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Oracle® Fusion Middleware Installation Guide for Oracle Portal, Forms, Reports and Discoverer
11g Release 1 (11.1.1)

Part Number E10421-08
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2 Installing Oracle Portal, Forms, Reports and Discoverer

This chapter describes how to install and configure Oracle Portal, Forms, Reports and Discoverer.

The following topics are covered:

2.1 Preparing to Install

Make sure you have read and, if necessary, performed the tasks in this section before you install Oracle Portal, Forms, Reports and Discoverer:

2.1.1 Verifying Your System and Network Environment

To verify that your system environment meets the minimum requirements for installation, refer to the following documents, available on Oracle Technology Network (OTN):

  • Oracle Fusion Middleware System Requirements and Specifications

    This document contains information related to hardware and software requirements, minimum disk space and memory requirements, database schema requirements, and required system libraries, packages, or patches.

    If you are installing on a DHCP server, non-networked computer, or multihomed computer, there are additional configuration steps that are required. These steps are also available in the system requirements document in the "Oracle Fusion Middleware System Configuration Requirements" section.

    If you are installing on a Windows operating system and want to install and configure Java Access Bridge for Section 508 Accessibility, read the "Installing and Configuring Java Access Bridge" section in this document.

  • Oracle Fusion Middleware Supported System Configurations

    This page contains various certification documents for current and previous product releases. The System Requirements and Supported Platforms for Oracle Fusion Middleware 11gR1 document contains certification information related to supported 32-bit and 64-bit operating systems, databases, web servers, LDAP servers, adapters, IPv6, JDKs, and third-party products.

  • Oracle Fusion Middleware Interoperability and Compatibility Guide

    This document covers the compatibility and interoperability issues that may arise when installing or upgrading Oracle Fusion Middleware 11g products.

2.1.2 Running the rootpre.sh Script on IBM AIX Operating Systems

If you are installing on an IBM AIX operating system, you must run the rootpre.sh script as the root user from the Disk1 directory before you start the installer. The rootpre.sh script should be run only once on a system, to load the right kernel extensions required for Oracle Database or Oracle Fusion Middleware.

Once the installer is started on IBM AIX, the following message appears:

Answer 'y' if root has run 'rootpre.sh' so you can proceed with Oracle installation.
  Answer 'n' to abort installation and then ask root to run 'rootpre.sh'.
 
  Has 'rootpre.sh' been run by root? [y/n] (n)
 
  Answer 'y', if root has run 'rootpre.sh' so that you can proceed with Oracle installation.
  Answer 'n', to abort installation and then ask root to run 'rootpre.sh'.

To skip this message on systems where rootpre.sh has run before, set the SKIP_ROOTPRE environment variable to TRUE.

2.1.3 Upgrading Oracle Web Agent (OWA) for Oracle Portal

Oracle Fusion Middleware 11g Release 1 (11.1.1) includes a new version of the Oracle Web Agent (OWA) packages. Existing packages will be updated to the new version the first time either an Oracle Portal 11g repository is installed or when an existing Oracle Portal repository is upgraded to 11g. When the OWA update takes place, packages from existing Oracle Portal schemas that reside in the same database will become invalid. The OWA update ends with an attempt to revalidate all invalid packages in all Oracle Portal schemas in the existing database instance.

For more information about upgrading OWA, refer to "Updating the Oracle Web Agent (OWA) Packages During an Oracle Portal Upgrade" in Oracle Fusion Middleware Upgrade Guide for Oracle Portal, Forms, Reports, and Discoverer.

2.1.4 Installing Oracle Forms and Oracle Reports on Separate Servers

If you choose to install Oracle Forms and Oracle Reports on different servers, you must perform some manual configuration in order for these two products to be able to communicate properly with each other.

The instructions for doing so are available in "Communication Between Reports and Forms When Installed on Different Instances" in Oracle Fusion Middleware Publishing Reports to the Web with Oracle Reports Services.

2.1.5 Installing in a New Middleware Home

Oracle Portal, Forms, Reports and Discoverer must be installed inside a Middleware home directory, which is created when Oracle WebLogic Server is installed.

Oracle recommends that Oracle Portal, Forms, Reports and Discoverer be installed in its own Middleware home directory that it does not share with any other Oracle Fusion Middleware products. This recommendation is because Oracle recommends the contents of Middleware home consist of products that are compatible as described in "Domain Extension Interoperability" in Oracle Fusion Middleware Interoperability and Compatibility Guide.

In addition, be sure you have reviewed the installation considerations described in Chapter 1, "Installation Recommendations".

If necessary, Oracle Portal, Forms, Reports and Discoverer can be installed in the same Middleware home as another Oracle Fusion Middleware product provided that it does not share a domain with any other product, and also provided that all products in the Middleware home are the same version.

For more information, see the Oracle Fusion Middleware Interoperability and Compatibility Guide.

2.2 Obtaining the Software

Depending on your specific needs, there are multiple places where you can obtain Oracle Fusion Middleware software. For details, refer to the Oracle Fusion Middleware Download, Installation, and Configuration ReadMe Files page, where you can find the ReadMe file for your specific release.

To install Oracle Portal, Forms, Reports and Discoverer, you will need to obtain the following:

Select one of the download locations and download the required software. Each download will be saved to your system as a .zip archive file.

After you download the archive file, unpack the archive file into a directory of your choice on the machine where you will be performing the installation.

2.3 Installing and Configuring a Database and Database Schemas

Oracle Portal and Oracle Discoverer require database schemas on an Oracle database. These schemas can be created by using the Repository Creation Utility (RCU).

After your database is installed and configured, run RCU to create the schemas for Oracle Portal and Oracle Discoverer. For instructions, see "Creating Schemas" in Oracle Fusion Middleware Repository Creation Utility User's Guide.

2.4 Installing Oracle WebLogic Server

Oracle Portal, Forms, Reports and Discoverer requires Oracle WebLogic Server, which creates the Middleware home directory during installation. For more information, see "Understanding Oracle Fusion Middleware Concepts and Directory Structure" in Oracle Fusion Middleware Installation Planning Guide.

This section contains the following topics:

2.4.1 Planning Your Middleware Home Location for Oracle Reports (Windows Only)

If you are going to install Oracle Reports on a Windows operating system, make sure the path to your Middleware home directory is not too long. For more information, see Section F.3, "Verifying Environment Variable Lengths for Oracle Reports (Windows Only)".

2.4.2 Finding Oracle WebLogic Server Installation Instructions

For Oracle WebLogic Server installation instructions, see "Running the Installation Program in Graphical Mode" in Oracle WebLogic Server Installation Guide. The WebLogic Server installation must be completed so that a Middleware home directory is created; you do not have to create a WebLogic Server domain as the Oracle Forms and Reports installer will allow you to do this for your Oracle Forms and Reports products.

If you are installing on a Windows operating system, be sure to read Section 2.4.3, "Stopping Node Manager Before Installing Oracle Portal, Forms, Reports and Discoverer (Windows Only)" after your Oracle WebLogic Server installation is complete.

Note:

If you choose to install WebLogic Server using the Custom installation type on the "Types of Installers" screen, you must make sure that the following components are installed in order for Oracle Discoverer to work properly:

  • UDDI and Xquery Support

  • WebLogic JDBC Drivers

  • Third Party JDBC Drivers

2.4.3 Stopping Node Manager Before Installing Oracle Portal, Forms, Reports and Discoverer (Windows Only)

If you are installing Oracle Portal, Forms, Reports and Discoverer on a Microsoft Windows operating system, you must make sure that the Node Manager utility that was installed with Oracle WebLogic Server is stopped before you install your Oracle Portal, Forms, Reports and Discoverer software:

  1. Verify the Oracle WebLogic Server Node Manager utility is stopped. If it is running, kill the process.

  2. Determine if the nodemanager.properties file is present in the WebLogic_Home\common\nodemanager directory.

    1. If the nodemanager.properties file is not present, continue installing Oracle Portal, Forms, Reports and Discoverer.

    2. If the nodemanager.properties file does exist, open it and verify that the ListenPort parameter is included and that it is set. If the ListenPort parameter is not included or set, edit the nodemanager.properties file so that it is similar to the following, where NODE_MANAGER_LISTEN_PORT represents the port the Node Manager listens on, such as 5556:

      ListenPort=NODE_MANAGER_LISTEN_PORT
      

2.5 Installing Oracle Portal, Forms, Reports and Discoverer

This section contains information and instructions for installing the latest Oracle Portal, Forms, Reports and Discoverer software. The following topics are covered:

2.5.1 Starting the Installer

To start the installer, go to the directory where you unpacked the archive file and switch to the Disk1 directory.

2.5.1.1 Start the Installer

On UNIX operating systems:

cd unpacked_archive_directory/Disk1
./runInstaller

On Windows operating systems:

cd unpacked_archive_directory\Disk1
setup.exe

If you are installing on an HP-UX system with a PA-RISC processor, you must specify the location of a JRE on your system as follows:

./runInstaller -jreLoc JRE_LOCATION

Refer to the Oracle Fusion Middleware Certification document to see the JDKs supported for your system:

http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html

2.5.1.2 Installation Log Files

The installer writes logs files to the Oracle_Inventory_Location/log (on UNIX operating systems) or Oracle_Inventory_Location\logs (on Windows operating systems) directory. Refer to Section F.2.1, "Installation Log Files" for more information about the log files and their contents.

2.5.2 Configuring Your Oracle Inventory (UNIX Only)

If you are installing on a UNIX operating system, and if this is the first time any Oracle product is being installed on your system with the Oracle Universal Installer, you will be asked to provide the location of an inventory directory. This is where the installer will set up subdirectories and maintain inventory data for each Oracle product that is installed on this system.

Follow the instructions in Table 2-1 to configure the inventory directory information. For more help, select the screen name in the table below, or click the Help button in the GUI.

Table 2-1 Inventory Directory and Group Screens

Screen Description and Action Required

Specify Inventory Directory

Specify the Oracle inventory directory and group permissions for that directory. The group must have write permissions to the Oracle inventory directory.

Inventory Location Confirmation

Run the createCentralInventory.sh script as root.


If you do not wish to use the Oracle central inventory, you can create a file called oraInst.loc and in this file, include the full path of the inventory directory of your choice in the oraInst.loc file. Then, you can start the installer and point to the oraInst.loc file. For example, on UNIX operating systems:

./runInstaller -invPtrLoc location_of_oraInst.loc_file

On Windows operating systems:

setup.exe -invPtrLoc location_of_oraInst.loc_file

2.5.3 Following the Installation Screens and Instructions

Follow the instructions in Table 2-2 to install Oracle Portal, Forms, Reports and Discoverer.

If you need additional help with any of the installation screens, refer to Appendix A, "Oracle Portal, Forms, Reports and Discoverer Installation and Configuration Screens" or click Help to access the online help.

Table 2-2 Installation Flow for Install Only Option

Screen Description

Welcome

This page introduces you to the Oracle Fusion Middleware installer.

Select Installation Type

Select Install Software - Do Not Configure.

Prerequisite Checks

Verify that your system meets all necessary prerequisites.

Specify Installation Location

Specify the following installation directories:

  • Middleware home

  • Oracle home

Specify Security Updates

Select the method in which you want to receive the latest product information and security updates.

Installation Summary (Install Only Option)

Verify the information on this screen, then click Install to begin the installation.

Installation Progress

This screen shows the progress of the installation.

If you are installing on a UNIX operating system, you may be asked to run the ORACLE_HOME/oracleRoot.sh script to set up the proper file and directory permissions.

Installation Complete

Click Save to save your configuration information to a file. This information includes port numbers, installation directories, URLs, and component names which you may need to access at a later time.

After saving your configuration information, click Finish to dismiss the installer.


2.6 Patching Oracle Portal, Forms, Reports and Discoverer

After the installation is complete, you must run the Patch Set Installer for Oracle Portal, Forms, Reports and Discoverer to update your software to the latest version.

For instructions, go to "Applying the Latest Oracle Fusion Middleware Patch Set" in Oracle Fusion Middleware Patching Guide for Oracle Forms and Reports.

2.7 Configuring Oracle Portal, Forms, Reports and Discoverer

After you have patched your software to the latest version (Section 2.6, "Patching Oracle Portal, Forms, Reports and Discoverer"), you are ready to configure your components.

Run the Configuration Tool to create your WebLogic Domain and configure your components.

On UNIX systems:

ORACLE_HOME/bin/config.sh

On Windows systems:

ORACLE_HOME\bin\config.bat

Note:

Make sure the Oracle Portal, Forms, Reports and Discoverer installer is not running; running the installer and Configuration Tool concurrently is not supported.

Follow the instructions in Table 2-3 to configure Oracle Portal, Forms, Reports and Discoverer.

If you need additional help with any of the installation screens, refer to Appendix A, "Oracle Portal, Forms, Reports and Discoverer Installation and Configuration Screens" or click Help to access the online help.

Table 2-3 Configuration Tool Flow

Screen When This Screen Appears Description and Action Required

Welcome

Always

This page introduces you to the Oracle Fusion Middleware configuration tool.

Prerequisite Checks

Always

Verify that your system meets all necessary prerequisites.

Select Domain

Always

Select how you want to configure your domain for your components (create a new domain, extend an existing domain, or expand a cluster).

NOTE - If you are creating a WebLogic domain, the domain will be created under the user_projects directory inside the Middleware home; it is not possible to create the domain outside this directory.

NOTE - If you are extending a domain, only existing domains configured by the Oracle Portal, Forms, Reports, and Discoverer installer that have been patched to the latest version can be extended.

For more information about domains, see "WebLogic Server Domain" in Oracle Fusion Middleware Installation Planning Guide.

Specify Security Updates

Always

Select the method in which you want to receive the latest product information and security updates.

Specify Installation Location

Always

Specify the following installation directories:

  • WebLogic Server home

  • Oracle Instance location

  • Oracle Instance name

If you are in a scenario where you are extending a domain or expanding a cluster involving remote machines, you must make sure that the Middleware home and Oracle home directory structures are identical on all the machines.

For more information about these directories, see "Understanding Oracle Fusion Middleware Concepts and Directory Structure" in Oracle Fusion Middleware Installation Planning Guide.

Configure Components

Always

Select the component(s) you want to configure.

Oracle Forms Builder and Reports Builder cannot be installed without Oracle Forms Server and Reports Server, respectively.

If you are installing Oracle Discoverer on a Windows operating system, be sure follow the instructions in Section 2.7.1, "Manual Configuration for Oracle Discoverer (Windows Only)" after your software is configured.

Configure Ports

Always

Select whether you want automatic or manual port configuration.

NOTE - If you choose to use the staticports.ini (or any custom port file), port numbers less than 1024 will not be validated by the installer. You will, however, be able to proceed with the installation. You will be asked to run the oracleRoot.sh script on the Installation Summary screen. You will only be asked to do this if you are running the Configuration Tool separately (you have already installed the software).

See "Port Numbers" in Oracle Fusion Middleware Administrator's Guide for more information.

Specify Proxy Details

Only if Oracle Reports is selected on the Configure Components screen.

Some features of Oracle Reports Server support retrieving or sending information through a firewall. For these features to function properly, Oracle Reports Server requires the proxy information on this screen.

Specify Schema

Only if Create Domain or Extend Domain are selected on the Select Domain screen, and only if Oracle Portal or Oracle Discoverer are selected on the Configure Components screen.

Specify the connection string to your database and Portal and Discoverer schema names and passwords.

Specify Portlet Schema

Only if Create Domain or Extend Domain are selected on the Select Domain screen, and only if Oracle Portal is selected on the Configure Components screen.

Specify the connection string to your database and Portlet schema names and passwords.

Specify Application OID

Always.

Specify the connection credentials for your LDAP server.

For Oracle Portal, this screen is mandatory. For Oracle Forms, Reports, and Discoverer, configuring an LDAP server is optional.

Installation Summary

Always

Verify the information on this screen, then click Install to begin the installation.

Configuration Progress

Always

This screen shows the progress of the configuration.

Installation Complete

Always

Click Save to save your configuration information to a file. This information includes port numbers, installation directories, URLs, and component names which you may need to access at a later time.

After saving your configuration information, click Finish to dismiss the installer.


2.7.1 Manual Configuration for Oracle Discoverer (Windows Only)

If Oracle Discoverer is installed and configured using the Install Software - Do Not Configure option and Configuration Tool, some manual steps need to be performed to create the Windows registry entries for Oracle Discoverer Administrator and Oracle Discoverer Desktop. Run the following java command to do so:

java -classpath ORACLE_HOME\discoverer\lib\disco-config.jar;
ORACLE_HOME\oui\jlib\OraInstaller.jar;
ORACLE_HOME\opmn\lib\iasprovision.jar -Djava.library.path=ORACLE_HOME\oui\lib\win32 oracle.disco.install.config.DiscoUtil -oraclehome ORACLE_HOME -tnsadmin TNS_ADMIN_DIR
  • Replace ORACLE_HOME with the full path to your Oracle Portal, Forms, Reports and Discoverer Oracle home directory.

  • Replace TNS_ADMIN_DIR with the path to the directory where the tnsnames.ora file is located. If this file does not already exist, create it and supply the directory in place of the TNS_ADMIN_DIR variable.

  • The Java class path must be set properly with the -classpath parameter.

  • The java.library.path must be set to the directory containing OraInstaller.dll.

2.8 Verifying the Installation

After you have successfully run the installer and configuration wizard, you can verify the status of your installation by performing any combination of the following:

2.8.1 Verifying the Installation Logs

Check for the presence of installation log files in logs directory inside your Oracle Inventory directory. On UNIX systems, if you do not know the location of your Oracle Inventory directory, you can find it in the ORACLE_HOME/oraInst.loc file. On Windows systems, the default location for the inventory directory is C:\Program Files\Oracle\Inventory\logs.

For more information about the installation log files, refer to Section F.2.1, "Installation Log Files".

2.8.2 Verifying the Domain Server Logs

Check the domain server logs, which are located in the servers directory inside the domain home directory. For example, on UNIX systems:

MW_HOME/user_projects/domains/domain_name/servers/server_name

On Windows systems:

MW_HOME\user_projects\domains\domain_name\servers\server_name

2.8.3 Verifying OPMN Status

Run the opmnctl status command from the INSTANCE_HOME/bin (on UNIX operating systems) or INSTANCE_HOME\bin (on Windows operating systems) directory in your instance home location. The example below shows the output on a UNIX system:

> ./opmnctl status

Processes in Instance: asinst_1
---------------------------------+--------------------+---------+---------
ias-component                    | process-type       |     pid | status  
---------------------------------+--------------------+---------+---------
emagent_asinst_1                 | EMAGENT            |   11849 | Alive   
wc1                              | WebCache-admin     |   11333 | Alive   
wc1                              | WebCache           |   11332 | Alive   
ohs1                             | OHS                |   11207 | Alive 

This information shows the components configured for this installation. The status "Alive" means the component is up and running.

You can also run the opmnctl status -l command to obtain a list of ports used by the components. The example below shows the output on a UNIX system:

> ./opmnctl status -l

Processes in Instance: asinst_1
---------------------------------+--------------------+---------+----------+------------+----------+-----------+------
ias-component                    | process-type       |     pid | status   |        uid |  memused |    uptime | ports
---------------------------------+--------------------+---------+----------+------------+----------+-----------+------
emagent_asinst_1                 | EMAGENT            |   11849 | Alive    | 1133259606 |     4204 |   0:09:38 | N/A
wc1                              | WebCache-admin     |   11333 | Alive    | 1133259605 |    43736 |   0:15:35 | http_admin:8091
wc1                              | WebCache           |   11332 | Alive    | 1133259604 |    63940 |   0:15:35 | http_stat:8092,http_invalidation:8093,https_listen:8094,http_listen:8090
ohs1                             | OHS                |   11207 | Alive    | 1133259603 |    50744 |   0:15:43 | https:8889,https:8890,http:8888

2.8.4 Checking Browser URLs

The Installation Complete contains URLs that can be used to access your installed and configured products, as shown in Table 2-4:

Table 2-4 Oracle Portal, Forms, Reports, and Discoverer Product URLs

Product or Component URL

Administration Server Console

http://host:port/console

Enterprise Manager Console

http://host:port/em

Enterprise Manager Agent

http://host:port/emd/main

Oracle Portal

http://host:port/portal/pls/portal

Oracle Forms

http://host:port/forms/frmservlet

Oracle Reports

http://host:port/reports/rwservlet

Oracle Discoverer Viewer

http://host:port/discoverer/viewer