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West km Enterprise System Requirements

Following are the system requirements for West km Enterprise version 4.8.

West km Server Configuration
Document Management System (DMS) Configuration
Connectivity Accounts
Remote Access
Client Configuration
Capacity Planning
Disk Space Calculations
Upgrades
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All requirements are current as of the publication of this document. Please confirm the specific requirements with your West km technical consultant before software installation.

West km Server Configuration

The West km server(s) must be dedicated solely to West km resources and should not be shared with other applications or services.

Items are the client's responsibility to provide.

Hardware—32-bit
 
Processor: Dual P4 2.0 GHz or faster
Memory: 4 GB or higher
Disk: Ultra2/Wide SCSI RAID (or more advanced technology) with the OS, SQL data, and indexed collection on separate RAID sets
(Note: The above recommendation is dependent on the size of the document collection.)
Hardware—64-bit
 
Processor: Dual Xeon 2.0 GHz or faster
Memory: 8 GB or higher
Disk: Ultra2/Wide SCSI RAID (or more advanced technology) with the OS, SQL data, and indexed collection on separate RAID sets
(Note: The above recommendation is dependent on the size of the document collection.)
Operating System
 

Microsoft Windows Server 2003 SP2 (32-bit) or Windows Server 2008 R2 (64-bit) with the following components:

Internet Information Services (IIS)
Microsoft .NET Framework 3.5 SP1 and 4.0 (installs with West km)
Java Runtime Environment 1.5 (installs with West km)

Database Management
 

Microsoft SQL Server Standard or Enterprise Edition: 2005 SP3 or SP2 (32-bit or 64-bit) or 2008 R2 (64-bit)*

Code Page: 1252 required
Sort Order: "Dictionary order, case-insensitive" required
AUTO_CREATE_STATISTICS set to ON for the West km databases
Static port configuration required

* If a standalone database server is used in the West km configuration, it is recommended that SQL Server 2008 R2 be used.

Browser with Internet Access
  Internet Explorer 7.0, 8.0, or 9.0 (32-bit versions only)
Client for Document Management System
 

Installation of the DMS client is required for Worldox and for an API connection to eDOCS DM. The client must be installed with a user account that has access to the documents to be indexed in West km.

An API connection to eDOCS DM (as compared to a database connection) is used if you are upgrading West km from a version prior to 4.7 and staying on a 32-bit system, if you indexed documents stored in eDOCS DM in the previous version, and if you want to continue connecting to eDOCS DM via its API.

Firewall and Proxy Exceptions
  All your West km servers must allow HTTP and port 80 access for outbound TCP communications through your firewall (specific addresses are available upon request). If you have a proxy server and utilize authentication, the West km server should be listed as an exception so it bypasses the proxy server. Proxy authentication is not supported.
Antivirus Configuration
  Configuration of your server in accordance with Microsoft knowledge base article 312592.
Statement of Compatibility for VMware Virtual Environments
 

Support is provided for West km running on a VMware virtual environment without initially requiring reproduction of West km issues on native hardware. The virtual machines must meet minimum requirements.

If your West km technical consultant suspects that the virtualization layer is the root cause of an issue, you may be required to contact the appropriate VMware support provider to resolve the VMware issue.

West km functional issues are rare under VMware, but performance and capacity issues are more common. Performance issues that deviate from internal benchmarks will require you to disable other systems that are competing for physical system resources and may possibly require you to remove West km from the virtual environment altogether.

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Document Management System (DMS) Configuration

One item under each category is required and are the client's responsibility to provide.

Database Management (as required by your DMS)
  Microsoft SQL Server
Supported Document Formats
 

Document Format

Versions

Microsoft Word (.doc or .docx)

versions 1.0 through 2010

Corel WordPerfect (.wpd)

versions 5.1 through X5

Adobe Acrobat Portable Document Format (.pdf)

Acrobat versions 1 through 9

Microsoft PowerPoint for Windows (.ppt)

versions 3.0 through 2010

Rich Text Format (.rtf)

supported

DMS Types
 

Autonomy Interwoven WorkSite (iManage)

  • Server versions: 4.1 SP4, 4.1 SP6, 5.1, 7.0, 8.0, 8.1, 8.2, 8.3, 8.4, 8.5
  • Client dll versions (32-bit): 1.0.1.151, 8.0.157.0, 8.5.0.170
  • Client dll versions (64-bit): 8.5.100.157
  • To integrate iManage with a West km 64-bit system, WorkSite server version 8.5 is required

NetDocuments

  • Documents to be indexed must be publicly available to West km members
  • The server running the Local Documents Service needs version 2010 - R2 or later

Open Text DOCS Open (PC Docs)

    Versions: 3.8.2, 3.9, 3.9.5, 3.9.6, 4.0, 4.1

Open Text eDOCS DM (Hummingbird)

    Versions: 5.1, 5.1.0.5, 5.2.x, 5.3.x, 6.0, 6.0.5

ProLaw

    Versions: 11.x

Worldox

  • Versions: 2002, GX, GX2
  • With an WDAPI32.DLL file with a modified date of December 2005 or later
  • Microsoft or Novell file systems only

NTFS

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Connectivity Accounts

The following accounts are required:

  • A Windows domain user account (or several local user accounts) with read-only rights to all West km server components and to all NTFS documents that West km will access directly, including documents managed with the following DMSs: DOCS Open, eDOCS DM, ProLaw, and Worldox.

    If you use Novell network software, the user name and password for the Novell server on which documents are stored.

  • A user ID and password for the DMS server login for the following DMSs: Interwoven WorkSite and eDOCS DM.

    If you use eDOCS DM, the DMS server login must have supervisor rights and be tied to the domain user account mentioned above.

  • A database user account with access to the DMS database.

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Remote Access

Provide Thomson Reuters with VPN-based remote access to the West km server for installation and on-going support. Examples of VPN-based methods include the following:

pcAnywhere
Terminal Services
Cisco VPN
Citrix
Direct Windows Remote Desktop

Note: Dial-up, GoToMyPC, and WebEx (or WebEx-style) access methods are not supported.

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Client Configuration

All items under the hardware category are required; one item in each remaining category is required. West BriefTools is optional. Items are the client's responsibility to provide.

Hardware
 
Processor: Pentium III 700 MHz
Memory: 128 MB
Disk Space: 20 MB of free disk space
Screen Resolution
 1024 x 768 or higher (recommended)
800 x 600 (minimum)
Operating System
  Windows 7
Windows Vista (32-bit or 64-bit)
Windows XP Professional
Windows 2000 (SP4 or later)
Browser
 

Internet Explorer 7.0, 8.0, or 9.0 (32-bit versions only) with the following enabled:

ActiveX controls
Cookies
JavaScript

ActiveX Control
 

Installation of (or permission to install) an ActiveX control that enables the Load Copy document function

E-Mail Client (required only for the Email Document function)
 

Microsoft Outlook

West BriefTools
 

For West BriefTools, see these additional requirements for the client configuration.

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Capacity Planning

A one-server configuration can usually be used for an environment running the following:

  • West km for Litigation for one site
  • 100 or fewer users
  • 250,000 or fewer indexed documents

A multi-server configuration is needed for a larger West km for Litigation environment or for a West km for Transactions environment.

Upon request, Thomson Reuters will work with you to appropriately size and configure servers and to provide scaling recommendations for environments with more than 750 users or more than 750,000 indexed documents.

For the best performance, do not process more than 1 million documents through West km. Environments are not supported beyond 1.5 million indexed documents (i.e., the number of documents indexed before the citations only filter is applied).

For the best performance, do not create vetting groups in excess of 500,000 documents.

Note: The server recommendations assume that indexing will be scheduled based upon West km recommendations, which result in server resources being available for content delivery.

Users/Documents Recommended Servers—32-bit System Recommended Servers—64-bit System
West km for Litigation Only
  1–100 concurrent users;
1–250,000 documents

Server 1
Delivery, indexer, database, HTML repository/search
4 GB RAM

Diagram of 1-server configuration

Server 1
Delivery, indexer, database, HTML repository/search
8 GB RAM

Diagram of 1-server configuration

West km for Litigation or West km for Transactions
  1–100 concurrent users;
1–500,000 documents

Server 1
Delivery, secondary indexer, database
4 GB RAM

Server 2
Primary indexer, HTML repository/search
4 GB RAM

Diagram of 2-server configuration

Server 1
Delivery, secondary indexer, database
8 GB RAM

Server 2
Primary indexer, HTML repository/search
8 GB RAM

Diagram of 2-server configuration

  101–750 concurrent users;
500,000–750,000 documents

Server 1
Delivery, secondary indexer, database
4 GB RAM

Server 2
HTML repository/search, secondary indexer
4 GB RAM

Server 3
Primary indexer
4 GB RAM

Diagram of 3-server configuration

OR

Server 1
Delivery, secondary indexer
4 GB RAM

Server 2
HTML repository/search, secondary indexer
4 GB RAM

Server 3
Primary indexer
4 GB RAM

Server 4
Database
4 GB RAM

Diagram of 4-server configuration

Server 1
Delivery, secondary indexer
4 GB RAM

Server 2
HTML repository/search, primary indexer
8 GB RAM

Server 3
Database
8 GB RAM

Diagram of 3-server configuration

West km Integration Services

At minimum, West km Integration Services requires a 1-server configuration.

Configuration of Required Software for Multi-Server Environments
If you are distributing the West km server components among several machines, the following software is required on each server component prior to West km software installation.

Software Delivery Database Indexing HTML Repository/Search
Windows Server X X X X
Internet Information Server (IIS) X   X X
ASP.NET is enabled X   X X
Microsoft SQL Server   X    
Client for DMS—for Worldox and eDOCS DM (API connection) X   X X


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Disk Space Calculations

Documents in West km for Litigation

  • Number of work product documents (in native format) to be indexed = D
  • Average size of document = S
  • Total size of documents to be indexed = T = D * S
  • Approximate disk space required on the West km server = T * 2.5

Example:
Your organization has 100,000 work product documents, averaging 60 KB per document.

  • D = 100,000
  • S = 60 KB
  • T = 100,000 * 60 KB = 6 GB

Disk space required on the West km server = 6 GB * 2.5 = 15 GB

Calculations should also take into account these considerations:

  • Growth: the number of years in the server cycle and the approximate number of new documents being added to West km per year.
  • Backup/recovery: the ability to perform backup and recover procedures on a server within a specified period of time.

Documents in West km for Transactions

  • Number of work product documents (in native format) to be indexed = D
  • Average size of document = S
  • Total size of documents to be indexed = T = D * S
  • Approximate disk space required on the West km server = T * 8

Example:
Your organization has 100,000 work product documents, averaging 60 KB per document.

  • D = 100,000
  • S = 60 KB
  • T = 100,000 * 60 KB = 6 GB

Disk space required on the West km server = 6 GB * 8 = 48 GB

Calculations should also take into account these considerations:

  • Growth: the number of years in the server cycle and the approximate number of new documents being added to West km per year.
  • Backup/recovery: the ability to perform backup and recover procedures on a server within a specified period of time.

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Upgrades

  • 32-bit systems: Upgrades are supported to this version from West km 3.1.0 and later. Upgrades from version 3.0.2 or earlier are not supported and require a new installation.
  • 64-bit systems: Upgrades to this version are not supported; a new installation is required.

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Contact Us

If you have questions about West km requirements, call or e-mail

West km Technical Support
1-888-WESTKM1 (1-888-937-8561)
west.wcskm@thomsonreuters.com

Support hours are 7 a.m. to 7 p.m. central standard time, Monday through Friday.

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This document is current as of December 27, 2011.
© 2011 Thomson Reuters
West km is a trademark of West Publishing Corporation