2 Pre-Installation Tasks

This chapter describes the system configuration tasks that you must complete before you start Oracle Universal Installer. It includes information about the following tasks:

2.1 Understanding and Using Cluster Verification Utility

Cluster Verification Utility (CVU) is a tool that performs system checks. This guide provides CVU commands to assist you with confirming that your system is properly configured for Oracle Clusterware and Oracle Real Application Clusters installation.

This section describes the following topics:

2.1.1 Entering Cluster Verification Utility Commands

Note:

You must have the utility unzip installed and configured with a path command for runcluvfy.sh to run.

Before the database is installed, to enter a CVU command, change directory and use the following syntax to start CVU:

$ /mountpoint/crs/Disk1/cluvfy/
$ ./runcluvfy.sh options

In the preceding syntax example, the variable mountpoint represents the mountpoint path for the installation media, and the variable options represents the CVU command options that you select. For example:

$ /dev/dvdrom/crs/Disk1/cluvfy/
$ ./runcluvfy.sh comp nodereach -n node1,node2 -verbose

By default, when you enter a CVU command, CVU provides a summary of the test. During pre-installation, Oracle recommends that you obtain detailed output by using the -verbose argument with the CVU command. The -verbose argument produces detailed output of individual checks. Where applicable, it shows results for each node in a tabular layout.

2.1.2 Using CVU to Determine if Installation Prerequisites are Complete

You can use CVU to determine which system prerequisites for installation are already completed. Use this option if you are installing Oracle 10g Release 2 (10.2) on a system with a pre-existing Oracle software installation. In using this option, note the following:

  • You must complete the prerequisites for using CVU

  • CVU can assist you by finding pre-installation steps that need to be completed, but it cannot perform pre-installation tasks

Use the following syntax to determine what pre-installation steps are completed, and what pre-installation steps must be performed

/$ runcluvfy.sh stage -pre crsinst -n node_list 

In the preceding syntax example, replace the variable mountpoint with the installation media mountpoint, and replace the variable node_list with the names of the nodes in your cluster, separated by commas.

For example, for a cluster with mountpoint /dev/dvdrom/, and with nodes node1, node2, and node3, enter the following command:

$ cd /dev/dvdrom/crs/Disk1/cluvfy/
$ ./runcluvfy.sh stage -pre crsinst -n node1,node2,node3

Review the CVU report, and proceed to the sections of the pre-installation chapter to complete additional steps as needed.

2.1.3 Using the Cluster Verification Utility Help

The cluvfy commands have context-sensitive help that shows correct syntax usage based on the command line arguments that you enter.

If you enter an invalid CVU command, then CVU shows the correct usage for that command. For example, if you type runcluvfy.sh stage -pre dbinst, then CVU shows the correct syntax for the database pre-installation checks that CVU performs with the dbinst stage option. The following is a list of context help commands.

  • cluvfy: CVU displays high-level generic usage text describing the stage and component syntax.

  • cluvfy -help: CVU displays detailed CVU command information.

  • cluvfy comp -list: CVU displays a list of components that can be checked, and brief descriptions of how each component is checked.

  • cluvfy comp -help: CVU displays detailed syntax for each of the valid component checks.

  • cluvfy stage -list: CVU displays a list of valid stages.

  • cluvfy stage -help: CVU displays detailed syntax for each of the valid stage checks.

2.1.4 Using Cluster Verification Utility with Oracle 10g Release 1

You can use CVU on the Oracle 10g Release 2 (10.2) media to check system requirements for Oracle 10g Release 1 (10.1) installations. To use CVU to check 10. 1 installations, append the command flag -r 10gR1 to the standard CVU system check commands.

For example, to perform a verification check for a Cluster Ready Services 10. 1 installation, on a system where the media mountpoint is /dev/dvdrom/, and the cluster nodes are node1, node2, and node 3, enter the following command:

$ ./runcluvfy.sh stage -pre crsinst -n node1,node2,node3 -r 10gR1

2.1.5 Verbose Mode and "Unknown" Output

If you run CVU using the -verbose argument, and a CVU command responds with UNKNOWN for a particular node, then this is because the CVU cannot determine whether a check passed or failed. The following is a list of possible causes for an "Unknown" response:

  • The node is down

  • Executables required by CVU are missing in the CRS_home /bin or Oracle home directory

  • The user account starting CVU does not have privileges to run common operating system executables on the node

  • The node is missing an operating system patch, or a required package

  • The node has exceeded the maximum number of processes or maximum number of open files, or there is a problem with IPC segments, such as shared memory or semaphores

2.2 Logging In to the System as root

Before you install the Oracle software, you must complete several tasks as the root user. To log in as the root user, complete one of the following procedures:

  • If you are installing the software from an X Window System workstation or X terminal, then:

    1. Start a local terminal session, for example, an X terminal (xterm).

    2. If you are not installing the software on the local system, then enter the following command to enable remote hosts to display X applications on the local X server:

      $ xhost + hostname
      
      

      The hostname is the name of the local host.

    3. If you are not installing the software on the local system, then use the ssh, rlogin, or telnet command to connect to the system where you want to install the software:

      $ telnet remote_host
      
      
    4. If you are not logged in as the root user, then enter the following command to switch the user to root:

      $ su - root
      password:
      #
      
      
  • If you are installing the software from a PC or other system with X server software installed, then:

    Note:

    If necessary, refer to your X server documentation for more information about completing this procedure. Depending on the X server software that you are using, you may need to complete the tasks in a different order.
    1. Start the X server software.

    2. Configure the security settings of the X server software to permit remote hosts to display X applications on the local system.

    3. Connect to the remote system where you want to install the software and start a terminal session on that system, for example, an X terminal (xterm).

    4. If you are not logged in as the root user on the remote system, then enter the following command to switch user to root:

      $ su - root
      password:
      #
      

2.3 Creating Required Operating System Groups and User

Depending on whether this is the first time Oracle software is being installed on this system and on the products that you are installing, you may need to create several operating system groups and an operating system user account.

The following operating system groups and user are required if you are installing Oracle Database:

  • The OSDBA group (typically, dba)

    You must create this group the first time you install Oracle Database software on the system. This group identifies operating system user accounts that have database administrative privileges (the SYSDBA privilege). The default name for this group is dba.

    If you want to specify a group name other than the default dba group, then you must choose the Custom installation type to install the software or start Oracle Universal Installer as a user that is not a member of this group. In this case, Oracle Universal Installer prompts you to specify the name of this group.

  • The OSOPER group (typically, oper)

    This is an optional group. Create this group if you want a separate group of operating system users to have a limited set of database administrative privileges (the SYSOPER privilege). By default, members of the OSDBA group also have the SYSOPER privilege.

    If you want to specify a separate OSOPER group, other than the default dba group, then you must choose the Custom installation type to install the software or start Oracle Universal Installer as a user that is not a member of the dba group. In this case, Oracle Universal Installer prompts you to specify the name of this group. The usual name chosen for this group is oper.

  • An unprivileged user

    Verify that the unprivileged user nobody exists on the system. The nobody user must own the external jobs (extjob) executable after the installation.

The following operating system group and user are required for all installations:

  • The Oracle Inventory group (typically, oinstall)

    You must create this group the first time you install Oracle software on the system. The usual name chosen for this group is oinstall. This group owns the Oracle Inventory, which is a catalog of all Oracle software installed on the system.

    Note:

    If Oracle software is already installed on the system, then the existing Oracle Inventory group must be the primary group of the operating system user that you use to install new Oracle software. The following sections describe how to identify an existing Oracle Inventory group.
  • The Oracle software owner user (typically, oracle)

    You must create this user the first time you install Oracle software on the system. This user owns all of the software installed during the installation. The usual name chosen for this user is oracle. This user must have the Oracle Inventory group as its primary group. It must also have the OSDBA and OSOPER groups as secondary groups. In Oracle documentation, when this user account is referred to, it is called the oracle user.

A single Oracle Inventory group is required for all installations of Oracle software on the system. After the first installation of Oracle software, you must use the same Oracle Inventory group for all subsequent Oracle software installations on that system. However, you can choose to create different Oracle software owner users, OSDBA groups, and OSOPER groups (other than oracle, dba, and oper) for separate installations. By using different groups for different installations, members of these different groups have DBA privileges only on the associated databases rather than on all databases on the system.

See Also:

Oracle Database Administrator's Reference for UNIX Systems and Oracle Database Administrator's Guide for more information about the OSDBA and OSOPER groups and the SYSDBA and SYSOPER privileges

The following sections describe how to create the required operating system user and groups:.

Note:

The following sections describe how to create local users and groups. As an alternative to creating local users and groups, you can create the appropriate users and groups in a directory service, such as Network Information Services (NIS). For information about using directory services, contact your system administrator or refer to your operating system documentation.

2.3.1 Creating the Oracle Inventory Group

Oracle Universal Installer (OUI) helps you to choose a group to use as the Oracle Inventory group. If you have an existing Oracle Inventory group, then provide this group name and path when prompted.

The following subsections describe how to determine the Oracle Inventory group name, if it exists, and how to create it if necessary.

Determining If the Oracle Inventory Exists

When you install Oracle software on the system for the first time, Oracle Universal Installer creates the oraInst.loc file. This file identifies the name of the Oracle Inventory group (typically, oinstall), and the path of the Oracle Inventory directory.

If you have an existing Oracle Inventory, then ensure that you use the same Oracle Inventory for all Oracle software installations.

If you do not have an existing Oracle Inventory, then you should create an Oracle Inventory group.

To determine whether you have an Oracle Inventory on your system, enter the following command:

# more /etc/oraInst.loc

If the oraInst.loc file exists, then the output from this command is similar to the following:

inventory_loc=/u01/app/oracle/oraInventory
inst_group=oinstall

In the previous output example:

  • The inventory_loc group shows the location of the Oracle inventory

  • The inst_group parameter shows the name of the Oracle Inventory group (in this example, oinstall).

Creating the Oracle Inventory Group If an Oracle Inventory Does Not Exist

If the oraInst.loc file does not exist, then create the Oracle Inventory group by entering a command similar to the following:

# /bin/mkgroup oinstall

2.3.2 Creating the OSDBA Group

You must create an OSDBA group in the following circumstances:

  • An OSDBA group does not exist, for example, if this is the first installation of Oracle Database software on the system

  • An OSDBA group exists, but you want to give a different group of operating system users database administrative privileges for a new Oracle Database installation

If the OSDBA group does not exist or if you require a new OSDBA group, then create it as follows. In the following procedure, use the group name dba unless a group with that name already exists:

# /bin/mkgroup dba

2.3.3 Creating an OSOPER Group (Optional)

Create an OSOPER group only if you want to identify a group of operating system users with a limited set of database administrative privileges (SYSOPER operator privileges). For most installations, it is sufficient to create only the OSDBA group. If you want to use an OSOPER group, then you must create it in the following circumstances:

  • If an OSOPER group does not exist; for example, if this is the first installation of Oracle Database software on the system

  • If an OSOPER group exists, but you want to give a different group of operating system users database operator privileges in a new Oracle installation

If you require a new OSOPER group, then create it as follows. In the following, use the group name oper unless a group with that name already exists.

# /bin/mkgroup oper

2.3.4 Creating a HAGSUSER Group (Optional)

If your system uses High Availability Cluster Multiprocessing (HACMP) clusterware, then create or check for the existence of the group hagsuser. Ensure that the users oracle and root are members of this group.

If you require a new HAGSUSER group, then create it as follows:

# /bin/mkgroup hagsuser

2.3.5 Creating the Oracle Software Owner User

You must create an Oracle software owner user in the following circumstances:

  • If an Oracle software owner user does not exist; for example, if this is the first installation of Oracle software on the system

  • If an Oracle software owner user exists, but you want to use a different operating system user, with different group membership, to give database administrative privileges to those groups in a new Oracle Database installation

Note:

If you intend to use multiple Oracle software owners for different Oracle homes, then you should create a separate Oracle software owner for Oracle Clusterware, and install Oracle Clusterware using the Oracle Clusterware software owner.

Determining if an Oracle Software Owner User Exists

To determine whether an Oracle software owner user named oracle exists, enter the following command:

# id oracle

If the oracle user exists, then the output from this command is similar to the following:

uid=440(oracle) gid=200(oinstall) groups=201(dba),202(oper)

If the user exists, then determine whether you want to use the existing user, or create another oracle user. If you want to use the existing user, then ensure that the user's primary group is the Oracle Inventory group and that it is a member of the appropriate OSDBA and OSOPER groups. Refer to one of the following sections for more information:

Note:

If necessary, contact your system administrator before using or modifying an existing user.

Creating an Oracle Software Owner User

If the Oracle software owner user does not exist, or if you require a new Oracle software owner user, then create it as follows. In the following procedure, use the user name oracle unless a user with that name already exists.

  1. Enter the following command:

    # smit security
    
    
  2. Choose the appropriate menu items to create the oracle user, specifying the following information:

    • In the Primary GROUP field, specify the Oracle Inventory group, for example oinstall.

    • In the Group SET field, specify the OSDBA group and if required, the OSOPER group. For example, dba or dba,oper.

      Note:

      The UID for the oracle user must be less than 65536.
  3. Press F10 to exit.

  4. Set the password of the oracle user:

    # passwd oracle
    
    

Modifying an Existing Oracle Software Owner User

If the oracle user exists, but its primary group is not oinstall, or it is not a member of the appropriate OSDBA or OSOPER groups, then use the following procedure to modify the oracle user to add groups:

  1. Enter the following command:

    # smit security
    
    
  2. Choose the appropriate menu items to modify the oracle user.

  3. In the Primary GROUP field, specify the Oracle Inventory group, for example oinstall.

  4. In the Group SET field, specify the required secondary groups, for example dba and oper.

  5. Press F10 to exit.

  6. Repeat this procedure on all of the other nodes in the cluster.

2.3.6 Verifying That the User nobody Exists

Before installing the software, complete the following procedure to verify that the user nobody exists on the system:

  1. To determine whether the user exists, enter the following command:

    # id nobody
    
    

    If this command displays information about the nobody user, then you do not have to create that user.

  2. If the nobody user does not exist, then enter the following command to create it:

    # smit security
    
    

    Specify the appropriate options to create an unprivileged nobody user, then press F10 to exit.

    # /usr/sbin/useradd nobody
    
    
  3. Repeat this procedure on all of the other nodes in the cluster.

2.3.7 Creating Identical Users and Groups on Other Cluster Nodes

Note:

You must complete the following procedures only if you are using local users and groups. If you are using users and groups defined in a directory service such as NIS, then they are already identical on each cluster node.

The Oracle software owner user and the Oracle Inventory, OSDBA, and OSOPER groups must exist and be identical on all cluster nodes. To create these identical users and groups, you must identify the user ID and group IDs assigned them on the node where you created them, then create the user and groups with the same name and ID on the other cluster nodes.

Identifying the User and Group IDs

To determine the user ID (UID) of the Oracle software owner user and the group IDs (GID) of the Oracle Inventory, OSDBA, and OSOPER groups, follow these steps:

  1. Enter following command:

    # id oracle
    
    

    The output from this command is similar to the following:

    uid=440(oracle) gid=200(oinstall) groups=201(dba),202(oper)
    
    
  2. From the output, identify the user ID (UID) for the oracle user and the group identities (GIDs) for the groups to which it belongs.

Creating the User and Groups on the Other Cluster Nodes

To create the user and groups on the other cluster nodes, repeat the following procedure on each node:

  1. Log in to the next cluster node as root.

  2. Enter the following command:

    # smit security
    
    
  3. Choose the appropriate menu items to create or modify the oinstall and dba groups, and if required, the oper group.

    In the Group NAME and Group ID fields, specify the group names and GIDs that you identified previously.

    Note:

    If you cannot use the same group ID for a particular group on this node, then identify a group ID that is available on all nodes and specify that ID for the group on all of the nodes.
  4. Choose the appropriate menu items to create or modify the oracle user, specifying the following information:

    • In the User ID field, specify the user ID that you identified in the previous subsection.

    • In the Primary GROUP field, specify the Oracle Inventory group, for example oinstall.

    • In the Group SET field, specify the OSDBA group and if necessary, the OSOPER group, for example dba or dba,oper.

      Note:

      If you cannot use the same user ID for the oracle user on this node, then identify a user ID that is available on all nodes and specify that ID for the user on all of the nodes.
  5. Press F10 to exit.

  6. Set the password of the oracle user:

    # passwd oracle
    

2.3.8 Configuring SSH on All Cluster Nodes

Before you install and use Oracle Real Application clusters, you must configure secure shell (SSH) for the oracle user on all cluster nodes. Oracle Universal Installer uses the ssh and scp commands during installation to run remote commands on and copy files to the other cluster nodes. You must configure SSH so that these commands do not prompt for a password.

Note:

This section describes how to configure OpenSSH version 3. If SSH is not available, then Oracle Universal Installer attempts to use rsh and rcp instead.

To determine if SSH is running, enter the following command:

$ ps -ef | grep sshd

If SSH is running, then the response to this command is process ID numbers. To find out more about SSH, enter the following command:

$ man ssh

Also note that Oracle Net Configuration Assistant (NetCA) and Database Configuration Assistant (DBCA) require scp and ssh to be located in the path /usr/local/bin. If scp and ssh are not in this location, then create a symbolic link in /usr/local/bin to the location where scp and ssh are found.

>>WRITER NOTE: Addresses bug 5033250.

2.3.8.1 Configuring SSH on Cluster Member Nodes

To configure SSH, you must first create RSA and DSA keys on each cluster node, and then copy the keys from all cluster node members into an authorized keys file on each node. To do this task, complete the following steps:

Create RSA and DSA keys on each node: Complete the following steps on each node:

  1. Log in as the oracle user.

  2. If necessary, create the .ssh directory in the oracle user's home directory and set the correct permissions on it:

    $ mkdir ~/.ssh
    $ chmod 700 ~/.ssh
    $ chmod 700 
    
    
  3. Enter the following commands to generate an RSA key for version 2 of the SSH protocol:

    $ /usr/bin/ssh-keygen -t rsa
    
    

    At the prompts:

    • Accept the default location for the key file.

    • Enter and confirm a pass phrase that is different from the oracle user's password.

    This command writes the public key to the ~/.ssh/id_rsa.pub file and the private key to the ~/.ssh/id_rsa file. Never distribute the private key to anyone.

  4. Enter the following commands to generate a DSA key for version 2 of the SSH protocol:

    $ /usr/bin/ssh-keygen -t dsa
    
    

    At the prompts:

    • Accept the default location for the key file

    • Enter and confirm a pass phrase that is different from the oracle user's password

    This command writes the public key to the ~/.ssh/id_dsa.pub file and the private key to the ~/.ssh/id_dsa file. Never distribute the private key to anyone.

Add keys to an authorized key file: Complete the following steps:

  1. On the local node, determine if you have an authorized key file (~/.ssh/authorized_keys). If the authorized key file already exists, then proceed to step 2. Otherwise, enter the following commands:

    $ touch ~/.ssh/authorized_keys
    $ cd ~/.ssh
    $ ls
    
    

    You should see the id_dsa.pub and id_rsa.pub keys that you have created.

  2. Using SSH, copy the contents of the ~/.ssh/id_rsa.pub and ~/.ssh/id_dsa.pub files to the file ~/.ssh/authorized_keys, and provide the Oracle user password as prompted. This process is illustrated in the following syntax example with a two-node cluster, with nodes node1 and node2, where the Oracle user path is /home/oracle:

    [oracle@node1 .ssh]$ ssh node1 cat /home/oracle/.ssh/id_rsa.pub >> authorized_keys
    oracle@node1's password:
    [oracle@node1 .ssh]$ ssh node1 cat /home/oracle/.ssh/id_dsa.pub >> authorized_keys
    [oracle@node1 .ssh$ ssh node2 cat /home/oracle/.ssh/id_rsa.pub >> authorized_keys
    oracle@node2's password:
    [oracle@node1 .ssh$ ssh node2 cat /home/oracle/.ssh/id_dsa.pub >>authorized_keys
    oracle@node2's password:
    

    Note:

    Repeat this process for each node in the cluster.
  3. Use SCP (Secure Copy) or SFTP (Secure FTP) to copy the authorized_keys file to the Oracle user .ssh directory on a remote node. The following example is with SCP, on a node called node2, where the Oracle user path is /home/oracle:

    [oracle@node1 .ssh]scp authorized_keys node2:/home/oracle/.ssh/
    
    
  4. Repeat step 2 and 3 for each cluster node member. When you have added keys from each cluster node member to the authorized_keys file on the last node you want to have as a cluster node member, then use SCP to copy the complete authorized_keys file back to each cluster node member

    Note:

    The Oracle user's /.ssh/authorized_keys file on every node must contain the contents from all of the /.ssh/id_rsa.pub and /.ssh/id_dsa.pub files that you generated on all cluster nodes.
  5. Change the permissions on the Oracle user's /.ssh/authorized_keys file on all cluster nodes:

    $ chmod 600 ~/.ssh/authorized_keys
    
    

    At this point, if you use ssh to log in to or run a command on another node, you are prompted for the pass phrase that you specified when you created the DSA key.

2.3.8.2 Enabling SSH User Equivalency on Cluster Member Nodes

To enable Oracle Universal Installer to use the ssh and scp commands without being prompted for a pass phrase, follow these steps:

  1. On the system where you want to run Oracle Universal Installer, log in as the oracle user.

  2. Enter the following commands:

    $ exec /usr/bin/ssh-agent $SHELL
    $ /usr/bin/ssh-add
    
    
  3. At the prompts, enter the pass phrase for each key that you generated.

    If you have configured SSH correctly, then you can now use the ssh or scp commands without being prompted for a password or a pass phrase.

  4. If you are on a remote terminal, and the local node has only one visual (which is typical), then use the following syntax to set the DISPLAY environment variable:

    Bourne, Korn, and Bash shells

    $ export DISPLAY=hostname:0
    
    

    C shell:

    $ setenv DISPLAY 0
    
    

    For example, if you are using the Bash shell, and if your hostname is node1, then enter the following command:

    $ export DISPLAY=node1:0
    
    
  5. To test the SSH configuration, enter the following commands from the same terminal session, testing the configuration of each cluster node, where nodename1, nodename2, and so on, are the names of nodes in the cluster:

    $ ssh nodename1 date
    $ ssh nodename2 date
        .
        .
        .
    

    These commands should display the date set on each node.

    If any node prompts for a password or pass phrase, then verify that the ~/.ssh/authorized_keys file on that node contains the correct public keys.

    If you are using a remote client to connect to the local node, and you see a message similar to "Warning: No xauth data; using fake authentication data for X11 forwarding," then this means that your authorized keys file is configured correctly, but your ssh configuration has X11 forwarding enabled. To correct this, proceed to step 6.

    Note:

    The first time you use SSH to connect to a node from a particular system, you may see a message similar to the following:
    The authenticity of host 'node1 (140.87.152.153)' can't be established.
    RSA key fingerprint is 7z:ez:e7:f6:f4:f2:4f:8f:9z:79:85:62:20:90:92:z9.
    Are you sure you want to continue connecting (yes/no)? 
    

    Enter yes at the prompt to continue. You should not see this message again when you connect from this system to that node.

    If you see any other messages or text, apart from the date, then the installation can fail. Make any changes required to ensure that only the date is displayed when you enter these commands.

    You should ensure that any parts of login scripts that generate any output, or ask any questions, are modified so that they act only when the shell is an interactive shell.

  6. To ensure that X11 forwarding will not cause the installation to fail, create a user-level SSH client configuration file for the Oracle software owner user, as follows:

    1. Using any text editor, edit or create the ~oracle/.ssh/config file.

    2. Make sure that the ForwardX11 attribute is set to no. For example:

      Host *
            ForwardX11 no
      
      
  7. You must run Oracle Universal Installer from this session or remember to repeat steps 2 and 3 before you start Oracle Universal Installer from a different terminal session.

2.3.8.3 Preventing Oracle Clusterware Installation Errors Caused by stty Commands

During an Oracle Clusterware installation, Oracle Universal Installer uses SSH (if available) to run commands and copy files to the other nodes. During the installation, hidden files on the system (for example, .bashrc or .cshrc) will cause installation errors if they contain stty commands.

To avoid this problem, you must modify these files to suppress all output on STDERR, as in the following examples:

  • Bourne, Bash, or Korn shell:

    if [ -t 0 ]; then
       stty intr ^C
    fi
    
    
  • C shell:

    test -t 0
    if ($status == 0) then
       stty intr ^C
    endif
    

    Note:

    When SSH is not available, the Installer uses the rsh and rcp commands instead of ssh and scp.

    If there are hidden files that contain stty commands that are loaded by the remote shell, then OUI indicates an error and stops the installation.

2.4 Configuring Shell Limits, System Configuration, and Network Tuning Parameters

On AIX systems, you do not need to configure kernel parameters. However, Oracle recommends that you set shell limits, system configuration parameters, and network tuning parameters as described in this section. Perform this configuration task on all cluster nodes.

Note:

The parameter and shell limit values shown in this section are recommended values only. For production database systems, Oracle recommends that you tune these values to optimize the performance of the system. See your operating system documentation for more information about tuning kernel parameters.

2.4.1 Configure Shell Limits

Verify that the shell limits shown in the following table are set to the values shown. The procedure following the table describes how to verify and set the values.

Shell Limit (As Shown in smit) Recommended Value
Soft FILE size -1 (Unlimited)
Soft CPU time -1 (Unlimited)

Note: This is the default value.

Soft DATA segment -1 (Unlimited)
Soft STACK size -1 (Unlimited)

To view the current value specified for these shell limits, and to change them if necessary:

  1. Enter the following command:

    # smit chuser
    
    
  2. In the User NAME field, enter the user name of the Oracle software owner. Example: oracle.

  3. Scroll down the list and verify that the value shown for the soft limits listed in the previous table is -1.

    If necessary, edit the existing value.

  4. When you have finished making changes, press F10 to exit.

2.4.2 Configure System Configuration Parameters

Verify that the maximum number of processes allowed for each user is set to 2048 or greater:

Note:

For production systems, this value should be at least 128 plus the sum of the PROCESSES and PARALLEL_MAX_SERVERS initialization parameters for each database running on the system.
  1. Enter the following command:

    # smit chgsys
    
    
  2. Verify that the value shown for Maximum number of PROCESSES allowed for each user is greater than or equal to 2048.

    If necessary, edit the existing value.

  3. When you have finished making changes, press F10 to exit.

2.4.3 Configure Network Tuning Parameters

Verify that the network tuning parameters shown in the following table are set to the values shown or higher values. The procedure following the table describes how to verify and set the values.

Network Tuning Parameter Recommended Value
ipqmaxlen 512
rfc1323 1
sb_max 2*655360
tcp_recvspace 65536
tcp_sendspace 65536
udp_recvspace 655360

Note: The recommended value of this parameter is 10 times the value of the udp_sendspace parameter. The value must be less than the value of the sb_max parameter.

udp_sendspace 65536

Note: This value is suitable for a default database installation. For production databases, the minimum value for this parameter is 4 KB plus the value of the database DB_BLOCK_SIZE initialization parameter multiplied by the value of the DB_MULTIBLOCK_READ_COUNT initialization parameter:

(DB_BLOCK_SIZE * DB_MULTIBLOCK_READ_COUNT) + 4 KB


To view the current value specified for these parameters, and to change them if necessary:

  1. To check the current values of the network tuning parameters, enter commands similar to the following:

    # /usr/sbin/no -a | more
    
    
  2. If you must change the value of any parameter, then enter the following command to determine whether the system is running in compatibility mode:

    # /usr/sbin/lsattr -E -l sys0 -a pre520tune
    
    

    If the system is running in compatibility mode, then the output is similar to the following, showing that the value of the pre520tune attribute is enable:

    pre520tune enable Pre-520 tuning compatibility mode True
    
    
  3. If the system is running in compatibility mode, then follow these steps to change the parameter values:

    1. Enter commands similar to the following to change the value of each parameter:

      # /usr/sbin/no -o parameter_name=value
      
      

      For example:

      # /usr/sbin/no -o udp_recvspace=655360
      
      
    2. Add entries similar to the following to the /etc/rc.net file for each parameter that you changed in the previous step:

      if [ -f /usr/sbin/no ] ; then
         /usr/sbin/no -o udp_sendspace=65536
         /usr/sbin/no -o udp_recvspace=655360
         /usr/sbin/no -o tcp_sendspace=65536
         /usr/sbin/no -o tcp_recvspace=65536
         /usr/sbin/no -o rfc1323=1
         /usr/sbin/no -o sb_max=2*655360
         /usr/sbin/no -o ipqmaxlen=512
      fi
      
      

      By adding these lines to the /etc/rc.net file, the values persist when the system restarts.

  4. If the system is not running in compatibility mode, then enter commands similar to the following to change the parameter values:

    • ipqmaxlen parameter:

      /usr/sbin/no -r -o ipqmaxlen=512
      
      
    • Other parameter:

      /usr/sbin/no -p -o parameter=value
      
      

    Note:

    If you modify the ipqmaxlen parameter, then you must restart the system.

    These commands modify the /etc/tunables/nextboot file, causing the attribute values to persist when the system restarts.

2.5 Configuring the oracle User's Environment

You run Oracle Universal Installer from the oracle account. However, before you start Oracle Universal Installer you must configure the environment of the oracle user.

To configure the environment, you must:

  • Set the default file mode creation mask (umask) to 022 in the shell startup file

  • Set the DISPLAY, ORACLE_BASE, and ORACLE_HOME environment variables in preparation for the Oracle Clusterware installation

You should also ensure that the PATH variable contains $ORACLE_HOME/bin before /usr/X11R6/bin

To set the oracle user's environment, follow these steps:

  1. Start a new terminal session; for example, start an X terminal (xterm).

  2. Enter the following command to ensure that X Window applications can display on this system:

    $ xhost + hostname
    
    

    The hostname is the name of the local host.

  3. If you are not already logged in to the system where you want to install the software, then log in to that system as the oracle user.

  4. If you are not logged in as the oracle user, then switch user to oracle:

    $ su - oracle
    
    
  5. To determine the default shell for the oracle user, enter the following command:

    $ echo $SHELL
    
    
  6. Open the oracle user's shell startup file in any text editor:

    • Bourne shell (sh), Bash shell (bash) or Korn shell (ksh):

      % vi .bash_profile
      
      
    • C shell (csh or tcsh):

      % vi .login
      
      
  7. Enter or edit the following line, specifying a value of 022 for the default file mode creation mask:

    umask 022
    
    
  8. If the ORACLE_SID, ORACLE_HOME, or ORACLE_BASE environment variable is set in the file, then remove the appropriate lines from the file.

  9. Save the file, and exit from the text editor.

  10. To run the shell startup script, enter one of the following commands:

    • Bourne, Bash, or Korn shell:

      $ . ./.profile
      
      
    • C shell:

      % source ./.login
      
      
  11. If you are not installing the software on the local system, then enter a command similar to the following to direct X applications to display on the local system:

    • Bourne, Bash, or Korn shell:

      $ DISPLAY=local_host:0.0 ; export DISPLAY
      
      
    • C shell:

      % setenv DISPLAY local_host:0.0
      
      

    In this example, local_host is the host name or IP address of the system that you want to use to display Oracle Universal Installer (your workstation or PC).

  12. If you determined that the /tmp directory has less than 400 MB of free disk space, then identify a file system with at least 400 MB of free space and set the TEMP and TMPDIR environment variables to specify a temporary directory on this file system:

    Note:

    You cannot use a shared file system as the location of the temporary file directory (typically /tmp) for RAC installation. If you place /tmp on a shared file system, then the installation fails.
    1. Use the df -k command to identify a suitable file system with sufficient free space.

    2. If necessary, enter commands similar to the following to create a temporary directory on the file system that you identified, and set the appropriate permissions on the directory:

      $ su - root
      # mkdir /mount_point/tmp
      # chmod 775 /mount_point/tmp
      # exit
      
      
    3. Enter commands similar to the following to set the TEMP and TMPDIR environment variables:

      • Bourne, Bash, or Korn shell:

        $ TEMP=/mount_point/tmp
        $ TMPDIR=/mount_point/tmp
        $ export TEMP TMPDIR
        
        
      • C shell:

        % setenv TEMP /mount_point/tmp
        % setenv TMPDIR /mount_point/tmp
        
        

2.6 Checking the Hardware Requirements

Each system must meet the following minimum hardware requirements:

  • At least 1 GB of physical RAM

  • Swap space equivalent to the multiple of the available RAM, as indicated in the following table:

    Available RAM Swap Space Required
    Between 1 GB and 2 GB 1.5 times the size of RAM

    On AIX systems with 1 GB or more of memory, do not increase the swap space above 2 GB. Refer to Oracle Database Administrator's Reference for AIX for more information about configuring swap space.

  • 400 MB of disk space in the /tmp directory

  • Up to 4 GB of disk space for the Oracle software

  • 1.2 GB of disk space for a preconfigured database that uses file system storage (optional)

    Note:

    The disk space requirement for databases that use Automatic Storage Management or raw device storage is described in Chapter 3.

    Additional disk space, either on a file system or in an Automatic Storage Management disk group, is required for the flash recovery area if you choose to configure automated backups.

To ensure that each system meets these requirements, follow these steps:

  1. To determine the physical RAM size, enter the following command:

    # /usr/sbin/lsattr -E -l sys0 -a realmem
    
    

    If the size of the physical RAM installed in the system is less than the required size, then you must install more memory before continuing.

  2. To determine the size of the configured swap space, enter the following command:

    # /usr/sbin/lsps -a
    
    

    If necessary, refer to your operating system documentation for information about how to configure additional swap space.

  3. To determine the amount of disk space available in the /tmp directory, enter the following command:

    • # df -k /tmp
      
      

    If there is less than 400 MB of disk space available in the /tmp directory, then complete one of the following steps:

    • Delete unnecessary files from the /tmp directory to make available the disk space required.

    • Set the TEMP and TMPDIR environment variables when setting the oracle user's environment (described later).

    • Extend the file system that contains the /tmp directory. If necessary, contact your system administrator for information about extending file systems.

  4. To determine the amount of free disk space on the system, enter the following command:

    • # df -k
      
      

    The following table shows the approximate disk space requirements for software files for each installation type:

    Installation Type Requirement for Software Files (GB)
    Enterprise Edition 4 GB
    Standard Edition 4 GB
    Custom (maximum) 4 GB

  5. To determine whether the system architecture can run the software, enter the following command:

    # /usr/bin/getconf HARDWARE_BITMODE
    
    

    Note:

    The expected output of this command is 64. If you do not see the expected output, then you cannot install the software on this system.

2.7 Checking the Network Requirements

Check that you have the networking hardware and internet protocol (IP) addresses required for an Oracle Real Application Clusters installation.

Note:

For the most up-to-date information about supported network protocols and hardware for RAC installations, refer to the Certify pages on the OracleMetaLink Web site at
http://metalink.oracle.com

Network Hardware Requirements

Each node in the cluster must meet the following requirements:

  • Each node must have at least two network adapters: one for the public network interface, and one for the private network interface (the interconnect).

  • The public interface names associated with the network adapters for each network must be the same on all nodes, and the private interface names associated with the network adaptors should be the same on all nodes.

    For example: With a two-node cluster, you cannot configure network adapters on node1 with en0 as the public interface, but on node2 have en1 as the public interface. Public interface names must be the same, so you must configure en0 as public on both nodes. You should configure the private interfaces on the same network adapters as well. If en1 is the private interface for node 1, then en1 should be the private interface for node 2.

  • For increased reliability, configure redundant public and private network adapters for each node.

  • For the public network, each network adapter must support TCP/IP.

  • For the private network, the interconnect must support the user datagram protocol (UDP) using high-speed network adapters and switches that support TCP/IP (Gigabit Ethernet or better recommended).

    Note:

    UDP is the default interconnect protocol for RAC, and TCP is the interconnect protocol for Oracle Clusterware.

    Token-Ring is not supported for the interconnect.

  • For the private network, the endpoints of all designated interconnect interfaces must be completely reachable on the network. There should be no node that is not connected to every private network. You can test whether an interconnect interface is reachable using a ping command.

2.7.1 IP Address Requirements

Before starting the installation, you must have the following IP addresses available for each node:

  • An IP address with an associated network name registered in the domain name service (DNS) for the public interface. If you do not have an available DNS, then record the network name and IP address in the system hosts file, /etc/hosts.

  • One virtual IP (VIP) address with an associated network name registered in DNS. If you do not have an available DNS, then record the network name and VIP address in the system hosts file, /etc/hosts. Select an address for your VIP that meets the following requirements:

    • The IP address and network name are currently unused

    • The VIP is on the same subnet as your public interface

    Before installation, check that the default gateway can be accessed by a ping command. During installation, OUI uses the ping command to ensure that the VIP is reachable. To find the default gateway, use the route command, as described in your operating system's help utility. After installation, configure clients to use either the VIP address, or the network name associated with the VIP. If a node fails, then the node's virtual IP address fails over to another node.

  • A private IP address with a host name for each private interface

    Oracle recommends that you use private network IP addresses for these interfaces (for example: 10.*.*.* or 192.168.*.*). Use the /etc/hosts file on each node to associate private network names with private IP addresses.

For example, with a two node cluster where each node has one public and one private interface, you might have the configuration shown in the following table for your network interfaces, where the hosts file is /etc/hosts:

Node Interface Name Type IP Address Registered In
rac1 rac1 Public 143.46.43.100 DNS (if available, else the hosts file)
rac1 rac1-vip Virtual 143.46.43.104 DNS (if available, else the hosts file)
rac1 rac1-priv Private 10.0.0.1 Hosts file
rac2 rac2 Public 143.46.43.101 DNS (if available, else the hosts file)
rac2 rac2-vip Virtual 143.46.43.105 DNS (if available, else the hosts file)
rac2 rac2-priv Private 10.0.0.2 Hosts file

To enable VIP failover, the configuration shown in the preceding table defines the public and VIP addresses of both nodes on the same subnet, 143.46.43. When a node or interconnect fails, then the associated VIP is relocated to the surviving instance, enabling fast notification of the failure to the clients connecting through that VIP. If the application and client are configured with transparent application failover options, then the client is reconnected to the surviving instance.

2.7.2 Node Time Requirements

Before starting the installation, ensure that each member node of the cluster is set as closely as possible to the same date and time. Oracle strongly recommends using the Network Time Protocol feature of most operating systems for this purpose, with all nodes using the same reference Network Time Protocol server.

2.7.3 Configuring the Network Requirements

To verify that each node meets the requirements, follow these steps:

  1. If necessary, install the network adapters for the public and private networks and configure them with either public or private IP addresses.

  2. Register the host names and IP addresses for the public network interfaces in DNS.

  3. For each node, register one virtual host name and IP address in DNS.

  4. For each private interface on every node, add a line similar to the following to the /etc/hosts file on all nodes, specifying the private IP address and associated private host name:

    10.0.0.1     rac1-priv1
    
    
  5. To identify the interface name and associated IP address for every network adapter, enter the following command:

    # /sbin/ifconfig
    
    

    From the output, identify the interface name and IP address for all network adapters that you want to specify as public or private network interfaces.

    Note:

    When you install Oracle Clusterware and RAC, you will require this information.

2.8 Checking the Network Setup with CVU

As the Oracle user, enter a command using the following syntax to verify node connectivity among all of the nodes for which your cluster is configured:

/mountpoint/crs/Disk1/cluvfy/runcluvfy.sh comp nodecon -n node_list [-verbose]

In the preceding syntax example, the variable node_list is a comma-separated list of nodes in your cluster. This command detects all the network interfaces available on the cluster nodes, and verifies the connectivity among all the nodes through the network interfaces it finds.

Select the option -verbose to receive progress updates as the CVU performs its system checks, and detailed reporting of the test results.

For example, to verify node connectivity on a two-node cluster with nodes node1 and node2, with the mountpoint /dev/dvdrom, and with updates and a summary of the verification checks the CVU performs, enter the following command:

/dev/dvdrom/crs/Disk1/cluvfy/runcluvfy.sh comp nodecon -n node1,node2 -verbose

Note:

You can use this command to obtain a list of all the interfaces available on the nodes that are suitable for use as VIPs, as well as a list of private interconnects that are connecting successfully on all nodes.

2.9 Checking the Software Requirements

Depending on the products that you intend to install, verify that the following software is installed on the system. The procedure following the table describes how to verify whether these requirements are addressed.

Note:

Oracle Universal Installer performs checks on your system to verify that it meets the listed requirements. To ensure that these checks pass, verify the requirements before you start Oracle Universal Installer.
Item Requirement
Operating system The following operating system versions and maintenance level are required:

AIX 5L version 5.2, Maintenance Level 04 or later

AIX 5L version 5.3 Maintenance Level 02 or later

Operating system filesets The following operating system filesets are required:
bos.adt.base
bos.adt.lib
bos.adt.libm
bos.perf.libperfstat
bos.perf.perfstat
bos.perf.proctools
rsct.basic.rte
rsct.compat.clients.rte
xlC.aix50.rte 7.0.0.4
xlC.rte 7.0.0.1

To obtain the previous two xlC filesets mentioned here, Oracle Database10gR2 users who do not install the IBM XL C/C++ Enterprise Edition V7.0 compiler should install the IBM XL C/C++ Enterprise Edition V7.0 for AIX Runtime Environment Component. Download all runtime environment file sets, with no license requirement, in one package from the following Web site:

http://www-1.ibm.com/support/docview.wss?uid=swg24009788

RAC High Availability Cluster Multi-Processing (HACMP) v5.2

Note: HACMP is required only if you want to use raw logical volumes for Oracle Clusterware or database file storage. However, it is supported for all installations.

General Parallel File System (GPFS) v2.3.0.3 or later

Note: GPFS is required only if you want to use a cluster file system for Oracle Clusterware or database files.

ADA OC Systems PowerAda 5.3
Oracle JDBC/OCI Drivers You can use the following optional IBM JDK versions with the Oracle JDBC/OCI drivers, however they are not required for the installation:
  • JDK 1.4.2.1 (64-bit)

  • JDK 1.4.2.2 (32-bit)

  • JDK 1.3.1.16 (32-bit)

Note: IBM JDK 1.4.2 is installed with this release.

Pro*FORTRAN IBM XL Fortran V9.1 for AIX
PL/SQL native compilation, Pro*C/C++, Oracle Call Interface, Oracle C++ Call Interface, Oracle XML Developer's Kit (XDK), GNU Compiler Collection (GCC)
Pro*COBOL
  • Micro Focus Cobol 4.0 SP1 (64bit)
  • Micro Focus Cobol 4.0 SP1 (32bit)

Oracle Messaging Gateway IBM WebSphere MQ V5.3, client and server:
mqm.Client.Bnd
mqm.Server.Bnd
JDK
  • IBM JDK 1.4.2

To ensure that the system meets these requirements:

  1. To determine the version of AIX installed, enter the following command:

    # oslevel -r
    
    

    If the operating system version is lower than AIX 5.3, then upgrade your operating system to at least this maintenance level. AIX 5L version 5.3 maintenance packages are available from the following Web site:

    http://www-912.ibm.com/eserver/support/fixes/

  2. To determine whether the required filesets are installed and committed, enter a command similar to the following:

    # lslpp -l bos.adt.base bos.adt.lib bos.adt.libm bos.perf.perfstat \
     bos.perf.libperfstat bos.perf.proctools rsct.basic.rte
    
    

    If a fileset is not installed and committed, then install it. Refer to your operating system or software documentation for information about installing filesets.

Verify that the following patches are installed on the system. The procedure following the table describes how to check these requirements

Note:

There may be more recent versions of the patches listed installed on your system. If a listed patch is not installed, then determine if you have a more recent patch installed that includes the listed patch before you install the patch version listed.
Installation Type or Product Requirement
All AIX 5L v5.2 installations Authorized Problem Analysis Reports (APARs) for AIX 5L v5.2 ML 4:
  • IY63133: large percentage of CPU time spent in ldata_balance routine

  • IY63366: dlsym returns null even for valid symbol in AIX520 ML-4

  • IY64691: chvg -b can cause corruption and crash

  • IY64737: AIO can hang in knotunlock

  • IY65001: mklvcopy on a striped lv is failing to update lvcb

  • IY64978: deadlock with concurrent renaming and unlinking under JFS

All AIX 5L v5.3 installations Authorized Problem Analysis Reports (APARs) for AIX 5L v5.3 ML02:
  • IY68989

PL/SQL native compilation, Pro*C/C++, Oracle Call Interface, Oracle C++ Call Interface, Oracle XML Developer's Kit (XDK)

AIX 5L v5.3 and v5.2

May 2005 XL C/C++ Enterprise Edition V7.0 for AIX PTF (7.0.0.2):
  • IY65361: May 2005 XL C Enterprise Edition V7.0 for AIX PTF

  • IY65362: MAY 2005 XL C/C++ Enterprise Edition V7 for AIX

Oracle JDBC/OCI Drivers

AIX 5L v5.3 and v5.2

Note: These APARs are required only if you are using the associated JDK version.

APAR required for JDK 1.4.2 (64-bit):

  • IY63533: JDK 1.4.2 64-bit SR1 caix64142-20040917

APARs required for JDK 1.3.1.16 (32-bit):

  • IY58350: SDK 1.3.1 32-BIT SR7P : CA131IFX-20040721A

  • IY65305: JAVA142 32-BIT PTF: CA142IFX-20041203

Oracle Messaging Gateway Corrective service diskettes (CSDs) for WebSphere MQ:

CSD03 or later for WebSphere MQ V5.3 FP 9

RAC

AIX 5L v5.3

APARs required for HACMP version 5.2 on AIX 5L v5.3 ML 02:
  • IY60759 (efix): Application fails reading the HACMP cluster configuration

  • IY61034: HACMP support of the DS4100 Storage Server

  • IY61770: HACMP support of the DS4100 Storage Server

  • IY62191: HACMP support of the DS4100 Storage Server

APARs required for GPFS v2.3:

  • IY63969: mandatory service for GPFS v2.3 for AIX

  • IY69911: corrupted kernel using direct I/O across GPFS block boundary

  • IY70276: GPFS returns out of space when there is still space in the filesystem

  • IY70277: receive enospc on mkfile in a GPFS file system when file system not full

  • IY74097 (efix): corrupt archive library after adding members

RAC

AIX 5L v5.2

APARs required for HACMP version 5.2 on AIX 5L v5.2 ML 04:
  • IY60759 (efix): Application fails reading the HACMP cluster configuration

APARs required for GPFS v2.3:

  • IY63969: mandatory service for GPFS v2.3 for AIX

  • IY69911: corrupted kernel using direct I/O across GPFS block boundary

  • IY70276: GPFS returns out of space when there is still space in the filesystem

  • IY70277: receive enospc on mkfile in a GPFS file system when file system not full

  • IY74097 (efix): corrupt archive library after adding members

JDK AIX 5L v5.2
  • IY58350 Patch for SDK 1.3.1.16 (32-bit)

  • IY63533 Patch for SDK 1.4.2.1 (64-bit)

  • IY65305 Patch for SDK 1.4.2.2 (32-bit)

AIX 5L v5.3

  • IY58350 Patch for SDK 1.3.1.16 (32-bit)

  • IY63533 Patch for SDK 1.4.2.1 (64-bit)

  • IY65305 Patch for SDK 1.4.2.2 (32-bit)


To ensure that the system meets these requirements:

  1. To determine whether an APAR is installed, enter a command similar to the following:

    # /usr/sbin/instfix -i -k "IY43980 IY44810 IY45462 IY45707 IY46214 IY46605 \ 
      IY48525 IY51801 IY56024"
    
    

    If an APAR is not installed, then download it from the following Web site and install it:

    http://www-03.ibm.com/servers/eserver/support/pseries/aixfixes.html
    
    
  2. To determine whether a PTF is installed, enter a command similar to the following:

    # lslpp -l -B U489726 U485561 ...
    
    

    If a PTF is not installed, then download it from the following Web site and install it:

    http://www-03.ibm.com/servers/eserver/support/pseries/aixfixes.html
    
    
  3. If you require a CSD for WebSphere MQ, then refer to the following Web site for download and installation information:

    http://www-306.ibm.com/software/
    
    

2.10 Running the rootpre.sh Script

Note:

Do not run the rootpre.sh script if you have a later release of the Oracle Database software already installed on this system.

Run the rootpre.sh script:

  1. Switch user to root:

    $ su - root
    
    
  2. Complete one of the following steps, depending on the location of the installation

    If the installation files are on disc, enter a command similar to the following, where directory_path is the disc mount point directory or the path of the database directory on the DVD:

    # /directory_path/rootpre.sh
    
    

    If the installation files are on the hard disk, change directory to the Disk1 directory and enter the following command:

    # ./rootpre.sh
    
    
  3. Exit from the root account:

    # exit
    
    
  4. Repeat steps 1 through 3 on all nodes of the cluster.

    Note:

    Do not run the rootpre.sh script if you have a later release of Oracle Database software already installed on this system.

2.11 Checking the Hardware and Operating System Setup with CVU

As the oracle user, use the following command syntax to start Cluster Verification Utility (CVU) stage verification to check hardware and operating system setup:

/mountpoint/crs/Disk1/cluvfy/runcluvfy.sh stage –post hwos –n node_list [-verbose]

In the preceding syntax example, replace the variable node_list with the names of the nodes in your cluster, separated by commas. For example, to check the hardware and operating system of a two-node cluster with nodes node1 and node2, with the mountpoint /dev/dvdrom/ and with the option to limit the output to the test results, enter the following command:

/dev/dvdrom/crs/Disk1/cluvfy/runcluvfy.sh stage –post hwos –n node1,node2

Select the option -verbose to receive detailed reports of the test results, and progress updates about the system checks performed by Cluster Verification Utility.

2.12 Checking the Operating System Requirements Setup with CVU

As the oracle user, use the following command syntax to check if your system meets the operating system requirement pre-installation tasks:

/mountpoint/crs/Disk1/cluvfy/runcluvfy.sh comp sys -n node_list -p {crs|database} -osdba osdba_group -orainv orainv_group -verbose

In the preceding syntax example:

  • The variable mountpoint is the mountpoint of the Oracle 10g Release 2 (10.2) installation media

  • The variable node_list is the list of nodes in your cluster, separated by commas

  • The -p flag identifies either crs or database, and indicates that checks are performed for Oracle Clusterware or Oracle Database system requirements

  • The variable osdba_group is the name of your OSDBA group, typically dba

  • The variable orainv_group is the name of your Oracle Inventory group, typically oinstall

You can select the option -verbose to receive progress updates as the CVU performs its system checks, and detailed reporting of the test results.

For example, to perform a system check for an Oracle Clusterware installation on a two-node cluster with nodes node1 and node2, with the OSDBA dba and Oracle inventory group oinstall, and with the media mountpoint /dev/dvdrom/, then enter the following command:

/dev/dvdrom/crs/Disk1/cluvfy/runcluvfy.sh comp sys -n node1,node2 -p crs -osdba crs -orainv oinstall

2.13 Identifying Required Software Directories

You must identify or create the following directories for the Oracle software, as follows:

The following subsections describe the requirements for these directories.

Oracle Base Directory

The Oracle base directory acts as a top-level directory for Oracle software installations. Optimal Flexible Architecture (OFA) guidelines recommend that you use a path similar to the following for the Oracle base directory:

/mount_point/app/oracle_sw_owner

In this example:

  • mount_point is the mount point directory for the file system that will contain the Oracle software.

    The examples in this guide use /u01 for the mount point directory. However, you could choose another mount point directory, /oracle or /opt/oracle for example.

  • oracle_sw_owner is the operating system user name of the Oracle software owner, for example oracle.

You can use the same Oracle base directory for more than one installation or you can create separate Oracle base directories for different installations. If different operating system users install Oracle software on the same system, then each user must create a separate Oracle base directory. The following example Oracle base directories could all exist on the same system:

/u01/app/oracle
/u01/app/orauser
/opt/oracle/app/oracle

The following sections describe how to identify existing Oracle base directories that might be suitable for your installation and how to create an Oracle base directory if necessary.

Regardless of whether you create an Oracle base directory or decide to use an existing one, you must set the ORACLE_BASE environment variable to specify the full path to the Oracle base directory.

Note:

The Oracle base directory can be on a local file system or on a GPFS file system.

Oracle Inventory Directory

The Oracle Inventory directory (oraInventory) stores an inventory of all software installed on the system. It is required by, and shared by, all Oracle software installations on a single system. The first time you install Oracle software on a system, Oracle Universal Installer prompts you to specify the path to this directory. If you are installing the software on a local file system, then Oracle recommends that you choose the following path:

oracle_base/oraInventory

If the Oracle base directory is located either on a cluster file system, or on a shared NFS file system on a NAS device, then you must place the Oracle Central Inventory directory on a local file system, privately mounted on each node, so that each node has a separate copy of the central inventory.

If you specify a shared location for the Oracle Central Inventory, then each node attempts to write to the same central inventory. This is not supported.

Oracle Universal Installer creates the directory that you specify, and sets the correct owner, group, and permissions for it. You do not need to create it.

Note:

All Oracle software installations rely on the Oracle base directory. Make sure that you back it up regularly.

Do not delete the Oracle base directory unless you have completely removed all Oracle software from the system.

Oracle Clusterware Home Directory

The Oracle Clusterware home directory is the directory where you choose to install the software for Oracle Clusterware. You must install Oracle Clusterware in a separate home directory. When you run Oracle Universal Installer, it prompts you to specify the path to this directory, as well as a name that identifies it. Oracle recommends that you specify a path similar to the following for the Oracle Clusterware home directory:

/u01/app/oracle/product/crs

Note:

Because you must change the permissions of all of the parent directories of the Oracle Clusterware home directory after installing the software to grant write access only to the root user, the Oracle Clusterware home directory must not be a subdirectory of the Oracle base directory.

Oracle Home Directory

The Oracle home directory is the directory where you choose to install the software for a particular Oracle product. You must install different Oracle products, or different releases of the same Oracle product, in separate Oracle home directories. When you run Oracle Universal Installer, it prompts you to specify the path to this directory, as well as a name that identifies it. The directory that you specify must be a subdirectory of the Oracle base directory. Oracle recommends that you specify a path similar to the following for the Oracle home directory:

oracle_base/product/10.2.0/db_1

Oracle Universal Installer creates the directory path that you specify under the Oracle base directory. It also sets the correct owner, group, and permissions on it. You do not need to create this directory.

2.14 Identifying or Creating an Oracle Base Directory

Before starting the installation, you must either identify an existing Oracle base directory or if required, create one. This section contains information about the following:

Note:

You can choose to create an Oracle base directory, even if other Oracle base directories exist on the system.

Identifying an Existing Oracle Base Directory

Existing Oracle base directories might not have paths that comply with OFA guidelines. However, if you identify an existing Oracle Inventory directory or existing Oracle home directories, you can usually identify the Oracle base directories, as follows:

  • Identifying an existing Oracle Inventory directory

    Enter the following command on all nodes in the cluster to view the contents of the oraInst.loc file:

    # more /etc/oraInst.loc
    
    

    If the oraInst.loc file exists, then the output from this command is similar to the following:

    inventory_loc=/u01/app/oracle/oraInventory
    inst_group=oinstall
    
    

    The inventory_loc parameter identifies the Oracle Inventory directory (oraInventory) on that system. The parent directory of the oraInventory directory is typically an Oracle base directory. In the previous example, /u01/app/oracle is an Oracle base directory.

  • Identifying existing Oracle home directories

    Enter the following command on all nodes in the cluster to view the contents of the oratab file:

    # more /etc/oratab
    
    

    If the oratab file exists, then it contains lines similar to the following:

    *:/u03/app/oracle/product/10.2.0/db_1:N
    *:/opt/orauser/infra_904:N
    *:/oracle/9.2.0:N
    
    

    The directory paths specified on each line identify Oracle home directories. Directory paths that end with the user name of the Oracle software owner that you want to use are valid choices for an Oracle base directory. If you intend to use the oracle user to install the software, then you could choose one of the following directories from the previous example:

    /u03/app/oracle
    /oracle
    

    Note:

    If possible, choose a directory path similar to the first (/u03/app/oracle). This path complies with the OFA guidelines.

Before deciding to use an existing Oracle base directory for this installation, make sure that it satisfies the following conditions:

  • It should not be on the same file system as the operating system.

  • It must have an identical path on all nodes in the cluster.

  • It must have 1.4 GB free disk space on all the nodes in the cluster

    To determine the free disk space on the file system where the Oracle base directory is located, enter the following command:

    # df -k oracle_base_path
    
    

    When you are configuring the oracle user's environment in the section "Creating the Oracle Clusterware Home Directory", set the ORACLE_BASE environment variable to specify the directory you choose.

If an Oracle base directory does not exist on the system, or if you want to create an Oracle base directory, then refer to the following section.

Creating an Oracle Base Directory

Before you create an Oracle base directory, you must identify an appropriate file system. The Oracle base directory requires 1.5 GB of free disk space.

To identify an appropriate file system, follow these steps:

  1. Use the df -k command to determine the free disk space on each mounted file system.

  2. From the display, identify a file system that has appropriate free space.

    Note:

    The Oracle base directory can be on a local file system or on a GPFS file system.

    The path to the Oracle base directory must be the same on all nodes.

  3. Note the name of the mount point directory for the file system that you identified.

To create the Oracle base directory and specify the correct owner, group, and permissions for it, follow these steps:

  1. Enter commands similar to the following to create the recommended subdirectories in the mount point directory that you identified, and to set the appropriate owner, group, and permissions on them:

    # mkdir -p /mount_point/app/oracle_sw_owner
    # chown -R oracle:oinstall /mount_point/app/oracle_sw_owner
    # chmod -R 775 /mount_point/app/oracle_sw_owner
    
    

    For example, if the mount point you identify is /u01, and oracle is the user name of the Oracle software owner, then the recommended Oracle base directory path is as follows:

    /u01/app/oracle
    
    
  2. If necessary, repeat the commands listed in the previous step to create the same directory on the other nodes in the cluster.

  3. When you configure the oracle user's environment later in this chapter, set the ORACLE_BASE environment variable to specify the Oracle base directory you have created in this task.

2.15 Creating the Oracle Clusterware Home Directory

Oracle Universal Installer (OUI) creates the Oracle Clusterware home directory for you. Ensure before you start the installation that you provide sufficient disk space on a file system for the Oracle Clusterware directory, and the parent directory of the Oracle Clusterware directory space is writable by the Oracle user.

To identify an appropriate file system, follow these steps:

  1. Use the df -k command to determine the free disk space on each mounted file system.

  2. From the display, identify a file system that has at least 1.4 GB of free disk space.

    If you are using the same file system for the Oracle base directory, then this 1.4 GB of disk space is additional to the free disk space requirement that you identified previously.

    Note:

    The file system can be on a local file system or on a GPFS file system.

    The path to the Oracle Clusterware home directory must be the same on all nodes.

  3. Note the name of the mount point directory for the file system that you identified.

To create the Oracle Clusterware home directory and specify the correct owner, group, and permissions for it, follow these steps:

  1. Enter commands similar to the following to create the recommended subdirectories in the mount point directory that you identified and set the appropriate owner, group, and permissions on them:

    # mkdir -p /mount_point/crs/oracle_sw_owner/product/10/app
    # chown -R root:oinstall /mount_point/crs
    # chmod -R 775 /mount_point/crs/oracle_sw_owner
    
    

    If the mount point you identified is /u01, then the recommended Oracle Clusterware home directory path is as follows:

    /u01/crs/oracle/product/10/crs
    
    

    Note:

    After installation, you should change permissions so that only the root user can write to the Oracle Clusterware home directory.
  2. If necessary, repeat the commands listed in the previous step to create the same directory on the other nodes in the cluster.

  3. Enter commands similar to the following to set the ORACLE_BASE and ORACLE_HOME environment variable in preparation for the Oracle Clusterware installation:

    • Bourne, Bash, or Korn shell:

      $ ORACLE_BASE=/u01/app/oracle
      $ ORACLE_HOME=/u01/crs/oracle/product/10/app
      $ export ORACLE_BASE
      $ export ORACLE_HOME
      
      
    • C shell:

      % setenv ORACLE_BASE /u01/app/oracle
      % setenv ORACLE_HOME /u01/crs/oracle/product/10/app
      
      
  4. Enter the following commands to ensure that the TNS_ADMIN environment variable is not set:

    • Bourne, Bash, or Korn shell:

      $ unset TNS_ADMIN
      
      
    • C shell:

      % unsetenv TNS_ADMIN
      
      
  5. To verify that the environment has been set correctly, enter the following commands:

    $ umask
    $ env | more
    
    

    Verify that the umask command displays a value of 22, 022, or 0022 and the environment variables that you set in this section have the correct values.

2.16 Stopping Existing Oracle Processes for Upgrades or Co-existing Databases

Table 2-1 provides an overview of what you need to do if you have an existing Oracle database on the system where you plan to install Oracle Database 10g Release 2 (10.2). Review the table, and perform tasks as required.

See Also:

Oracle Database Upgrade Guide for additional information about preparing for and performing upgrades.

Table 2-1 Overview of System Preparation for Upgrades or Co-existing Databases

Installation Scenario What you need to do

Upgrading from Oracle Database 10g Release 1 (10.1) to 10g Release 2 (10.2)

No additional tasks. Refer to Installing Oracle 10g Release 2 on a System with Oracle 10g Release 1

installing Oracle Database 10g Release 2 (10.2) on a system to co-exist with Oracle Database 10g Release 1 (10.1)

No additional tasks. Refer to Installing Oracle 10g Release 2 on a System with Oracle 10g Release 1

Upgrading from Oracle9i Release 9.2 to Oracle Database 10g Release 2 (10.2)

Shut down the Global Service Daemon, and shut down a default listener on port 1521, if present. Refer to Installing Oracle 10g Release 2 on a System with Oracle9i Release 2

Installing Oracle Database 10g Release 2 (10.2) on a system to co-exist with Oracle9i Release 9.2

Shut down a default listener on port 1521, if present, and shut down the Global Service Daemon. Refer to Installing Oracle 10g Release 2 on a System with Oracle9i Release 2


Installing Oracle 10g Release 2 on a System with Oracle 10g Release 1

If your system has an Oracle Database Release 10g Release 10. 1 installation, and you install an Oracle Database 10g Release 2 (10.2) either to coexist with or to upgrade the 10.1, then most installation types configure and start a default Oracle Net listener using TCP/IP port 1521 and the IPC key value EXTPROC. One of the following occurs:

  • During a co-existing installation, Database Configuration Assistant (DBCA) automatically migrates the listener and related files from the 10.1 Oracle home to the 10.2 Oracle home.

  • During an upgrade, Oracle Database Upgrade Assistant (DBUA) automatically locates the Oracle 10g release 1 (10.1) listener, and migrates it to Oracle 10g release 2.

Proceed to Chapter 3.

Installing Oracle 10g Release 2 on a System with Oracle9i Release 2

This section provides instructions for preparing

Explanation of Tasks If you are installing an Oracle Database 10g Release 2 (10.2) on a system with an existing Oracle9i Release 2 (9.2) database, and the Oracle Net listener process is using the same port or key value as the default used with the Oracle 10g Release 2 (10.2) installation, port 1521, then Oracle Universal Installer can only configure the new listener; it cannot start it. To ensure that the new listener process starts during the installation, you must shut down any existing listeners before starting Oracle Universal Installer. To do this, refer to "Shutting Down the Listener"

You must shut down the Global Services Daemon (GSD), because otherwise, during 10g Release 2 (10.2) installation, the Oracle9i Release 9.2 SRVM shared data is upgraded into an Oracle Cluster Registry that the 9.2 GSD will not be able to use. The 10.2 Oracle Clusterware installation starts a 10g Release 2 (10.2) GSD to serve the Oracle9i 9.2 clients. To do this, refer to "Shutting down the Global Services Daemon"

Shutting Down the Listener To determine whether an existing Oracle9i listener process is running and to shut it down if necessary, follow these steps:

  1. Switch user to oracle:

    # su - oracle
    
    
  2. Enter the following command to determine whether an Oracle9i listener process is running and to identify its name and the Oracle home directory in which it is installed:

    $ ps -ef | grep tnslsnr
    
    

    This command displays information about the Oracle Net listeners running on the system:

    ... oracle_home1/bin/tnslsnr LISTENER -inherit
    
    

    In this example, oracle_home1 is the Oracle home directory where the listener is installed and LISTENER is the listener name.

    Note:

    If no Oracle Net listeners are running, then proceed to Chapter 3.
  3. Set the ORACLE_HOME environment variable to specify the appropriate Oracle home directory for the listener:

    • Bourne, Bash, or Korn shell:

      $ ORACLE_HOME=oracle_home1
      $ export ORACLE_HOME
      
      
    • C or tcsh shell:

      % setenv ORACLE_HOME oracle_home1
      
      
  4. Enter the following command to identify the TCP/IP port number and IPC key value that the listener is using:

    $ $ORACLE_HOME/bin/lsnrctl status listenername
    

    Note:

    If the listener uses the default name LISTENER, then you do not have to specify the listener name in this command.
  5. Enter a command similar to the following to stop the listener process:

    $ $ORACLE_HOME/bin/lsnrctl stop listenername
    
    
  6. Repeat this procedure to stop all listeners running on this system and on all other nodes in the cluster.

Shutting down the Global Services Daemon As the Oracle user, on each node of the cluster, use the following syntax to shut down the GSD:

$ cd 92_Oracle_home
$ bin/gsdctl stop

In the preceding syntax example, the variable 92_Oracle_home is the Oracle9i Release 2 (9.2) database home.