Oracle® Fusion Middleware Installation Guide for Oracle Portal, Forms, Reports and Discoverer 11g Release 1 (11.1.1) E10421-03 |
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This chapter describes how to install and configure Oracle Portal, Forms, Reports and Discoverer.
The following topics are covered:
Make sure you have read "Before you Begin" in Oracle Fusion Middleware Installation Planning Guide before you install Oracle Portal, Forms, Reports and Discoverer.
Note: If you are installing the 32-bit version of the product, the system on which you are installing must also be a supported 32-bit system. Installing a 32-bit version of the product on a 64-bit system is not supported. |
The following topics are covered in this section:
Section 2.1.1, "Installing and Configuring a Database and Database Schemas"
Section 2.1.3, "Oracle Fusion Middleware Support of 64-bit JDK"
Section 2.1.5, "Upgrading Oracle Web Agent (OWA) for Oracle Portal"
Section 2.1.6, "Installing Oracle Forms and Oracle Reports on Separate Servers"
Oracle Portal and Oracle Discoverer require database schemas on an Oracle database only. For more information about installing and configuring your database, see "Install and Configure a Database" in Oracle Fusion Middleware Installation Planning Guide.
Note: Although IBM DB2 and Microsoft SQL Server databases are supported in the latest release, the schemas for Oracle Portal and Oracle Discoverer are only supported on Oracle databases. You must create the schemas for Oracle Portal and Oracle Discoverer on a certified Oracle database. |
After your database is installed and configured, you need to run the Repository Creation Utility (RCU) to create the schemas for Oracle Portal and Oracle Discoverer. For instructions, see "Creating Schemas" in Oracle Fusion Middleware Repository Creation Utility User's Guide.
Oracle Portal, Forms, Reports and Discoverer requires Oracle WebLogic Server and a Middleware home directory. For more information, see "Install Oracle WebLogic Server" in Oracle Fusion Middleware Installation Planning Guide.
Note: If you choose to install WebLogic Server using the Custom installation type on the "Choose Install Type" screen, you must make sure that the following components are installed in order for Oracle Discoverer to work properly:
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If you are using a 64-bit JVM in your environment, ensure that all your Oracle Fusion Middleware components are using the 64-bit JVM. You cannot mix components using a 32-bit JVM with those using a 64-bit JVM.
Refer to the Oracle Fusion Middleware Certifications matrix for information on the platforms that support a 64-bit JDK:
http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html
If your Oracle Fusion Middleware components are running in a 64-bit JVM environment, ensure that WebLogic Server is installed with the 64-bit JDK. For 32-bit JVM support, refer to the Oracle Fusion Middleware Release Notes for information on how to configure your environment for 32-bit JVM support for your platform.
Oracle Portal requires an existing Oracle Internet Directory (OID) with Oracle Single Sign-On (SSO). If you are also installing Oracle Forms, Reports or Discoverer, you will have the option to configure these products with an OID, but it is not mandatory.
The following OID/SSO combinations are supported:
Oracle Internet Directory 10g (10.1.4.3) with Oracle Single Sign-On 10g (10.1.4.3)
Oracle Internet Directory 11g (11.1.1) with Oracle Single Sign-On 10g (10.1.4.3)
If you are not able to use an existing 10g Oracle SSO server, follow this sequence of steps to add a new Oracle SSO server:
Install either Oracle Internet Directory 10g (10.1.4.3) or Oracle Internet Directory 11g (11.1.1) on your system.
Install Oracle Single Sign-On 10g (10.1.4.3) on your system in a different Oracle home location than your Oracle Internet Directory installation.
Note: Oracle Single Sign-On 10g (10.1.4.3) requires a separate Oracle home if it is installed with Oracle Internet Directory 11g Release 1 (11.1.1). However, installing Oracle Single Sign-On 10g (10.1.4.3) in a separate Oracle home from Oracle Internet Directory 10g (10.1.4.3) will make it easier for you to upgrade to Oracle Internet Directory 11g Release 1 (11.1.1) later if you choose. |
Either during or after you install Oracle Single Sign-On, you must hook up Oracle Single Sign-On with your Oracle Internet Directory installation. For more information, see Oracle Fusion Middleware Installation Guide for Oracle Identity Management.
If you installed Oracle Internet Directory 11g (11.1.1), you can also refer to Oracle Fusion Middleware Quick Installation Guide for Oracle Identity Management.
Test your Oracle Single Sign-On configuration to make sure that it is working properly.
Install Oracle Portal, Forms, Reports and Discoverer 11g Release 1 (11.1.1). During configuration, you will be able to hook up your installation with Oracle Single Sign-On.
Oracle Fusion Middleware 11g Release 1 (11.1.1) includes a new version of the Oracle Web Agent (OWA) packages. Existing packages will be updated to the new version the first time either an Oracle Portal 11g repository is installed or when an existing Oracle Portal repository is upgraded to 11g. When the OWA update takes place, packages from existing Oracle Portal schemas that reside in the same database will become invalid. The OWA update ends with an attempt to revalidate all invalid packages in all Oracle Portal schemas in the existing database instance.
For more information about upgrading OWA, refer to "Updating the Oracle Web Agent (OWA) Packages During an Oracle Portal Upgrade" in Oracle Fusion Middleware Upgrade Guide for Oracle Portal, Forms, Reports, and Discoverer.
If you choose to install Oracle Forms and Oracle Reports on different servers, you must perform some manual configuration in order for these two products to be able to communicate properly with each other.
The instructions for doing so are available in section 17.8.1, "Communication Between Reports and Forms When Installed on Different Instances" in Oracle Fusion Middleware Publishing Reports to the Web with Oracle Reports Services.
If you are installing Oracle Portal, Forms, Reports and Discoverer into a Middleware home (MW_HOME
) directory that already contains an Oracle SOA Suite or Oracle Identity Management installation, you must do the following before you install:
Navigate to the MW_HOME
/wlserver_10.3/common/nodemanager
(on UNIX operating systems) or MW_HOME
\wlserver_10.3\common\nodemanager
(on Windows operating systems) directory.
Edit the nodemanager.properties
file and set the StartScriptEnabled
property as follows:
StartScriptEnabled=true
Restart Node Manager.
For more information about the Middleware home directory, see "Oracle Fusion Middleware Directory Structure" in Oracle Fusion Middleware Installation Planning Guide.
The Oracle Portal, Forms, Reports and Discoverer installer provides two installation options:
Install and Configure
This option installs the product binaries in an Oracle home directory and creates and configures a working instance in an Oracle instance directory. The common product binaries are also copied to the oracle_common
directory. After this is complete, you should be able to begin configuring and managing your products using the Administration Console or Enterprise Manager.
Note: If you choose this installation type on a Windows operating system, there are manual configuration steps required for Oracle Discoverer. For more information, see Section 2.3.5, "Manual Configuration for Oracle Discoverer (Windows Only)". |
Install Software - Do Not Configure
This option only installs the software binaries in an Oracle home directory and the common product binaries in the oracle_common
directory. You must then manually run the Configuration Tool from your ORACLE_HOME
/bin
(on UNIX operating systems) or ORACLE_HOME
\bin
(on Windows operating systems) directory to configure your products before you can use them. This option can be used to quickly create multiple instances of the software that share a common disk.
To install the latest Oracle Portal, Forms, Reports and Discoverer software, you must choose the Install Software - Do Not Configure installation type, as described in Section 1.2, "Installation Roadmap".
This section contains information and instructions for installing Oracle Portal, Forms, Reports and Discoverer. The following topics are covered:
The installer writes logs files to the Oracle_Inventory_Location
/log
(on UNIX operating systems) or Oracle_Inventory_Location
\logs
(on Windows operating systems) directory. Refer to Section F.2.1, "Installation Log Files" for more information about the log files and their contents.
To start the installer, insert the CD-ROM and run the following command:
On UNIX operating systems:
./runInstaller
On Windows operating systems:
setup.exe
If you are installing on an HP-UX system with a PA-RISC processor, you must specify the location of a JRE on your system as follows:
./runInstaller -jreLoc JRE_LOCATION
Refer to the Oracle Fusion Middleware Certification document to see the JDKs supported for your system:
http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html
If you are installing on a UNIX operating system, and if this is the first time any Oracle product is being installed on your system with the Oracle Universal Installer, you will be asked to provide the location of an inventory directory. This is where the installer will set up subdirectories and maintain inventory data for each Oracle product that is installed on this system.
Follow the instructions in Table 2-1 to configure the inventory directory information. For more help, select the screen name in the table below, or click the Help button in the GUI.
Table 2-1 Inventory Directory and Group Screens
No. | Screen | Description and Action Required |
---|---|---|
1 |
Specify Inventory Directory Screen (UNIX Only) |
Specify the Oracle inventory directory and group permissions for that directory. The group must have write permissions to the Oracle inventory directory. Click OK to continue. |
2 |
Inventory Location Confirmation Screen (UNIX Only) |
Run the Click OK to continue. |
If you do not wish to use the Oracle central inventory, you can create a file called oraInst.loc
and in this file, include the full path of the inventory directory of your choice in the oraInst.loc
file. Then, you can start the installer and point to the oraInst.loc
file. For example, on UNIX operating systems:
./runInstaller -invPtrLoc location_of_oraInst.loc_file
On Windows operating systems:
setup.exe -invPtrLoc location_of_oraInst.loc_file
Follow the instructions in this section to install and configure the latest Oracle Portal, Forms, Reports and Discoverer software.
Follow the instructions in Table 2-2 to install Oracle Portal, Forms, Reports and Discoverer.
If you need additional help with any of the installation screens, refer to Appendix A, "Oracle Portal, Forms, Reports and Discoverer Installation Screens" or click Help to access the online help.
Table 2-2 Installation Flow for Install Only Option
No. | Screen | Description and Action Required |
---|---|---|
1 |
|
Click Next to continue. |
2 |
Select Installation Type Screen |
Select Install Software - Do Not Configure. Click Next to continue. |
3 |
|
Click Next to continue. |
4 |
Specify Installation Location Screen |
Specify the Middleware home and Oracle home locations. For more information about these directories, see "Oracle Fusion Middleware Directory Structure and Concepts" in Oracle Fusion Middleware Installation Planning Guide. Click Next to continue. |
5 |
Specify Security Updates Screen |
Provide your E-mail address if you want to be informed of the latest product issues by E-mail. Provide your E-mail address and My Oracle Support password if you want to be informed of the latest product issues through the My Oracle Support web site. Click Next to continue. |
6 |
Installation Summary Screen (Install Only Option) |
Verify the information on this screen. Click Install to begin the installation. |
7 |
|
If you are installing on a UNIX operating system, you may be asked to run the Click Next to continue. |
8 |
|
Click Finish to dismiss the installer. |
After the installation is complete, you must run the Patch Set Installer for Oracle Portal, Forms, Reports and Discoverer to update your software to the latest version.
For instructions, go to "Applying the Latest Oracle Fusion Middleware Patch Set with the Patch Set Installers" in Oracle Fusion Middleware Patching Guide.
After you have patched your software to the latest version, you are ready to configure your components. Go to Section 2.3.4.3, "Configuring Your Components" for instructions.
Run the Configuration Tool to create your WebLogic Domain and configure your components.
On UNIX systems:
ORACLE_HOME/bin/config.sh
On Windows systems:
ORACLE_HOME\bin\config.bat
Note: Make sure the Oracle Portal, Forms, Reports and Discoverer installer is not running; running the installer and Configuration Tool concurrently is not supported. |
After you have started the Configuration Tool, follow the instructions in Table 2-3.
Table 2-3 Configuration Tool Flow
No. | Screen | When Does This Screen Appear? | Description and Action Required |
---|---|---|---|
1 |
|
Always |
Click Next to continue. |
2 |
|
Always |
Click Next to continue. |
3 |
|
Always |
Select whether you want to create a new domain, extend an existing domain, or expand an existing cluster. NOTE - Only existing domains configured by the Oracle Portal, Forms, Reports, and Discoverer installer can be extended. For more information about domains, see "WebLogic Server Domain" in Oracle Fusion Middleware Installation Planning Guide. Click Next to continue. |
4 |
Specify Security Updates Screen |
Always |
Provide your E-mail address if you want to be informed of the latest product issues by E-mail. Provide your E-mail address and My Oracle Support password if you want to be informed of the latest product issues through the My Oracle Support web site. Click Next to continue. |
5 |
Specify Installation Location Screen |
Always |
Specify the WebLogic Server directory, Oracle Instance location, and Oracle Instance name. If you are in a scenario where you are extending a domain or expanding a cluster involving remote machines, you must make sure that the Middleware home and Oracle home directory structures are identical on all the machines. For more information about these directories, see "Oracle Fusion Middleware Directory Structure and Concepts" in Oracle Fusion Middleware Installation Planning Guide. Click Next to continue. |
6 |
|
Always |
Select the component(s) you want to configure. Click Next to continue. |
7 |
|
Always |
Select whether you want automatic or manual port configuration. NOTE - If you choose to use the See "Port Numbers" in Oracle Fusion Middleware Administrator's Guide for more information. Click Next to continue. |
8 |
|
Only if Oracle Reports is selected on the Configure Components Screen. |
Specify whether or not you want to use a proxy server. Click Next to continue. |
9 |
|
Only if Create Domain or Extend Domain are selected on the Select Domain Screen, and only if Oracle Portal or Oracle Discoverer are selected on the Configure Components Screen. |
Specify the connection string to your database and Portal and Discoverer schema names and passwords. Click Next to continue. |
10 |
|
Only if Create Domain or Extend Domain are selected on the Select Domain Screen, and only if Oracle Portal is selected on the Configure Components Screen. |
Specify the connection string to your database and Portlet schema names and passwords. Click Next to continue. |
11 |
Specify Application OID Screen |
If any one of Oracle Portal, Forms, Reports, and Discoverer is selected on the Configure Components Screen. |
Specify the connection credentials for your LDAP server. For Oracle Portal, this screen is mandatory. For Oracle Forms, Reports, and Discoverer, configuring an LDAP server is optional. Click Next to continue. |
12 |
|
Always |
Verify the information on this screen. Click Configure to begin the configuration. |
13 |
|
Always |
Click Next to continue. |
14 |
|
Always |
Click Save to save your configuration information to a file. This information includes port numbers, installation directories, URLs, and component names which you may need to access at a later time. After saving your configuration information, click Finish to dismiss the installer. |
When configuration is complete, go to Section 2.4, "Verifying the Installation".
If Oracle Discoverer is installed and configured using the Install Software - Do Not Configure option and Configuration Tool, some manual steps need to be performed to create the Windows registry entries for Oracle Discoverer Administrator and Oracle Discoverer Desktop. Run the following java
command to do so:
java -classpath ORACLE_HOME_DIR\discoverer\lib\disco-config.jar;ORACLE_HOME_DIR\oui\jlib\OraInstaller.jar;ORACLE_HOME_DIR\opmn\lib\iasprovision.jar -Djava.library.path=ORACLE_HOME_DIR\oui\lib\win32 oracle.disco.install.config.DiscoUtil -oraclehome ORACLE_HOME_DIR -tnsadmin TNS_ADMIN_DIR
Replace ORACLE_HOME_DIR with the full path to your Oracle Portal, Forms, Reports, and Discoverer Oracle Home directory.
Replace TNS_ADMIN_DIR with the path to the directory where the tnsnames.ora
file is located. If this file does not already exist, create it and supply the directory in place of the TNS_ADMIN_DIR variable.
The Java class path must be set properly with the -classpath
parameter.
The java.library.path
must be set to the directory containing OraInstaller.dll
.
After you have successfully run the installer and configuration wizard, you can verify the status of your installation by performing any combination of the following:
Check for the presence of installation log files in logs
directory inside your Oracle Inventory directory. On UNIX systems, if you do not know the location of your Oracle Inventory directory, you can find it in the ORACLE_HOME
/oraInst.loc
file. On Windows systems, the default location for the inventory directory is C:\Program Files\Oracle\Inventory\logs
.
For more information about the installation log files, refer to Section F.2.1, "Installation Log Files".
Check the domain server logs, which are located in the servers
directory inside the domain home directory. For example, on UNIX systems:
ORACLE_HOME/user_projects/domains/domain_name/servers/server_name
On Windows systems:
ORACLE_HOME\user_projects\domains\domain_name\servers\server_name
Run the opmnctl status
command from the INSTANCE_HOME
/bin
(on UNIX operating systems) or INSTANCE_HOME
\bin
(on Windows operating systems) directory in your instance home location. The example below shows the output on a UNIX system:
> ./opmnctl status Processes in Instance: asinst_1 ---------------------------------+--------------------+---------+--------- ias-component | process-type | pid | status ---------------------------------+--------------------+---------+--------- emagent_asinst_1 | EMAGENT | 11849 | Alive wc1 | WebCache-admin | 11333 | Alive wc1 | WebCache | 11332 | Alive ohs1 | OHS | 11207 | Alive
This information shows the components configured for this installation. The status "Alive" means the component is up and running.
You can also run the opmnctl status -l
command to obtain a list of ports used by the components. The example below shows the output on a UNIX system:
> ./opmnctl status -l Processes in Instance: asinst_1 ---------------------------------+--------------------+---------+----------+------------+----------+-----------+------ ias-component | process-type | pid | status | uid | memused | uptime | ports ---------------------------------+--------------------+---------+----------+------------+----------+-----------+------ emagent_asinst_1 | EMAGENT | 11849 | Alive | 1133259606 | 4204 | 0:09:38 | N/A wc1 | WebCache-admin | 11333 | Alive | 1133259605 | 43736 | 0:15:35 | http_admin:8091 wc1 | WebCache | 11332 | Alive | 1133259604 | 63940 | 0:15:35 | http_stat:8092,http_invalidation:8093,https_listen:8094,http_listen:8090 ohs1 | OHS | 11207 | Alive | 1133259603 | 50744 | 0:15:43 | https:8889,https:8890,http:8888
The Installation Complete Screen contains URLs that can be used to access your installed and configured products, as shown in Table 2-4:
Table 2-4 Oracle Portal, Forms, Reports, and Discoverer Product URLs
Product or Component | URL |
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Administration Server Console |
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Enterprise Manager Console |
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Enterprise Manager Agent |
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Oracle Portal |
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Oracle Forms |
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Oracle Reports |
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Oracle Discoverer Viewer |
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