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Upgrading a Windows server to Zoom 7

Instructions for upgrading from Zoom 5 and above

 

The following instructions describe how to upgrade a Zoom Server installed on Windows 7/8. These instructions assume you have downloaded the zoom-server-win64.zip from the Zoom Support Center.

  1. In Windows Servicesstop the Zoom and Preview (only if preview server is configured to run on the same machine as the zoom server) services.
  2. Open the [DAM]/conf/server.xml file in a text editor.
  3. Search for the <autoRestartEnabled> tag and the <doCheckpoint> tag under the <autorestartspec> section, and set them to true.
    <autorestartspec>
    <frequency>7</frequency>
    <date>2014-06-28 18:30:00.0 UTC</date>
    <time>00:00</time>
    <autoRestartEnabled>true</autoRestartEnabled>
    <doCheckpoint>true</doCheckpoint>
    </autorestartspec>
  4. Save the file.
  5. In Windows Services, restart the Zoom service.
  6. Wait for the Zoom server to finish the checkpointing. To verify whether checkpointing is finished, go to zoom server’s log directory and look for message:
    “Redo log checkpointing ended”
    in server_log.0 file. Only look for latest entry in the file.
  7. In Windows Services, stop the Zoom and Preview services.
    For information on how to start and stop services, refer to Starting and Stopping Zoom Services (Windows)
  8. Navigate to the Zoom install directory [DAM].
    On Windows, this is located in C:\Program Files (x86)\Evolphin\DAM.
  9. Copy or backup the conf folder and the db folder out of the installation folder.
    If your db folder is located outside the install directory [DAM], you do not need to move or backup the db folder.
  10. Go to Control Panel>Program and Features and Uninstall Evolphin Zoom .
  11. Follow the instructions in the uninstall wizard.
  12. Unzip the zoom-server-win64.zip downloaded from the Zoom Support Center.
  13. Once unzipped, navigate to the setup.exe and double click it.
  14. Follow the instructions for the Zoom installer.
  15. Restart your computer.
    When your computer restarts, the service will start automatically on launch. Go to your Services and stop the Zoom and Preview services prior to continuing.
  16. Copy metadataspec.xml from the backup and replace the copy in [DAM]/conf/.
  17. Open server.xml from the backup and compare it against the new copy in [DAM]/conf/. Update the new file with the settings from the backup as needed.
  18. Open preview-server.xml from the backup and compare it against the new copy in [DAM]/conf/. Update the new file with the settings from the backup as needed. 
    Additional changes to other files in the conf folder will also need to be synchronized. For example: If you have changed the value of  “wrapper.java.initmemory=128″  flag in wrapper.conf of backup conf/ to increase the initial java heap size, then you have to manually edit/replace the value of same flag in wrapper.conf of newly installed [DAM]/conf/ directory.
  19. If you had moved out the db folder, move it back into the [DAM] folder now.
  20. In Windows Services, Start the Zoom and Preview services.
  21. Check the Zoom Version.
  22. Launch the Web Administration Console
    For e.g http://yourserver:8443
  23. You will be prompted to load a new license. Click the link. 
  24. Select the new license key file by clicking the Browse button. You will see a message about successful license loading. 
  25. Login to the Web Administration Console
  26. Verify the new license information in License Information under Server Control panel
 
 

 

Curator (enhanced searching) 

For the full details on this service please visit: http://help.evolphin.com/docs/curator-configuration/

 

Installing the service

  1. From the Windows Command Prompt, cd to the directory Zoom_Installation_Directory/bin/
  2. The Curator service can be installed as a Windows service using the following command:
    • curatorserver install
  3. After the service installation, Zoom Solr Service can be controlled (start, stop, restart etc.), like other Zoom services, from the Windows Services Manager or Task Manager.
  4. Alternatively, the Curator service can be controlled using the following commands, from the Command Prompt:
    • curatorserver start (Start the Curator service)
    • curatorserver stop (Stop the Curator service)
    • curatorserver restart (Restart the Curator service)
  5. To uninstall Curator as a Windows services, use the following command in the Command Prompt:
    • curatorserver remove

 

Configuring the service

For Curator configuration on a Zoom HADR setup, refer to the article on Setup of Curator with HADR.

These additional initial configuration steps are only needed when the Curator service is being set up on a separate machine. If the Curator service is to be run on the same machine installation as the Zoom service, then skip to the next section.

  1. Manually edit the Zoom_Installation_Directory/conf/server.xml on the Zoom server in the following manner.
    • Open the server.xml in a text editor.
    • In the editor, move to the ftsSpec section.
    • Set the host tag value to the Curator service machine’s host name or IP.
      e.g. <host>zm04.company.com<host>
    • Set the solrDataDir tag value to the Curator service database directory; see below for a detailed description.

      The data directory is recommended to be located on a file-system which provides fast disk access, like local SSD drives, fibre-channel connected drives, etc.

    • Save the file.
  2. Copy the server.xml file edited above, to the Curator server machine, overwriting Zoom_Installation_Directory/conf/server.xml. Alternatively, edit the server.xml file on the Curator server in the same manner as above.
  3. Start/Restart the Curator Service
  4. Start/Restart Zoom Service
  5. Open the Web-based Admin Console in a web browser.
    Sample URL for the Admin Console: http://localhost:8443/
  6. Open the Server Control Panel from the left navigation panel.
  7. Open the Curator-based Search Management form in the central control panel.
  8. Change the config, as required, and then save the form. The descriptions of the various parameters are given below.

Curator-based Search Management Form

The configurable parameters signify the following:

  • File Content Index: Specify whether Content Indexing has to be enabled or not.
  • File Content Search: Specify whether Content-based Searching has to be enabled or not.
  • Non-File Content Index: Specify whether Non-Content Indexing has to be enabled or not.
  • Non-File Content Search: Specify whether Non-Content based Searching has to be enabled or not.
  • Host: Curator service machine host name or IP; as will be accessed from the Zoom service (Default: localhost)
  • Port: The port on which the Curator service runs (Default: 8983)
  • Log Level: The logging level to be used for Curator logs (Default: INFO)
  • Failed Documents Notification: Frequency for sending email notifications to the super-admins about documents which failed to get indexed. It can be set to daily, hourly, weekly, or, disable. (Default: daily).
  • Solr Data Dir: Path to the Solr database directory on the Curator service machine; where the indexing information of the Zoom repository files is stored. (Default: “Zoom_Installation_Directory/db/solr-db” )

    The Solr Data Dir cannot be changed if the directory is no longer empty. That is, it cannot be changed after the first file got indexed successfully.

The other parameters are either non-configurable, or, do not usually require any change from the defaults. Additional details about them can be found in the advanced Curator config specification.

Whenever a new change is submitted in the Curator-based Search Management form of the Server Control Panel, the submitted details are first sent from Zoom to Curator for verification, and are saved only when they are acceptable.

The communication between Zoom and Curator to establish the correctness of input parameters could be slow on certain set-ups.

 

Faceted Search 

For the full details on this service please visit: http://help.evolphin.com/docs/v5/client/vab/faceted-search/
Note: any client side zoom.properties entry can be pushed from the server to all the clients. See here.

 

  • Client-side: Number of entries loaded under each category. Default value is 5
    • Open zoom.properties file from $Home/.zm
      /Users/joe/.zm/zoom.properties
    • Add new property FACETED_SEARCH_LIMIT
      FACETED_SEARCH_LIMIT=10
  • Client-side: Controlling the order in which categories will be visible inside Visual Asset Browser.
    • Add property FACETED_SEARCH_CATEGORY_ORDER in zoom.properties
      FACETED_SEARCH_CATEGORY_ORDER=file_type_filter,project_name,metadata_key,keyword,file_name
      • file_type_filter = File Type Filters
      • project_name = Projects
      • metadata_key = Metadata Properties
      • keyword = Keywords
      • file_name= File Name
  • Server-side: Skipping metadata groups or property fields from the indexing, so that these groups or properties will not be visible in under the list of facets in Visual Asset Browser
    • Open metadataspec.xml from $ZOOM_INSTALL_DIR/conf
      /home/evolphin/zoom/conf/metadataspec.xml
    • Add a new tag skipMetadataFromIndexing under the config tag
      • skipMetadataFromIndexing may contain subtags group or prop, based on the requirements what need to be skipped

        • Syntax 
          For skipping metadata group -> <group>groupcode</group>
                where groupcode is the code of metadata group specified in metadataspec.xml
          
          For skipping metadata property -> <prop>groupcode_propertylabel</prop> 
                where properylabel is of field inside metadata group
          
        • Example
          To skip indexing for
          metadata groups -> FIPR (File Properties) and CAME 
          metadata properties -> Bitrate under metadata group VDEO (Video Properties) and Headline under group IPTC
          <config>
            <xmpSupportedFormats> ... </xmpSupportedFormats>
            <skipMetadataFromIndexing>
              <group>FIPR</group>
              <group>CAME</group>
              <prop>VDEO_Bitrate</prop>
              <prop>IPTC_Headline</prop>
           </skipMetadataFromIndexing>
          </config>
          

 

Web Client 

The Zoom Web Client that launched with Zoom 7 will be accessible out of the box. However, certain aspects like visual appearance, company logo and repository destination for uploads can be configured. For more information on this feature please visit: http://help.evolphin.com/docs/web-client-configuration/
 

 

Project templates for the Adobe suite

For the full details on this feature please visit: http://help.evolphin.com/docs/v5/client/app-panel/premierepro/v7new-project-creation-in-adobe-plugin-2/

 

In 7.0. the templates are configured using the Web Administrator Console.

Navigate to Plugin->Adobe Plugin->Manage Templates, and add / delete / edit the templates as required.  

 

New Project creation after changing Premiere Pro version

When the Premiere Pro version is changed(e.g. from CC2016 to CC2017), Premiere Pro may prompt to convert the project file, if you have created the project template in some other version of Premiere Pro:

Convert_dialog

To avoid this, the project template should be created in the same Premiere Pro version for which the template will be used. 

A project template for Premiere Pro CC2017 is attached below for reference:

Project_Template_CC2017

 

Expanded SSL support for core Zoom operations

For the full details on this feature please visit: http://help.evolphin.com/docs/ssl-support-for-core-zoom-operations/
Stop Zoom services on the Zoom Server, Preview Server, Curator Server and HADR Server before continuing. Restart Zoom services on HADR Server, Zoom Server, Preview Server, and Curator Server in that order after updating the files mentioned below.

 

To enable SSL in Zoom, do the following for each of the Zoom Server and Zoom Preview Server. Ignore the HADR peer section if HADR is not in use.

 

On the Zoom Server

On the Zoom Server, navigate to the conf folder in Zoom Install directory (For Windows – [ZoomInstallDir]\DAM\confand for Linux – [ZoomInstallDir]/conf).

Open server.xml and update the following tags:

  1. Under <networkspec>, set tag as true
  2. Under <networkspec>, set tag as 9880
    Sample Server.xml

     

  3. Under <webserverspec>, set tag as true
  4. Under <webserverspec><sslPort>check tag is 9443
  5. Under <webserverspec>, set tag as true
    Sample Server.xml

     

  6. If LDAP server is not in use then skip this step. If LDAP server is in use, then under <ldapspec>, set tag as true

     

If any of the tags specified above are not found, please add the tag under that relevant section.

 

Save changes to the server.xml file.

 

 

On the Preview Server

On the Zoom Preview Server, navigate to the conf folder in Zoom Install directory (For Windows – [ZoomInstallDir]\DAM\conf and for Linux – [ZoomInstallDir]/conf).

Open server.xml and update the following tags:

  1. Under <ServerConnection>, set  tag as 8973
  2. Under <ServerConnection>, set  tag as true
  3. Under <reviewserverspec>, set   tag as 8874
  4. Under <reviewserverspec>, set  tag as true

     

Save changes to the server.xml file.

 

Now, navigate to the conf folder in Zoom Install directory (For Windows – [ZoomInstallDir]\DAM\conf and for Linux – [ZoomInstallDir]/conf).

Open preview-server.xml and update the tag <ZoomServerHostPort> to use https(eg. <ZoomServerHostPort>https://[ZoomServerIP]:9880>). Save changes.

 

Certificate setup with a commercial certificate

Before setting up the SSL certificates on servers, stop Zoom services on the Zoom Server, Preview Server, Curator Server, and HADR Server. Restart services after the server side setup is complete.
Similarly, stop the Zoom Client Proxy service on a Client machine before setting up the SSL certificates (only for self-signed certificate).

 

Copy the certificate file to the conf folder in Zoom Install directory (For Windows – [ZoomInstallDir]\DAM\conf and for Linux – [ZoomInstallDir]/conf) for each server machine.

Now, save the password provided with the SSL certificate in each of the Zoom modules as follows:

 
Zoom Server
  1. From the conf folder, open filewrapper.conf
  2. Set these two properties:

wrapper.java.additional.11=-Dzoom.ssl.keystore.path=

wrapper.java.additional.12=-Dzoom.ssl.keystore.pass=

 
Preview Server
  1. From the conf folder, open file preview-server.conf
  2. Set these two properties

wrapper.java.additional.11=-Dzoom.ssl.keystore.path=

wrapper.java.additional.12=-Dzoom.ssl.keystore.pass=

 

 
Curator Server
  1. From the conf folder, open file curator-server.conf
  2. Set these two properties

wrapper.java.additional.11=-Dzoom.ssl.keystore.path=

wrapper.java.additional.12=-Dzoom.ssl.keystore.pass=

 

 
Client Systems

No setup needed.

 

 

 

Certificate setup with a self-signed certificate

Copy the certificate file to the conf folder in Zoom install directory (For Windows – [ZoomInstallDir]\DAM\conf and for Linux – [ZoomInstallDir]/conf).

 

The certificate information also needs to be set up in the zoom properties file for server machine for Zoom.

  1. From the user folder (../users/$user/.zm/) open zoom.properties
  2. Set these two properties

ZOOM_SSL_TRUSTSTORE_PATH=

ZOOM_SSL_TRUSTSTORE_PASSWORD=

 

Now, save the password provided with the SSL certificate in each of the Zoom modules as follows:

 
Zoom Server
  1. From the conf folder, open file wrapper.conf
  2. Set these two properties

wrapper.java.additional.11=-Dzoom.ssl.keystore.path=

wrapper.java.additional.12=-Dzoom.ssl.keystore.pass=

 

 
Preview Server
  1. From the conf folder, open file preview-server.conf
  2. Set these two properties

wrapper.java.additional.11=-Dzoom.ssl.keystore.path=

wrapper.java.additional.12=-Dzoom.ssl.keystore.pass=

 

 
Curator Server
  1. From the conf folder, open file curator-server.conf
  2. Set these two properties

wrapper.java.additional.11=-Dzoom.ssl.keystore.path=

wrapper.java.additional.12=-Dzoom.ssl.keystore.pass=

 

 
Client Systems

The certificate information also needs to be set up in the zoom properties file for each client machine with Zoom.

  1. From the user folder (../users/$user/.zm/), open zoom.properties
  2. Set these two properties

ZOOM_SSL_TRUSTSTORE_PATH=

ZOOM_SSL_TRUSTSTORE_PASSWORD=