Many Dimensions consultants, trainers and administrators have their own personal recipe on setting up a standalone Dimensions CM environment. Here is my latest:
  1. Base OS: Windows XP Pro SP2 or SP3
  2. Ensure you have MS .NET framework 1.1 (or above?) installed
  3. Create Windows user accounts. e.g. for Payroll dmsys, user2, user3,..., user6
    • make sure that all Dimensions users have a password
  4. Install
    1. Adobe Acrobat Reader
    2. Install an decent editor, e.g. Vim, to edit configuration files (some are in UNIX text format and confuse notepad)
    3. MS Loopback Network Adapter (described in the Serena Installation Manual Appendix A)
    4. Java 2 SDK
    5. Eclipse Java IDE (if using the IDE integration) and add to start menu
    6. James Mail Transport Agent and create email accounts into James as described
    7. Cygwin (required to support directory items and can be used for software building). I place the Cygwin bin directory on the Windows path rather copy the software to the Dimensions prog directory as suggested in the Serena documentation
    8. 7-Zip (from my experience the compressed folders utility supplied with Windows has trouble with the Zip archives associated with some of this software)
  5. Create user accounts in MS Outlook Express (exact method will depend on how you plan to use this set-up)
  6. Configure IE 6 not to re-use windows to open shortcuts
  7. Disable IE pop up blocker
  8. Install Oracle as described in the Serena documentation
    • Specify the loop back server name when configuring Oracle Networking
  9. Install Dimensions server and Clients as described in the Serena documentation
    • specify the loop back host name as the mail server
    • Install and configure the license server if not using EVAL licences. Use the loop back host name
    • NB After installing Dimensions 10.1.1 the EVAL license (if used) may fail. Stop Dimensions Server and Dimensions Tomcat, install Dimensions 10.1.3 upgrade. Evaluation license should now work.
Optional Steps:
  1. Create a dummy base database and use that as the connection paramerter in DM_ROOT/dfs/listner.dat
  2. Increase the server time outs so that users are not logged off too quickly
  3. Install Dimensions 10.1.3 documentation
  4. Install Dimensions Make (used by command line upload and download utilities)
  5. Install Oracle SQL Developer to browse published views and generate reports
  6. If running a training course then
    • copy any training files and materials
    • Set up users default worksets and directories (see SCWS command)
  7. MS Word, Excel and Powerpoint (or use OpenOffice) to demonstrate using ordinary office tools with Dimensions
Assumptions:
  1. Dimensions 10.1.3
  2. Oracle (supplied by Serena)
  3. Primary network adaptor uses DHCP (if IP is static then skip step 4.3)
TODO:
  1. Control Centre setup, not in Dimensions 10.1.3
  2. Test OpenOffice use
  3. Find a better alternative to Oracle SQL Developer
Notes
  1. Dimensions 10.1.3 can only be installed as upgrade to Dim 10.1.x
  2. I do all work from a single account on Windows (not dmsys). I provide the appropriate Windows credentials as required to each Dimensions client. If required I can use the runas command e.g. runas /profile /user:dmsys cmd.exe
    • I also set up all email accounts under a single profile in Outlook Express with filters to place messages for the appropriate account in correctly names email sub folders