5 Installing Oracle Identity Manager Server on Windows

This chapter explains how to install Oracle Identity Manager on Windows. You must install the Oracle Identity Manager server on systems running the application server. Oracle Identity Manager components such as the Remote Manager and Design Console can be installed on separate systems. Each component has its own installer.

Caution:

DO NOT use a remote client tool such as PCAnywhere to install Oracle Identity Manager products.

This chapter contains the following topics:

• Installing the Database Schema

• Installing Documentation

• Installing the Oracle Identity Manager Server on Windows

Installing the Database Schema

As part of the installation, the Oracle Identity Manager installer loads a schema into your database. You only install the database schema once. It is installed the first time you run the Oracle Identity Manager installer. Each subsequent time you run the installer to deploy other Oracle Identity Manager components you enter information about the database connection to configure the component for the same schema. Contact your database administrator (DBA) for details on the particulars of your database.During the schema installation, a corresponding log file is created under the following directory:

<XL_HOME>\logs\ directory

Installing Documentation

The Oracle Identity Manager documentation is installed automatically under the <XL_HOME> directory. No special input is required. A full documentation set is installed with each Oracle Identity Manager component.

Installing the Oracle Identity Manager Server on Windows

This section describes how to install the Oracle Identity Manager server on a computer running Microsoft Windows.

Note:

During the installation process, an unused log file named log.conf is created in the <XL_HOME>\xellerate\config\ directory. You can safely ignore this file.

Caution:

Do not install Oracle Identity Manager on top of an existing Oracle Identity Manager installation. For each new installation, use a different home directory. If you want to reuse the same name of an existing Oracle Identity Manager home directory, then back up your original Oracle Identity Manager home by renaming that directory.

Remember at all times that all Oracle Identity Manager components must be installed in different home directories. For example, you cannot install the Remote Manager in the same directory as the Oracle Identity Manager server.

To install the Oracle Identity Manager server on a Windows host:

1. Before installing the Oracle Identity Manager server, you must set the JAVA_HOME and PATH variables by following the procedure specific to the operating system that you use. See "Setting Environment Variables" for instructions.

2. If you are using SQL Server as your database, before installing the Oracle Identity Manager server be sure to copy the following three files located in C:\Program Files\<Microsoft SQL Server 2000 Driver for JDBC>\lib\ to the <WEBSPHERE_HOME>\lib\ directory and add the driver location to the system CLASSPATH environment variable:

   • mssqlserver.jar

   • msbase.jar

   • msutil.jar

3. Insert the Oracle Identity Manager Installation CD into your CD-ROM drive.

   Note:

   If the autostart routine is enabled for your machine, proceed to Step 4.

4. From Windows Explorer, access the installServer directory on the installation CD and double-click the setup_server.exe file.

5. Select a language on the Installer screen and click OK. The Welcome screen appears.

6. Click Next on the Welcome screen. The Admin User Information screen appears.

7. Enter a password you want to use for the Oracle Identity Manager Administrator, confirm the password by entering it again, and then click Next. The OIM Application Options screen appears.

8. Select one of the following applications to install and click Next:

   • Oracle Identity Manager

   • Oracle Identity Manager with Audit and Compliance Module

9. After the Target directory screen appears, complete one of the following bulleted actions:

   • The default directory for the Oracle Identity Manager server is C:\oracle. To install the Oracle Identity Manager server into this directory, click Next.

   • To install the Oracle Identity Manager server into another directory, enter the path in the Directory field, then click Next.

   or

   Click Browse, navigate to the desired location, then click Next.

   Note:

   If the directory path does not exist, the Base Directory settings text box appears, click OK. Oracle Identity Manager creates this directory for the Oracle Identity Manager server. If you do not have write permission to create the default directory for the Oracle Identity Manager server, a dialog appears informing you that the installer could not create the directory. Click OK to dismiss the dialog, then contact your System Administrator to obtain the appropriate permissions.

10. On the Database Server Selection page, specify the type of database you are using with Oracle Identity Manager (either Oracle or SQL Server), then click Next.

11. On the Database Information page, provide all database connectivity information that is required to install the database schema.

    You install this schema just once, as part of your initial Oracle Identity Manager installation. Thereafter, you configure all the other Oracle Identity Manager components to point to this common schema.

    Note:

    To install against an existing database, verify that the version of Oracle Identity Manager you are installing is certified with your existing database version. Refer to the Oracle Identity Manager Release Notes to confirm the certified configurations.

    When Oracle Identity Manager is installed against an existing database, a warning message will appear indicating the database schema already exists and instructing you to copy the .xldatabasekey file from the existing Oracle Identity Manager installation to the new <XL_HOME>\xellerate\config\ directory after you complete the installation process.

    You should create the \config directory in the new <XL_HOME>\xellerate\ path if it does not already exist.

    • In the host field, enter the host name or the IP address of the computer on which the database resides.

    • In the PORT field, enter the port number on which the database listens for connections. The default port is 1521 for Oracle and 1433 for SQL Server.

    • In Database SID field, enter the name of the database instance.

    • In the User Name field, enter the user name of the database account you created for Oracle Identity Manager.

    • In the Password field, enter the Oracle Identity Manager database user password.

    • Click Next to commit these settings.

      Note:

      When setting the preceding items, refer to the configuration settings specified in "Using an Oracle Database for Oracle Identity Manager" or "Using a SQL Server Database for Oracle Identity Manager" to be sure you set consistent information.

      The installer checks for database connectivity and if a database schema exists. If the check passes, the installer proceeds to the next step in the process. If the check fails, an error message appears.

    • Select the appropriate database options:

      • If a database exists, and the connectivity is good, proceed to Step 12.

      • If no connectivity is detected, you are prompted to enter new information or to fix the connection. After you do that, click Next.

12. On the Authentication Information page, select either the Oracle Identity Manager Default Authentication or SSO (Single Sign-On) Authentication option. If you select Single Sign-On authentication, you must provide the header variable used in the Single Sign-On system in the Enter the header value for SSO Authentication field. Click Next.

13. On the Application Server Selection page, select WebSphere, click Next.

14. On the Cluster Information page, specify whether the server configuration is clustered or non-clustered.

    For a non-clustered environment, select No (non-clustered) and click Next.

    If you are deploying in a clustered environment, select Yes, enter the cluster name, and see "Deploying in a Clustered WebSphere Configuration" for more information.

15. On the WebSphere Directory Information page, enter the information appropriate for your application server and Java installation:

    1. Enter the full path to your WebSphere installation. Make sure to include AppServer in this path, for example: C:\Program Files\WebSphere \AppServer.

       or

       Click Browse and navigate to the location of your WebSphere installation.

    2. Enter the path to the JDK associated with your WebSphere application server. Do not include jre in this path. For example, a valid path might be: <WEBSPHERE_HOME>\java.

       or

       Click Browse and navigate to the location of your JDK installation.

    3. Click Next.

16. On the Application Server information page, enter the following application server information:

    WebSphere Server Information for a non-Clustered Installation

    1. Enter the host name or IP address for the machine on which your application server is running. You can enter localhost for a local installation.

    2. Enter the cell name, which is the name of the folder under <WEBSPHERE_HOME>\config\cells.

    3. Enter the node name, which is the your Oracle Identity Manager node name.

    4. For the WebSphere server name, enter your Oracle Identity Manager server name. If you are using a server other than server1, see "Configuring WebSphere on a Nondefault Server" for more information.

    5. Click Next.

17. Back up your application server when the Application Server Configuration Backup screen appears, then click Next to initiate server installation.

18. On the Summary screen, click Install to initiate the server software installation.

19. If the installer detects an existing database, you can choose to use that database.

    Select Yes, then click Next.

    If the existing database is not encrypted, you are prompted to encrypt it. Select Yes, then click Next.

20. After the Oracle Identity Manager server installs, a message appears listing the location of the installer log file and the next steps you should perform.

    Click OK and complete the post-installation steps listed in the message.

21. On the Completed screen, click Finish to exit the installer.

    Once you have finished installing an Oracle Identity Manager component, follow the instructions in "Post-Install Configuration for Oracle Identity Manager and WebSphere" to continue with the installation process.

Removing the Oracle Identity Manager Server Installation

To remove the Oracle Identity Manager server installation, perform the following steps:

1. Stop the Oracle Identity Manager server if it is running and stop all Oracle Identity Manager processes.

2. Delete the <XL_HOME> directory where you installed the Oracle Identity Manager server.