Manually Throttling a Large Number of Search Manager Updates

TechDoc supports performing a resubmit all from a DM to an SM from low to high priority. However, you many occasionally need complete manual throttling of updates to coordinate limited resources between difference groups. In order to do that, you can use the following procedure to have total control of resources when performing a large update.

Popups Blocked by Recent Browser Changes

In TechDoc 10.1 and below, certain features like Export Group Members and Export Valid Keyword Values relied on a browser popup to initiate a file download. Unfortunately, recent security changes to several browsers block this functionality by default. In TechDoc 11, the method is being changed to avoid the issue. In the mean time, here are instructions on how to reenable the functionality in each browser. Simply replace TECHDOC.HOST.NAME with the full host name of the TechDoc server that you want to apply the workaround to.

Chrome:

TechDoc Network Port Usage

We've received a couple of requests to provide TCP/IP port usage information for TechDoc so that firewalls can limit network traffic without limiting features of the product. The following lists provide port usage by TechDoc product. Keep in mind this is just for TechDoc and does not take into account any ports that may be needed on the machine by Windows or any other products that may be installed on it.

DM (Document Manager)

Rendering and Accessibility

We've received multiple questions about rendering and accessibility. TechDoc attempts to be as accessible as reasonably possible but it needs your help as well. Accessibility is all about providing extra information to assist people with disabilities to understand what you trying to convey whether the person is visually impaired (blind, color-blind, needs large magnification, etc.) or physically impaired (unable to use a mouse or keyboard effectively, etc.)

Migrating a TechDoc Database

Occasionally, the need arises to migrate a DM and/or SM database from one server to another; particularly when using a remote SQL Server system. The following instructions will show the steps to safely migrate the database(s).

DM Cannot Send Updates to SM Due to SSL Error

If a DM cannot send updates to an SM, it is normally a network connectivity issue but can occasionally be from an SSL certificate problem. If it is an SSL issue, the DM may report an exception that begins with the following line:

javax.net.ssl.SSLHandshakeException: sun.security.validator.ValidatorException: PKIX path building failed: sun.security.provider.certpath.SunCertPathBuilderException: unable to find valid certification path to requested target

Controlling which sheets render in an Excel workbook

Many of our customers wanted the ability to control which sheets in an Excel workbook would render as many times extra sheets only contain data that feeds into the sheet(s) they actually want printed. To support this ability, TechDoc only renders the sheets that are selected when the document is saved and checked into TechDoc. If your Excel workbook is already in TechDoc, you will first need to reserve (check out) the document.

When you select sheets in a workbook, you will normally use the bottom lower left corner of the Excel window. That area should look something like this:

Adding HTTP Headers to Increase IIS Security

We get asked about why doesn't TechDoc have this HTTP header or that HTTP header; most often due to a security scan that was run against a server where TechDoc is running. Depending on the Security tool used at your site, you may get a whole host of potential vulnerabilities displayed. We've seen tons of them come and go. Most of these only work on specific browsers that support them. If the user's browser honors the header then it helps, otherwise it doesn't do anything.

Configuring ADFS 4.0 and Above as an SSO Identity Provider for TechDoc

TechDoc's SAML Authenticator supports most of the Single-Sign-On implementations out there. That being said, Microsoft's Active Directory Federation Services (ADFS) works quite well as an Identity Provider and can be easily configured by way of a SAML Authenticator to achieve access starting in a TechDoc 9 or newer Document Manager (DM). This will give all of your TechDoc DM users a quick and easy way to authenticate and log into TechDoc using your current ADFS setup. We'll go over the steps needed to exchange metadata between the two and configure both sides as needed.

Changing the Metadata File for a SAML Authenticator

From time to time it may become necessary to update the metadata file for a SAML Authenticator. It may change because certificates are changing, IDP host names are changing, because the IDP sofware is changing, etc. This article describes the easiest way to change the metadata file for a SAML authenticator that allows for easy fallback in case there are problems and you have to roll back changes.

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