user name and

password in the HTTP tab of the QuarkXPress Server Configuration dialog box, you can leave the <user> and <password> entries blank. This also applies to the username and password fields in the "ServerApp.properties" file (qxps.username and

qxps.password).

Integrating Quark Publishing Platform with LDAP

For information about integrating Quark Publishing Platform with LDAP, see "Managing

User Lists with LDAP" in A Guide to Quark Publishing Platform.

Using Kerberos authentication

To use Kerberos authentication:

Open "krb5.conf" in a text-editing application. The "krb5.conf" file contains the Kerberos

configuration information, which includes the locations of the Key Distribution Center

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(KDC) and admin servers for the Kerberos realms. Kerberos is a secure method for

authenticating requests for a service over a computer network.

Specify realm settings in the "krb5.conf" file

Edit "krb5.conf" to specify all realm settings. This includes setting the realm names,

default realm, realm-domain mappings, and KDCs for the realms.

Save and close "krb5.conf."

The convention is to enter realm names in uppercase letters and domain names in

lowercase letters.

Using Simple authentication

If you are using a directory server other than Active Directory on Windows, then in

most cases you will use the Simple authentication scheme. To use Simple

authentication:

In the LDAP Attribute mapping set the Authentication Name= :uid: User Name=uid.

For Simple authentication, the Realm Name is optional.

Connecting LDAP user passwords with Quark Publishing Platform Server

If you configure Quark Publishing Platform according to the instructions below and

the connection between Quark Publishing Platform Server and Directory Server breaks,

users can still log on to Quark Publishing Platform Server with their Directory Server

credentials.

When a user logs on to Quark Publishing Platform Server successfully for the first time,

encrypted user credentials are stored in Quark Publishing Platform. These credentials

can then be used for subsequent log-on operations when there is no connection

between Quark Publishing Platform Server and Directory Server.

To specify that the LDAP user password can be retrieved, encrypted, and stored in the

Quark Publishing Platform Server database:

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Open the "ServerApp.properties" file located in the [QPP Server]/conf folder.

To allow users to log on to Quark Publishing Platform Server when the connection

between Quark Publishing Platform Server and Directory Server is broken, change the value for authentication.external.cacheTicket= to true. The default setting for authentication.external.cacheTicket= is false (that is, disabled).

To indicate that it is required to evaluate the

"CollectionInfo#isAccessibleChildrenAvailable()" flag at runtime for every collection in context, the value of collections.evaluateAccessibleChildrenFlag= should be true (default).

Once an element is fetched from the LDAP server, it will be cached in the Platform

Server and provided from the cache for a specified number of seconds, and fetched

again after that time. To specify time to live (in seconds) for LDAP cache elements, set the value for ldap.cache.timetolive=.

To specify the LDAP synchronization time delay (in seconds), set the value for

ldap.synchronization.thread.delay= to true. If LDAP synchronization is not

required, set the value to -1.

Save and close "ServerApp.properties."

Restricting Workspace Browser palettes

To restrict the number of Workspace Browser windows which can be open at one

time by a user:

Open the "Query.properties" file located in the [QPP Server]/conf folder.

Specify a value for the query.maxWatchedQueryCountPerSession parameter.

Save and close "Query.properties".

Changing query results settings

• To limit the number of results that will be returned for an Assignments based search,

specify a positive non-zero value for the query.maxAssignmentFetchCount

parameter.

• To limit the number of results that will be returned for a User based search, specify a

positive non-zero value for the query.maxRowFetchCount parameter.

Setting up custom content type detection

By default, Quark Publishing Platform is configured to recognize Quark formats,

common picture formats, common content formats (Microsoft Office, plain text, RTF,

PDF, HTML), XML, XHTML, DITA documents, and BusDoc documents. However, you

can configure Quark Publishing to automatically attempt additional, custom content

types. To do so:

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To recognize a particular content type by examining a file's MIME type, make sure

that MIME type is listed in the "tika-mimetypes.xml" file. If the MIME type is not

included in this file, you can add it to the "custom-mimetypes" file. You can identify

file types by file extension, by magic bytes, or (for XML files) by the root element. For

example:

<mime-type type="application/dita+xml; format=busdoc"> <sub-class-of type="application/dita+xml;format=topic"/> <_comment>Business Documents</_comment> </mime-type>

You can assign different MIME types to structurally similar but semantically different

XML files. You can differentiate XML file types based on processing instructions applied

inside that XML. Add a MIME type entry to the "custom-xml-types-ext.xml" file present

in "ext" folder of the Platform server, to do so. For example:

<mime-type type="application/dita+xml; format=busdoc" sub-class-of="application/dita+xml; format=topic"> <pi name="Xpress">productLine="busdoc"</pi> </mime-type>

For more information, see http://tika.apache.org.

Configure a Quark Publishing Platform content type based on the identified MIME

type. To do so, add a mapping entry to the "content-mimetype-mappings-ext.xml"

file present in "ext" folder of the Platform server. Assets with the specified custom

MIME type will be checked in with the specified custom content type. For example:

<content-type name="Business Document"> <mime-type>application/dita+xml; format=busdoc</mime-type> </content-type>

Add a corresponding mapping entry to the "Indexing Channels-ext.xml" file present

in "ext" folder of the Platform server. For example:

<mapping contenttype="Ratings Document" channel="ratingsPreviewChannel"> <parameter name="channelParam1">param value</parameter> <parameter name="channelParam2">param value</parameter> </mapping>

Specifying a default PDF output style

Quark Publishing Platform Web Client users can retrieve copies of QuarkXPress projects

or QuarkCopyDesk articles as PDFs. The settings for these PDFs are defined exclusively

in the default PDF output style for QuarkXPress Server. To specify the default PDF

output style, update the default Job Jackets file as described in "Job Jackets dialog box"

in A Guide to QuarkXPress Server. The default PDF style can also be mentioned in the

Publishing Channel used to take the PDF. The default channel for taking PDF from

QuarkXPress projects is "qxpPdf".

Controlling delivery channel display settings in Web Client

Delivery channels are not visible by default. To make them available, set the property

displaydeliverychannels to true in the file QPP_HOME\webapps\workspace\WEB-INF\classes\Workspace-Config.xml:

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Changing case-sensitivity for Quark Publishing Platform passwords

To specify case-sensitivity for Quark Publishing Platform user passwords:

Open the "ServerApp.properties" file located in the [QPP Server]/conf folder.

If you want to specify case-sensitivity for user passwords, set

server.password.case.sensitive to true. Otherwise, enter false.

Save and close "ServerApp.properties."

The default setting for server.password.case.sensitive is true. Quark Publishing

Platform administrators should inform users if case-sensitive passwords are required.

Managing filters and index service settings

Quark Publishing Platform Server uses four filters for generating previews, and you

can change the values in the ".properties" files for each filter. These files include:

• The "AsposeFilterServiceConfig" file provides previews and thumbnails of Word,

RTF,EXCEL,POWER POINT and plain text files.

• The "QxpsFilterServiceConfig.properties" file provides previews and thumbnails of

QuarkXPress projects and QuarkCopyDesk articles.

• The "IMFilterServiceConfig.properties" file provides previews and thumbnails of most

image files.

• The "JawsFilterServiceConfig.properties" file provides previews and thumbnails of

certain image files — PDF files, EPS files, and Adobe® Illustrator® files.

• The "XADocFilterServiceConfig.properties" file provides previews and thumbnails of

XML files.

The following commands are common to all four filters:

•

<FILTER_NAME>filter.generateAttributes: Set this to true to generate

filter-specific attributes.

•

<FILTER_NAME>filter.generatePreview: Set this to true to generate previews.

•

<FILTER_NAME>filter.generateThumbnail: Set this to true to generate

thumbnails.

•

<FILTER_NAME>filter.generateText: Set this to true to extract text and enable

full-text search.

•

<FILTER_NAME>filter.previewWidth: Set this to specify the width of previews

(measured in pixels).

•

<FILTER_NAME>filter.previewHeight: Set this to specify the height of previews

(measured in pixels).

•

<FILTER_NAME>filter.thumbnailHeight: Set this to specify the height of

thumbnails (measured in pixels).

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•

<FILTER_NAME>filter.thumbnailWidth: Set this to specify the width of thumbnails

(measured in pixels).

•

<FILTER_NAME>filter.previewPages: Set this to specify the number of preview

pages to generate.

•

<FILTER_NAME>filter.processTimeOut: Set this to specify the number of

milliseconds after which an incomplete index preview process will terminate.

Index service settings

You can specify parameters for asset indexing. As a separate background process

that runs inside Quark Publishing Platform Server, indexing can consume significant

system resources. By editing the "Indexing.properties" file as described below, you can

manage index processes (called "indexing thread pools") by adjusting the number of

concurrent thread pools and the time intervals between thread pools.

To manage timing and threads for asset indexing:

Open the "Indexing.properties" file located in the [QPP Server]/conf folder.

To specify the maximum number of concurrent indexing threads that operate in the

background, adjust the indexingThread.pool.maxActive= value.

To specify the amount of time (in milliseconds) to wait for an available thread from

the pool, adjust the indexingThread.pool.maxWait= value. A value of -1 indicates

waiting indefinitely.

To specify the maximum number of idle threads in the pool, adjust the

indexingThread.pool.maxIdle= value.

To specify the minimum number of idle threads in the pool, adjust the

indexingThread.pool.minIdle= value.

To specify the number of milliseconds a thread can be in the pool before it is evicted,

adjust the indexingThread.pool.minEvictableIdleTimeMillis= value.

To specify the number of milliseconds after which the evictor thread should run to

evict idle threads, adjust the

indexingThread.pool.timeBetweenEvictionRunsMillis= value. The evictor

thread runs in the background.

When the "evictor" thread is run, it releases all idle threads from the pool beyond

indexingThread.pool.maxIdle value. However, the number of idle threads specified

as indexingThread.pool.minIdle value are maintained in the pool.

To index assets not previously indexed when Quark Publishing Platform Server starts,

enter true for the indexing.indexPendingAssetsOnStartup= value.

Save and close "Indexing.properties."

ASPOSE filter

The ASPOSE filter handles text files, Microsoft Word, Excel and PowerPoint documents,

RTF files and plain text files. Adjust the ASPOSE filter settings:

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Open the "AsposeFilterServiceConfig.properties" file located in the [QPP Server]/conf

folder.

asposefilter.previewType=png. Supported preview types are png and jpg.

asposefilter.generatePreview=true.

asposefilter.generateThumbnail=true.

asposefilter.generateTableImages=false.

asposefilter.generateChartImages=false.

asposefilter.thumbnailHeight= entry.

asposefilter.thumbnailWidth= entry.

asposefilter.previewDpi= entry.

asposefilter.reditionPreviewDpi= entry.

To specify the time the process should wait before exiting, if indexing is not done,

enter a value in the asposefilter.processTimeOut= entry (in milliseconds).

To specify the maximum number of pages for which preview should be generated,

enter a value in the asposefilter.previewPages= entry.

To set the preview page layout margin settings for RTF, XML, HTML, HTM and TXT

type files enter values in the following:

•

asposefilter.text.topMargin= entry.

•

asposefilter.text.bottomMargin= entry.

•

asposefilter.text.rightMargin= entry.

•

asposefilter.text.leftMargin= entry.

Save and close "AsposeFilterServiceConfig.properties."

Configure ASPOSE filter for PDF preview

The Platform Server provides two filter implementations for the indexing of PDF

Documents:

• Jaws Filter

• Aspose Filter

By default the JAWS Filter is configured for PDF document indexing. In order to

configure the ASPOSE Filter for PDF document indexing, do the following:

Open the "AsposeFilterServiceConfig.properties" file located in the [QPP Server]/conf

folder.

Look for and uncomment the following:

<!-- <supported-file-type> <mac-os-type/> <file-extension>pdf</file-extension> <mime-type/> <creator-code/> </supported-file-type>

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<supported-file-type> <mac-os-type/> <file-extension/> <mime-type>application/pdf</mim-type> <creator-code/> </supported-file-type> <supported-file-type> <mac-os-type/> <file-extension/> <mime-type>application/x-pdf</mime-type> <creator-code/> </supported-file-type> -->

Open "JawsFilterServiceConfig.properties." in a text-editing application.

Look for and comment out the following supported file type:

<supported-file-type> <mac-os-type/> <file-extension>pdf</file-extension> <mime-type/> <creator-code/> </supported-file-type>

Save and close "AsposeFilterServiceConfig.properties."

Save and close "JawsFilterServiceConfig.properties."

APS filter

Adjust the APS filter settings:

Open the "ApsFilterServiceConfig.properties" file located in the [QPP Server]/conf

folder.

apsfilter.generatePreview=true.

apsfilter.generateThumbnail=true.

apsfilter.generateAttributes=true.

apsfilter.generateText=true.

To specify the time the process should wait before exiting, if indexing is not done,

enter a value in the apsfilter.processTimeOut= entry (in milliseconds).

To specify the maximum number of pages for which preview should be generated,

enter a value in the apsfilter.previewPages= entry.

Save and close "ApsFilterServiceConfig.properties."

POI filter

Adjust the POI filter settings:

Open the "POIFilterServiceConfig.properties" file located in the [QPP Server]/conf

folder.

poifilter.approximateCharactersPerPage. Set the number of characters which

approximately constitutes a page of text. This value will decide the page break for text

files.

poifilter.previewMaxLineLength. Set the maximum number of characters to

place in a row for preview image generation from text files.

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poifilter.fontName. The name of the font to be used for image generation from

text.

poifilter.previewFontSize. The size of the font required for text in an image.

poifilter.lineSpacing. The spacing between lines in term of multiples of font

size defined in the poifilter.previewFontSize property.

Save and close "POIFilterServiceConfig.properties."

Configure processing of MS Office documents

Adjust the MS Office filter settings:

Open the "OfficeServiceConfig.properties" file in the [QPP Server]/conf folder.

Set the office.defaultImageFormat property to specify the default output format

type. Default format is PNG.

Set the office.defaultHorizontalResolution property to specify the default

horizontal resolution of previews.

Set the office.defaultVerticalResolution property to specify the default vertical

resolution of previews.

Set the office.onePagePerSheet property to true and all content of the sheet will

output to only one page.

Set the office.showHiddenWorksheets property to control the visibility of hidden

worksheets.

To set the option to remove or hide the hidden columns/rows from the output formats

HTML, XHTML, SMARTTABLE and CALS, set the following properties:

•

office.defaultHiddenColumnDisplayType= entry. The allowed values for this

option are hide or remove.

•

office.defaultHiddenRowDisplayType= entry. The allowed values for this option

are hide or remove.

QuarkXPress Server Filter

To adjust QuarkXPress filter settings:

Open the "QxpsFilterServiceConfig.properties" file located in the [QPP Server]/conf

folder.

Set the qxpsfilter.useSpreadForArticles= value to true to specify that previews

for articles are generated for each spread.

Set the qxpsfilter.useSpreadForProjects= value to true to specify project

previews with spreads.

By default, XML deconstruction is enabled. The default setting for the

qxpsfilter.generateDeconstructedXML= entry is true. To disable XML

deconstruction, set the entry to false.

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By default, Full Text Search (FTS) is enabled. The default setting for the

qxpsfilter.generateText= entry is true. To disable FTS, set the entry to false.

A true value for qxpsfilter.generateDeconstructedXML also enables FTS for

QuarkXPress projects and QuarkCopyDesk articles. Text generation is dependent on XML generation. If you set generateDeconstructedXML to false, Quark recommends also setting qxpsfilter.generateText to false.

To specify the scale of preview images, adjust the qxpsfilter.previewScale= value.

The default value of 1 indicates previews at 100 percent. The values of 2, 3, and 6 are

200 percent, 300 percent, and 600 percent, respectively.

To specify the scale of thumbnail images, adjust the qxpsfilter.thumbnailScale=

value. The default value of 1 indicates previews at 100 percent. The values of .5, 2, 3, and 6 are 50 percent, 200 percent, 300 percent, and 600 percent, respectively.

To specify image quality for JPEG previews, adjust the qxpsfilter.jpegQuality=

value. Enter 1 for the highest quality, 2 for high quality, 3 for medium quality, and 4

for lowest quality.

Save and close "QxpsFilterServiceConfig.properties."

JAWS filter settings

The JAWS filter is part of the ImageMagick® Filter Service Configurations for EPS, PDF, and Adobe® Illustrator® files. To specify settings for the JAWS filter:

Open the "JawsFilterServiceConfig.properties" file located in the [QPP Server]/conf

folder.

To specify the resolution for thumbnails and previews (measured in dots-per-inch),

adjust the jawsfilter.resolution= value.

The jawsfilter.resolution= value is the fallback resolution used to scale the

preview image to the specified size when the proper resolution cannot be calculated.

Save and close "JawsFilterServiceConfig.properties."

XML Author filter settings

The XML Author filter is part of the configuration for XML files. XADocFilter is used

to generate Previews and Thumbnails of XML files. To specify settings for the XML

Author filter:

Open the "XADocFilterServiceConfig.properties" file located in the [QPP Server]/conf

folder.

To specify the amount of time a process will wait for indexing (with XADocFilter) to

complete, adjust the xaDocfilter.processTimeOut= value.

To specify the preview height and width, adjust the xaDocfilter.previewHeight=

value and the xaDocfilter.previewWidth= value.

To specify the maximum number of pages for which a preview should be generated,

adjust the xaDocfilter.previewPages= value.

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Save and close "XADocFilterServiceConfig.properties."

ImageMagick, Jaws, and DITA OT directories

By default, ImageMagick, Jaws, and the DITA Open Toolkit are included with Quark

Publishing Platform. However, if you have existing installations of ImageMagick or

Jaws, perform the following tasks:

Open the "ServerApp.properties" file located in the [QPP Server]/conf folder.

Scroll to the IMAGE_MAGICK_HOME= entry.

Enter the path to your existing ImageMagick bin folder.

Scroll to the JAWS_HOME= entry.

Enter the path to your existing Jaws bin folder.

Scroll to the DITA_HOME= entry.

Enter the path to your existing DITA Open Toolkit folder.

Save and close "ServerApp.properties."

Full text indexing configuration

To configure FTSIndex filter settings:

Open the "LuceneTextIndexingConfig.properties" file located in the [QPP

Server]/conf folder.

By default, the storage location for index files is in the Quark Publishing Platform

installation folder. However, you can change the location by changing the

lucene.index.dir= parameter to indicate the folder in which you want to store

index files.

Specify the language (class) used most frequently for text indexing and query term

analysis by changing the lucene.analyzerClass= parameter. The default setting — StandardAnalyzer — recognizes English semantics for Full Text Search. But if the

majority of the text in your workflow is not English, you can specify another language

to search more accurately according to that language's semantics. The languages are

listed in the "LuceneTextIndexingConfig.properties" file.

"LuceneTextIndexingConfig.properties" contains information for each parameter, as

well as links to the Apache documentation.

To specify the number of changes after which an index compaction shoud be

performed, set a value for lucene.maxModificationWithoutOptimisation.

Save and close "LuceneTextIndexingConfig.properties."

Charting Service

To configure the properties for the Charting service modify the below properties:

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Enter the default output format (PDF/HTML/IMAGE/JSON) in the

charting.defaultOutputFormat parameter.

Enter the default values for the image output properties in the following parameters:

•

charting.defaultImageFormat=png

•

charting.defaultWidth=600

•

charting.defaultScale=

Enter the path to the default HTML template:

charting.defaultHTMLTemplateURI=classpath\:DefaultHTMLTemplate.html

Integrating QLA with Quark Publishing Platform

To reconfigure Quark® License Administrator (QLA) primary and backup server settings

with Quark Publishing Platform:

Open the "Qla.properties" file located in the [QPP Server]/conf folder.

Enter the current IP address or hostname of the computer where you installed QLA in

the QlaServer.machinename= parameter.

Enter the port number in the QLAServer.port= parameter.

If you have a backup QLA server, enter the correct IP address or hostname and port

values in the Backup.QlaServer.machinename= and Backup.QlaServer.port=

parameters.

In the Qla.SerialNumber= parameter, enter the QLA serial number for Quark

Publishing Platform Server. The QLA Server Console and QLA Client applications

display your serial number.

The serial number is updated in "Qla.properties" based on the validation code that you

provided when you installed or updated Quark Publishing Platform Server.

Save and close "Qla.properties."

Enabling IPTC support

IPTC values in a picture file can be recognized and included in the picture's attribute

list. To enable or disable IPTC functionality, open the file

\Server\conf\IMFilterServiceConfig.properties and set the imfilter.generateIPTCAttributes property to true or false. You can also

specify preview/thumbnail resolution by setting a value for imfilter.resolution.

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RMI and CORBA clients only

By default, Quark Publishing Platform clients require only port 61400. However, if

you are using or developing your own RMI and CORBA clients, you might want to

read the topics below.

Changing ports used by Quark Publishing Platform Server

By default, Quark Publishing Platform clients require only port 61400. However, if

you are using or developing your own RMI and CORBA clients, you can adjust settings

for the server and file streaming ports in your Quark Publishing Platform environment.

By default, Quark Publishing Platform Server provides services on network ports 61400

to 61407, but you can configure all these ports.

Changing the default ports

By default, Quark Publishing Platform clients require only port 61400. However, if

you are using or developing your own RMI and CORBA clients, change the ports as

follows:

Open the "ServerApp.properties" file located in the [QPP Server]/conf folder.

To specify the port for running Java-based RMI clients (such as Quark Publishing

Platform Script Manager), enter a value in the rmi.port= property. Remote Method

Invocation (RMI) is a standard remote procedure call that allows Java objects on your

network to run remotely.

To specify the port to which service are bound, enter a value in the rmi.serviceport=

property.

To specify the port for managing IIOP requests, enter a value in the

namingservice.port= property. Internet Inter-Orb Protocol (IIOP) is a message

protocol for handling objects on a TCP/IP network. QuarkXPress, QuarkCopyDesk,

and Quark Publishing Platform Client connect through this port.

To specify the port on which CORBA objects are exported, enter a value in the

serverORB.port= property.

To specify the port for all Quark Publishing Platform client application communication,

enter a value in the jms.openWirePort= property. In a Quark Publishing Platform environment, Java Messaging Service (JMS) uses OpenWire® protocol.

To indicate which port the Tomcat server is running on, enter a value in the

webServer.port= property. Quark Publishing Platform Web Client connects through

this port.

Save and close "ServerApp.properties."

Specifying the Tomcat server port

After changing default ports, you must also specify the port for running the Tomcat

server in a separate file, as follows:

Open the "server.xml" file located in the [QPP Server]/conf folder.

Change the Web server port.

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Save and close "server.xml."

Restart the server.

Changing the file streaming port

To change the file streaming port:

Open the "conf" folder in your Quark Publishing Platform Server folder.

Open "SocketStreaming.properties" in a text-editing application.

To specify the port for file uploads and downloads, enter a value in the

socketStreaming.port= property.

Save and close "SocketStreaming.properties."

Multiple network cards

By default, Quark Publishing Platform clients require only port 61400. However, if

you are using or developing your own RMI and CORBA clients, and the computer

running Quark Publishing Platform Server has more than one network interface card,

you can bind to a particular card for Quark Publishing Platform Server or to any and

all IP addresses on the computer.

Binding a specific IP address

To bind to a specific IP address:

Open the "conf" folder in your Quark Publishing Platform Server folder.

Open "ServerApp.properties" in a text-editing application.

Scroll to the server.machinename= entry. Enter the specific IP address of the network

card to which you want to bind.

Scroll to the server.bindtoip= entry. Enter true for Quark Publishing Platform

Server to only bind to the IP address and name identified by the "server.machinename="

entry.

Save and close "ServerApp.properties."

Editing "server.xml"

You must also edit "server.xml," as follows:

Open the "conf" folder in your Quark Publishing Platform Server folder.

Open "server.xml" in a text-editing application.

In the "connector" tag, add the IP address. For example, change <Connector

port=61400 to <Connector address = "<IP Address>" port="61400".

Save and close "server.xml."

Binding all IP addresses to a single computer

To bind to all IP addresses on a single computer:

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Open the "conf" folder in your Quark Publishing Platform Server folder.

Open "ServerApp.properties" in a text-editing application.

Scroll to the server.machinename= entry. Enter localhost.

Scroll to the server.bindtoip= entry. Enter false for Quark Publishing Platform

Server to bind to any and all IP addresses on the computer.

Scroll to the server.additionalnames= entry. Enter the IP address of the network

card to which you want to bind. If you have multiple IP addresses, you can separate entries with a comma (for example, server.additionalnames=

10.91.43.266,10.X.Y.Z). If your computer has only one network card, leave this

field blank.

This list includes non-default IPs only. Do not specify the default IP of the computer

here because Quark Publishing Platform Server automatically uses the default IP address.

Adding a default IP here is not recommended.

Save and close "ServerApp.properties."

Firewalls with NAT

If you are using or developing RMI and CORBA clients and you want to provide access

to Quark Publishing Platform Server over the Internet through a firewall running

Network Address Translation (NAT) services, you must specify the public IP address

to which the Quark Publishing Platform Server's private IP address is mapped.

To specify the public IP address:

Open the "conf" folder in your Quark Publishing Platform Server folder.

Open "ServerApp.properties" in a text-editing application.

Scroll to the server.additionalnames= entry.

Enter the public IP address to which the Quark Publishing Platform Server's private IP

address is mapped.

Save and close "ServerApp.properties."

Failover setup

This topics describes one way you can configure a Quark Publishing Platform

installation for failover.

The key to a setup like this is to use a virtual IP address for the Quark Publishing

Platform Server computer.

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Failover setup: Normal operation

During normal operations, the Production site is up and running and the virtual IP

address is mapped to that server. The DR (disaster recovery) site is in dormant mode,

with all Quark Services stopped. The following things are being synchronized from

the Production servers to the DR server:

• Quark Publishing Platform repository folder(s)

• Quark Publishing Platform database

•

QPP Server/conf folder

•

QPP Server/Index folder

Synchronization of the Quark Publishing Platform File Server folder(s) and Quark

Publishing Platform Oracle database must be done at the same time and at the same

intervals to maintain data integrity.

If the Production site goes down, synchronization stops and the virtual IP address is

re-mapped to the DR site. End users should not notice the change because they are

still using the same virtual IP adddress.

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Failover setup: Production server goes down

At this point, an administrator should perform an orderly shutdown of the DR site,

then restart synchronization from the DR site to the Production site.

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Failover setup: Synchronizing from DR site to Production site

When synchronization is complete between the DR site and the Production site, remap

the virtual IP address to the Production site, reverse the synchronization so that changes

are pushed from the Production server to the DP site, and then launch all of the Quark

Publishing Platform components.

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Failover setup: Normal operation restored

Encrypting a plain text password

In Quark Publishing Platform 10.1 and later, you can encrypt all of your passwords

that are in plain text. For example, if you are using an SQL Server or Oracle as a database

in the Platform Server then your database user password is stored in plain text in the

"database.properties" file. You can encrypt this password.

To encrypt plain text passwords:

Open the command prompt and navigate to the Platform server installation folder.

Launch the "encrypt.bat" file with your password (encrypt.bat password) to retrieve

its encrypted value.

Copy the generated encrypted value of the password and use this encrypted value in

any of properties file (for example, "database.properties").

Open the "lib" folder in your Quark Publishing Platform Server folder.

Open "qpp-server-app-11.0.jar" and navigate to \com\quark\qpp\app inside the jar

file.

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Open "ServerStartupContext.xml " in a text-editing application and under the

securePlaceholderConfig node, add an entry for each of the properties file that

you used the encrypted value in. Remove this entry from the placeholderConfig

node if it exists.

Save the file, update the jar and restart the server.

You can use any of the algorithms mentioned in the "ServerStartupContext.xml" file

and you can modify the key used to encrypt the password (default is QUARK).

Enabling forced log off during inactivity

Configuring WebAdmin to enable forced log off

Forced Log-Off can be enabled by engaging a predefined Servlet Filter in the "Web.xml" file in the [QPP Server]/webapps/admin folder:

•

session-idle-time: Specifies the time (in seconds) of inactivity after which a user

will be forced to log off of WebAdmin.

•

exclude-url-patterns: Specifies URL patterns which are not considered user activity.

•

pre-expiry-mag-time: Specifies the time (in seconds) before pending inactivity

bases log off, a warning or countdown message will be shown.

<filter> <filter-name>SessionTimeoutCookieFilter</filter-name>

<filter-class>com.quark.web.activity.servlet.SessionTimeoutCookieFilter</filter-class>

<init-param> <param-name>session-idle-time</param-name> <param-value>60</param-value> </init-param> <init-param> <param-name>exclude-url-patterns</param-name> <param-value>/admin/keepAlive.qsp</param-value> </init-param> <init-param> <param-name>pre-expiry-mag-time</param-name> <param-value>40</param-value> </init-param> </filter> <filter-mapping> <filter-name>SessionTimeoutCookieFilter</filter-name> <url-pattern>/*</url-pattern> </filter-mapping>

Forced Log-Off can also be enabled in the "Admin-Home.jsp" file in QPP

Home/webapps/admin/jsp folder:

<script type="text/javascript" src="resources/js/SessionTimer.js></script>

function logoutDueToInactivity () { window.location.href = "logout.qsp"; }; <%-- Initialise inactivity monitor --%> SessionTimer.init(logoutDueToInactivity);

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Configuring Workspace to enable forced log off

Forced Log-Off can be enabled by engaging a predefined Servlet Filter in the "Web.xml" file in the [QPP Server]/webapps/workspace folder:

•

session-idle-time: Specifies the time (in seconds) of inactivity after which a user

will be forced to log off of WebAdmin.

•

exclude-url-patterns: Specifies URL patterns which are not considered user activity.

•

pre-expiry-mag-time: Specifies the time (in seconds) before pending inactivity

bases log off, a warning or countdown message will be shown.

<filter> <filter-name>SessionTimeoutCookieFilter</filter-name>

<filter-class>com.quark.web.activity.servlet.SessionTimeoutCookieFilter</filter-class>

<init-param> <param-name>session-idle-time</param-name> <param-value>300</param-value> </init-param> <init-param> <param-name>exclude-url-patterns</param-name>

<param-value>/workspace/keepAlive.qsp/workspace/assetHeaderUpdate.qsp</param-value>

</init-param> <init-param> <param-name>pre-expiry-mag-time</param-name> <param-value>60</param-value> </init-param> </filter> <filter-mapping> <filter-name>SessionTimeoutCookieFilter</filter-name> <url-pattern>/*</url-pattern> </filter-mapping>

Forced Log-Off can also be enabled in the "User-Home.jsp" file in QPP

Home/webapps/workspace/jsp folder:

<script type="text/javascript" src="resources/js/SessionTimer.js></script>

<%-- Initialise inactivity monitor --%> SessionTimer.init(UserHomeUI.logout);

The countdown message will be shown with remaining seconds. The user can prevent

the forced log off by clicking Continue Session.

Forced log off countdown

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Configuring messaging

To configure Quark Publishing Platform Server to display Asset Workflow Changed

messages when any listed attribute is changed on the related asset:

Open the "AssetWorkflowChangedMessageAttributes.xml" file located in the

[install_path]/Server/conf/ folder.

Set the attribtues IDs or names to trigger the Asset Workflow Changed message

when any listed attribute is changed on the related asset.

<!-- List of attribute ids or names to be considered for "ASSET WORKFLOW CHANGED MESSAGE" The "ASSET WORKFLOW CHANGED MESSAGE" will be published if there is any changes in the attributes of the mentioned asset/> <util:list id="assetWorkflowAttributes"> <value>name</value> <value>Status</value> <value>Workflow</value> <value>Routed to</value> </util:list> </beans>

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Quark Publishing Platform Web Client: Manual configuration

The following sections describe how to configure the advanced settings of Quark

Publishing Platform Web Client.

Configuration overview

The workspace configuration is organized into two categories:

• Application level settings

• Document level settings

These are set in the "Workspace-Config.xml" configuration file in the [QPP Server]/

webapps /workspace/WEB-INF/classes folder.

Application level settings

The attribute elements of ApplicationSettings defines various application level

settings:

•

userNameFormatting: Specifies the format of the user name to be displayed in all

dialogs:

0 to display login name <username>

1 to display <First Name> <Last Name>

2 to display <Last Name>, <First Name>

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•

layoutPreview: Specifies the look and feel of the preview window for assets belonging

to the QuarkXPress content type:

True to display the preview in a separate browser window

False to display the preview ina javascript window instead of a browser.

•

viewrevision_expandAll: Specifies whether all revision comments need to be

expanded in the view revisions dialog.

•

supported_picture_extension: Specifies the possible file types allowed when

importing a picture/text in the article/project editors.

•

picture_editing_extension: Specifies the possible file formats allowed when

editing pictures in the article/project editors.

•

defaultPreviewScale: Specifies the default zoom preview setting to be used when

editing articles/projects and viewing assets (live preview). Valid values for this parameter

range from 0.1 to 5.

•

ajaxTimeout: Specifies the time period for all background requests originating from

browser after which the requests will be marked as timed out. The value is specified

in milliseconds.

•

showFormView: Specifies whether to show the form view panel in the Check In dialog.

Set to true to show the form view pane.

•

topBannerJspPath: Specifies the path to the .jsp file to be included to show the top

banner in the assignment page.

•

logoFilePath: Specifies the path to the logo image shown in the top banner in the

assignment page.

•

enabledPublishingChannels: Defines the list of publishing channels that need to

be honored when selecting an asset.

•

enableDeliveryChannels: Defines whether delivery channels needs to be enabled

or not.

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•

enabledDeliveryChannels: Defines the list of delivery channels that need to be

honored when selecting an asset. This would get enabled when the

enableDeliveryChannels option is set to true.

•

allowPublishedRenditionDownload: Defines whether to allow the download

output displayed for the various previews using the publishing defined for the selected

asset.

Multi-Channel preview

For each content type you will specify the publishing channels that should be available

to the user in the Preview tab of the assignment page. Publishing channels for preview are configured using the <PreviewSettings> element:

•

displayName: Specifies the channel name displayed in the user interface (optional).

If not given, then outputFormat is used.

•

Id: Specifies the Publishing Channel Id as defined in the Platform Server.

•

ContentType: Specifies the content type of the asset .

•

ApplyToChildContentTypes: Specifies whether to include the child content types.

•

outputFormat: Supported values:

IMAGE_ARCHIVE: An image archive for the published output, which will be rendered

inside a web page.

HTML_ARCHIVE: An HTML archive for the published output, which will be rendered

as is, pointing to the file name present in the HTML Archive.

PDF_ARCHIVE: The published output PDF, which will be rendered as is.

•

downloadChannel: (optional) Used in case a different channel needs to be invoked

for download of selected channel preview.

<PreviewSettings> <ChannelMappings> <ChannelMapping contentType ="Business Document" applyToChildContentTypes ="true"> <Channels> <Channel id="busDocPdf" outputFormat="PDF_ARCHIVE" displayName="PDF"/> <Channel id="busDocHtml" outputFormat="HTML_ARCHIVE"

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displayName="HTML"/> <Channel id="busDocJpeg" outputFormat="IMAGE_ARCHIVE" displayName="IMAGE"/> </Channels> </ChannelMapping> <ChannelMapping contentType="Smart Content" applyToChildContentTypes="true"> <Channels> <Channel id="smartDocPdf" outputFormat="PDF_ARCHIVE" displayName="PDF"/> <Channel id="smartDocHtml" outputFormat="HTML_ARCHIVE" displayName="HTML"/> <Channel id="smartDocJpeg" outputFormat="IMAGE_ARCHIVE" displayName="IMAGE"/> </Channels> </ChannelMapping> </ChannelMappings> </PreviewSettings>

Attrbutes for General pane

The attributes for the General tab are configured using the <PreviewAttributes>

element. The values specify the list of attributes to be displayed in the General tab for

the selected asset.

<PreviewAttributes> <PreviewAttribute>Id</PreviewAttribute> <PreviewAttribute>Created</PreviewAttribute> <PreviewAttribute>Last modified</PreviewAttribute> <PreviewAttribute>Creator</PreviewAttribute> <PreviewAttribute>Last modifier</PreviewAttribute> <PreviewAttribute>Status</PreviewAttribute> <PreviewAttribute>Collection</PreviewAttribute>

........

</PreviewAttributes>

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Role based Toolbar configuration

This section describes how to define the toolbar items for a desired role. Role based configuration for toolbar items are configured using the <ToolbarConfig> element.

•

Role name: Specify the name of role whose configuration is to be defined.

•

Item ID: Specify the id of the item whose appearance needs to be configured.

•

showInToolbar: To hide the menu item in the toolbar, set this attribute to false.

•

showInContext: To hide the menu item in the context menu, set this attribute to

false.

•

showInNewMenu:To hide the menu item in the New Asset menu, set this attribute to

false.

•

showInTemplateMenu: If the menu item is not to be shown in the New Asset from

Template, set this attribute to false.

The following is the XML structure of the toolbar configuration:

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........

</Role> </ToolbarConfig>

The Context menu for the Guest role will look like:

Context menu for Guest role

Toolbar items fo the Guest role will look like:

Toolbar items for Guest role

Here is the list of item IDs:

•

checkin: Check in the Asset

•

show-check-out: Check out the Asset

•

cancel-checkout: Cancel Asset Check out

•

get-asset: Get Asset

•

new-search-btn: New Search (not available as Context Menu Item)

•

show-Asset-Preview: Preview Asset

•

show-edit-attributes: Edit Asset Attributes

•

attachment-info: Show Attachment Information

•

view-revisions: View Asset Revisions

•

duplicate-asset: Duplicate Asset

•

delete-asset: Delete Asset

•

reindex-asset: Reindex Asset (not shown in Toolbar by default)

•

publish-menu-btn: Publish an asset

•

deliver-menu-btn: Deliver an asset

•

restore: Restore assets

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•

archive-asset: Archive assets

•

open-collection: Open the collection to which the asset belongs

•

refresh-datadoc: Refresh a datadoc

•

unlink-datadoc: Unlink a datadoc

•

open-readonly: Open asset as read-only

•

new_qcd_menu_item: Create new QuarkCopyDesk Article

•

new_qxp_menu_item: Create new QuarkXpressProject from template

The showInToolbar and showInContextMenu attributes are only applicable for menu

items displayed in the toolbar and the context menus. For buttons configured in the ui-extension.xml file, showInToolbar is not applicable, as the configuration is meant

for adding a toolbar button itself. Additionally the button can be added to context menu, hence only showInContextMenu is applicable for ui-extension.xml buttons. The

showInNewMenu and showInTemplateMenu attributes are only applicable for menu

items in the New Asset menu dropdown, and are not applicable while setting up role

based configuration for ui-extension.xml menus in this section.

The rest of the configurable elements specified in "Workspace-config.xml" are for

integration with Quark Author Web Edition. For more information, see "Quark Author

Web Edition Configuration Guide".

Restricting access to Web Client/Admin

To restrict the webapp so that the workspace and admin pages can only be accessed

from within your own network, use a Tomcat Valve to restrict access based on an IP

address range.

Open the "server.xml" file located in the {install_path}/conf folder.

Edit the context elements corresponding to the admin and workspace applications to

engage a RemoteAddrValve. The valve has to be configured to allow only intranet

traffic. The final config would look something like the following:

</Context> <Context path="/webservices"docBase="webservices"> <Manager pathname="" /> </Context> <Context path="/messaging" docBase="messaging"> <Manager pathname="" /> </Context> <Context path="/admin"docBase="admin"> <Manager pathname="" />

</Context> <Context path="/rest"docBase="rest"> <Manager pathname="" /> </Context>

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The value of the allow attribute is a regex for matching IP addresses. Here the intranet

IPs are assumed to be in 10.91.x.x range. You need to update this value based on your

network IP ranges.

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Quark Publishing Platform Clients — Manual configuration

You can change a variety of configuration options for Quark Publishing Platform

clients and Platform XTensions after installation. See the following topics for more

information.

Creating and maintaining the log file (Mac OS X only)

The setting to create and maintain the log file is mentioned in the

com.quark.qpp.client.Quark.QPP.Client.config.plist file. This file can be

found here: ~/Library/Preferences\Quark\QPP\{version}.

To change the location of the log file, define the new log location using the

LogFileName attribute. The default log location is ~/Library/Logs/Quark Publishing Platform Client.Log

To change the log file size, define the new size using the LogFileSize attribute.

Users can enable and disable the logging of exceptions using the LogException

attribute.

The supported values are:

• (NO) Disables the exception logging

• (YES) Enables the exception logging

Creating and maintaining the log file (Windows only)

The setting to create and maintain the log file is mentioned in the

Quark.QPP.Client.config file. This file can be found where the application is

installed. Users can enable and disable logging using the QPSLogIsEnabled attribute.

The supported values are:

• 0 (NO)

• 1 (YES)

To change the location of the log file, define the new log location using the

QPSLogFile attribute. The default log location:

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•

for Quark Publishing Platform client is AppData\Quark Inc\Quark Publishing

Platform\{version}\Logs

•

for Platform Client related operations in QuarkXPress is AppData\Roaming\Quark

Software Inc\QuarkXPress {version}\{version}\Logs

To change the size of the log file size, define the new size using the QPSLogFileSize attribute. The size is defined in Bytes. The default value of the Out of the Box config

is 5242880 bytes.

Use the QPSLogFileMode attribute to specify how the log file is written.

Allowed values are:

• 1 (CreateNew). Specifies that the operating system should create a new file. If the file

already exists, a System.IO.IOException is thrown.

• 2 (Create). Specifies that the operating system should create a new file. If the file already

exists, it will be overwritten.

• 3 (Open). Specifies that the operating system should open an existing file. If the file

does not exist, a System.IO.FileNotFoundException is thrown.

• 4 (OpenOrCreate). Specifies that the operating system should open a file if it exists,

otherwise, a new file should be created.

• 5 (Truncate). Specifies that the operating system should open an existing file. Once

opened, the files should be truncated so that the file size is zero bytes.

• 6 (Append). Opens the file if it exists and seeks to the end of the file, or creates a new

file.

FileMode - OpenOrCreate (4) allows one to open a file with the following access :

FileAccess.Read, FileAccess.Write, FileAccess.ReadWrite, FileAccess.Append. Attempting

to read from a file opened with FileMode - Truncate (5) will throw an exception.

The QPSLogFileShare provides the option to restrict or share the log file created

with other processes.

Allowed values are:

• 0 (None). Declines sharing of the current file.

• 1 (Read). The default value. Allows opening of the file for reading.

• 2 (Write). Allows opening of the file for writing.

• 3 (ReadWrite). Allows opening of the file for reading or writing.

• 4 (Delete). Allows subsequent deleting of a file.

• 16 (Inheritable). Makes the file handle inheritable by child processes.

To specify the maximum number of backup log files us the QPSLogFileBackupNumber

attribute.

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Creating and maintaining the log file (Quark XML Author for Platform)

The following configuration in the Quark.CMSAdapters.config file allows the

system integrator or user to set the log file path:

<add key="LogFilePath" value="%APPDATA%\Quark\XML Author\Logs\CMS Adapter Log.txt"/>

The setting to create and maintain the log file is mentioned in the

Quark.QPP.Client.config file. This file can be found in the application folder.

Users can enable and disable logging using the QPSLogIsEnabled attribute.

The supported values are:

• 0 (NO)

• 1 (YES)

To change the location of the log file, define the new log location using the

LogFilePath attribute. The log location is AppData\Quark\XML Author\Logs\CMS Adapter Log.txt

To change the size of the log file size, define the new size using the QPSLogFileSize attribute. The size is defined in Bytes. The default value is 5242880 bytes.

Use the QPSLogFileMode attribute to specify how the log file is written.

Allowed values are:

• 1 (CreateNew). Specifies that the operating system should create a new file. If the file

already exists, a System.IO.IOException is thrown.

• 2 (Create). Specifies that the operating system should create a new file. If the file already

exists, it will be overwritten.

• 3 (Open). Specifies that the operating system should open an existing file. If the files

does not exist, a System.IO.FileNotFoundException is thrown.

• 4 (OpenOrCreate). Specifies that the operating system should open a file if it exists,

otherwise, a new file should be created.

• 5 (Truncate). Specifies that the operating system should open an existing file. Once

opened, the files should be truncated so that the file size is zero bytes.

• 6 (Append). Opens the file if it exists and seeks to the end of the file, or creates a new

file.

FileMode - OpenOrCreate (4) allows one to open a file with the following access :

FileAccess.Read, FileAccess.Write, FileAccess.ReadWrite, FileAccess.Append. Attempting

to read from a file opened with FileMode - Truncate (5) will throw an exception.

The QPSLogFileShare provides the option to restrict or share the log file created

with other processes.

Allowed values are:

• 0 (None). Declines sharing of the current file.

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• 1 (Read). The default value. Allows opening of the file for reading.

• 2 (Write). Allows opening of the file for writing.

• 3 (ReadWrite). Allows opening of the file for reading or writing.

• 4 (Delete). Allows subsequent deleting of a file.

• 16 (Inheritable). Makes the file handle inheritable by child processes.

Suppressing the accessibility services warning - Mac OS X

By default, an alert indicating that "Accessibility services are not enabled" may display

at launch in Quark Publishing Platform Client for Mac OS X. To prevent this warning

from displaying:

Control+click the Quark Publishing Platform Client application icon and choose Show

Package Contents. A new window displays.

Open the "Info.plist" file in a text editor.

Locate the following lines:

<key>QPPDisableAccessibilityWarning</key> <string>0</string>

Change the zero in the <string> element to a 1.

Displaying revision comments

By default, when you display the View Revisions dialog box, you must expand each

revision to see its revision comments. To make revision comments display automatically

on Mac OS X:

Navigate to ~/Library/Preferences/Quark/QPP/[QPP Framework Version].

Open the file named "com.quark.qpp.client.[Application Name].config.plist" in a text

editor.

Locate the following lines:

<key>ExpandAllRevisionComments</key> <false/>

Change the <false/> element to <true/>.

On Windows, open the "[application name].exe.config" file, locate the following line,

and change the zero to a 1.

Displaying first and last names

You can configure Quark Publishing Platform to show user names in one of three

ways:

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•

[username]

•

[username] ([first name] [last name])

•

[username] ([last name], [first name])

To change this setting:

• For Quark Publishing Platform Client for Mac OS X, open the file

~/Library/Preferences/Quark/QPP/[QPP Framework Version]/com.quark.qpp.client.{Application}.config.plist, locate the

following text, and set the <string> value to 0 for [username], 1 for [username]

([first name] [last name]), or 2 for [username] ([last name], [first name]):

<key>UserNameFormattingStyle</key> <string>0</string>

• For Quark Publishing Platform Client for Windows, open the "Quark Publishing

Platform Client.exe.config" file (in the Quark Publishing Platform Client application folder), locate the following text, and set the value attribute to DEFAULT for

[username], FIRSTNAME_LASTNAME for [username] ([first name] [last name]), or LASTNAME_FIRSTNAME for [username] ([last name], [first name]).

• For QuarkXPress for Mac OS X, open the file

~/Library/Preferences/Quark/QPP/[QPP Framework Version]/com.quark.qpp.client.{Application}.config.plist, locate the

following text, and set the <string> value to 0 for [username], 1 for [username]

([first name] [last name]), or 2 for [username] ([last name], [first name]):

<key>UserNameFormattingStyle</key> <string>0</string>

• For QuarkCopyDesk for Mac OS X, open the file

~/Library/Preferences/Quark/QPP/[QPP Framework Version]/com.quark.qpp.client.{Application}.config.plist, locate the

following text, and set the <string> value to 0 for [username], 1 for [username]

([first name] [last name]), or 2 for [username] ([last name], [first name]):

<key>UserNameFormattingStyle</key> <string>0</string>

• For QuarkXPress and QuarkCopyDesk for Windows, open the

"Quark.QPP.client.config" file (in the application folder), locate the following text, and set the value attribute to DEFAULT for [username], FIRSTNAME_LASTNAME for

[username] ([first name] [last name]), or LASTNAME_FIRSTNAME for [username] ([last name], [first name]).

Changing the preview font and size (Windows only)

To change the font and size used for attribute values to a font other than the default search palette font and size, add the following key to the <appSettings> section of

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the “Quark Publishing Platform Client.exe.config” file, with the desired font and size

in the “value” attribute:

Setting maximum number of assets to be fetched (Windows only)

To change the maximum number of assets fetched per collection when the user performs a Get Asset command or a Get Collection command, add the following key to the <appSettings> section of the “Quark Publishing Platform Client.exe.config”

file, with the desired number in the “value” attribute:

The default value is 50.

Specify whether to use Chunked Encoding (Windows only)

To specify whether or not to use Chunked Encoding when transferring files on HTTP, add the following key to the <appSettings> section of the “Quark Publishing Platform Client.exe.config” file. Supported values are 0 and 1.

The default value is 0.

Specify support for lazy loading when searching (Windows only)

To specify support for the lazy loading strategy for searching, add the following key to the <appSettings> section of the “Quark Publishing Platform Client.exe.config”

file, with the desired strategy in the “value” attribute:

The supported values are:

•

NO_LAZYLOADING: All assets at once configured by the chunk size.

•

LAZY_LOADING_HYPERLINK: The results specified are retrieved based on the chunk

size, when the results specified by the chunk size are retrieved, a hyperlink would

appear to enable fetching the next chunk of results.

•

LAZY_LOADING_SCROLLBAR: The results specified are retrieved based on the chunk

size, the scroll bar would enable fetching the next chunk of results.

The default value is LAZY_LOADING_SCROLLBAR.

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Setting the lazy loading chunk size (Windows only)

To change the chunk size of the lazy loading search results to be fetched, add the following key to the <appSettings> section of the “Quark Publishing Platform

Client.exe.config” file, with the desired size in the “value” attribute:

The default value is 50.

Setting the service time out values for all remote service references (Windows only)

To change service timeout value for all remote service references, add the following key to the <appSettings> section of the “Quark Publishing Platform Client.exe.config”

file, with the desired time (in seconds) in the “value” attribute:

The default value is 0. Use the default value specified in the Platform Server

configuration.

Setting the service timeout value for publishing service (Windows only)

To change service timeout value for the publishing service, add the following key to the <appSettings> section of the “Quark Publishing Platform Client.exe.config” file,

with the desired time (in seconds) in the “value” attribute:

The default value is 600. A value of 0 denotes that the settings specified by

ServiceTimeoutInSeconds will be in effect.

Specify the font size of the copy tasting row (Windows only)

To change the font size used for the copy tasting row, add the following key to the

<appSettings> section of the “Quark Publishing Platform Client.exe.config” file,

with the desired font size in the “value” attribute:

Specify the icon for a file extension (Windows only)

To associate an icon with a specified file extension, add the following key to the

<appSettings> section of the “Quark Publishing Platform Client.exe.config” file,

with the path to the desired icon in the “value” attribute:

<add key="icon_<file extension>" value="Path of icon"/>

The key specifies the "file extension" and the value specifies the file path.

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Controlling password retention (Mac OS X only)

You can configure Quark Publishing Platform clients to remember the user name but

not the user password between logins. To configure this option:

• For Quark Publishing Platform Client, open the file

~/Library/Preferences/Quark/QPP/[QPP Framework Version]/com.quark.qpp.client.{Application}.config.plist, locate the

following text, and change <false/> to <true/>:

<key>RememberPassword</key> <false/>

• For QuarkXPress for Mac OS X, open the file

~/Library/Preferences/Quark/QPP/[QPP Framework Version]/com.quark.qpp.client.{Application}.config.plist, locate the

following text, and change <false/> to <true/>:

<key>RememberPassword</key> <false/>

• For QuarkCopyDesk for Mac OS X, open the file

~/Library/Preferences/Quark/QPP/[QPP Framework Version]/com.quark.qpp.client.{Application}.config.plist, locate the

following text, and change <false/> to <true/>:

<key>RememberPassword</key> <false/>

Using Mac clients with a proxy server

If you want Mac OS X clients outside of the firewall to be able to connect to Quark

Publishing Platform Server through a proxy server, do the following:

•

For Quark Publishing Platform Client, open the ~/Library/Application

Support/Quark/QPP/[QPP Framework Version]/com.quark.qpp.client.{Application}.config.plist file, locate

the following text, and change <false/> to <true/>:

<key>UseProxy</key> <false/>

•

For QuarkXPress for Mac OS X, open the ~/Library/Application

Support/Quark/QPP/[QPP Framework Version]/com.quark.qpp.client.{Application}.config.plist file, locate

the following text, and change <false/> to <true/>:

<key>UseProxy</key> <false/>

•

For QuarkCopyDesk for Mac OS X, open the ~/Library/Application

Support/Quark/QPP/[QPP Framework Version]/com.quark.qpp.client.{Application}.config.plist file, locate

the following text, and change <false/> to <true/>:

<key>UseProxy</key> <false/>

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Using Windows clients with a proxy server

To use a Windows client with a proxy server:

Open the "[application name].exe.config" file and locate the following line:

Uncomment the line and insert the appropriate proxy details.

Save and close the file.

Mirroring the collection hierarchy on Check Out/Get

By default, Quark Publishing Platform clients mirror the collection hierarchy on their

local drive when they check out or get an asset. However, you can change this option.

Turning off collection mirroring: Mac OS X

To turn off collection mirroring on Mac OS X:

For Quark Publishing Platform Client, open the file

~/Library/Preferences/Quark/QPP/[QPP Framework Version]/com.quark.qpp.client.Quark Publishing Platform Client.config.plist, locate the following text, and change <true/> to <false/>:

<key>MirrorCollectionHierarchy</key> <true/>

For QuarkXPress, open the file ~/Library/Preferences/Quark/QPP/[QPP

Framework Version]/com.quark.qpp.client.QuarkXPress.config.plist,

locate the following text, and change <true/> to <false/>:

<key>MirrorCollectionHierarchy</key> <true/>

For QuarkCopyDesk, open the file ~/Library/Preferences/Quark/QPP/[QPP

Framework Version]/com.quark.qpp.client.QuarkCopyDesk.plist, locate

the following text, and change <true/> to <false/>:

<key>MirrorCollectionHierarchy</key> <true/>

Turning off collection mirroring: Windows

To turn off collection mirroring on Windows:

For Quark Publishing Platform Client, open the "Quark Publishing Platform

Client.exe.config" file, locate the following key, and set value to 0.

For QuarkXPress, open the "Quark.QPP.Client.config" file, locate the following key,

and set value to 0.

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For QuarkCopyDesk, open the "Quark.QPP.Client.config" file, locate the following

key, and set value to 0.

Configuring publishing channels

You can control which publishing channels are supported by Quark Publishing

Platform.

Configuring publishing channels: Mac OS X

To configure publishing channels on Mac OS X:

For all Mac OS clients, open the following file:

~/Library/Preferences/Quark/QPP/[QPP Framework Version]/com.quark.qpp.publishing.preferences.v7.plist

Locate the following key, which specifies the list of publishing channels that are

honored by the client, and add or remove channels.

<key>EnabledPublishingChannels</key> <array> <string>qxpPdf</string> <string>qxpEpub</string> <string>qxpAppStudio</string> <string>qxpAppStudioPackage</string> <string>busDocPdf</string> <string>busDocHtml</string> <string>busDocQxp</string> <string>busDocAppStudio</string> <string>busDocAppStudioPackage</string> <string>ditaDocPdf</string> <string>ditaDocWordRTF</string> <string>ditaDocHtml</string> <string>collectBusdocForOutput</string> <string>collectDitaForOutput</string> </array>

Add or remove the desired publishing channels.

Configuring publishing channels: Windows

To configure publishing channels on Windows:

For Quark Publishing Platform Client, open the "Quark Publishing Platform

Client.exe.config" file and locate the following key, which specifies the list of publishing

channels that are honored by the client.

Add or remove the desired publishing channels.

For QuarkXPress and QuarkCopyDesk, open the "Quark.QPP.Client.config" file and

make the same changes.

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Configuring Delivery Channels

You can control which delivery channels are supported by Quark Publishing Platform.

Configuring delivery channels: Mac OS X

To configure delivery channels on Mac OS X:

For all Mac OS X clients, open the following file:

~/Library/Preferences/Quark/QPP/[QPP Framework Version]/com.quark.qpp.publishing.preferences.v5.plist

Locate the following lines:

<key>EnableDeliveryChannels</key> <false/>

Change the <false/> element to <true/>

Locate the following key, which specifies the list of delivery channels that are honored

by the client:

<key>EnabledDeliveryChannels</key> <array> <string>checkInToSharepoint</string> <string>checkInToFileNet</string> <string>sendEmail</string> <string>checkInToDocumentum</string> <string>sendToFileSystem</string> <string>sendToFTPServer</string> </array>

Add or remove the desired delivery channels.

Configuring delivery channels: Windows

To configure publishing channels on Windows:

For all Windows clients, open the following file:

~application name.exe.config

Locate the following lines:

Change the 0 to a 1.

Locate the following line, which specifies the list of delivery channels that are honored

by the client:

Add or remove the desired delivery channels.

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Setting preferences for Quark XML Author for Platform

The following settings are also applicable for the Platform Adapter for Microsoft Office.

Setting the Check out location

To set the Check out location preference, use the CheckOutLocation key under the

<appSettings> section of the “Quark.CMS.Adapters.config” file. This sets the initial

preference on first launch of the application.

To change the Check out location Go to File > Preferences > General and browse to

the location you want to set as the Check out location.

This preference can be reset in this way:

•

Reset to Default : User can change the preferences by changing the CheckOutLocation key under the appSettings section of the “Quark.CMS.Adapters.config” file and using the Advanced > Reset to Default feature.

Setting the file deletion preference on Save and Close

To set the File Deletion preference, use the FileDeletionOption key under the

<appSettings> section of the “Quark.CMS.Adapters.config” file. This sets the initial

preference on first launch of the application.

To change the file deletion preference Go to File > Preferences > General and select

one of the following values:

Delete without Warning

Never Allow Deletion

Ask Before Deletion

This preference can be reset in the following way:

• Reset to Default : User can change the preferences by changing the

FileDeletionOption key under the appSettings section of the

“Quark.CMS.Adapters.config” file and and using the Advanced > Reset to Default

feature.

Setting the quick search preference

To set the Quick Search preference, use the QuickSearchOption key under the

<appSettings> section of the “Quark.CMS.Adapters.config” file. This sets the initial

preference on first launch of the application.

To change the quick search preference, go to File > Preferences > Search and select

one of the following values:

Name

Content

Name and Content

This preference can be reset in the following way:

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•

Reset to Default: User can change the preferences by changing the QuickSearchOption key under the appSettings section of the “Quark.CMS.Adapters.config” file and using the Advanced > Reset to Default feature.

Setting the display revision comments preference on Save and Close

To set the Display Revision Comments preference, use the

RevisionCommentsDisplayOption key under the <appSettings> section of the

“Quark.CMS.Adapters.config” file. This sets the initial preference on first launch of

the application.

To change the file deletion preference Go to File > Preferences > Search and select

one of the following values:

Always

Never

New Assignments Only

This preference can be reset in the following way:

• Reset to Default: User can change the preferences by changing the

RevisionCommentsDisplayOption key under the appSettings section of the

“Quark.CMS.Adapters.config” file and and using the Advanced > Reset to Default

feature.

Configuring the Platform Adapters for Microsoft Office components for web sharing

The web sharing configuration is only recommended for standalone server installations

and not for external web container deployments or EAR based deployments. If web

sharing configuration is required under those scenarios you will need to work with

Quark Technical Support.

This chapter gives instruction on installing the following Microsoft Office components:

• Quark Publishing Platform Adapter for Microsoft Office - Word

• Quark Publishing Platform Adapter for Microsoft Office - Excel

• Quark Publishing Platform Adapter for Microsoft Office - PowerPoint

The deployment location will be in the "Quark Publishing Platform Server" webapps

folder on the Platform server machine.

The following steps need to be completed before installing any of the components:

Copy and extract the archive "Platform<version and build>_Adapter_for_Office.zip".

From the extracted archive, copy/overwrite all files from the folder "webapps\ROOT"

to the "Quark Publishing Platform Server\webapps\ROOT" folder.

Copy the contents of the folder "webapps\clientinstallers" to the "Quark Publishing

Platform Server\webapps\clientinstallers" folder.

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Then perform the steps in the following sections to install the individual components.

Configuring the Quark Publishing Platform Adapter for Microsoft Office - Word

To install the Platform Adapter for Microsoft Word:

Extract the contents of the archive "Word Adapter.zip" file from the

webapps\clientinstallers folder on the Platform server machine to the webapps\clientinstallers\Word Adapter folder.

Open the "ConfigureAdapter.bat" file located in the clientinstallers/Word

Adapter folder.

Update the HostName/IP and the Port, and then run the Batch file.

Configuring the Quark Publishing Platform Adapter for Microsoft Office - Excel

To install the Platform Adapter for Microsoft Excel:

Extract the contents of the archive "Excel Adapter.zip" file from the

webapps\clientinstallers folder on the Platform server machine to the webapps\clientinstallers\Excel Adapter folder.

Open the "ConfigureAdapter.bat" file located in the clientinstallers/Excel

Adapter folder.

Update the HostName/IP and the Port, and then run the Batch file.

Configuring the Quark Publishing Platform Adapter for Microsoft Office PowerPoint

To install the Platform Adapter for Microsoft Excel:

Extract the contents of the archive "PowerPoint Adapter.zip" file from the

webapps\clientinstallers folder on the Platform server machine to the webapps\clientinstallers\PowerPoint Adapter folder.

Open the "ConfigureAdapter.bat" file located in the clientinstallers/PowerPoint

Adapter folder.

Update the HostName/IP and the Port, and then run the Batch file.

Update published ClickOnce deployments

To update a published ClickOnce deployment package, use the Manifest Generation

and Editing Tool (mage.exe), which is installed with Microsoft Visual Studio.

Update the package and the application manifest

Go to Application

Files\Quark.CMSAdapters.Office.<component>_%HighestVersion% and delete

the "Quark.CMSAdapters.Office.<component>.vsto" file. ,where component is Word,

Excel or PowerPoint.

Make updates to the configuration files as required.

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Run the Mage tool. Using the Visual Studio Command Prompt from Visual Studio

Tools, type mage.exe.

in Mage, open the application manifest

"Quark.CMSAdapters.Office.<component>.dll.manifest" in the \Application

Files\App_%HighestVersion%\folder.

Select Files and check the When populating add the .deploy extension to any file

that does not have it option. Then click on the Populate button, and save the file

by either clicking Save or File > Save.

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Click Yes in the Validation dialog.

Provide the certificate file location path and its password (if any) by selecting the Sign

with certificate file option. Click OK.

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Update VSTO

To update the "Quark.CMSAdapters.Office.<component>.vsto" present in the package

folder use the following command:

mage -Update "<path>\Quark.CMSAdapters.Office.<component>.vsto"

-AppManifest "<path>\Quark.CMSAdapters.Office.<component>.dll.manifest" -CertFile "<certificate Path>\<certificate>.pfx" -Password "<password>"

Copy the "Quark.CMSAdapters.Office.Word.vsto" file from the package folder to

\Application Files\App_%HighestVersion%\.

Manual configuration for QuarkXPress and QuarkCopyDesk XTensions

The QuarkXPress and QuarkCopyDesk XTensions have xml based preferences stored in the QPPXPressXT.xml and QPPXPressXT.xml files in the application preference

folder.

In Windows, the QuarkXPress preference folder is located:

C:\Users\<username>\AppData\Local\Quark\QuarkXPress 10 and the

QuarkCopyDesk preference folder is located: C:\Users\<user

name>\AppData\Local\Quark\QuarkCopyDesk 10

In Mac OS X, the QuarkXPress preference folder is located:

/Volume/users/username/Library/Preferences/Quark/QuarkXPress 10. The

QuarkCopyDesk preference folder is located:

/Volume/users/username/Library/Preferences/Quark/QuarkCopydesk 10.

Most of the preferences are set using the user interface, but setting the location of the

Platform menu items is done manually.

To set the location of the Platform menu items:

•

Set the location attribute in the PlatformMenuItemsLocation node, under the

<Basic> section of the “QPPXPressXT.xml” and "QPPXPressXT.xml" files. Set to one

of the following values:

0 File Menu (Default Value)

1 Platform Menu

2 to show in both file and Platform Menu

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MANAGING BACKUPS AND FILE STORAGE

Managing backups and file storage

You choose the backup software and determine the backup intervals for your Quark

Publishing Platform database, your Quark Publishing Platform assets, and essential files, such as your Quark® Job Jackets® files and script files. Quark recommends

synchronizing backups for your database, assets, and essential files to avoid

inconsistency if you have to restore a backup. Quark also recommends periodic testing

to verify that your backups can be restored successfully, if necessary.

If you move your asset repository, follow the instructions in "Moving Quark Publishing

Platform asset repository."

Backing up Quark Publishing Platform Server

Quark recommends stopping Quark Publishing Platform Server before performing a

backup, but stopping Quark Publishing Platform Server is not required. Back up your

database, your assets, and essential files (such as your FTS index files) on a separate

storage device. Although you can back up your entire "Quark Publishing Platform

Server" folder, the most important folders include the following:

• "conf" folder (contains system configuration files, including files edited manually after

installation)

• "index" folder (contains the Full Text Search index files)

Backing up your database

The database contains all metadata for Quark Publishing Platform assets.

If you use a Microsoft® SQL database or an Oracle database, use the backup tools and

instructions provided with MS-SQL or Oracle.

Backing up assets

You specify the software and intervals for backing up your Quark Publishing Platform

asset repository.

Asset names are encrypted in the Quark Publishing Platform asset repository.

Backing up Index files (full text search)

Quark Publishing Platform Server indexes all files checked into the database so you

can perform a search within the text content of Quark Publishing Platform assets.

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Quark Publishing Platform Server stores index information for full-text search operations

in the "index" folder. The "index" folder is at the root level of your Quark Publishing

Platform Server folder and is the default location for the files required for full-text

indexes. See "Full text indexing configuration" to learn how to change the full-text index

storage location by editing "LuceneTextIndexingConfig.properties." If you change the

location, back up the new location.

Restoring Quark Publishing Platform Server

If you do not have to restore your Quark Publishing Platform asset repositories, the

storage paths to the asset repositories will still be valid after you restore your Quark

Publishing Platform database. If you must restore your Quark Publishing Platform asset

repositories as well as your database, specify the updated storage location according

to the instructions in "Moving Quark Publishing Platform asset repository."

For example, if the hard drive fails on the computer running Quark Publishing Platform

Server, your latest backup should be stored in a separate location. Re-install Quark

Publishing Platform Server according to the instructions in the Quark Publishing Platform

ReadMe. After you re-install Quark Publishing Platform Server, make sure it is not

running before you restore your database, assets, and other files.

MANAGING BACKUPS AND FILE STORAGE

Restoring Assets

Try to use the same path you used for the old asset repository. For example, if you

replace the hard drive on the computer running Quark Publishing Platform Server,

you can copy the asset repository backup to the same location. Even if you need a new computer, try to have the same path (for example, C:\QPP_Assets).

If you can search for Quark Publishing Platform assets and you need to see the

encrypted file names, view the "File Path" attribute when your search is complete. The

master file and all asset revisions are stored in the same storage location. The encrypted asset names follow the same pattern (for example, 34.1.1.1.JPG). The first number

in the encrypted name denotes the asset ID. The second number identifies the

version number, the third number identifies the rendition type for previews, and the

fourth number identifies the first page of the preview.

If you have to restore hardware, launch Quark Publishing Platform Client and

re-establish the link with one or more repositories defined in the Repository tab of

the Administration: Storage screen. Do not delete the storage repository and try to

create another one.

Restoring Quark Publishing Platform Server database

If you use a Microsoft SQL database or an Oracle database, use the restore tools and

instructions provided with MS-SQL or Oracle. When you re-install Quark Publishing

Platform Server, you can enter the correct MS-SQL or Oracle information during the

installation process.

Restoring Full Text Indexes

Restore the "index" folder in the location specified in the

"LuceneTextIndexingConfig.properties" file.

QUARK PUBLISHING PLATFORM 2015 SYSTEM ADMINISTRATION GUIDE | 85

MANAGING BACKUPS AND FILE STORAGE

Moving Quark Publishing Platform asset repository

If you move your Quark Publishing Platform asset repository, you can update the asset

repository path with Quark Publishing Platform Client. See "Configuring storage

options" in A Guide to Quark Publishing Platform for more information about specifying

asset storage.

To update the asset repository path:

In a Web browser, navigate to http://[server]:[port]/admin and log on with

administration privileges.

Display the Administration screen and click Storage. The Administration: Storage

screen displays.

Display the Repository tab, which includes one or more entries in the Repository

Name column.

Select a repository, and choose Edit > Edit Repository. A warning message displays.

This warning displays when you edit an asset repository

Click Yes. The Edit Repository dialog box displays.

The Edit Repository dialog box

Enter a new location in the Location field.

Repeat steps 4–6 for every repository listed in the Repository tab.

86 | QUARK PUBLISHING PLATFORM 2015 SYSTEM ADMINISTRATION GUIDE

Legal notices

Protected by the following United States Patents: 5,541,991; 5,907,704; 6,005,560;

6,052,514; 6,081,262; 6,633,666 B2; 6,947,959 B1; 6,940,518 B2; 7,116,843; 7,463,793;

and other patents pending.

Quark, the Quark logo, and Quark Publishing Platform are trademarks or registered

trademarks of Quark Software Inc. and its affiliates in the U.S. and/or other countries.

All other marks are the property of their respective owners.

LEGAL NOTICES

QUARK PUBLISHING PLATFORM 2015 SYSTEM ADMINISTRATION GUIDE | 87

INDEX

Index

authentication 37, 38

database configuration 34

delivery channels 40

deploying 7, 8, 9

DITA Open Toolkit 47

e-mail 40

FileNet 40

full-text indexing 47

ImageMagick 47

IPTC 48

Kerberos authentication 37

names, displaying 70

passwords, remembering 74

SharePoint 40

Tomcat 11

transformations, configuring 35

user names, displaying 70

Jaws 47

JVM 11

JVM configuration 7

Web Client 59, 63

WebLogic 9

WebSphere 8

88 | QUARK PUBLISHING PLATFORM 2015 SYSTEM ADMINISTRATION GUIDE

Quark Publishing Platform 2015 Administrator’s Guide

Specifications and Main Features

Frequently Asked Questions

User Manual

CONTENTS

INTRODUCING QUARK PUBLISHING PLATFORM ADMINISTRATION TASKS

DEPLOYING QUARK PUBLISHING PLATFORM SERVER TO EXTERNAL SERVER CONTAINERS

Setting up environment variables

Configuring the JVM

Preparing the EAR file for deployment

Deploying in IBM WebSphere

Deploying in Oracle WebLogic

Deploying in external Tomcat

Requirements and setup

Setup Tomcat running on Windows

Server startup and verification

Deploying Quark Publishing Platform Server in multi-server deployment

Configuring cluster server instances or nodes

Platform Server deployed as a standalone server to work as nodes

Platform Server deployed in external Tomcat

Configuring IIS as an HTTP load balancer

Configuring Apache Web Server as an HTTP load balancer

Configuring server caches flushing mechanism

ENABLING SECURE SOCKETS LAYER (SSL) FOR QUARK PUBLISHING PLATFORM SERVER

SSL support

Enabling SSL in Quark Publishing Platform Server

Configuring Platform clients to log on to an SSL enabled Server

Verifying and using SSL

QUARK PUBLISHING PLATFORM SERVER — MANUAL CONFIGURATION

Editing "ServerApp.properties"

Editing "PublishingPool.properties"

Configuring Quark Publishing Platform Renderer for Quark Publishing Platform usage

Editing "Qla.properties"

Extended configuration files

JVM memory allocation on Windows

Using Quark Publishing Platform Server Console or Quark Publishing Platform Server Windows service

Using "Serverstartup.bat"

Configuring Windows authentication

Steps to enable SSO in Platform Clients

Steps to configure Web Client for mixed mode authentication

Configuring logging levels

Changing logging levels in "log4j.xml"

Changing logging levels after starting Quark Publishing Platform Server

Changing logging for exceptions

Modifying search notification evaluation settings

Database properties

Transformation properties

Session timeout

Repository status updater

Moving Quark Publishing Platform Renderer

Integrating Quark Publishing Platform with LDAP

Using Kerberos authentication

Using Simple authentication

Connecting LDAP user passwords with Quark Publishing Platform Server

Restricting Workspace Browser palettes

Changing query results settings

Setting up custom content type detection

Specifying a default PDF output style

Controlling delivery channel display settings in Web Client

Changing case-sensitivity for Quark Publishing Platform passwords

Managing filters and index service settings

Index service settings

ASPOSE filter

Configure ASPOSE filter for PDF preview

APS filter

POI filter

Configure processing of MS Office documents

QuarkXPress Server Filter

JAWS filter settings

XML Author filter settings

ImageMagick, Jaws, and DITA OT directories

Full text indexing configuration

Charting Service

Integrating QLA with Quark Publishing Platform

Enabling IPTC support

RMI and CORBA clients only

Changing ports used by Quark Publishing Platform Server

Changing the default ports

Specifying the Tomcat server port

Changing the file streaming port