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West km System Requirements

Following are the system requirements for West km version 4.1.x. Except where noted otherwise, these requirements apply to West km for Litigation, West km for Transactions, and West km Enterprise (Litigation and Transactions).

West km Server Configuration
DMS Configuration
Connectivity Accounts
Client Configuration
Capacity Planning
Disk Space Calculations
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Note: 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
 
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.)
Operating System
 

Windows Server 2003 (32-bit) with the following components:

Internet Information Services (IIS)
Microsoft .NET Framework 2.0 SP1

Database Management
 

Microsoft SQL Server 2005 SP2 (32-bit or 64-bit*)
   Code Page (1252 required)
   Sort Order ("Dictionary order, case-insensitive" required)
   AUTO_CREATE_STATISTICS set to ON (for West km databases)
   Static port configuration required
Cannot be installed on a domain controller

*Note: If a 64-bit server is used, it must be a standalone database server in the West km configuration.

Note: Your SQL password cannot contain special characters "&" or "="

Browser with Internet Access
  Internet Explorer 5.5, 6.0, or 7.0 (32-bit versions only)
Word Processor
  Microsoft Word 2000, 2002, or 2003 (required for West km document analysis)
Client for Document Management System
  If documents are housed in Interwoven, Hummingbird DM, or WORLDOX, the DMS client installed with a user account that has access to the documents to be indexed in West km.
Firewall Exceptions
  All your West km servers must allow HTTP and port 80 access for outbound TCP communications through your firewall.
Remote Access
 

Provide West 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.

Antivirus Configuration
  Configuration of your server in accordance with Microsoft knowledge base article 312592.
Statement of Compatibility for Virtual Environments
 

Support is provided for West km running on a virtual environment (e.g., VMware) 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 support provider for your virtual environment to resolve the issue.

West km functional issues are rare under virtual environments, 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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DMS Configuration

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

Network Operating System (where documents are located)
  Windows Server 2003
Windows 2000 Server
Windows NT 4.0
Novell Netware 5.0 and higher (with TCP/IP protocol only)
Database Management
  Microsoft SQL Server
Sybase (with ProLaw only)
Supported Document Formats
 

Document Format

Supported without West km Document Analysis

Supported with West km Document Analysis

Microsoft Word

versions through 2007

version 97 through 2003

Corel WordPerfect

versions through X3

versions 9 through 11

Lotus Word Pro

version 96 through Millennium Edition 9.6

not supported

Adobe Acrobat Portable Document Format (PDF)

versions 2.1, 3.0 through 6.0

not supported

Microsoft PowerPoint (Windows)

versions 3.0 through 2003

not supported

Rich text format (RTF)

supported

supported

Note: RTF documents are converted to Word during analysis

DMS Application
 

DOCS Open/PCDocs 4.0
DOCS Open/PCDocs 3.9.6
DOCS Open/PCDocs 3.9.5
DOCS Open/PCDocs 3.9
DOCS Open/PCDocs 3.8.2

Hummingbird DM 5.1.0.5
Hummingbird DM 5.1
Hummingbird DM 5.0

Interwoven Server 8.3
Interwoven Server 8.2
Interwoven Server 8.1
Interwoven Server 8.0
Interwoven Server 7.0
Interwoven Server 5.1
Interwoven Server 4.1 with SP6
Interwoven Server 4.1 with SP4

Interwoven Client dll:

8.0.157.0
1.0.1.151

ProLaw 11.6
ProLaw 11
ProLaw 9.x

WORLDOX GX2, GX, or 2002 (with an WDAPI32.DLL file with a modified date of December 2005 or later) using 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, Hummingbird 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 and Hummingbird DM.

    If you use Hummingbird 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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Client Configuration

All items under the hardware category are required; one item in each remaining category is required. 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 Vista
Windows XP
Windows 2000
Browser
 

Internet Explorer 5.5, 6.0, or 7.0 (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

Word Processor (required only for the West km Add-In Tool)
 

Microsoft Word 2007
Microsoft Word 2003
Microsoft Word 2002
Microsoft Word 2000

Corel WordPerfect X3
Corel WordPerfect 12
Corel WordPerfect 11
Corel WordPerfect 10
Corel WordPerfect 9

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

Microsoft Outlook

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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
  • 25 or fewer users
  • less than 50,000 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, West 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
West km for Litigation or West km for Transactions*
  1–100 concurrent users;
50,000–500,000 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

  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
2 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
2 GB RAM

Server 3
Primary indexer
4 GB RAM

Server 4
Database
4 GB RAM

Diagram of 4-server configuration

* If you are indexing fewer than 50,000 documents in West km, it is possible that two servers may be required only for the initial indexing of documents and that a single-server environment can be used after the initial processing. The permanent server is used for delivery, database, primary indexing, and HTML repository/search. The temporary server is used as a secondary indexer for document analysis and requires a single P4 processor with 2 GHz or faster and with 1 GB RAM.

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    
Microsoft Word (for document analysis on all servers that perform indexing functions) X   X X
Client for DMS (for Interwoven, Hummingbird DM, and WORLDOX) 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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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)
westkm.support@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 22, 2015.

 
© 2015 Thomson Reuters
West km is a trademark of West Publishing Corporation