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Oracle® Clinical Installation Guide
Release 5.0.1
E36499-02
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Contents
List of Figures
List of Tables
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Finding Information and Patches on My Oracle Support
Finding Oracle Documentation
Related Documents
Conventions
1
Preparing to Install Oracle Clinical
1.1
Installation and User Documentation
1.1.1
My Oracle Support Articles
1.1.2
User Documentation
1.2
Architecture
1.3
Technology Stack
1.3.1
Planning an Oracle Clinical Database Tier Installation
1.3.1.1
Character Set Requirements
1.3.1.2
Critical Patch Update
1.3.1.3
Database Tier Operating System Requirements
1.3.1.4
Oracle Database Requirements and Options
1.3.1.4.1
Oracle Text Option
1.3.1.4.2
Oracle Database Partitioning Option
1.3.1.4.3
Distributed Database Option and Advanced Replication Option
1.3.1.5
Global Library Location
1.3.1.6
Database Seed Numbers in a Replicated Environment
1.3.2
Planning an Oracle Clinical Application Tier Installation
1.3.2.1
Character Set Requirements
1.3.2.2
Critical Patch Update
1.3.2.3
Oracle Clinical Forms and Reports Servers
1.3.2.3.1
Shared Directory
1.3.2.3.2
Permanent IP Address
1.3.3
Planning an Oracle Clinical Client Installation
1.4
Supported Configurations with Oracle Data Guard and RAC
1.4.1
Supported Configurations with Oracle Real Application Clusters (RAC)
1.4.2
Supported Configurations with Oracle Data Guard
1.5
Downloading and Extracting the Software
1.5.1
Creating Staging Areas
1.5.1.1
Database Server Staging Area
1.5.1.2
Application Server Staging Area
1.5.2
Downloading and Extracting the Oracle Clinical 5.0.1 Media Pack
1.5.3
Downloading and Extracting Patches from My Oracle Support
1.5.4
Downloading Oracle Java Development Kit
1.5.5
Downloading the Java Runtime Environment
1.5.6
Downloading Adobe Reader
1.5.7
Downloading JSpell (Optional)
1.6
Using the Silent Installer
1.7
Reviewing the Installation Log Files
1.8
Choosing a Character Set
1.9
Applying Oracle Critical Patch Updates
1.10
Applying the Latest Oracle Clinical Patch Set
1.11
Integrating Oracle Clinical with Other Products and Options
1.11.1
Oracle Remote Data Capture Onsite
1.11.2
Oracle Thesaurus Management System
1.11.3
Siebel Clinical
1.11.4
Oracle Life Sciences Data Hub
1.11.5
SAS
1.11.6
Custom Applications for Oracle Clinical
2
Installing Oracle Clinical Database Server on UNIX
2.1
Installing Oracle Clinical on a Real Applications Cluster (RAC) Database Configuration
2.2
Performing Prerequisite Tasks for Installing Oracle Database
2.2.1
Create Owners, Groups, and Mount Points
2.2.2
Setting Up the opapps User Account and oclsascr User Group
2.2.2.1
Create the oclsascr User Group for SAS
2.2.2.2
Create the opapps Account
2.2.3
Configure Kernel Resources and Adjust Operating System Environment
2.2.4
Test the C Compiler Installation
2.2.5
Install Latest Operating System Patches
2.3
Installing Oracle Database
2.3.1
Install Oracle Database 11.2.0.4 Enterprise Edition
2.3.2
Install Oracle Database 11g Release 2 Examples
2.4
Setting Permissions
2.4.1
Change Permissions for Running oraenv Script
2.4.2
Grant Access to the
ORACLE_HOME
Directory
2.4.3
Set Permissions for the Oracle Inventory Directory
2.5
Installing the Oracle Clinical Database Server
2.5.1
Gather Required Information
2.5.2
Preparing to Install the Oracle Clinical Database Server Software
2.5.3
Installing the Oracle Clinical Database Server Software
2.5.4
Save the Installation Information
2.5.5
Review the Installation Log Files
2.5.6
Oracle Clinical Database Server Directory Structure for UNIX
2.5.7
Remove Group Privileges from this Session
2.6
Performing Post-installation Tasks
2.6.1
Complete the Setup of the opapps Account
2.6.2
Review the opa_settings File
3
Installing the Oracle Clinical Database Server on Windows
3.1
Setting Up the opapps User Account and the oclsascr User Group
3.1.1
Create the oclsascr User Group
3.1.2
Create the opapps Account
3.2
Setting Up Local Policy Security Options
3.3
Installing Oracle Database
3.3.1
Install Oracle Database 11.2.0.4 Enterprise Edition
3.3.2
Install Oracle Database 11g Release 2 Examples
3.4
Installing the Oracle Clinical Database Server
3.4.1
Gather Required Information
3.4.2
Install the Oracle Clinical 5.0.1 Database Server for Windows
3.4.3
Save the Installation Information
3.4.4
Review the Log Files
3.4.5
Oracle Clinical Database Server Directory Structure for Windows
3.5
Performing Post-installation Tasks
3.5.1
Limit Permissions on the XMLTEMP Folder
3.5.2
Review the opa_settings.bat File
4
Creating an Oracle Clinical Database
4.1
Reviewing Database Requirements and Recommendations
4.1.1
Start with a New Database Instance
4.1.2
Decide on Lowercase or Uppercase SID Name (UNIX)
4.1.3
Check Required Tablespaces
4.1.4
Use the Database Configuration Assistant
4.1.5
Select Required Components
4.1.6
Use Automatic Memory Management
4.1.7
Set Initialization Parameters
4.1.8
Modify the tnsnames.ora File on the Database Server
4.2
Installing Oracle Clinical Database Objects
4.2.1
Customize the Installation
4.2.1.1
Edit the Tablespace Size Scripts
4.2.1.2
Edit the User Account Creation Script
4.2.2
Gather Required Information
4.2.3
Start Installing the Oracle Clinical Database
4.2.3.1
Start the Installer on a UNIX Server
4.2.3.2
Start the Installer on a Windows Server
4.2.4
Remove Group Privileges from this Session (UNIX Only)
4.3
Reviewing the Log Files for Installation Errors
4.4
Performing Post-Installation Database Tasks
4.4.1
Set the Database Time Zone
4.4.2
Pin Database Packages
4.4.2.1
Pin UNIX Database Packages
4.4.2.2
Pin Windows Database Packages
4.4.3
Set Up Disconnected Replication
4.4.3.1
Check Tablespace Size
4.4.3.2
Create a Wallet Credential for the RXC_DISC_REP Database User
4.4.3.3
Add Reference Codelist Value
4.4.4
Consider Implementing Partitioning
5
Installing and Configuring the Application Tier
5.1
Before You Start
5.1.1
Identify a Single Account to Perform All Application Tier Installation Tasks
5.1.2
Getting a CA Certificate for HTTPS
5.2
Installing Adobe Reader
5.3
Installing Oracle Java Development Kit
5.4
Installing Oracle WebLogic Server 10.3.6
5.5
Installing and Configuring Oracle Application Server 11
g
R2
5.5.1
Install Oracle Application Server 11gR2 (11.1.2.1)
5.5.2
Edit setDomainEnv.cmd
5.5.3
Create ORACLE_INSTANCE Environment Variable
5.6
Enabling SSL Between a Browser and Oracle HTTP Server
5.6.1
Enabling SSL Between a Browser and Oracle HTTP Server Using a Certificate Authority
5.6.1.1
Creating an Oracle Wallet and Generating a Certificate Request
5.6.1.2
Obtain Trusted Certificate and User Certificate from Certificate Authority
5.6.1.3
Importing the User Certificate and Trusted Certificate to OWM
5.6.1.4
Edit the Oracle HTTP Server Configuration File
5.6.1.4.1
Add the New Wallet Location and Specify Port
5.6.1.4.2
Make OHS Compatible with Internet Explorer 9 and 10
5.6.1.4.3
Add Security Settings
5.6.2
Enabling SSL Between a Browser and Oracle HTTP Server With Self Signing
5.7
Installing Oracle Application Developer FrameWork and Applying Patches
5.7.1
Install Oracle Application Developer Framework (ADF)
5.7.2
Upgrade ADF
5.8
Modify the tnsnames.ora File on the Application Server
5.9
Testing Connectivity to Databases for Forms and Reports Servers
5.9.1
Test the Connection from the Application Servers to the Database
5.9.2
Troubleshoot Network Connection Issues
5.10
Restart the Computer
6
Installing the Oracle Clinical Front End
6.1
Gathering Required Information
6.2
Restart Computer and Stop All Servers and Services
6.3
Installing the Oracle Clinical Front End Components
6.3.1
Review the Installation Log File
6.3.2
Restart the Computer
6.3.3
Add WebLogic Data Sources If Using Multiple Databases
6.4
Making the Java Runtime Environment Available for Download
6.5
Making the Oracle Clinical PDF Plug-in Available to Users
6.6
Sharing the RDC Directory for Image Access
6.6.1
Sharing the Directory Across Multiple Computers
6.6.2
Setting Up the Image Directory on a Single Computer
6.7
Installing and Configuring JSpell Spell Checker SDK (Optional)
6.7.1
Install JSpell on Oracle Application Server
6.7.2
Install the JSpell WAR File on the WebLogic Server
6.7.3
Update the mod_wl_ohs.conf File for JSpell
6.7.4
Restart Oracle HTTP Server (OHS)
6.7.5
Test the JSpell Servlet
6.7.6
Update the formsweb.cfg File for JSpell
6.7.7
Update the Windows System Registry for JSpell
6.7.8
Test JSpell in the Graphic Layout Editor
6.8
Setting Up Automatic Startup of Servers and Services
6.9
Starting Servers Manually
6.9.1
Starting the FRDomain Admin Server
6.9.2
Starting the Forms Server
6.9.3
Starting the Reports Server
6.9.4
Starting the OPADomain Admin Server
6.9.5
Starting the OpaServer1 Server
6.10
Stopping Servers
6.10.1
Stopping the Forms Server
6.10.2
Stopping the Reports Server
6.10.3
Stopping the FRDomain Admin Server
6.10.4
Stopping the OPADomain Admin Server
6.10.5
Stopping the OpaServer1 Server
6.11
Verifying the Application Tier Installation
7
Installing the Oracle Clinical Reports Server
7.1
Gathering Required Information
7.2
Restart Computer and Stop Servers
7.3
Starting the WebLogic FRDomain Admin Server
7.4
Installing the Oracle Clinical Reports Server
7.4.1
Restart the Computer
7.5
Setting Up the Reports Server for Access and File Viewing
7.5.1
Create the Reports Server Root Directory
7.5.2
Share and Grant Access to the Reports Server Root Directory
7.5.3
Create Reports Server Log Directories for Each User
7.5.4
Configure the Reports Server for DCI Forms and PDRs
7.6
Adding the Reports Server to the Database Reference Codelist
7.7
Testing the Reports Server Installation
7.8
Setting Up Automatic Startup of Services
8
Setting Up the Parameterized Submission Process
8.1
Setting Up PSUB
8.1.1
Create Directories and Enter Values in OCL_STATE Local Reference Codelist
8.1.2
Enable Users to Submit PSUB Jobs
8.1.3
Configuring for the at Command (UNIX Only)
8.2
Starting and Stopping the PSUB Service
8.2.1
Starting PSUB Manually in UNIX
8.2.2
Starting PSUB Manually in Windows
8.3
Testing the PSUB Installation
8.4
Customizing the PSUB Service
8.5
Running PSUB in a RAC Environment
9
Setting Up SAS
9.1
Setting Up SAS Data Extract
9.1.1
Give Users Access to the opapps Account
9.1.2
Add opapps Account to the oclsascr User Group
9.1.3
Give opapps Access to the Directory Specified in the RXC_SAS_VIEW Environment Variable
9.1.4
Set Up SAS User Authentication and Set OCL_STATE Reference Codelist Values
9.2
Installing SAS on a UNIX Computer
9.2.1
Modifying SAS 9.3 and opa_settings on UNIX
9.2.1.1
Prepare the SAS Template File
9.2.1.2
Setting up a SAS Connection
9.2.1.3
Additional Modifications for Oracle Solaris
9.2.2
Installing SAS on the Same UNIX Computer as Oracle Clinical
9.2.2.1
Set REMOTE_OS_AUTHENT to FALSE
9.2.3
Installing SAS on a Different UNIX Computer from Oracle Clinical
9.2.3.1
Establish the Connection to SAS
9.2.3.2
Configuring Private and Public Keys for Using SSH with SAS
9.3
Installing SAS on a Windows Computer
9.3.1
Modifying SAS 9.3 for Windows
9.3.2
Installing SAS on the Same Windows Server Computer
9.3.2.1
Set REMOTE_OS_AUTHENT to FALSE
9.3.2.2
Set System Path
9.3.2.3
Edit the SAS Config File and Grant Permissions
9.3.3
Installing SAS on a Different Windows Server Computer
9.3.3.1
Set REMOTE_OS_AUTHENT to TRUE
9.3.3.2
Enable Executing Data Extract PSUB Jobs
9.3.3.3
Edit the SAS Config File and Grant Permissions
10
Setting Up Clients
10.1
Configuring Personal Firewall
10.2
Using Safari on an iPad
10.3
Setting Internet Options for Microsoft Internet Explorer
10.3.1
Set Up for Proxy Usage on Fully Qualified Application Tier Names
10.3.2
Setting Document Mode to Quirks (the Default Setting)
10.3.3
Allowing More Connections
10.3.4
Turning Off Compatibility View in Internet Explorer
10.4
Downloading Required Applications for Clients
10.4.1
Download the Java Runtime Environment
10.4.2
Download the Oracle Clinical PDF Plug-in
10.4.3
Download Adobe Reader
10.5
Mapping Network Drive for Image Browsing
10.6
Enabling Report Generation from the Command Line
10.7
Logging In
11
Upgrading an Oracle Clinical Installation to Release 5.0.1
11.1
Changes Introduced in Oracle Clinical 5.0
11.1.1
Changes to Parameterized Submission (PSUB)
11.1.2
Changes in SAS Data Extract Implementation
11.1.3
Changes to File and Image Viewing
11.1.4
Changes in Oracle Database 11gR2 Require Resetting Application Account Passwords Proactively
11.2
Stopping Processes
11.2.1
Stop PSUB
11.2.2
Prevent Access to Oracle Clinical Databases
11.2.3
Stop Replication (If Applicable)
11.2.3.1
Prepare All Replication Environments
11.2.3.2
Stop Standard Replication
11.2.3.3
Stop Symmetric Replication
11.3
Back Up Your Database(s)
11.4
Upgrading from Release 4.6 or Earlier
11.5
Upgrading the Oracle Database Server to 11.2.0.4
11.5.1
Upgrading the Oracle Database Server on UNIX
11.5.2
Upgrading the Oracle Database Server on Windows
11.6
Upgrading the Database to Oracle Database 11.2.0.4
11.7
Upgrading the Oracle Clinical Database Server
11.7.1
Install the Oracle Clinical 5.0.1 Database Server on UNIX
11.7.1.1
Install the UNIX Oracle Clinical Database Server Component
11.7.1.2
Modify the Default Environment Variable Settings
11.7.2
Install the Oracle Clinical 5.0.1 Database Server on Windows
11.7.2.1
Install the Windows Oracle Clinical Database Server Component
11.7.2.2
Grant Access to the ORACLE_HOME Directory
11.7.3
Set Initialization Parameters
11.8
Upgrading Oracle Clinical Databases
11.8.1
Gather the Required Information
11.8.2
Running the Installer in UNIX
11.8.3
Running the Installer in Windows
11.8.4
Review the Log Files for Upgrade Results and Errors
11.8.4.1
Finding Errors
11.8.4.2
Known Error Messages
11.8.4.3
Reencrypt Account Passwords
11.8.4.4
Check If You Need to Prepare and Migrate Data
11.8.5
Compile Invalid Objects
11.8.5.1
Compile PL/SQL Code Before Running the Script
11.8.5.2
Run the compile_schema_invalid.sql Script
11.8.5.2.1
UNIX
11.8.5.2.2
Windows
11.8.6
Performing Post-Upgrade Database Tasks
11.8.6.1
Set the Database Time Zone
11.8.6.2
Pin Database Packages
11.8.6.3
Run Scripts to Gather Schema Statistics for the 11g Optimizer
11.8.6.4
Migrate Users
11.9
Preserving Your Customizations
11.9.1
Oracle Clinical Forms
11.9.2
Oracle Clinical Reports
11.9.3
Formsweb.cfg
11.9.4
RDC Onsite Customizable Files
11.9.5
Customizable HTML Files
11.9.6
Customizable Database Scripts
11.10
Installing the Application Tier Technology Stack
11.11
Installing the Oracle Clinical Front End and Reports Server
11.12
Setting Up PSUB, SAS, and Clients
11.13
Checking Internal Sequence Numbers
11.14
Upgrading Installations that Use Replication
Index