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iPlanet ECXpert™ Getting Started |
Chapter 2 Installing ECXpert
This chapter describes how to use the iPlanet ECXpert Installer to install ECXpert.
The following topics are discussed in this section:
Overview on page 44
Backing up the Previous Installation of ECXpert (upgrade only) on page 44
Setting Up Required Environment Variables on page 44
Complete the Configuration Worksheet on page 46
Accessing the ECXpert Distribution Media on page 50
Starting the ECXpert Installer on page 51
Running the ECXpert Installer on page 55
Starting the ECXpert Administration Server on page 70Overview
After you have installed Oracle and dependent software, and created the ECXpert Administrator account, described on page 27, you can install ECXpert. This chapter provides detailed instructions on how to install ECXpert.
Refer to the Configuration Worksheet on page 46 as you perform the steps in this chapter.
All the instructions in this manual are written for a new install of ECXpert. It is assumed ECXpert has never been installed on the target system or you have deleted all files and directories from any previous installation.
If you are performing an upgrade or re-install of ECXpert, stop here and read the appropriate appendix indicated below.
If you are migrating from ECXpert Version 3.0 to 3.5, read the Appendix A, "Migrating from ECXpert 3.0 to Current ECXpert."
If you are re-installing ECXpert Version 3.5, read the Appendix B, "Reinstalling Current ECXpert."If you are re-installing ECXpert Version 3.5, read Appendix B, "Reinstalling Current ECXpert."
Backing up the Previous Installation of ECXpert (upgrade only)
If you are installing a new copy of ECXpert (not upgrading an earlier installation), you may skip this section.
Perform the following steps for a running installation of ECXpert.
Shut down all ECXpert services.
Move the old ECXpert install directory to a temporary location.
Backup the Oracle database for the user being used by ECXpert.
- The
$NSBASE/NS-apps/ECXpert/
directory and all directories below it (see "ECXpert Directory Structure" on page 21) should be moved as a unit to the new location.
- Refer to your Oracle7 or Oracle 8 Server Administrator's Guide, Chapter 23, "Backing up a Database," for complete instructions on performing a full backup of your existing Oracle7 database.
Setting Up Required Environment Variables
Parts of the installation process, as well as the routine operation of the ECXpert system, require the $NSBASE and $BDGHOME environment variables be properly set.
Change to the ECXpert Administrator user. For example:
Determine the environment file to edit.
#
su - actraadm
Edit the definition of
#
echo $SHELL
- The output of this command determines which environment file you must edit:
$NSBASE
into the shell startup file.
For additional information, refer to the ECXpert Configuration Worksheet item 1. Install Directory:.
- Open the appropriate startup file in a text editor (e.g.,
vi
) and edit it according to the following instructions:
If you are using the C shell, add the following line:
Save the file and exit the text editor.
If you are using the Bourne or Korn shell, add the following line:
#
setenv NSBASE
your_NSBASE_path
- where
your_NSBASE_path
is the path to the directory where you will install the ECXpert software.
Edit the definition of
#
setNSBASE=
your_NSBASE_path
- where
your_NSBASE_path
is the path to the directory where you will install the ECXpert software.
$BDGHOME
into the shell startup file.
If you are using the C shell, add the following line:
- according to the following instructions:
If you are using the Bourne or Korn shell, add the following line:
#
setenv BDGHOME
$NSBASE/NS-apps
- where
$NSBASE
is the path you set in Step 3 as your$NSBASE
environment variable.
#
setNSBASE=
$NSBASE/NS-apps
- where
$NSBASE
is the path you set in Step 3 as your$NSBASE
environment variable.
Enable the$NSBASE and $BDGHOME
environment variables.
- Adding
$NSBASE
and
$BDGHOME
to the environment file for the ECXpert Administrator user ensures that they are enabled every time the ECXpert Administrator user logs in. You can enable$NSBASE
and
$BDGHOME
now by switching to another user and then switching back. For example:
#
su - root
#
su - actraadm
- Alternatively, you could restart your system and log in as the ECXpert Administrator user.
Complete the Configuration Worksheet
During the ECXpert installation, you will be prompted to supply certain information to the ECXpert installer. Fill out the Configuration Worksheet in order to have the values easily accessible when prompted during the ECXpert installation process.
While in most cases you can use default configuration values provided by the iPlanet ECXpert Installer, there are some settings you must provide.
Hints for how to find the information you need to fill out this worksheet appear below each numbered item. However, if you have difficulty determining the values for the items listed on the Configuration Worksheet, consult your operating system documentation, your Oracle documentation, or your System Administrator.
Create the
Figure 2-1    Configuration Worksheet
Use the values in items 1 and 2 below to complete ECXpert Installation Commandline Tasks. For details, see Accessing the ECXpert Distribution Media.
Enter the full pathname for
$NSBASE
where$NSBASE
is the environment variable you set up as the complete path to where you will install ECXpert. See Setting Up Required Environment Variables for instructions on setting up the$NSBASE
environment variable.Enter the temporary installation port number. Do not use port 80. This can be any available port except 80, which is the permanent port number.
To see what port numbers are already in use, enter the following command:
#
netstat -an | grep -i `listen'
Port numbers currently in use are listed in the first column of output from this command (preceded by "
*.
"), as shown in the following 5-line sample:
*.111 *.* 0 0 0 0 LISTEN
*.32771 *.* 0 0 0 0 LISTEN
*.21 *.* 0 0 0 0 LISTEN
*.23 *.* 0 0 0 0 LISTEN
*.514 *.* 0 0 0 0 LISTEN
Choose a port number that does not appear on the list that appears when you enter the
netstat
command.Use the values in items 3 and 4 below to complete ECXpert Installation
STEP TWO. For a picture of what the screen looks like at this point, see Figure 2-3 on page 56.If you used
actraadm
as your ECXpert Administrator userid, the User ID might be1120
. To determine the User ID for the ECXpert administrator user (typicallyactraadm)
, log in as the ECXpert administrator user and use theid
command. You may alternately type the command:to view the contents of the /etc/passwd file. Look for a line beginning with the ECXpert Administrator userid. Counting the ECXpert Administrator userid as the first value, the User ID is the third colon-separated value from the left.
Example:
actraadm:x:1120:500::/export/home/actraadm:/bin/csh
See Creating the ECXpert Administrator Account for instructions on setting up the ECXpert Administrator user.
If you used
actraadm
as your ECXpert Administrator userid andactra
as your ECXpert Administrator group, the Group ID might be500
. To determine the Group ID for the ECXpert administrator group (typicallyactra
), log in as the ECXpert administrator user and use theid
command.You may alternately type the command:
to view the contents of the /etc/group file. Look for a line beginning with the ECXpert Administrator group name. Counting the ECXpert Administrator group name as the first value, the Group ID is the third colon-separated value from the left.
See Creating the ECXpert Administrator Account for instructions on setting up the ECXpert Administrator user.
Use the values in items 5-14 below to complete ECXpert Installation Step Four. For a picture of what the screen looks like at this point, see Figure 2-8 on page 62.
Enter the directory that contains the Oracle software. This is the $ORACLE_HOME pathname. The OFA-recommended value is:
Example: /export2/oracle734/app/oracle/product/7.3.4 /export2/oracle815/app/oracle/product/8.1.5
Enter the Oracle SID, which is the name of the Oracle Server instance. If you do not know what this value is, see your
$ORACLE_HOME/dbs/init
SID
.ora
file.Note: If you are installing Oracle as a remote client, set this value to the SID on the server machine.
The NLS_LANG character set is named according to the following convention:
To query the Oracle7 Oracle8 database character set, you need the privileges to see the table
V$NLS_PARAMETERS
. Typically, only system/manager can see this table.Use the following SQL statement to check the character set language:
select * from V$NLS_PARAMETERS where parameter = 'NLS_LANGUAGE';
Use the following SQL statement to check the character set territory:
select * from V$NLS_PARAMETERS where parameter = 'NLS_TERRITORY';
Use the following SQL statement to check the character set number:select * from V$NLS_PARAMETERS where parameter = `NLS_CHARACTERSET';
Enter the SQL*Net TNS Alias. You can find this value in your
tnsnames.ora
file. This is value is also known as the "SQL*Net Connect String."Enter the name of the user who owns the ECXpert tables in the databaseECX35.
This is the user you set up as part of Creating the Oracle User ECX35.
Enter the password of the user who owns the ECXpert tables in the database.
This is the user you set up as part of Creating the Oracle User ECX35.
Enter your mail host name.
If you are using sendmail, this is the name of the machine you are receiving mail on. If you are using POP3, this is the name of the SMTP server.
Enter the path to your mail directory. Note that this value is not required if you are using POP3. This value is typically
/var/mail/
username
, but it does not have to be.
Enter the userid for the POP3 user. Note that this value is not required if you are using sendmail.
Enter password for the POP3 user. Note that this value is not required if you are using sendmail.
________________________________________________________________________
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Accessing the ECXpert Distribution Media
The ECXpert version 3.5 software is distributed on one CD-ROM. When you insert a CD-ROM into the CD-ROM drive, it is usually automatically recognized and mounted onto the file system. If, for some reason, the automatic mounting utility is not functioning, manual mounting instructions follow.
Mounting the CD-ROM Manually
In the following instructions, the mount point is referred to as
/cdrom
. If your mount point has a different name, substitute that name for all references to/cdrom
.mount_point
directory for mounting the CD-ROM:
Mount the CD-ROM to the mount point:
- #
mkdir /cdrom
#
mount -r -F hsfs
device_name
/cdrom
- You must have
root
user privileges to mount or unmount the CD-ROM.
- Be sure to unmount the CD-ROM before removing it from the drive.
Starting the ECXpert Installer
You should already be logged in as root.
Do not perform the command $ su - root because this wipes out the database connectivity test settings described in Setting Up and Testing Database Connectivity.
If you are installing ECXpert remotely, from a C shell window, set your remote host to display on your local host.
Make sure you have a valid hostname and domain name.
- On the local host, enter:
- #
setenv DISPLAY
hostname
:0
- where hostname is the name of the machine on which you are physically located.
- On the remote host, enter:
- #
/usr/openwin/bin/xhost +
Change to the
- To verify this, enter:
- #
/bin/
hostname
#/bin/
domainname
- Consult your system administrator if either your hostname or domain name does not have a valid value.
/cdrom
directory.
Start the ECXpert Installer by running the
- #
cd /cdrom/ECXpert
- If this command doesn't work, enter the following command:
- #
cd /cdrom/cdrom0
setup_exe
executable.
Enter the install directory (
- #
./setup_exe
Do not run
setup_exe
as a background process. This program requires you to enter information to configure ECXpert.
- The program starts up and immediately displays the following licensing agreement:
- Type
y
and press Enter to accept the licensing terms, or typen
and press Enter, or just press Enter, to reject them.
- If you type
n
and press Enter, or just press Enter, the program aborts, returning you to the command prompt.
- If you type
y
and press Enter, the program immediately prompts you for a path to the installation directory.
$NSBASE
value).
- Enter the full path of your installation directory from the Configuration Worksheet and, when prompted, type
y
to confirm. If the directory you enter doesn't already exist, the program creates it for you.
- After you supply the required information, the Installer:
builds the
Enter the ECXpert temporary installation port number. This HTTP port number is from item 2 of your Configuration Worksheet on page 46. It will be replaced by the one used by the iPlanet Web Server. An example port number not in use might be: 11111. When prompted, enter y to confirm./NS-apps/ECXpert
directory structure
configures$NSBASE
- The files are unpacked into the destination directory you specified, and the Installer runs internal processes that:
configure a temporary version of the HTTP server (removed automatically by installer upon completion of installation)
start the temporary HTTP server
start the Netscape Navigator web browser and display step One of the installation, as shown in Figure 2-2.
If you have an HTTP server running that uses the same port specified above, the installation fails.
Shutting Down Any Running HTTP Servers
Before proceeding to running the ECXpert Installer, follow these steps to shut down any running HTTP servers:
Exit the browser.
Shut down all HTTP server processes.
Make sure no other processes are using the port you selected:
Restart the installation per Step 5 on page 52.
- #
netstat -an | grep -i `listen'
Running the ECXpert Installer
The rest of the installation process is browser-driven. Enter the information that you recorded in the Configuration Worksheet on page 46 when you are prompted to do so in the screens that follow.
If you are migrating from ECXpert Version 2.0, stop here and read Appendix A, "Migrating from ECXpert 3.0 to Current ECXpert." If you are re-instaAppendix B, "Reinstalling Current ECXpert."lling ECXpert version 3.5, see Appendix B, "Reinstalling Current ECXpert."
Information in each Installer screen tells you the prerequisites, if any, for that step and what each step in the process is doing.
Before proceeding, make sure that you have filled in your Configuration Worksheet completely and accurately. Refer to Complete the Configuration Worksheet. Then enter the information from that worksheet into the ECXpert Installer screens very carefully.
Figure 2-2    ECXpert Installer Step One ![]()
Click Install ECXpert to begin the installation. Step Two of the Installation will be displayed as shown in Figure 2-3.
Figure 2-3    ECXpert Installer Step Two ![]()
Enter the User ID and Group ID for the ECXpert Administrator user
(typically
actraadm)
. The screen provided shows the use of an alternate User and Group ID with both expressed as numeric values.
- This is the user you created in Creating the ECXpert Administrator Account. The ECXpert administrator User ID and Group ID are the values you recorded in the Configuration Worksheet, items 3. User ID: and 4. Group ID:
- When you have entered the User ID and Group ID values, click Continue.
Figure 2-4    Updating/Resetting Messages for UserId/GroupId ![]()
- ECXpert will modify the configuration files to update the UserID and GroupID values. As the process proceeds, the Installer displays progress status messages, as shown in Figure 2-4. When the process has completed, click Continue at the bottom of the screen to go to step 3 shown in Figure 2-5.
Figure 2-5    ECXpert Installer Step Three ![]()
Enter the ECXpert Partner Agent Server port information as shown in Figure 2-5. As shown, the port number should be greater than 1024. Press the Continue button when the message postings have finished.
Figure 2-6    Post Step Changing Permissions Messages ![]()
- A series of messages will be displayed. Near the end of the message list will be numerous `changing permissions' messages, as shown in Figure 2-6.
Figure 2-7    ECXpert Installer Step Four ![]()
As shown in Figure 2-7, Step Four of the ECXpert installation requires entries for your Oracle database and Mail Server parameter settings.
- These are the values you recorded in Configuration Worksheet items 5. ORACLE HOME: through 14. POP3 Password:. These values may be the same as shown above.
- When using SendMail instead of POP3, the Mail Server entry is required. The Mail Spool file will default to the Mail Server directory if it is not specified. However, make sure that the ECXpert Administrative user (actraadm) is part of the "mail" group, so that this user can send and receive mail. See the following note.
If you plan to use Sendmail, use the touch command to make sure the mail file can be read/written to.
The value you enter in the Database Server field should be the same value you specified in the Setting Up and Testing Database Connectivity.
- Press Continue when finished.
Figure 2-8    ECXpert Installer Step Five ![]()
As shown in Figure 2-8, Step Five automatically runs the SQL scripts that drop the database schema for the ECXpert database.
- If you are re-installing ECXpert Version 3.5, continue at Step 5 on page 117, in Appendix B, "Reinstalling Current ECXpert."
- If this is the first time you are configuring the database, click Skip to skip this step and go on to Step Six on page 64. If you execute this step before you have configured the database, you get error messages because the SQL script attempts to drop tables that do not exist. These error messages do not impact your installation and may be ignored.
If you are performing an upgrade or re-install of ECXpert, stop here and proceed to the appropriate continuation point indicated below. If you Click Continue, your existing database will be overwritten.
If you are migrating from ECXpert Version 3.0, continue at "Preserve Your Files" on page 103 Continue through the rest of the next section, "Upgrade to Current ECXpert" on page 104.
If you are re-installing ECXpert Version 3.5, continue at Step 3 on page 115, in Appendix B, "Reinstalling Current ECXpert."
Figure 2-9    ECXpert Database Tables Dropped and Related Messages ![]()
- As the process runs, the Installer displays progress status messages, as shown in Figure 2-9. When the process has completed, click Continue to go to the next step.
- WARNING: If you are overwriting an earlier installation of ECXpert (not preserving your ECXpert database), you may get the following error when dropping the Certificates table:
ORA-02266: unique/primary keys in table reference by enabled foreign key
- To proceed, complete the following steps either before or after Step Five:
In an xterm window, log in to
svrmgrl
as system/manager.
Enter the following command sequence to drop and re-add user ECX35``:
SVRMGRL> drop user ECX35 cascade
SVRMGRL> create user ECX35 identified by ECX35
default tablespace USERS temporary tablespace TEMP;
SVRMGRL> grant connect, resource to ECX35;
Resume the ECXpert 3.5 installation where you left off (either Step Five or Step Six).
Figure 2-10    ECXpert Installer Step Six ![]()
As shown in Figure 2-10, Step Six creates and loads a new ECXpert Database. This step automatically runs the SQL scripts that create the database schema for the ECXpert database in the Oracle RDBMS, and encrypts and inserts Member passwords.
If you are performing an upgrade or re-install of ECXpert, make sure you have read the instructions at the appropriate continuation point indicated below. You should be clicking Skip on this step. If you Click Continue your existing database will be overwritten.
If you are migrating from ECXpert Version 3.0, continue at "Back Up Your Database" on page 99, in Appendix A, "Migrating from ECXpert 3.0 to Current ECXpert."
If you are re-installing ECXpert Version 3.5, continue at Step 4 on page 115, in Appendix B, "Reinstalling Current ECXpert."
Figure 2-11    ECXpert Installer Step Six Messages ![]()
- If you are re-installing ECXpert Version 3.5, continue at Step 5 on page 117, in Appendix B, "Reinstalling Current ECXpert."
- If this is a new install, click Continue for Step Six. As the process runs, the Installer displays a process log screen, as shown in Figure 2-11.
- When the process has completed, click Continue to go to the next step.
Figure 2-12    ECXpert Installer Step Seven ![]()
As shown in Figure 2-12, Step Seven Initializes certificates. Click Continue to perform this process.
Figure 2-13    ECXpert Installer Step Seven Messages ![]()
- As the process runs, the Installer displays process status messages, as shown in Figure 2-13. When the process has completed, click Continue to go to the next step.
Figure 2-14    ECXpert Installer Step Eight ![]()
As shown in Figure 2-14, Step Eight cleans up the files from the temporary installation directory. Click Continue to perform this process.
Figure 2-15    ECXpert Installer Step Eight Message ![]()
Figure 2-16    ECXpert Installer Step Nine ![]()
As shown in Figure 2-16, Step Nine finishes and cleans up the ECXpert 3.5 installation. Click Continue to perform this process.
Figure 2-17    ECXpert Installer Step Nine Messages ![]()
- The ECXpert Installer displays the message INSTALLATION IS COMPLETE, as shown in Figure 2-17. Also displayed are instructions to modify two configuration files: obj.conf, for the iPlanet Web Server (Netscape Enterprise Server) and the jvm12.conf, for the Web Server's version 1.2 of Java Virtual Machine. In order for these changes to take effect, you will need to shut down and restart the Enterprise Server. See step 12 below to start the Enterprise Server. See the section Applying obj.conf File Changes to apply the configuration changes to the Enterprise Server.
The bdghome/config/obj.mod file has same values as shown in Figure 2-17; you can look at this file as well to modify the obj.conf file. Also, the directory paths shown for the servlets, NameTrans fn.... may not be representative of the path for your installation implementation.
- The information on this screen is written to a file for you to use in Step 12 to modify the Netscape Enterprise Server's obj.conf file.
Exit the browser.
Eject the installation disk.
Start the HTTP server.
- eject
umount /cdrom
- If you get a
"Device is busy"
message, you may need to find other xterm windows which may have the directory/cdrom or /cdrom0
as the current working directory.
- If you get a "Device is busy" message, use the
fuser -c
command to get the processes that are locking the cdrom drive. You may need to find other xterm windows which may have the directory/cdrom
or/cdrom0
as the current working directory. Otherwise, you may have been in the/cdrom or /cdrom0
directory when you issued thesu
command and the previous terminal session is still using the CD-ROM's directory as its current working directory. If so, issue theexit
command to leave the shell for the new userid and go back to the previous userid's shell.
- If you are still unable to eject the ECXpert 3.5 CD from the CD-ROM drive, you may need to have your Unix System Administrator stop and restart the Volume Manager.
Applying obj.conf File Changes
If you plan to enable support for AIAG E-5 2000 communications protocol, you must include the noted change to the obj.conf file for the
NameTransfn =
statement, as shown in Figure 2-17 on page 68. The need for this statement is also described in the Configuring the Servlets section of Appendix E: AIAG Administration in the Site Administrator's Handbook.
Start your web browser and go to the following URL.
Enter the user ID and password.
http://
machine_name:port#
/admin-serv/bin/index
Apply any changes you made to the
- Enter a user ID and password for a Netscape Enterprise Server user with administrative privileges.
obj.conf
file.
Exit your web browser.
- A message window appears telling you that you must apply your changes. Click OK.
- In the Netscape Enterprise Server bar at the top of the screen, click Apply. The Apply Changes screen appears.
- Click Load Configuration Files for the iPlanet Web Server (Netscape Enterprise Server).
- If the changes are successfully applied, a "success" message window appears. Click OK to continue.
Starting the ECXpert Administration Server
Follow the steps below to start the ECXpert Administration Server.
Start up the browser.
Display the ECXpert Administration home page.
- Make sure you are still user root, then enter the following commands:
$
cd $NSBASE/NS-apps/navigator
$
./netscape &
- The
$DISPLAY
environment variable must be set at this point in order for the browser to run. For more information on setting this environment variable, refer to Accessing the ECXpert Distribution Media, step 2.
Figure 2-18    iPlanet ECXpert main menu ![]()
- The ECXpert Main Screen appears, as shown in Figure 2-18.
Save the URL to the ECXpert Main Menu as a bookmark.
Start the ECXpert Administration Server.
Figure 2-19    ECXpert Management screen main menu ![]()
- The Management screen appears, as shown in Figure 2-19 when the ECXpert Administration Server is On. If your screen shows the ECXpert Administration Server Off, click the On portion of the button's toggle to turn on the server. Then click the `....Updating....' prompt to the left of the On button to refresh the screen.
- Click the ECXpert Administration Server toggle switch to the
On
position to start the server.
Continue to the next chapter, Postinstallation Tasks, to test your installation and additional post-installation tasks.
Copyright © 2000 Sun Microsystems, Inc.
Some preexisting portions Copyright © 2000 Netscape Communications Corp. All rights reserved.