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:

2.1 Verifying Your System and Network Environment

To verify that your system environment meets the minimum requirements for installation, refer to the following documents, available on Oracle Technology Network (OTN):

  • Oracle Fusion Middleware System Requirements and Specifications

    This document contains information related to hardware and software requirements, minimum disk space and memory requirements, database schema requirements, and required system libraries, packages, or patches.

    If you are installing on a DHCP server, non-networked computer, or multihomed computer, there are additional configuration steps that are required. These steps are also available in the system requirements document in the "Oracle Fusion Middleware System Configuration Requirements" section.

    If you are installing on a Windows operating system and want to install and configure Java Access Bridge for Section 508 Accessibility, read the "Installing and Configuring Java Access Bridge" section in this document.

  • Oracle Fusion Middleware Supported System Configurations

    This page contains various certification documents for current and previous product releases. The System Requirements and Supported Platforms for Oracle Fusion Middleware 11gR1 document contains certification information related to supported 32-bit and 64-bit operating systems, databases, web servers, LDAP servers, adapters, IPv6, JDKs, and third-party products.

  • Oracle Fusion Middleware Interoperability and Compatibility Guide

    This document covers the compatibility and interoperability issues that may arise when installing or upgrading Oracle Fusion Middleware 11g products.

2.2 Installing a Database and Creating the ODI Database Schemas

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.

The following topics are covered:

2.2.1 Installing and Configuring a Database

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 databases and supports the installation of a Master Repository and Work Repositories into a single schema.

You can also use ODI Studio to manually create repositories instead of using RCU. See Appendix E, "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.

2.2.2 Using RCU to Create the Database Schema

Follow these instructions to create the schemas using RCU:

  1. See "Obtaining RCU" in Oracle Fusion Middleware Repository Creation Utility User's Guide for instructions on how to obtain the latest version of RCU.

  2. See "Starting RCU" in Oracle Fusion Middleware Repository Creation Utility User's Guide for instructions on how to start RCU.

  3. 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.

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

  5. On the Custom Variables screen, provide the following information as described in Table 2-1 and shown in Figure 2-2:

    Table 2-1 RCU Custom Variables Screen Values

    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 RCU Custom Variables Screen for ODI and provide the correct values.

    Figure 2-2 RCU Custom Variables Screen for ODI

    Description of Figure 2-2 follows
    Description of "Figure 2-2 RCU Custom Variables Screen for ODI"

  6. 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 an Application Server and Creating the Middleware Home

The Oracle Data Integrator Java EE components require an application server (either Oracle WebLogic Server or IBM WebSphere) and a Middleware home directory on your system. Note that you do not need to configure a domain (in the case of Oracle WebLogic Sever) or a cell (in the case of IBM WebSphere) in order to install Oracle Data Integrator; you only need to install the application server and create the Middleware home directory.

Installing Oracle WebLogic Server automatically creates the Middleware home for you. For more information, see "Middleware Home and WebLogic Home Directories" in Oracle Fusion Middleware Installation Planning Guide. If you are installing Oracle WebLogic Server, see the following sections in Oracle Fusion Middleware Installation Guide for Oracle WebLogic Server:

If you are installing IBM WebSphere, you must create the Middleware home directory structure manually. The Middleware home has no dependency on the location of your IBM WebSphere installation. If you are installing IBM WebSphere, refer to "Installing and Configuring Oracle Fusion Middleware on IBM WebSphere" in Oracle Fusion Middleware Third-Party Application Server Guide for installation information.

2.4 Installing Oracle Data Integrator

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

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 Obtaining the Installer

Depending on your specific needs, there are multiple places where you can obtain Oracle Fusion Middleware software. For details, refer to the Oracle Fusion Middleware Download, Installation, and Configuration ReadMe Files page, where you can find the ReadMe file for your specific release.

Select one of the download locations and download "Oracle Data Integrator." This will be saved to your system as a .zip archive file.

After you download the archive file, unpack the archive file into a directory of your choice on the machine where you will be performing the installation.

2.4.2 Starting the Installer

To start the installer, go to the directory where you unpacked the archive file and switch to the Disk1 directory.

On UNIX operating systems:

cd unpacked_archive_directory/Disk1
./runInstaller -jreLoc JRE_LOCATION

On Windows operating systems:

cd unpacked_archive_directory\Disk1
setup.exe -jreLoc JRE_LOCATION

The installer requires the full path to the location of a Java Runtime Environment (JRE) on your system, which must be specified using the -jreLoc parameter. If you installed Oracle WebLogic Server (Section 2.3, "Installing an Application Server and Creating the Middleware Home"), a JRE was installed on your system in the jdk160_version directory inside the Middleware home. You can use this location as the JRE_LOCATION to start the installer.

If you are using IBM WebSphere as your Application Server, you must provide the full path to a certified JRE installed on your system. Refer to the System Requirements and Supported Platforms for Oracle Fusion Middleware 11gR1 document on the Oracle Fusion Middleware Supported System Configurations page for certified JRE versions.

For information about the log files that are created during installation, refer to Section H.2, "Installation and Configuration Log Files".

2.4.3 Following the Installation Instructions

Follow the instructions in Table 2-2 to install and configure Oracle Data Integrator.

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

Table 2-2 Oracle Data Integrator Installation Flow

Screen When This Screen Appears Description

Welcome

Always

This screen provides a link to the latest product release notes. Review this information before you begin the installation.

Install Software Updates

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 Install Software Updates screen will not be seen the next time.

Select Installation Type

Always

Select the type of installation you want to perform.

For more information about the installation types, see Section 1.2, "ODI Installation Types".

Prerequisite Checks

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

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 Oracle home directory must be an empty directory or an existing Oracle Data Integrator home location.

If you selected Java EE Installation on the Select Installation Type screen, you will also be asked to provide the location of your Middleware home.

Application Server

Only if Java EE Installation is selected on the Select Installation Type screen.

Select the application server you want to use for your Java EE components.

Repository Configuration

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 3.1, "Manual Steps for Configuring ODI Studio, Repositories, and the Standalone Agent".

Master Repository

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

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 Supervisor user. This is the same password specified on the Custom Variables screen when you ran RCU to create the schemas. See Section 2.2.2, "Using RCU to Create the Database Schema".

Specify Work Repository Details

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.

Specify Agent Details

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

Always

This screen allows you to verify the installation options you selected.

Click Install to begin the installation.

Installation Progress

Always

This screen allows you to see the progress of the installation.

Configuration Progress

Only if Developer Installation or Standalone Agent are selected on the Select Installation Type screen.

This screen allows you to see the progress of any post-installation configuration tasks you may have selected.

Installation Completed

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 Configuring a WebLogic Server Domain for Java EE Installations

If you selected Java EE Installation on the Select Installation Type screen, you must do one of the following before you can use your components:

2.5 Verifying the ODI Installation

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

2.5.1 Reviewing Installation Log Files

Review the contents of the installation log files to make sure that no problems were encountered. For a description of the log files and where to find them, see Section H.2, "Installation and Configuration Log Files".

2.5.2 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.