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This chapter provides brief, high-level instructions for the installation and upgrade of AquaLogic Interaction, and is intended to quickly guide experienced administrators through the installation or upgrade procedure.
This chapter is divided into two major sections:
On a Unix host, run the installer as the user created in Unix User and Group Requirements.
On a Windows host, run the installer as the local administrator.
The installer prompts you for specific information about your system and configuration. For more information, see Installing the AquaLogic Interaction Components.
Note: | This step is unnecessary if you installed AquaLogic Interaction for .NET, or if you instructed the installer to autodeploy the Image Service to Apache. |
In your HTTP server configuration, alias the Image Service directory to the URL specified for the Image Service when the AquaLogic Interaction installer was run. Image Service files are located in <PT_HOME>/ptimages/imageserver.
For more information, see Deploying the Image Service.
Refer to the section that applies to your database vendor and version:
For more information on these steps, see Creating and Configuring the Portal Database on Microsoft SQL Server 2000.
We recommend that you run the following scripts as the sa
user, so that all objects created are owned by dbo
. Scripts are found in %PT_HOME%\6.1\sql\mssql\.
Run the scripts in this order:
For more information, see Scripting the Portal Database.
For more information on these steps, see Creating and Configuring the Portal Database on Microsoft SQL Server 2005.
We recommend that you run the following scripts as the sa
user, so that all objects created are owned by dbo
. Scripts are found in %PT_HOME%\6.1\sql\mssql\.
Run the scripts in this order:
For more information, see Scripting the Portal Database.
Verify that the ORACLE_BASE, ORACLE_HOME, and ORACLE_SID environment variables are set correctly.
Note: | For Oracle 9i, the portal database scripts expect ORACLE_SID to be set to PLUM. If you use a different SID, you will need to edit the scripts. |
For more information, see Setting Oracle Environment Variables in Scripting an Oracle 9i Database on Unix.
Copy SQL scripts from $PT_HOME/ptportal/6.1/sql/oracle_unix9.2 on the portal host to $ORACLE_HOME/admin/PLUM/scripts on the Oracle host.
For more information, see Copying SQL Scripts in Scripting an Oracle 9i Database on Unix.
Note: | These steps create a new, dedicated portal database. If you are creating the portal tablespace within an existing database, skip to step 4. |
sys
password:$ $ORACLE_HOME/bin/orapwd file=$ORACLE_HOME/database/orapwPLUM password=
password
ORA-00942 table or view does not exist
ORA-1432/ORA-1434 public synonym to be dropped does not exist
Any other errors are not acceptable.For more information, see Creating the Portal Database in Scripting an Oracle 9i Database on Unix.
Note: | These steps assume you are installing the portal database in an existing, running database instance. If you created the portal database in step 3, skip this step. The tablespace and database user have already been created. |
For more information, see Creating the Portal Tablespace and Database User in Scripting an Oracle 9i Database on Unix.
For more information, see Scripting the Portal Database in Scripting an Oracle 9i Database on Unix.
Verify that the ORACLE_BASE, ORACLE_HOME, and ORACLE_SID environment variables are set correctly.
Note: | For Oracle 9i, the portal database scripts expect ORACLE_SID to be set to PLUM. If you use a different SID, you will need to edit the scripts. |
For more information, see Setting Oracle Environment Variables in Scripting an Oracle 9i Database on Windows.
Copy SQL scripts from %PT_HOME%\ptportal\6.1\sql\oracle_nt9.2 on the portal host to %ORACLE_BASE%\admin\PLUM\plumtreescripts on the Oracle host.
For more information, see Copying SQL Scripts in Scripting an Oracle 9i Database on Windows.
Note: | These steps create a new, dedicated portal database. If you are creating the portal tablespace within an existing database, skip to step 4. |
<password>
> CreateService.bat
PLUM <password>
ORA-00942 table or view does not exist
ORA-1432/ORA-1434 public synonym to be dropped does not exist
Any other errors are not acceptable.For more information, see Creating the Portal Database in Scripting an Oracle 9i Database on Windows.
Note: | These steps assume you are installing the portal database in an existing, running database instance. If you created the portal database in step 3, skip this step. The tablespace and database user have already been created. |
For more information, see Creating the Portal Tablespace and Database User in Scripting an Oracle 9i Database on Windows.
For more information, see Scripting the Portal Database in Scripting an Oracle 9i Database on Windows.
For more information, see Starting the Oracle Listener for the Portal Database in Scripting an Oracle 9i Database on Windows.
Caution: | For installations of AquaLogic Interaction on HP-UX, it is necessary to adjust Oracle’s recommended kernel settings. The value of shmseg must be set higher than 300 to prevent Oracle memory allocation issues when search repair is run or multiple jobs are executed concurrently. |
Verify that the ORACLE_BASE, ORACLE_HOME, and ORACLE_SID environment variables are set correctly.
Note: | For Oracle 10g, the portal database scripts expect ORACLE_SID to be set to PLUM10. If you use a different SID, you will need to edit the scripts. |
For more information, see Setting Oracle Environment Variables in Scripting an Oracle 10g Database on Unix.
Copy SQL scripts from $PT_HOME/ptportal/6.1/sql/oracle_unix10 on the portal host to $ORACLE_BASE/admin/PLUM10/plumtreescripts on the Oracle host.
For more information, see Copying SQL Scripts in Scripting an Oracle 10g Database on Unix.
Note: | These steps create a new, dedicated portal database. If you are creating the portal tablespace within an existing database, skip to step 4. |
sys
password:$ $ORACLE_HOME/bin/orapwd file=$ORACLE_HOME/database/orapwPLUM10 password=password
ORA-00942 table or view does not exist
ORA-1432/ORA-1434 public synonym to be dropped does not exist
Any other errors are not acceptable.For more information, see Creating the Portal Database in Scripting an Oracle 10g Database on Unix.
Note: | These steps assume you are installing the portal database in an existing, running database instance. If you created the portal database in step 3, skip this step. The tablespace and database user have already been created. |
For more information, see Creating the Portal Tablespace and Database User in Scripting an Oracle 10g Database on Unix.
For more information, see Scripting the Portal Database in Scripting an Oracle 10g Database on Unix.
Verify that the ORACLE_BASE, ORACLE_HOME, and ORACLE_SID environment variables are set correctly.
Note: | For Oracle 10g, the portal database scripts expect ORACLE_SID to be set to PLUM10. If you use a different SID, you will need to edit the scripts. |
For more information, see Setting Oracle Environment Variables in Scripting an Oracle 10g Database on Windows.
Copy SQL scripts from %PT_HOME%\ptportal\6.1\sql\oracle_nt10 on the portal host to %ORACLE_BASE%\admin\PLUM10\plumtreescripts on the Oracle host.
For more information, see Copying SQL Scripts in Scripting an Oracle 10g Database on Windows.
These steps create a new, dedicated portal database. If you are creating the portal tablespace within an existing database, skip to step 4.
<password>
:> CreateService.bat
PLUM10 <password>
ORA-00942 table or view does not exist
ORA-1432/ORA-1434 public synonym to be dropped does not exist
Any other errors are not acceptable.For more information, see Creating the Portal Database in Scripting an Oracle 10g Database on Windows.
Note: | These steps assume you are installing the portal database in an existing, running database instance. If you created the portal database in step 3, skip this step. The tablespace and database user have already been created. |
For more information, see Creating the Portal Tablespace and Database User in Scripting an Oracle 10g Database on Windows.
For more information, see Scripting the Portal Database in Scripting an Oracle 10g Database on Windows.
For more information, see Starting the Oracle Listener for the Portal Database in Scripting an Oracle 10g Database on Windows.
Note: | It is important that third-party virus scanners do not attempt to scan the search service archives. For more information, see the note in Starting AquaLogic Interaction Services and Search. |
On Unix, the script is <PT_HOME>/ptportal/bin/diagnostic.sh.
On Windows, the script is <PT_HOME>\ptportal\bin\diagnostic.bat. The script can also be launched by clicking Start | All Programs | BEA | Portal Diagnostic.
For more information, see Running the Diagnostics Script.
Start the portal by browsing to the server.pt application at the External Portal URL you provided the AquaLogic Interaction installer. For example:
http://myportal.domain.com/portal/server.pt
Caution: | You should change the default Administrator password as soon as possible. Make sure that you document the change and/or inform the appropriate portal administrators. |
Import the SearchClusterAdminUI.pte file, which is located in the following location on the Search host machine:
Windows: <PT_HOME>\ptsearchserver\6.1\serverpackages\
Unix: <PT_HOME>/ptsearchserver/6.1/serverpackages/
For details, see Importing the Search Cluster Manager Migration Package.
Note: | You may need to log out and back in to the portal in order to see the Search Cluster Manager appear in portal administration’s Admin Utilities drop-down menu. |
Note: | You only need to import the Content Upload migration package if you performed a clean (non-upgrade) install of AquaLogic Interaction and installed the Content Upload Service. |
Import the contentupload.pte file, which is located in the following location on the Content Upload Service host machine:
Windows: <PT_HOME>\ptupload\6.1\serverpackages\
Unix: <PT_HOME>/alui/ptupload/6.1/serverpackages/
For details, see Importing the Content Upload Migration Package.
When you first deploy your portal, there are a number of tasks you must complete to prepare the portal for general use. These tasks are described in the Administrator Guide for AquaLogic Interaction because they are tasks you will likely perform more than once to maintain your portal. Refer to the Administrator Guide for AquaLogic Interaction for the following set-up tasks:
This section provides brief, high level instructions for the process of upgrading versions of Plumtree Corporate Portal and Plumtree Foundation to the latest version of the portal (AquaLogic Interaction).
This section provides the paths that are available to upgrade your portal to AquaLogic Interaction 6.1.
Notes: |
Follow the procedures in Upgrading from AquaLogic Interaction 6.1 to an AquaLogic Interaction 6.1 Maintenance Pack
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Follow the procedures in Upgrading from Foundation 6.0 to AquaLogic Interaction 6.1.
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Follow the procedures in Upgrading from Corporate Portal 5.0.x to AquaLogic Interaction 6.1.
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Follow the procedures in Upgrading from Corporate Portal 5.0.x to AquaLogic Interaction 6.1.
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To upgrade from AquaLogic Interaction 6.1 to an AquaLogic Interaction 6.1 Maintenance Pack:
To upgrade from Foundation 6.0 to AquaLogic Interaction 6.1:
To run the 6.0 to 6.1 database upgrade script:
To upgrade from Corporate Portal 5.0.x to AquaLogic Interaction 6.1:
This section describes the procedure for upgrading the portal database to AquaLogic Interaction 6.x specifications. For a detailed explanation of the database upgrade procedure, see Upgrading the Database from Corporate Portal 5.0.x to Foundation 6.0 Specifications.
To upgrade the database from Corporate Portal 5.0.x to Foundation 6.0 specifications:
If necessary, have your DBA upgrade database software to the currently supported version. For current database version requirements, see Software Requirements.
Note: | When upgrading to Oracle 9i or 10g, verify that the new database character set is UTF8 and the new database national character set is AL16UTF16. |
On Oracle databases, the following scripts may need to be run to fix duplicate portal document names:
On a Unix portal, the database upgrade tool is located at <PT_HOME>/ptportal/6.1/bin/dbupgradetool.sh. The tool is a command line utility and needs to be run twice. The first time it is run it collects parameters for the upgrade. The second time it is run it performs the upgrade.
On a Windows portal, the database upgrade tool is located at <PT_HOME>\ptportal\6.1\bin\dbupgradetool.bat. If you have a .NET portal, a GUI upgrade utility will be launched. If you have a Java portal, a command line utility will be launched. The command line utility needs to be run twice. The first time it is run it collects parameters for the upgrade. The second time it is run it performs the upgrade.
For details on using the database upgrade tool, see Running the Database Upgrade Tool.
Export the data from the portal schemas using tools provided by your database vendor.
Using tools provided by your database vendor, import the data you exported in step 4 into the newly scripted database.
Note: | On SQLServer databases, the portal data will now be in a new database. You must now either modify connection information for all servers that use the portal database, or move the portal database back to the original database by dropping the original, recreating the original using the table script in step 5, and then exporting the data from the temporary database to the original database. |
Run the following two scripts against the portal database. The scripts are located in <PT_HOME>/ptportal/6.1/sql, under the directory appropriate to your operating system and database version.
If you upgraded your portal from 5.0.x to 6.1 and find that mandatory portlets are not appearing properly in your 6.1 portal, run the following database script on your 6.1 database to resolve the issue. If you upgraded from 5.0.x to 6.0 and mandatory portlets are appearing properly in your 6.0 portal, skip this step:
UPDATE PTPages SET TopicPos=0 WHERE TopicPos!=0 AND ObjectId IN (SELECT ObjectId FROM PTPages p, (SELECT FolderId, MIN(TopicPos) AS MinTopicPos FROM PTPages WHERE FolderId<0 GROUP BY FolderId) a WHERE p.FolderId=a.FolderId AND p.TopicPos=a.MinTopicPos)
In portal administration’s Search Service Manager, schedule the next search repair to occur either in the past or in the very near future. Then, in the administrative folder that contains the search update agents that are registered with the Automation Service, schedule one of the search update agents to run in the past or in the very near future. The next search update agent that runs will rebuild the search index.
Note: | We do not recommend clicking Run Once from the administrative folder or selecting Run Once from the job editor. If you click Run Once from the administrative folder, the job log will be lost after the operation completes, which may inhibit troubleshooting if the rebuild fails. If you select Run Once from within the job editor, the search update agent will not be scheduled to run again in the future. |
Now that you have installed version 6.1 of the Administrative Portal, scripted the database and performed other necessary upgrade steps, you can complete the AquaLogic Interaction component upgrade. You do this by installing all other AquaLogic Interaction 6.1 components on their respective hosts. On each host, first stop any existing Corporate Portal 5.0.x, Foundation 6.0 or AquaLogic 6.1 services. Run the AquaLogic Interaction 6.1 installer on each host and select Custom Install to select the AquaLogic Interaction 6.1 components that you want to install. For detailed instructions on launching the installer and completing its screens, see Installing the AquaLogic Interaction Components.
If your portal deployment includes one or more AquaLogic User Interaction products (such as Collaboration, Publisher, Analytics, and so on) upgrade those products now. Refer to each product’s associated installation and upgrade guide for instructions on upgrading those products.
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