Switching Content Server Environments

Before switching Content Server environments for Shinydocs™ Review and Workflow, ensure that the Shinydocs Service Module is installed on the new Content Server environment.

Switching Environments for the Workflow Service

Locating the Source file

1. Open the appsettings-workflow.json file located within the Shinydocs Workflow install directory (for example, C:\Program Files\Shinydocs\Automation Workflow)

2. Locate ContentServerSettings

3. The value for SourceSettingsPath is the Source file path (for example, C:\\Users\\username\\Documents\\WorkflowPlugin\\contentserver.json)

Updating the Source file for Workflow

1. Navigate to the source file and open it using a text editor (for example, Notepad++)

2. Locate the sourceConnectionSettings section

3. Update the username and password values to reflect the new Content Server environment

4. Update the contentServerUrl value to the new Content Server environment

Updating settings in the appsettings-workflow.json file

1. Open the appsettings-workflow.json file with a text editor

2. In the FolderIndexSettings section, under ContentServerSettings, update the NodeId value to point at the nodeId of the root folder to index
   Note: If it is a backup of the same database, the NodeId may not need to change.
   

   

3. In the ClassificationIndexSettings section, under ContentServerSettings, update the NodeId value to point at the classifications folder at which to start indexing
   Note: If it is a backup/snapshot of the same database, the NodeId may not need to change.
   

   

Updating NodeIds in the AutomationScripts.dll.config file

If it is a backup/snapshot of the same database, NodeIds may not need to change.

1. Refer to the documentation for your Workflow Plugin for any required updates

2. If required, update NodeIds

3. Run Services.msc

4. Locate and restart the Shinydocs Workflow service

Switching Environments for the Review application

Updating settings in the appsettings-review.json file

1. Navigate to C:\inetpub\Review

2. Open the appsettings-review.json file using a text editor

3. Update the following Content Server settings:

   1. ContentServerBaseUrl - the url to content server

   2. OTDSEndpoint - the otds url

   3. csRootNodeId - the top level folder used for folder brower, if it is a database snapshot it will likely be the same

4. Update the following settings if Authenticationtype is ContentServerUsernameAndPassword:

   1. CsUsername -username of the user connecting to content server (if the same user has access, it may not need to be changed)

   2. CsPassword - password for the user connecting to content server (if the same user has access, it may not need to be changed)
      

      

5. Restart IIS and test