2 Installing Oracle Data Integrator

This chapter describes how to install and configure Oracle Data Integrator. Post-installation configuration parameters are also provided.

The following topics are covered:

Section 2.1, "Preparing to Install"
Section 2.2, "Creating ODI Schemas with the Repository Creation Utility (RCU)"
Section 2.3, "Installing Oracle WebLogic Server and Creating the Middleware Home"
Section 2.4, "Using the Installer for Oracle Data Integrator Content"
Section 2.5, "Verifying the ODI Installation"

2.1 Preparing to Install

Review the information in this section before you begin:

Reviewing System Requirements and Certification
Installing and configuring a Supported Database

2.1.1 Reviewing System Requirements and Certification

Before installing any Oracle Data Integrator (ODI) components, you should read the system requirements and certification documentation to ensure that your environment meets the minimum installation requirements. Both of these documents are available on Oracle Technology Network (OTN).

The system requirements document covers information such as hardware and software requirements, minimum disk space and memory requirements, and required system libraries, packages, or patches:

http://www.oracle.com/technetwork/middleware/ias/downloads/fusion-certification-100350.html

Note:

Though not expressly documented in the system requirements document, it is important to note that ODI is not supported on cluster installations.

The certification document covers supported installation types, platforms, operating systems, databases, JDKs, and third-party products:

http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html

2.1.2 Installing and configuring a Supported Database

For the latest information about supported databases, visit the following URL:

http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html

2.2 Creating ODI Schemas with the Repository Creation Utility (RCU)

This section provides a brief overview of using the Repository Creation Utility (RCU). For more information, for detailed information, see Oracle Fusion Middleware Repository Creation Utility User's Guide.

Oracle Data Integrator stores information in a repository that is stored in a database schema. The Repository Creation Utility (RCU) is able to create the schema and the repository in the database. RCU supports Oracle, Microsoft SQL Server and IBM DB2, and supports the installation of a Master Repository and Work Repositories into a single schema.

Note:

The database user name should be DBA or SYSDBA when using RCU to create repositories.

If RCU is used with an Oracle database, this user must have SYSDBA privileges to create ODI Master and Work repositories.

You can also use ODI Studio to manually create repositories. See Appendix F, "Creating Repositories with Oracle Data Integrator Studio".

Caution:

Due to the intensive communication that exists between ODI components and the repositories, Oracle recommends that you co-locate the repositories and the other ODI components on the same LAN, and not on remote sites.

Follow these instructions to create the schemas using RCU:

Start RCU from the bin directory:
- On UNIX operating systems:
```
./rcu
```
- On Windows operating systems:
```
rcu.bat
```
You can also download a .zip file containing RCU from Oracle Technology Network (OTN):
```
http://www.oracle.com/technology/
```
Provide the required information on each of the screens as described in "Repository Creation Utility Screens" in the Oracle Fusion Middleware Repository Creation Utility User's Guide.
On the Select Components screen, select the components whose schemas you want to install. For Oracle Data Integrator, expand Oracle Data Integrator and select Master and Work Repository as shown in Figure 2-1. The Select Components screen is described in detail in the Oracle Fusion Middleware Repository Creation Utility User's Guide.

Figure 2-1 Repository Creation Utility Select Components Screen

Description of "Figure 2-1 Repository Creation Utility Select Components Screen"

On the Custom Variables screen, provide the following information as shown in Figure 2-2:

Component Variable	Description
Master Repository ID	A specific ID for the new Master Repository. Master Repository ID values must be between 0 and 899. Default value is 001.
Supervisor Password	Password of the supervisor user. You must confirm this password on the following line.
Work Repository Type	Specify how the Work Repository will be used: Use Development (D) for creating a development repository. This type of repository allows management of design-time objects such as data models and projects (including interfaces, procedures, etc.) A development repository also includes the run-time objects (scenarios and sessions). This type of repository is suitable for development environments. D is the default work repository type. Use Execution (E) for creating an execution repository: This type of repository only includes run-time objects (scenarios, schedules and sessions). It allows launching and monitoring of data integration jobs in Operator Navigator. Such a repository cannot contain any design-time artifacts. Designer Navigator cannot be used with it. An execution repository is suitable for production environments.
Work Repository ID	A specific ID for the new Work Repository. Default value is 001.
Work Repository Name	A unique name for the Work Repository. Default is WORKREP.
Work Repository Password	Provide a password for the Work Repository.

Note:

This version of Repository Creation Utility (RCU) does not perform extensive validation on the user entries of Repository ID and Repository Type.

Master Repository ID values must be between 0 and 899 and Work Repository ID values must be between 0 and 899. Repository Type value must be either D (Development) or (E) Execution .

When incorrect values are entered for either of these, RCU fails during the repository creation process with the following error:

RCU-6135: Error while trying to execute Java action

If you receive this error, go back to the Repository Creation Utility Custom Variables Screen and provide the correct values.

Figure 2-2 Repository Creation Utility Custom Variables Screen

Description of "Figure 2-2 Repository Creation Utility Custom Variables Screen"

Click Next to continue through the remaining screens as described in "Repository Creation Utility Screens" in the Oracle Fusion Middleware Repository Creation Utility User's Guide.

2.3 Installing Oracle WebLogic Server and Creating the Middleware Home

The Oracle Data Integrator Java EE components require an Oracle WebLogic Server on your system. If you want to use Oracle Data Service Integrator in a Java EE deployment, you must install and configure the Oracle WebLogic server.

For information on installing the Oracle WebLogic Server, see "Preparing for Installation" and "Running the Installation Program in Graphical Mode" in the Oracle Fusion Middleware Installation Guide for Oracle WebLogic Server.

2.4 Using the Installer for Oracle Data Integrator Content

This section contains information and instructions for installing Oracle Data Integrator:

Section 2.4.1, "Starting the Installer"
Section 2.4.2, "Following the Installation Instructions for the "Developer" Installation"
Section 2.4.3, "Following the Installation Instructions for the "Standalone" Installation"
Section 2.4.4, "Following Installation Instructions for the "Java EE" Installation"
Section 2.5, "Verifying the ODI Installation"

Note:

If you are installing on a UNIX system for the first time, you may be asked to run the ORACLE_HOME/oracleRoot.sh script as root user to create all of the necessary installation directories.

2.4.1 Starting the Installer

The Oracle Universal Installer requires a Java Development Kit (JDK) which provides the Java run-time environment (JRE) and tools for compiling and debugging Java applications. You must specify the directory that contains the software for the Sun JDK if it is installed with your software.

Tip:

If you installed Oracle WebLogic Server (Section 2.3, "Installing Oracle WebLogic Server and Creating the Middleware Home"), a JRE was installed on your system. You can use this location (the location of the JRE directory) to start the installer.

On UNIX operating systems, the default location for the JRE is MW_HOME/jdk16x, where MW_HOME is the Middleware Home directory and jdk1.6_x is the complete filename of the installed JDK.

On Windows operating systems, the default location for the JRE is MW_HOME\jdk16x, where MW_HOME is the Middleware Home directory and jdk1.6_x is the complete filename of the installed JDK.

On 64-bit platforms, the JRE location is the JAVA_HOME you used to install Oracle WebLogic Server.

For more information, refer to Oracle Fusion Middleware Installation Guide for Oracle WebLogic Server.

To start the installer, navigate to the installation directory (/Disk1) on your local machine and run the following command:

On UNIX operating systems:
```
./runInstaller -jreLoc JRE_LOCATION
```
On Windows operating systems:
```
setup.exe -jreLoc JRE_LOCATION
```
You must specify the absolute path to your JRE_LOCATION; relative paths will not work. Also note that there should be no spaces in the JDK path as shown in the example below:
```
C:\Progra~1\Java\jrockit-jdk1.6.0_24-R28.2.0-4.0.1
```

Note:

The minimum JDK required for Oracle Data Integrator is JDK 1.6. Refer to the Oracle Fusion Middleware Certification documentation to see the JDKs supported for your system:

http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html

2.4.2 Following the Installation Instructions for the "Developer" Installation

Follow the instructions in Table 2-1 to install and configure Oracle Data Integrator when the Developer Installation is selected.

If you need additional help with any of the installation screens, refer to Appendix A, "Installation Screens for ODI" or click Help to access the online help.

Table 2-1 Developer Installation Flow

Screen	When This Screen Appears	Description
Welcome Screen	Always	This screen provides a link to the latest product release notes. Review this information before you begin the installation.
Install Software Updates Screen	Always	Select the method you want to use for obtaining software updates, or select Skip Software Updates if you do not want to get updates. If updates are found, the installer will automatically apply them at this point. Some updates will require the installer to automatically be restarted; if this happens, the Software Updates screen will not be seen the next time.
Select Installation Type Screen	Always	Select Developer Installation. By default, ODI Studio (with local agent) is selected. Oracle recommends that you also select the ODI SDK with the Developer Installation.
Prerequisite Checks Screen	Always	The installer checks for system prerequisites such as operating system certification, recommended operating system packages, and physical memory. If there is a problem, a short error message appears and you will have an opportunity to correct the issue before continuing the installation.
Specify Installation Location Screen	Always	This screen allows you to specify the absolute path for the Oracle home location (referred to later in this guide as `ODI_HOME`). NOTE - The specified directory must be an empty directory or an existing Oracle Data Integrator home location.
Repository Configuration Screen	Always	This screen allows you to select whether you want to configure the Oracle Data Integrator Studio and the Standalone Agent with an existing Master and Work Repository pair. NOTE - If you choose to Skip Repository Configuration, you will have to configure the Oracle Data Integrator Studio and Standalone Agent manually as described in Section 3.2.
Master Repository Screens	Only if Configure with existing Master and Work Repositories is selected on the Repository Configuration Screen.	This screen allows you to specify the connection string to the database that hosts the Master Repository and the database user name and password
Supervisor User Details Screen	Only if Configure with existing Master and Work Repositories is selected on the Repository Configuration Screen.	This screen allows you to specify the password for the ODI `SUPERVISOR` user.
Specify Work Repository Details Screen	Only if Configure with existing Master and Work Repositories is selected on the Repository Configuration Screen.	This screen allows you to select an existing Work Repository from the list.
Installation Summary Screen	Always	This screen allows you to verify the installation options you selected. Click Install to begin the installation.
Installation Progress Screen	Always	This screen allows to see the progress of the installation.
Configuration Progress Screen	Always	This screen allows you to see the progress of any post-installation configuration tasks you may have selected.
Installation Completed Screen	Always	Click Save to save your configuration information to a file. This information includes port numbers, installation directories, disk space usage, 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.

2.4.3 Following the Installation Instructions for the "Standalone" Installation

Follow the instructions in Table 2-2 to install and configure Oracle Data Integrator when the Standalone Installation is selected.

If you need additional help with any of the installation screens, refer to Appendix A, "Installation Screens for ODI" or click Help to access the online help.

Table 2-2 Standalone Agent Installation Flow

Screen	When This Screen Appears	Description and Action Required
Welcome Screen	Always	This screen provides a link to the latest product release notes. Review this information before you begin the installation.
Install Software Updates Screen	Always	Select the method you want to use for obtaining software updates, or select Skip Software Updates if you do not want to get updates. If updates are found, the installer will automatically apply them at this point. Some updates will require the installer to automatically be restarted; if this happens, the Software Updates screen will not be seen the next time.
Select Installation Type Screen	Always	Select Standalone Installation. This installs the ODI Standalone Agent and the command line scripts.
Prerequisite Checks Screen	Always	The installer checks for system prerequisites such as operating system certification, recommended operating system packages, and physical memory. If there is a problem, a short error message appears and you will have an opportunity to correct the issue before continuing the installation.
Specify Installation Location Screen	Always	Enter the absolute path for the Oracle home location (referred to later in this guide as `ODI_HOME`). NOTE - The specified directory must be an empty directory or an existing Oracle Data Integrator home location.
Repository Configuration Screen	Always	Select whether you want to configure with a connection to existing Master and Work Repositories or skip the repository configuration. NOTE - If you choose to Skip Repository Configuration, you can manually edit the `odiparams` configuration file to configure the repository connection once the installation is complete.
Master Repository Screens	Only if Configure with existing Master and Work Repositories is selected on the Repository Configuration Screen.	Specify the connection string to your database and the database user name and password.
Supervisor User Details Screen	Only if Configure with existing Master and Work Repositories is selected on the Repository Configuration Screen.	Specify the password for the ODI Supervisor user. The default user name is `SUPERVISOR`.
Specify Work Repository Details Screen	Only if Configure with existing Master and Work Repositories is selected on the Repository Configuration Screen.	Select an existing Work Repository from the list.
Specify Agent Details Screen	Only if Standalone Agent is selected on the Select Installation Type Screen and Configure with existing Master and Work Repositories is selected on the Repository Configuration Screen.	Enter the Agent Name and Agent Port number. The name cannot be the same as another agent already declared in the topology. NOTE - Agent Name can be 5 to 30 characters long, must begin with an alphabetic character, and may contain only alphanumeric characters and underscores (_).
Installation Summary Screen	Always	Verify the information on this screen. Click Install to begin the installation.
Installation Progress Screen	Always	This screen allows to see the progress of the installation.
Configuration Progress Screen	Only if Configure with existing Master and Work Repositories is selected on the Repository Configuration Screen	This screen allows you to see the progress of any post-installation configuration tasks you may have selected.
Installation Completed Screen	Always	Click Save to save your configuration information to a file. This information includes port numbers, installation directories, disk space usage, 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.

2.4.4 Following Installation Instructions for the "Java EE" Installation

Follow the instructions in Table 2-3 to install and configure Oracle Data Integrator when the Java EE Installation is selected.

If you need additional help with any of the installation screens, refer to Appendix A, "Installation Screens for ODI" or click Help to access the online help.

Table 2-3 Java EE Installation Flow

Screen	When This Screen Appears	Description and Action Required
Welcome Screen	Always	This screen provides a link to the latest product release notes. Review this information before you begin the installation.
Install Software Updates Screen	Always	Select the method you want to use for obtaining software updates, or select Skip Software Updates if you do not want to get updates. If updates are found, the installer will automatically apply them at this point. Some updates will require the installer to automatically be restarted; if this happens, the Software Updates screen will not be seen the next time.
Select Installation Type Screen	Always	Select Java EE Installation. This installation type includes the Java EE agent, Oracle Data Integrator Console, and Public Web Services.
Prerequisite Checks Screen	Always	The installer checks for system prerequisites such as operating system certification, recommended operating system packages, and physical memory. If there is a problem, a short error message appears and you will have an opportunity to correct the issue before continuing the installation.
Specify Installation Location Screen	Always	Specify the Middleware Home and Oracle home location (Oracle home is referred to later in this guide as ODI_HOME). The Oracle Data Integrator home location must be inside the Oracle Middleware Home directory and the WebLogic Server must already be installed in the same Oracle Middleware Home. For more information about these directories, see "Oracle Fusion Middleware Directory Structure and Concepts" in Oracle Fusion Middleware Installation Planning Guide.
Application Server Screen	Always	This screen allows you to select the application server you want to use for this installation. If the installer detects a Middleware home with Oracle WebLogic Server installed, then this is the application server that will be used. If the installer detects a Middleware home without an Oracle WebLogic Server installed, you must select one of the application server options and then provide its location in the Application Server Location field. If the installer does not detect a Middleware home directory, the "WebLogic Server" option will be inactive. You must select "WebSphere" and then provide the location of your IBM WebSphere in the Application Server Location field.
Installation Summary Screen	Always	Verify the information on this screen. Click Install to begin the installation.
Installation Progress Screen	Always	This screen allows to see the progress of the installation.
Installation Completed Screen	Always	Click Save to save your configuration information to a file. This information includes port numbers, installation directories, disk space usage, 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.

2.5 Verifying the ODI Installation

After you complete the installation, you can verify it by successfully completing the following tasks:

2.5.1 Starting the Administration Server

When you finish creating your domain, you can start the Administration Server. To start an Administration Server that you have created, invoke the following:

On UNIX operating systems:

DOMAIN_NAME/bin/startWebLogic.sh
On Windows operating systems:

DOMAIN_NAME\bin\startWebLogic.cmd

where DOMAIN_NAME is the name of the directory in which you located the domain, typically MW_HOME\user_projects\domains\DOMAIN_NAME.

On Windows operating systems, the Configuration Wizard creates a shortcut on the Start menu to start the Administration Server that you created (User Projects > DOMAIN_NAME > Start Admin Server for WebLogic Domain).

If the server prompts you to enter a username and password, enter the name of a WebLogic Server user who has permission to start servers. For more information, see "Provide User Credentials to Start and Stop Servers" in Oracle Fusion Middleware Managing Server Startup and Shutdown for Oracle WebLogic Server.

NOTE: In a development environment, it is usually sufficient to start an Administration Server and deploy your applications directly on the Administration Server. In a production environment, you typically create Managed Servers to run applications.

For more information on the various methods you can use to start the Administration Server, see "Starting and Stopping Servers" in Oracle Fusion Middleware Managing Server Startup and Shutdown for Oracle WebLogic Server.

2.5.2 Starting the Managed Server

To start the Managed Server, run the startManagedWebLogic.sh (on UNIX operating systems) or startManagedWebLogic.cmd (on Windows operating systems) script in the /bin directory inside the directory where you created your domain. These managed servers must be started from the command line.

This command also requires that you specify a server name. The server that needs to be started is:

odi_server1 (Oracle Data Integrator Server)

For example, to start ODI Server on a UNIX operating system:

MW_HOME/user_projects/domains/domain_name/bin/startManagedWebLogic.sh odi_server1

On Windows operating systems:

MW_HOME\user_projects\domains\domain_name\bin\startManagedWebLogic.cmd odi_server1

Before the managed server is started, you will be prompted for the WebLogic Server user name and password. These were provided on the Configure Administrator Username and Password Screen in the Configuration Wizard. See Oracle Fusion Middleware Creating Domains Using the Configuration Wizard for more information.

2.5.3 Reviewing Installation Log Files

The installer writes logs files to the OraInventory/log directory (on UNIX operating systems) or Oracle_Inventory_Location\logs (on Windows operating systems) directory. On UNIX systems, if you do not know the location of your Oracle Inventory directory, you can find it in the oraInst.loc file in the following directories (default locations):

Linux: <ODI_HOME>/oraInst.loc
HP-UX and Solaris: <ODI_HOME>/oraInst.loc
Windows operating systems: C:\Program Files\Oracle\Inventory\logs

2.5.4 Checking the Directory Structure

The contents of your ODI installation vary based on the options you selected during the installation. The primary directories are listed in Section 1.4.1, "Contents of the 11g Installation Directory". Review the directories to ensure that all of the components were installed correctly.