Installing the Documentation

This task explains how to install the documentation using the standard installation GUI..

Procure the documentation media (DOC_Apps_3DEXP.AllOS) for your operating system and launch the installation as explained in the DS Installer Guide. Then, switch to the specific instructions in this guide. Also see the DS Installer Guide for instructions about how to install in Text User Interface (TUI) mode or silent mode.

This task shows you how to:

Prepare the installation

This section specifies which prerequisites to install for the Documentation.

  • OS: Redhat Enterprise Linux, Suse and Windows Server
  • Java Runtime Environment (JRE) is required.
  • For the Reverse Proxy SSL use Apache httpd or HA Proxy

For more information about the prerequisites, see the Deployment: Strategic Platform Requirements: Server Hardware & Software section of the Program Directory.

  1. Create a OS User:
    1. On Linux, create a user WITHOUT root privileges to install and run the documentation, for example x3ds.

      This user will be used:

      • for performing the installation of the documentation.
      • for post install and admin tasks
      • for documentation uninstallation

      This user will run all documentation processes and own installed files.

    2. On Windows, create a user with administrator privileges to install and run the documentation.

      This user will be used:

      • for performing the installation of the documentation.
      • for post install and admin tasks
      • for documentation uninstallation

      Administrator rights will be required at installation time for several tasks such as updating the registry.

  2. Set Up Certificates:

    Warning: Do not use self signed certificates. Firefox (since version 55) and Chrome-based browsers (since version 80), block them.

    1. Generate certificate requests with the openssl command:

      openssl req -new -newkey rsa:2048 -nodes -days 365 -subj
                "/C=country/ST=state/L=city/O=organization/OU=departement/CN=fully.qualified.server.name"
                -out my_certificate.csr -keyout my_certificate.key 
      
      Important: The certificate CN attribute must be equal to:
      • The ServerName, as set in the Reverse Proxy.
      • The FQDN (including case).

      The certificate must not contain protocol (https://) or port information (443).

      Answer the questions (with the constraints on Common Name above). If you use an optional pass phrase (not recommended), you will need to provide it to the reverse proxy.

      This command generates .key and .csr files.

    2. Keep the .key files and send the .csr files to the authority in charge of signing your certificates.

      Specify that the certificates are intended for Apache Httpd (if you use it). The certificate authority will send the .cer (or .crt) signed files back to you.

      On the reverse proxy, only use the .cer (or .crt) and .key.

    3. Make sure that you have configured your SSL certificate () on the reverse proxy as follows on Linux:

      SSLCertificateFile
              /path/to/your.cer

      SSLCertificateKeyFile
              /path/to/your.key

      and on Windows:

      SSLCertificateFile
              \path\to\your.cer

      SSLCertificateKeyFile
              \path\to\your.key

Install the Documentation

This section describes how to install the Documentation.

On Linux, you must log in as a user having admin rights.

On Windows, you must belong to the Administrators group or have the privileges assigned to the Administrators group.

Before you begin: Procure the documentation media (DOC_Apps_3DEXP.AllOS) for your operating system and launch the installation as explained in the DS Installer Guide. Then, use the relevant instructions in this topic. See the DS Installer Guide for instructions on installing the documentation in Text User Interface (TUI) mode or silent installation mode.
  1. Change to the distribution directory:

    DOC_Apps_3DEXP.AllOS\1 on Windows

    DOC_Apps_3DEXP.AllOS/1 on Linux

    then start the installation as follows:

    • Windows: double-click setup.exe for the GUI mode or use StartTUI.exe for the TUI mode
    • Linux: ./StartGUI.sh for the GUI, or ./StartTUI.sh

    The Dassault Systèmes 3DEXPERIENCE Documentation nodeJS R2022x installer appears.

    Click Next.

  2. Specify the installation directory.

    The default installation location for documentation in English on Windows is C:\Program Files\Dassault Systemes\B424doc and On Linux /usr/DassaultSystemes/B424doc

    To select a different installation directory click Browse...

  3. Click Next.
    A list of all documentation components appears.
  4. Select the documentation components to install.

    The roles that you can install are organized by industries.

    • Use the Filter to directly access the component you want to install.
    • Click to expand the tree or to collapse it.
    • Click to select all the roles or to deselect all the roles.
    • Show Installable Components displays all the roles that are available for installation
    • Show Selected Components displays only the selected roles
    • Show Installed Components (if available) displays the roles already installed

    The components are identified by role name. Some components require additional roles to be selected.

    As you make your selections, the installer updates information about the space available and the space required for your installation.

    After the selection, click Next.

  5. Enter a port number for HTTP requests to the Node.js server, and click Next.

    The Node.js server hosts the documentation.

    An option allows to check that the port is free.

  6. If needed, Allow users to send feedback, and click Next.

    This feature uses the user's mail client.

  7. Select Use a reverse proxy, and click Next.

    A reverse proxy receives HTTPS requests to link contextual help from an app to the installed documentation.

    The Node.js server that hosts documentation only supports an http protocol. The 3DEXPERIENCE web client only accepts an https protocol to define the user documentation for contextual help from apps (this location can be changed from the Platform Management dashboard.) A reverse proxy is required to forward requests from the web client to the Node.js server.

    For more information about 3DEXPERIENCE User Assistance Setting, see Installation and Setup| Administrate| 3DEXPERIENCE Platform| Platform Management| Platform Management Dashboard.

  8. Enter a URL using the syntax https://myreverseproxyalias

    Note:
    • Do not use uppercase characters in the URLs (standard form specified in RFC3986)
    • The URLs must contain Fully Qualified Domain Names (FQDN)
    • The URLs must start with http(s):// (and not ftp or other);

    The reverse proxy uses an https protocol and forwards requests to the Node.js server using an http protocol. An administrator must set up and install the reverse proxy separately from the documentation installation.

    Important: The installed language must not be part of the reverse proxy alias but must be part of the URL when accessing the documentation.

    For example, if you install the English documentation on a host named "myhostname" using port 4040, and the reverse proxy alias is https://doc2022x, English documentation is accessible at https://doc2022x/English, which is forwarded to the Node.js server as http://myhostname:4040/English.

    Click Next.

  9. Enter the 64-bit Java Runtime Environment (JRE) path, and click Next.
    The documentation uses a Java server for its search feature.
  10. Enter an available port number to communicate with the Java server, and click Next.
    An option allows to check that the port is free.
  11. Click Install.

    After the installation completes, a list displays the roles for which documentation is installed.

    After the installation click Finish.

    If you specified that NativeApps is installed in the default Installation folder, the CATDocView variable in the environment file of the installation will be updated to point to the Documentation installation.

    Otherwise, use the chcatenv command to change the value of the CATDocView variable to point to the location where the documentation media was installed. For more information, see Configuring Environments.

  12. For Node.js:

    For Windows:

    After the installation this service is started:

    Dassault Systemes 3DEXPERIENCE Documentation nodeJS R2022x

    The traces of the service are stored in service.<date>.log in the Temp folder (For example, C:\Users\<username>\AppData\Local\Temp\service.2021-08-30.log).

    The traces of the Node.js server are stored in ds_docnode<port>.log the Temp folder (For example, C:\Users\<username>\AppData\Local\Temp\ds_docnode4040.log).

    For Linux:

    After the installation, start the service manually following the Information about Node.js instructions. See /usr/DassaultSystemes/B424doc/StartDocumentationUsingJavaSearch.txt

Start and Stop Node.js on Windows

This section explains how to start and stop Node.js on Windows.

Context:

Note: Node.js starts and stop automatically by default.
The default name of the Windows service created and started during the documentation installation is Dassault Systemes 3DEXPERIENCE Documentation nodeJS R2022x.

To start and stop the node on Windows: start and stop the service Dassault Systemes 3DEXPERIENCE Documentation nodeJS R2022x.

If there is an issue with the service, start it manually following Node.js instructitons. See C:\Program Files\Dassault Systemes\B424doc\StartDocumentationUsingJavaSearch.txt

When the Node.js server is started, it also starts a Java search server by default. The Java search server may take a few minutes to launch for a full installation.

The traces of the Java search server can be found in ds_docsearch<port>.log the Temp folder (For example, C:\Users\<username>\AppData\Local\Temp\ds_docsearch4041.log on Windows)

Start and Stop Node.js on Linux

Start the service manually following the Information about Node.js instructions. See /usr/DassaultSystemes/B424doc/StartDocumentationUsingJavaSearch.txt

When the Node.js server is started, it also starts a Java search server by default. The Java search server may take a few minutes to launch for a full installation.

Configure the Reverse Proxy

This section explains how to configure the reverse proxy for Documentation by customizing the Apache httpd.conf file.

  1. Edit the Apache httpd.conf file.
  2. Set the listen tag to the correct port number for the service, for example: Listen 443
  3. Activate the modules required for the service. See the Program Directory for the list of modules.
  4. Customize the <VirtualHost> tag.
    1. First, customize the reverse proxy server name and server alias, for example

      ServerName myreverseproxy
      ServerAlias myreverseproxy

    2. Then, activate SSL:

      SSLEngine on
      SSLProxyEngine on

    3. Then, specify the SSL certificates definition, for example

      SSLCertificateFile "pathtoyourcertificate\mysreverseproxy.cer"
      SSLCertificateKeyFile "pathtoyourcertificate\myreverseproxy.key"

  5. Add the necessary declarations for the reverse proxy:

    <Location />
    AddOutputFilterByType DEFLATE text/plain
    AddOutputFilterByType DEFLATE text/xml
    AddOutputFilterByType DEFLATE text/html
    AddOutputFilterByType DEFLATE text/css
    AddOutputFilterByType DEFLATE application/xml
    AddOutputFilterByType DEFLATE application/x-javascript
    AddOutputFilterByType DEFLATE application/javascript
    AddOutputFilterByType DEFLATE image/svg+xml
    AddOutputFilterByType DEFLATE application/json
    AddOutputFilterByType DEFLATE application/ds-json
    AddOutputFilterByType DEFLATE text/javascript
    AddOutputFilterByType DEFLATE application/xhtml+xml
    AddOutputFilterByType DEFLATE application/rss+xml
    AddOutputFilterByType DEFLATE application/atom_xml
    AddOutputFilterByType DEFLATE application/x-font-ttf
    RequestHeader set X-Forwarded-Proto "https"
    RequestHeader set X-Forwarded-Port "443"
    ProxyPass http://myhostname:4040/
    ProxyPassReverse http://myhostname:4040/
    # Cross-origin resource sharing (CORS)
    SetEnvIf Origin "^http(s):\/\/(.+\.)?(dsone.3ds.com)(:\d{1,5})?$" origin_is=$0
    Header always set Access-Control-Allow-Origin %{origin_is}e env=origin_is
    Header set Access-Control-Allow-Credentials "true"
    Header set Access-Control-Allow-Methods "GET, POST, OPTIONS, HEAD, PUT, DELETE, PATCH"
    Header set Access-Control-Allow-Headers "accept,x-requested-method,origin,x-requested-with,x-request,cache-control,content-type,last-modified,x-utc-offset,SecurityContext,X-DS-CSRFTOKEN,keep-alive,DS-API-Version,DS-Client-Step-Name,DS-Request-ID,ENO_CSRF_TOKEN,SecurityToken,DS-Change-Authoring-Context,DS-Configuration-Authoring-Context"
    Header set Access-Control-Expose-Headers "DS-Request-ID,X-DS-CSRFTOKEN,X-3DComment-Has-Moderation-Rights"
    Header set Access-Control-Max-Age "600"
    </Location>
    

Uninstall the Documentation

This section describes how to uninstall the documentation.

Documentation can be uninstalled using the DS Installer tools. For more specific information about the DS Installer, see Installation and Setup: 3DEXPERIENCE Platform: 3DEXPERIENCE Platform Installation: Installing 3DEXPERIENCE Platform Services for the First Time: Installing Services One-by-One: DS Installer Uninstalling the Software.

The uninstallation is performed by the user who performed the installation.

Remove the installation.

On Windows, select Start > Control Panel > Programs > Uninstall a Program and click Dassault Systèmes Documentation 3DEXPERIENCE R2022x.

A dialog box prompts you to confirm that you want to uninstall the software.

Click Yes to confirm.

On Linux, run the following command: Uninstall.sh

If an error occurs, delete the installation directory as follows:

rm -rf
        <DocumentationInstallPath>
.