Contents

List of Figures

List of Tables

List of Procedures

Preface

Audience for This Guide
Organization of This Guide
Conventions

Text Conventions
Environment Variable Conventions

Other Documentation Resources

The ECXpert Documentation Set

Chapter 1 Introduction

ECXpert Software Dependencies
About the ECXpert Installer

Installer Dependencies
What the ECXpert Installer Does

Installed ECXpert Software

ECXpert Software Modules
Installed Directory Structure

User Accounts
Upgrading to Version 3.6.2
Where To Go Next

Chapter 2 Preinstallation Tasks

Verify Hardware and Operating System Requirements

Solaris Platform
Windows Platform

Verify Disk Space Requirements

Disk Space on Solaris
Disk Space on Windows

Verify TCP/IP Connectivity

Connectivity on Solaris
Connectivity on Windows

Create an ECXpert Admin User Account
Set Up and Verify Oracle Support

Data Storage in ECXpert
Working With Oracle
Oracle on Solaris

Increase the Size of the Oracle Tablespaces
Edit the initECX.ora File
Create the Oracle ECXpert User Account
Set Up Support for Foreign Character Sets
Set Up and Test Database Connectivity

Oracle on Windows

Increase the Size of the Oracle Tablespaces
Edit the initECX.ora File
Create the Oracle ECXpert User
Set Up and Test Database Connectivity

Install and Configure an LDAP Directory Server

Restarting and Configuring LDAP on Solaris
Restarting and Configuring LDAP on Windows

Install the Web Server
Install the Sun ONE Messaging Server
Install the Sun ONE Secure Trading Agent

Installing Secure Trading Agent.
Configuring ECXpert to Work with Secure Trading Agent

Installation Worksheet
Where To Go Next

Chapter 3 Installing ECXpert on Solaris

Starting the ECXpert Installer
Running the ECXpert Installer
Post-Installation Tasks

Apply Web Server ConfigurationFile Changes
Set Up Environment Variables

Starting the ECXpert Administration Server
Enabling Special Features

Enable the Billing Code Feature
Enable the AIAG Feature
Enable Expanded Data Fields

Chapter 4 Installing ECXpert on Windows

Installing ECXpert
Post-Installation Tasks

Configuring the Web Server

Edit the Web Server Configuration Files
Apply Web Server Configuration Changes

Set Environment Variables

Starting the ECXpert Administration Server
Enabling Special Features

Enable the Billing Code Feature
Enable Expanded Data Fields

Chapter 5 Testing Your ECXpert Installation

Getting Ready to Test on Solaris
Getting Ready to Test on Windows

Troubleshoot Windows Directory Names
Install the Windows FTP Server Service
Get Ready to Test ECXpert

Testing ECXpert
What's Next?

Appendix A Upgrading to ECXpert 3.6.2

Upgrading on Solaris

Shut Down ECXpert Services
Database Migration

Upgrading to Oracle 8.1.7
Set up and Test Your Database Connectivity

Back Up Your Database
Back Up LDAP Data
Back Up ECX Files
Upgrade to Current ECXpert
Remove Saved Files

Upgrading on Windows

Shut Down ECXpert Services
Database Upgrade

Upgrade to Oracle 8.1.7
Set up and Test Your Database Connectivity

Back Up Your Database
Back Up LDAP Data
Back up ECX Files
Upgrade to Current ECXpert
Remove Saved Files

Appendix B Reinstalling ECXpert

The Reinstallation Process
Reinstalling on Solaris

Shut Down ECXpert Services
Check Database Connectivity
Back Up Your Existing ECXpert Database
Back up ECXpert Files
Reinstall ECXpert
Remove the Previous Installation and Database Backup

Reinstalling on Windows

Shut Down ECXpert Services
Check Database Connectivity
Back Up Your Existing ECXpert Database
Back up ECXpert Files
Reinstall ECXpert
Remove the Previous Installation and Database Backup

Appendix C Installing Oracle

Oracle Installation for Solaris

Configure Shared Memory and Semaphores
Create the Oracle User
Set Environment Variables
Install Oracle 8.1.7
Run the root.sh Script

Oracle Installation for Windows

Create the Oracle User
Install Oracle 8.1.7

Appendix D Installing Solaris Patches

Determining Which Patches to Use
Solaris 2.6 Patches
Solaris 2.7 Patches
Solaris 2.8 Patches

Index