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

Part Number B12239-01
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12 Installing and Configuring Oracle Email

This chapter discusses installation and configuration of Oracle Email, the administration tools, and explains how to start up, shut down, and reinitialize the Oracle Email system.

This chapter contains the following topics:

Pre-Installation Checklist

This section describes preconfiguration procedures that must be done prior to configuring Oracle Email.

This section contains the following topics:

Verifying the Java and Oracle Text Options on the Information Store Database

Oracle Text is installed by default when Oracle Email is installed. The Oracle Text installation fails, however, if the database user CTXSYS is not present or is locked at the time of installation.

To verify that the Java and Oracle Text Options were installed and configured on the information storage database, run the following SQL query as sysdba:

SQL> select comp_id, version, status from dba_registry;

If Oracle Text was installed correctly, an output similar to the following displays:

COMP_ID                        VERSION                        STATUS
------------------------------ ------------------------------ -----------
...
CONTEXT                        9.2.0.2.0                      VALID

If Oracle Text was not installed and configured on the information storage database, it must be configured manually.

Verifying and Starting the Oracle9iAS Infrastructure and Application Servers

To start the infrastructure and application servers:

%ORACLE_HOME%\opmn\bin\opmnctl startall

Registering the Database with Oracle Internet Directory


Note:

This section only applies if you are not using the Oracle Collaboration Suite-installed database. If you installed the information storage database from the Oracle Collaboration Suite Information Storage CD, it is automatically registered and you do not need to register the database with Oracle Internet Directory.

An Oracle9i Database Server is required to install the information store. Before a database can be configured as an information store, it must be registered with the Oracle Internet Directory infrastructure. If the database is not already registered with Oracle Internet Directory, it can be registered using the Oracle database configuration assistant. Once the database is registered with Oracle Internet Directory, at a later point any changes to the connect identifier can be made using Oracle Net Manager.

To register the information store database with the Oracle Internet Directory infrastructure, the following procedures must be performed using the Oracle Net configuration assistant and the database configuration assistant:

Running the Oracle Net Configuration Assistant

To run the Oracle Net configuration assistant:

  1. Start the Oracle Net configuration assistant by selecting Start > Programs > Oracle - HOME_NAME > Configuration and Migration Tools > Net Configuration Assistant to display the Welcome screen.

  2. Select Directory Service Usage Configuration.

  3. Click Next.

  4. Select Select the directory server you want to use. The directory server must already be configured for Oracle usage.

  5. Click Next.

  6. Select Oracle Internet Directory as the directory server you want to use.

  7. Click Next.

  8. Enter connect information for the Oracle Internet Directory infrastructure.

  9. Click Next.

  10. Select the root OracleContext (cn=OracleContext) as the default Oracle Context in the directory and finish the Oracle Net configuration assistant configuration.


    Note:

    Do not choose cn=OracleContext,subscriber_specific_DN.

    This creates an ldap.ora file that specifies the Oracle Internet Directory server and port number in the %ORACLE_HOME%\network\admin directory.

  11. Exit Oracle Net configuration assistant.

Running the Database Configuration Assistant

To run the database configuration assistant:

  1. Start the database configuration assistant by selecting Start > Programs > Oracle - HOME_NAME > Configuration and Migration Tools > Database Configuration Assistant.

  2. Click Next.

  3. Select Configure database options in a database.

  4. Click Next.

  5. Select the SID of the Oracle Email database to configure.

  6. Click Next.

  7. Select the Yes, register the database option.

    1. Enter cn=orcladmin in the User DN field.

    2. Enter the password for the name entered in the User DN field.

  8. Click Finish.

    The Restart Database screen appears.

  9. Click Yes.

    The Summary screen appears.

  10. Click OK.

    The progress of database configuration displays in the Database Configuration Assistant screen.

  11. Exit Database Configuration Assistant when configuration completes.

Setting the Database init.ora Parameters on the Information Storage Database

Set the database init.ora parameters on the information storage database to the following values:

processes=150 or higher
open_cursors=300 or higher
dml_locks=200 or higher
shared_pool_size=32000000 or higher
java_pool_size=40000000 or higher

See Also:

Oracle9i Administrator's Guide for more information about setting these parameters

Creating Information Storage Tablespaces and Schema

The Oracle Email configuration wizard creates tablespaces and the table schema in the information store with default storage parameters. Use the following procedures to precreate or customize tablespace storage parameters or data files before running the Oracle Email configuration wizard.

For the names of information store tablespaces and their default storage parameters, refer to the %ORACLE_HOME%\oes\install\sql\tblspc.sql script. To increase the size of your default e-mail storage, modify the script's default storage parameters.

There is a tablespace named ESTERSTORE that is reserved for tertiary storage of old messages. To enable tertiary storage, pre-create the ESTERSTORE tablespace on a different disk prior to installation. Next, create an instance of the housekeeping server with the TertiaryStore parameter enabled, and set the TertiaryStoreageThreshold parameter to the desired age value in terms of number of days (the default is 30). The housekeeping server instance automatically moves messages periodically.


Note:

If you pre-create tablespaces, the Oracle Email configuration wizard log shows some errors indicating tablespace creation failed. These errors can be ignored.


See Also:

Oracle Email Administrator's Guide for more information on tertiary storage and how to configure server processes

Installing Oracle Email

This section describes how to install Oracle Email.

Installing Oracle Email involves executing the umconfig.bat script two times in order to configure the Oracle Email information store and middle tier servers.

This section contains the following topics:

Configuring the Oracle Email Information Store

Configuring the information store database does the following:

  • Creates tablespaces for the mail schema

  • Creates mail tables and indexes

  • Loads mail related PL/SQL packages

  • Loads mail related stored Java procedures

  • Configures the mail store with Oracle Internet Directory

To configure the Oracle Email information store, perform the following steps on the middle tier server:

  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, you will be prompted 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. The 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 can 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\

Additionally, this section contains the following topics:

Manually Configuring the Oracle Email Information Store


Note:

The manual steps described in this section are an alternative to running the umconfig.bat script through the user interface.

To manually run the Oracle Email information store configuration scripts:

cd %ORACLE_HOME%\oes\bin
install_umconfig.bat connect_str true system_passwd
CTXSYS_passwd SID host_name port_number UM_SYSTEM ORACLE_HOME
es_mail_passwd umadmin_passwd oid_flag domain_name

The following table lists the variables and a description of their expected values:

Variable Description
connect_str
The information store database connect string.
system_passwd
The system password for the host database.
CTXSYS_passwd
The password for the Oracle Text account.
SID
The information storage database SID.
host_name
The information storage database host name.
port_number
The information storage database port number (default 1521).
es_mail_passwd
The password for the ES_MAIL database user. If an ES_MAIL password is not entered, the default is es.
umadmin_passwd
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 user. Thereafter, they can delegate system and domain administration responsibilities to other users.

If a password is not entered, the default value welcome is stored in Oracle Internet Directory and the database as the UMADMIN password.

oid_flag
If Oracle Email entries have been created in Oracle Internet Directory, the value is 1. Otherwise, it is 0.

To determine if the Oracle Internet Directory infrastructure is configured for Oracle Email, run the following commands from the middle tier Oracle home.

del %ORACLE_HOME%\oes\log\exists.txt
java -classpath
%ORACLE_HOME%\jlib\esinstall.jar;%ORACLE_HOME%\jlib
\repository.jar;%ORACLE_HOME%\jlib\esldap.jar;
%ORACLE_HOME%\jlib\jndi.jar;%ORACLE_HOME%\jlib
\ldap.jar;%ORACLE_HOME%\jlib\providerutil.jar
oracle.mail.install.ESDSInstallQuery %ORACLE_HOME% 
um_system.

After running this query, check if the %ORACLE_HOME%\oes \log\exists.txt file exists. If the file exists, the oid_flag value should be 1, otherwise, it is 0.

domain_name
The name of the default domain to be created when the first information store is added. For example, acme.com. If this is not the first information store, this domain name is ignored.

Note: This domain must exist.



Note:

The default INSTALLATION_NAME is UM_SYSTEM.

Installing the umbackend.tar File


Note:

If the information storage database is running on a different platform from the Oracle Collaboration Suite installation, the umbackend.tar file must be installed. Download the umbackend.zip file from the Oracle Technology Network Web site at
http://otn.oracle.com/

To install the umbackend.zip file:

  1. Copy the umbackend.tar file from %ORACLE_HOME%\oes directory on the application server to the Oracle home directory on the information storage database. If the information store is located on another system, the umbackend.zip file for the database platform must be transferred from the application server to the information storage database as the database owner.

  2. Unzip the umbackend.zip file.

  3. Run the following command to start the Oracle Universal Installer:

    cd backend\Disk1\install\win32\setup.exe
    
    
  4. Follow the screen prompts to complete the Oracle Email back-end installation.

Loading the SQL Scripts for umbackend

To load the SQL scripts for umbackend:

  1. Change directory to %ORACLE_HOME%\oes\install\sql on the information storage database.

  2. Run SQL*Plus and log in to the database as sys.

  3. Load the install_backend_sys.sql script.

  4. Run SQL*Plus and log in to the database as the es_mail user.

  5. Load the install_backend_es_mail.sql script.


Note:

These scripts must be run only if the information store was not installed from the Oracle Collaboration Suite Information Storage CD.

Configuring the Oracle Email Middle Tier

Configuring the middle tier does the following:

  • Configures the middle tier with Oracle Internet Directory

  • Configures the middle tier with the information storage database

  • Creates Oracle Email server instances

To configure the Oracle Email middle tier servers:

  1. Shut down any applications that use port 25.

  2. Run the umconfig.bat script located on the application server:

    %ORACLE_HOME%\oes\bin\umconfig.bat
    
    

    The Unified Messaging Configuration screen displays.

  3. Select Middle Tier Configuration.

  4. Click Next. The Mail Store Database screen displays.

  5. Select the global name of the database to be used by this middle from the drop-down list.


    Note:

    If the UMADMIN password and the domain name were specified during the information store configuration, the next screen that displays is the Create Unified Messaging Domain screen. Otherwise, you must specify the UMADMIN password and the domain name.

  6. Click Next. The UMADMIN Password screen displays.


    Note:

    UMADMIN is an administrator account created in the Oracle Internet Directory server during the application server installation of Oracle Email. The 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 user. Thereafter, they can delegate system and domain administration responsibilities to other users.

  7. Enter and confirm the UMADMIN password. If a password is not entered, the default value welcome is stored in both Oracle Internet Directory and the database as the UMADMIN password.

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

  9. Enter the domain name to be created. This domain is 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
    


    Note:

    If you are configuring an additional middle tier, you must provide the local domain name for SMTP and the list server.

  10. Click Next. The Start Processes screen displays.

  11. Select Yes to automatically start the Oracle Email server processes after the configuration is complete. Otherwise, select No.

  12. Click Next. The Configuration Tools screen displays and the middle tier configuration begins.

Once the middle tier configuration is complete, the End of Installation screen displays.

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

%ORACLE_HOME%\oes\log\

Manually Configuring the Oracle Email Middle Tier


Note:

The manual steps described in this section are an alternative to running the umconfig.bat script through the user interface.

To manually run the Oracle Email middle tier configuration scripts:

cd %ORACLE_HOME%\oes\bin
install_umconfig.bat true true UM_SYSTEM ORACLE_HOME umadmin_passwd
oid_flag global_db_name domain_name start_proc

The following table lists the variables and a description of their expected values:

Variable Description
umadmin_passwd
UMADMIN is an administrator account created on the Oracle Internet Directory server during the application server installation of Oracle Email. This 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 user. Thereafter, they can delegate system and domain administration responsibilities to other users.

If a password is not entered, the default value welcome is stored in Oracle Internet Directory and the database as the UMADMIN password.

oid_flag
If Oracle Email entries have been created in Oracle Internet Directory, the value is 1. Otherwise, it is 0.

To determine if the Oracle Internet Directory infrastructure is configured for Oracle Email, run the following commands from the middle tier Oracle home.

del %ORACLE_HOME%\oes\log\exists.txt
java -classpath
%ORACLE_HOME%\jlib\esinstall.jar;%ORACLE_HOME%\jlib
\repository.jar;%ORACLE_HOME%\jlib\esldap.jar;
%ORACLE_HOME%\jlib\jndi.jar;%ORACLE_HOME%\jlib
\ldap.jar;%ORACLE_HOME%\jlib\providerutil.jar
oracle.mail.install.ESDSInstallQuery %ORACLE_HOME% 
um_system.

After running this query, check if the %ORACLE_HOME%\oes \log\exists.txt file exists. If the file exists, the oid_flag value should be 1, otherwise, it is 0.

global_db_name
The database global name. For example, acmedb.foo.acme.com.
domain_name
The local domain name. For example, acme.com.
start_proc
Starts the protocol servers. Acceptable values are 1 and 0.

Using the Administration Tools

This section describes the different administration tools used to administer the Oracle Email system.

This section contains the following topics:

Oracle Enterprise Manager


See Also:

Oracle9i Application Server Administrator's Guide for more information about Oracle Enterprise Manager

Oracle Enterprise Manager is a Web-based tool that enables administrators to perform some of the management tasks for the Oracle9i Database Server and Oracle9i Application Server. The Oracle Enterprise Manager can be used to administer Oracle Email service processes.

Through Oracle Enterprise Manager, administrators can perform the following tasks on an Oracle Email system:

  • Startup

  • Shutdown

  • Reinitialize

  • Modify default parameters

To perform administration tasks for Oracle Email through Oracle Enterprise Manager, navigate to the following URL:

http://host_name:1810

Oracle Email Webmail Client


See Also:

Oracle Email Administrator's Guide for more information on domain and user provisioning

Using the Oracle Email Webmail client, administrators can perform domain and user provisioning tasks. Through the Oracle Email Webmail client, administrators can do the following:

  • Create and modify domain settings for users and distribution lists

  • Create, delete, modify, and view e-mail, fax users, voice mail users, and distribution lists

  • Add and delete members to and from distribution lists

  • View all the distribution lists of which a specific user is a member

  • Create, delete, modify, and view server-side filters

  • Create, delete, and modify lists

To perform administration tasks for Oracle Email using the Webmail client, navigate to the following URL:

http://host_name:port_number/um/traffic_cop

Starting Up, Shutting Down, and Reinitializing Oracle Email

This section explains how to start, stop, and reinitialize the Oracle Email system.

This section contains the following topics:

Verifying and Starting the Oracle Net Listener for the Information Store

Oracle Net Listener must be running on the information store database so that the system can establish database connections from the Oracle Email system and clients.

To verify that the listener is running:

%ORACLE_HOME%\bin\lsnrctl status

If the computer returns a message that contains the line no listener, the listener must be started:

To start the listener, you must log in as an administrator with administrative privileges and do the following:

  1. Click the Services icon.

  2. In the list of local services, locate the service ending with listener.

  3. If the service is not running, right click the listener name and choose Start or Restart.

To start the listener manually:

%ORACLE_HOME%\bin\lsnrctl start

See Also:

Oracle9i Net Services Administrator's Guide for additional information on starting the listener

Verifying and Starting the SMTP Listener for the Middle Tier

To verify that the SMTP listener is running:

%ORACLE_HOME%\bin\lsnrctl status listener_es

If the computer returns a message that contains the line no listener, the listener must be started.

To start the listener:

  1. Configure the listener with protocol addresses and other configuration parameters, using the Oracle Net configuration assistant or Oracle Net Manager.


    See Also:

    Oracle9i Net Services Administrator's Guide, for listener configuration information

  2. Log in as an administrator with administrative privileges and set file ownership and access permissions for the listener executable (tnslsnr) and its dependent shared libraries so that these files can be modified only by the administrator. The tnslsnr is located in the %ORACLE_HOME%\bin directory.

  3. Verify that the permissions of the individual directories found in the path names to these files, starting with the root directory, are modified in the same way.

  4. Click the Services icon.

  5. In the list of local services, locate the service ending with listener_es.

  6. If the service is not running, right click the listener name and choose Start or Restart.

To start the listener manually:

%ORACLE_HOME%\bin\lsnrctl start listener_es

See Also:

Oracle9i Net Services Administrator's Guide for additional information on starting the listener

Starting the Oracle Email System

Starting an Oracle Email service starts all the processes comprising that service type, such as IMAP4 and SMTP.

Using Oracle Enterprise Manager, perform the following procedure to start an Oracle Email system:

  1. Navigate to the Oracle9i Application Server home page

  2. Select Unified Messaging.

  3. Click Start.

Stopping the Oracle Email System

Stopping an Oracle Email system sends a request to the operating system to shut down all of the Oracle Email processes. One reason an administrator would want to stop the Oracle Email system is to perform maintenance on the system, such as upgrading the server hardware or software. It is not possible for the processes to be running while certain kinds of upgrades are performed.

Using Oracle Enterprise Manager, perform the following procedure to stop an Oracle Email system:

  1. Navigate to the Oracle9i Application Server home page.

  2. Select Unified Messaging.

  3. Click Stop.

Reinitializing the Oracle Email System

Reinitializing an Oracle Email process informs the operating system to reload its operational settings from the Oracle Internet Directory server. The process does not stop running, which means that users continue to receive uninterrupted service. Whenever an Oracle Email process parameter is modified, it must be reinitialized for the changes take effect.

Using Oracle Enterprise Manager, perform the following procedure to reinitialize an Oracle Email process:

  1. Navigate to the Oracle9i Application Server home page.

  2. Select Unified Messaging.

  3. Click Reinitialize.

Creating a Public User

After configuring Oracle Email, administrators must create a public user account on Oracle Internet Directory using Oracle Delegated Administration Services. To do this, navigate to http://infrastructure_host:port_number/oiddas.

This public user corresponds with the initial user that will be created using the Webmail client administration tool.


See Also:

Oracle Internet Directory Administrator's Guide for more information on using Oracle Delegated Administration Services

Once the public user has been created, navigate to http://host_name:
port_number/um/admin/UMAdminLogin.uix, to create the initial domain and user.


See Also:

Oracle Email Administrator's Guide for more information on creating the initial domain and user