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Oracle® Collaboration Suite Quick Installation Guide
Release 2 (9.0.4.1.1) for Windows

Part Number B12298-01
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Oracle is a registered trademark, and Oracle9i is a trademark registered trademark of Oracle Corporation. Other names may be trademarks of their respective owners.

Oracle® Collaboration Suite

Quick Installation Guide

Release 2 (9.0.4.1.1) for Windows

December 2003

Part No. B12298-01

This document contains basic instructions for installing Oracle Collaboration Suite using the most common configuration scenarios.


See Also:

Oracle Collaboration Suite Installation and Configuration Guide for Windows for detailed installation and configuration information

This document assumes that the Oracle9iAS infrastructure, Oracle Collaboration Suite information storage database, and Oracle Collaboration Suite middle tier will be installed on separate computers.

This document contains the following sections:

1 Checking Prerequisites

Ensure that the following prerequisites are met prior to beginning an installation:


See Also:

Oracle Collaboration Suite Installation and Configuration Guide for Windows for preinstallation procedures and requirements, and for a list of prerequisite checks

2 Installing the Oracle9iAS Infrastructure

This section describes how to install Oracle9iAS Infrastructure.


Note:

The industry standard LDAP ports are 389 for non-SSL and 636 for SSL. If these ports are not listed in your %WINDIR%\system32\drivers\etc\services file, the Oracle Universal Installer uses them as the Oracle Internet Directory ports. If these ports are listed in your %WINDIR%\system32\drivers\etc\services file, then the Oracle Universal Installer consecutively tries ports 4031 through 4039 as the Oracle Internet Directory ports.To use the standard ports 389 or 636, you must delete the lines with these port number from your %WINDIR%\system32\drivers\etc\services file before you start configuration. It is not sufficient to comment out these lines: they must be deleted. If you currently have an LDAP server running on ports 389 or 636, shut down the server before configuring.

To install the Oracle9iAS infrastructure:

  1. Insert the first Oracle9iAS Infrastructure (32-bit) Release 2 (9.0.2.3.0) for Microsoft Windows CD-ROM.

    The Autorun window automatically displays. If the Autorun window does not display:

    1. Choose Start > Run.

    2. Enter the following:

      DRIVE_LETTER:\autorun\autorun.exe
      
      
  2. The Oracle Universal Installer Welcome window displays.

  3. Click Next to display the File Locations screen.

    If you install Oracle Collaboration Suite information storage on a cluster, the Cluster Node Selection screen displays. Select the nodes on which you want to install the Oracle software. Real Application Clusters software is installed on the node from which Oracle Universal Installer is run and copied to the other selected nodes in the cluster. The local node is always selected by default.

  4. On the Specify File Locations screen:

    • In the Source section, accept the default path

    • In the Destinations section, enter the Name and the full Path of the Oracle home

  5. Click Next to display the Language Selection screen.

  6. Select from the list languages supported by Oracle Collaboration Suite any languages you want supported by your installation of Oracle Collaboration Suite. Click Next to display the Confirm Pre-Installation Requirements screen.


    Notes:

    • Languages selected here enable users to access your installation of Oracle Collaboration Suite in their native language, provided that language is supported by Oracle Collaboration Suite.

    • Supported languages cannot be added after the installation is complete. In order to add other languages, you must completely reinstall Oracle Collaboration Suite.


  7. Click Next to display the Select Configuration Options screen.

  8. Select accept default selection and click Next to display the Create Instance Name and ias_admin Password screen.

  9. Choose an Instance Name and choose and confirm an ias_admin Password.


    Notes:

    • The Instance Name is not a database instance name but a name for the Oracle9iAS infrastructure instance.

    • The ias_admin password chosen here will also be the Oracle Internet Directory administrator's password for the infrastructure.


    Click Next to display the Guest Account Password screen.

  10. Enter and confirm a guest account password.

  11. Click Next to display the Summary screen.

  12. Review the information and click Install. The location of the log files for the installation displays.

    After you click Install, files are copied and linked. This process can run for more than an hour.

  13. The End Of Installation screen displays the port numbers for installation and confirms success.

  14. Check the installation log files for any installation errors. The installation log files are located in SYSTEM_DRIVE:\Program Files\Oracle\Inventory\logs.

    Each installation log takes the form InstallActionsYYYY-MM-DD_HH-MM-SSAM.log.


    Notes:

    • In the directory specified by the TEMP environment variable, the format of the directory is as follows: OraInstallYYYY-MM-DD_HH-MM-SSAM.log. The installCluster.log file shows which installation module is currently running.

    • The list of ports can be found in the portlist.ini file located in the %ORACLE_HOME%\install directory.


3 Installing the Oracle Collaboration Suite Information Storage Database

This section describes how to install Oracle Collaboration Suite information storage database.


Note:

The Oracle Collaboration Suite information storage databases can be installed on separate computers. For the purposes of this document, it is assumed that one information storage database is being used.

To install the information storage database:

  1. Insert the first Oracle Collaboration Suite Information Storage (32-bit) Release 2 (9.2.0.3.0) for Microsoft Windows CD-ROM.

    The Autorun window automatically displays. If the Autorun window does not display:

    1. Choose Start > Run.

    2. Enter the following:

      DRIVE_LETTER:\autorun\autorun.exe
      
      
  2. The Oracle Universal Installer Welcome window displays.

  3. Click Next to display the File Locations screen.

  4. On the Specify File Locations screen:

    • In the Source section, accept the default path

    • In the Destinations section, enter the Name and the full Path of the Oracle home

  5. Click Next to display the Language Selection screen.

  6. Select from the list languages supported by Oracle Collaboration Suite any languages you want supported by your installation of Oracle Collaboration Suite. Click Next to display the Database Creation screen.

  7. Select Yes to create a new Oracle9i database and click Next to display the Information Storage Registration screen.

  8. Select Yes to register the Information Storage Database with Oracle Internet Directory. Click Next to display the Oracle Internet Directory Information screen.

  9. Enter the fully-qualified Host name, Port, Username (by default, the Oracle Universal Installer displays cn=orcladmin), and Password. Click Next to display the Database Identification screen.

  10. Enter the Global Database Name and SID. If required, change the default SID.

  11. Click Next to display the Database File Location screen.

  12. Accept the default and click Next to display the Summary screen.

  13. Click Install to begin the information storage database installation.

    Installation commences and the progress is shown. After files are copied, the information storage Oracle home is configured.

    Another progress screen displays showing the progress of various configuration assistants as they configure the information storage Oracle home and create the information storage database instance.

    The Database Configuration Assistant screen displays.

  14. Enter new passwords for the SYS and SYSTEM users of the information storage database.

  15. Click Password Management.

    Select all checkboxes on the screen after verifying that your computer meets the minimum pre-installation requirements.

  16. Locate the CTXSYS account and unlock it by clicking the box in the Lock Account column.

  17. Enter and confirm a new CTXSYS password.

  18. Click OK to display the Confirm Pre-Install Requirements screen.

  19. Click Next to display the Create Instance Name and ias_admin Password screen.

    The installation of the information storage database is complete.

4 Installing the Oracle Collaboration Suite Middle Tier

This section describes how to install the Oracle Collaboration Suite middle tier and assumes that all components are being installed.


Note:

This section assumes that Oracle Internet Directory, Oracle9iAS Single Sign-On, and Oracle9iAS Metadata Repository are installed together.


See Also:

Oracle Collaboration Suite Installation and Configuration Guide for Windows for Oracle9iAS infrastructure deployment considerations.


Note:

Oracle9iAS Wireless includes built-in applications that must be configured after installation. The underlying Oracle9iAS Wireless stack, then the applications must be configured before use. For information on configuring these applications and other Oracle9iAS Wireless components, see the Oracle9iAS Wireless Administrator's Guide.

The Oracle Collaboration Suite applications reside on the middle tier. During the installation process of the Oracle Collaboration Suite middle tier, most of the applications install automatically. Several applications, however, require input for successful installation.

This section describes how to begin the Oracle Collaboration Suite middle tier installation.

  1. Insert the first Oracle Collaboration Suite (32-bit) Release 2 (9.0.4.1.1) for Microsoft Windows CD-ROM.

    The Autorun window automatically displays. If the Autorun window does not display:

    1. Choose Start > Run.

    2. Enter the following:

      DRIVE_LETTER:\autorun\autorun.exe
      
      
  2. The Oracle Universal Installer Welcome window displays.

  3. Click Next to display the File Locations screen.

  4. On the Specify File Locations screen:

    • In the Source section, accept the default path

    • In the Destinations section, enter the Name and the full Path of the Oracle home

  5. Click Next to display the Language Selection screen.

  6. Select from the list languages supported by Oracle Collaboration Suite any languages you want supported by your installation of Oracle Collaboration Suite. Click Next to display the Confirm Pre-Install Requirements screen.

  7. Confirm the pre-install requirements and click Next to display the Component Configuration screen.

  8. Select the components you want to install and click Next. Note that Oracle Calendar Web client, Sync Server and Web services cannot be installed unless you select Oracle Calendar Application System. Oracle Calendar will be installed in the following locations:

    Component Location
    Server
    %ORACLE_HOME%\ocal\
    
    Administrator
    %ORACLE_HOME%\ocad\
    
    Application System
    %ORACLE_HOME%\ocas\
    


    Notes:

    To install only the Oracle Calendar server:

    1. Select Oracle Calendar Server instead of Oracle Calendar Application System.

    2. Consequently, you will be prompted for the client's Host and Port. If you do not know these values, you can enter temporary values and later, edit the server's unison.ini file, as follows:

      [RESOURCE_APPROVAL]
      url=http://host_name:port_number/ocas-bin/ocas.fcgi
      
      

    To install only the Oracle Calendar application system:

    1. Select Oracle Calendar Application System instead of Oracle Calendar Server.

    2. Consequently, you will only be prompted to enter the Host, Port and Node-ID for the Oracle Calendar server. If you do not know these values, you can enter temporary values and, later, edit the application system's ocas.conf file with the correct values, as follows:

      [CONNECTION]
      mnode=host_name:engine_port,node
      

  9. Click Next to display the Existing Oracle9iAS Single Sign-On screen.

  10. Enter the host name and port number for your existing instance of Oracle9iAS Single Sign-On and click Next to display the Oracle Internet Directory screen.

  11. Enter the administrator's user name and password of the existing Oracle Internet Directory instance and click Next to display the Specify Administrative Password and Instance Name screen.

  12. Choose an Instance Name and choose and confirm an Administrative Password.


    Notes:

    • The Instance Name is not a database instance name but a name for the middle tier instance installation.

    • The Administrative Password chosen here will also be the Oracle Internet Directory administrator's password for the middle tier.



Installing Oracle Web Conferencing
  1. Click Next to display the Oracle Real-Time Collaboration Repository Location screen. Enter the required information in all the fields.

  2. Click Next to display the Oracle Real-Time Collaboration Repository Details screen. The information for which you are prompted depends on the database you are using.

    • If you are using the Oracle Collaboration Suite information storage database, reset the passwords for the schema.

    • If you are using an existing database, create the required passwords, and designate a location for the datafiles.

  3. After entering the information, click Next to display the Oracle Calendar Default Time Zone screen.


See Also:

Section 5.6, "Configuring Ports and Network Connectivity" and Section 5.7, "Configuring SSL" in Chapter 6 "Sample Deployments" of the Oracle Web Conferencing Administrator's Guide


Installing the Oracle Calendar Server and the Oracle Calendar Application System
  1. Select the default time zone for new Oracle Calendar users. Click Next to display the Oracle Calendar Services screen.

  2. The Oracle Calendar Services screen appears. Enter the password for the specified user. Click Next.

  3. If you did not choose to install Oracle Email, the Oracle Calendar Mail Notification screen opens. Enter the fully qualified domain name of your SMTP server. Click Next to display the Oracle Calendar Node-ID screen.

  4. Specify a unique numerical ID for the Oracle Calendar node between 1 and 49999. Click Next to display the Oracle Calendar Master Node screen.

  5. If this is your first installation of the Oracle Calendar server, select Yes in the Oracle Calendar Master Node screen to make the current installation the master node. You must have one master node on your network in order for Web services and Sync Server to work. Click Next to display the Summary screen.

  6. Review the settings for your installation. If you need to make any changes, click Back. Click Next to display the Install screen.

    The progress of the installation displays in a progress bar on this screen. Each component configuration assistant will launch automatically. If a configuration assistant fails, the cause of the failure displays in a window on the screen. Correct the cause of the failure and click Retry.


Configuring Oracle Files

Perform the following steps to complete the installation of Oracle Files on the middle tier.


Notes:

The configuration process can exceed one hour.


See Also:

Oracle Collaboration Suite Installation and Configuration Guide for Windows for detailed Oracle Files configuration information—including recommended preconfiguration tasks and required post-configuration tasks

  1. From the Oracle Files Configuration Assistant Welcome screen, click Next to display the Domain Operation screen.

  2. Select Create a new Oracle Files domain, and click Next to display the Database Selection screen.

  3. Enter the Database Host Name, Listener Port Number, Database Service Name, and Password of Database User SYS for the information storage database. Click Next. When the progress window finishes, the Schema Name screen displays.

  4. Enter the schema name, and enter and confirm the password for your files installation and click Next to display the Tablespace screen.

    The configuration assistant checks to see if the schema name exists in the database. If it does exist, or if related schema names based on this schema name exist, a message box appears requesting further clarification.

    Click No in the message box to return to the Schema Name screen and enter a new name for the schema.

    Click Yes to delete this schema and all related objects from the database, and create a new schema.


    Caution:

    Do not click Yes unless you are sure you want to delete this schema and all related objects from the database, and create a new schema.

  5. Select one of the following options:

    • Select Use the USERS tablespace for all Oracle Files data if you have not created custom tablespaces for Oracle Files content

    • Select Specify a tablespace for each data type and choose the tablespaces you want to use for each type of content from the drop-down lists if you have created tablespaces specifically for Oracle Files content

    Click Next to display the Character Set and Language screen.

  6. Select the default character set and indexing language to use when storing documents in Oracle Files. Oracle Corporation recommends setting the character set to whatever character set most of the users in your Oracle Files domain are using. Click Next to display the Default Port Numbers screen.

  7. Modify the port numbers or accept the defaults and click Next to display the Website Information screen.

  8. Enter the HTTP Host Name, HTTP Port, and select Uses SSL (select this box only if you have configured SSL on that computer). Click Next to display the SMTP Information screen.

  9. Enter the e-mail server information. This should be a valid SMTP server name. Click Next to display the Admin Information screen.

  10. Enter the fully-qualified e-mail address to use for sending notifications and other messages to the Oracle Files site_admin user. Click Next to display the Users screen.

  11. Assign passwords to each of the default users. Note that the
    site_admin user is necessary for creating the Oracle Files subscriber, post-configuration. Click Next to display the Oracle Internet Directory Login screen.

  12. Enter the login information for the Oracle Internet Directory instance that you want to use for credential management, including Server, Port, Super User, Super User Password, and Root Oracle Context. Click Next to display the Setup Local Machine screen.

  13. Select one of the following options:

    • Yes to create the Oracle Files schema and configure this host to run a domain controller, node, or HTTP node

    • No to create the new schema without configuring this host

    Click Next to display the Domain Components screen.

  14. Enter the fully qualified host name that you want to use for Oracle Files, and select Run Domain Controller on this computer and all other processes that you want to configure for the domain. Click Next to display the Node Configuration screen.

  15. Enter a node name and configure protocol servers and agents as needed. Node Name is the name by which you want the node to be known. Run Oracle Files Agents configures all the Oracle Files system agents to run on this computer. Run Protocol Servers configures the Oracle Files protocol servers to run on this computer.

  16. If you selected Run an HTTP Node on this computer on the Domain Components screen, click Next to display the HTTP Node Configuration screen. Otherwise, click Next to display the Summary screen.

  17. Enter the name for the HTTP Node. Click Next to display the Summary screen.

  18. Click Configure to continue. When the process is complete, a message informs you that Oracle Files configuration was successful. Click OK to close the message.


Completing the Middle Tier Installation
  1. When the Oracle Files configuration assistant completes, the Configuration Assistants screen displays. Click Next to display the End of Installation screen.

  2. Take note of the information displayed in the End of Installation screen.

  3. Click Exit to finish the installation.

  4. Use the following commands to restart Oracle Enterprise Manager:

    %ORACLE_HOME%\bin\emctl stop
    %ORACLE_HOME%\bin\emctl start
    

4.1 Installing Oracle Email

Perform the following steps to complete the installation of Oracle Email on the middle tier.

  1. Run the umconfig.bat script located on the application server.

    %ORACLE_HOME%\oes\bin\umconfig.bat
    
    

    The Unified Messaging Configuration screen displays.

  2. Select Mail Store Database Configuration.

  3. Click Next. The Mail Store Database Configuration screen displays.

  4. Enter the following information in the corresponding fields:

    Field Description
    Database Hostname The name of the system on which the database is located.
    SID The system identifier of the information store.
    Port Number The port number on which the listener is listening.
    system_password The system password for the host database.

  5. Click Next. The CTXSYS Password screen displays. If the CTXSYS password is locked and needs to be reset, it will prompt you for password confirmation. Enter the CTXSYS password. The default password is CTXSYS.


    Note:

    The CTXSYS password should have been unlocked during installation of the information storage database, as instructed in "Installing the Oracle Collaboration Suite Information Storage Database".

  6. Click Next. The ES_Mail Password screen displays.

  7. Enter the ES_MAIL password and confirm it.


    Note:

    The information store schema is owned by the ES_MAIL database user.

  8. Click Next. The UMADMIN Password screen displays.


    Note:

    UMADMIN is an administrator account created on the Oracle Internet Directory server during the application server installation of Oracle Email. It account owns specific Oracle Email entries in the directory. After installation, administrators should log in to the administration tool using the UMADMIN account and create an initial Oracle Email administration user. Thereafter, that account will have the ability to delegate system and domain administration responsibilities to other users.

  9. Enter the UMADMIN password and confirm it.

  10. Click Next. The Create Unified Messaging Domain screen displays.

  11. Enter a domain name to be used for users' e-mail addresses.


    Caution:

    If you mistype the domain name, the bad domain gets created. If this occurs, run the following command to correct the domain:
    %ORACLE_HOME%\oes\bin\install_createdomain.bat UM_SYSTEM 
    
    domain_name
    

  12. Click Next. The Configuration Tools screen displays and the information store configuration begins.

Once the information store configuration is complete, the End of Installation screen displays.

Log files for umconfig.bat are located in the following directory:

%ORACLE_HOME%\oes\log

4.2 Installing Oracle Collaboration Suite Integrated Web Client

Oracle Collaboration Suite provides an integrated Web client for browser-enabled computers. It uses the underlying Oracle9i Application Server to provide a secure, single sign-on environment. The integrated Web client can be used to access messages (e-mail, voice mail, and fax), calendar and directory information, Oracle Web Conferencing features, and content stored in Oracle Files.

By default, the Web client is automatically integrated during the component configuration when installing Oracle Collaboration Suite. If you deselect the Web client during installation, you must run the Web client installer.

The Web client installer performs the following tasks:

  • Installs the Oracle Collaboration Suite home page

  • Adds Web providers and portlets for installed Oracle Collaboration Suite components

  • Sets the Oracle Collaboration Suite home page as the default Web page for Oracle Collaboration Suite users

  • Grants customized privileges to users of the Oracle Collaboration Suite home page

You can run the Web client installer whenever a new Oracle Collaboration Suite component is installed in order for the component to be available on the Oracle Collaboration Suite home page. The Web client installer is only available for the following Oracle Collaboration Suite components:

  • Oracle Calendar

  • Oracle Email

  • Oracle Files

  • Oracle Web Conferencing

  • Oracle9iAS Wireless

  • Oracle Ultra Search

You can invoke the Web client installer using one of the following methods:

  • Through the Oracle Universal Installer

  • Using the command line


See Also:

Security Web Providers document on the Oracle9iAS Portal Web site at
http://portalstudio.oracle.com

4.2.1 Invoking the Web Client Installer using the Command Line

When you install Oracle Collaboration Suite, you can choose to install selected components instead of the entire suite. If you install an additional component later, then in order for the component to be available on the Oracle Collaboration Suite home page, you must configure the component's URL and run the Web client command line installer.

4.2.2 Configuring the Component's URL

Configure the component's URL by modifying the webclient.properties file located in the following directory:

%ORACLE_HOME%\webclient\classes\oracle\collabsuite\webclient\resources

The webclient.properties contains three URL listings for each Oracle Collaboration Suite component: the help page URL, the application URL, and the provider URL. Replace the token for the host name and the port number in all three URL listings for the component you are installing.

4.2.3 Running the Web Client Command Line Installer

To run the Web client command line installer, enter the following command:

%ORACLE_HOME%\webclient\bin\webclient_installer.bat

The preceding command will install the provider and portlets for the new component on the Oracle Collaboration Suite home page.

If you know the Oracle9iAS Portal schema name, password, and connect string details, you can also invoke the configuration assistant as follows:

%ORACLE_HOME%\webclient\bin\webclient_installer.bat -s schema -p password -c 
connect_string

Where:

  • schema: The Oracle database account for Oracle9iAS Portal

  • password: The Oracle9iAS Portal account password

  • connect_string: The connect string to the database instance where the Oracle9iAS Portal repository is installed; specified as host_name:port:SID

5 Documentation Accessibility

Our goal is to make Oracle products, services, and supporting documentation accessible, with good usability, to the disabled community. To that end, our documentation includes features that make information available to users of assistive technology. This documentation is available in HTML format, and contains markup to facilitate access by the disabled community. Standards will continue to evolve over time, and Oracle Corporation is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers. For additional information, visit the Oracle Accessibility Program Web site at

http://www.oracle.com/accessibility/