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Contents
Title and Copyright Information
Preface
Audience
User Documentation
Revision History
Documentation Accessibility
1
Prepare to Upgrade Oracle Clinical
1.1
Supported Upgrade Paths
1.2
Check Installation Documentation
1.2.1
My Oracle Support Articles
1.2.2
User Documentation
1.3
Architecture
1.4
Network Topology
1.5
Software Requirements
1.5.1
Database Tier Operating System Requirements
1.6
Supported Configurations with Oracle Data Guard and RAC
1.6.1
Supported Configurations with Oracle Real Application Clusters (RAC)
1.6.1.1
Node 1: Install and Set Up Everything Required for Oracle Clinical
1.6.1.2
Node 2: Install the Minimum Required as a RAC Node
1.6.1.3
Node 3: Install Everything Required for Oracle Clinical as Backup
1.6.1.3.1
Recommended Options for RAC
1.6.2
Supported Configurations with Oracle Data Guard
1.7
Download the Software
1.7.1
Create Staging Areas
1.7.2
Download the Oracle Clinical 5.2.0.0.x and Oracle Thesaurus Management System 5.2.1.0.x Media Pack
1.7.3
Download Patches from My Oracle Support
1.7.4
Download Oracle Java Development Kit
1.7.5
Download the Java Runtime Environment
1.7.6
Download Adobe Reader
1.7.7
Download JSpell (Optional)
1.8
Use the Silent Installer (Optional)
1.9
Choose a Character Set
1.10
Apply the Latest Oracle Clinical Patches
1.11
Integrating Oracle Clinical with Other Products and Options
1.11.1
Oracle Clinical Remote Data Capture Onsite
1.11.2
Oracle Thesaurus Management System
1.11.3
Oracle Life Sciences Data Hub
1.11.4
SAS
1.11.5
Custom Applications for Oracle Clinical
2
Upgrade to Release 4.6.6 (If Needed)
2.1
Upgrade to Release 4.6.2
2.2
Upgrade to Release 4.6.6
Part I Upgrade the Database Tier
3
Upgrade Oracle Database Server Code and Databases
3.1
Stop Processes
3.1.1
Stop PSUB
3.1.2
Prevent Access to Oracle Clinical Databases
3.1.3
Stop Replication (If Applicable)
3.1.3.1
Prepare All Replication Environments
3.1.3.2
Stop Standard Replication
3.1.3.3
Stop Symmetric Replication
3.2
Back Up Your Database(s)
3.3
Upgrade the Database to Oracle Database 12
c
Release 2 (12.1.0.2)
3.3.1
Upgrade in Place
3.3.2
Clone Your Database
3.4
Set Initialization Parameters
3.5
Create a Secret Store Directory
4
Upgrade Oracle Clinical Database Components on UNIX
4.1
Upgrade the Oracle Clinical Database Server
4.1.1
Grant Access for the opapps Account
4.1.2
Set Permissions
4.1.2.1
Change Permissions for Running oraenv Script
4.1.2.2
Grant Access to the
ORACLE_HOME
Directory
4.1.2.3
Set Permissions for the Oracle Inventory Directory
4.1.3
Check for an ORA-29548 Error
4.1.4
Gather Required Information
4.1.5
Prepare to Install the Oracle Clinical Database Server Software
4.1.6
Upgrade the Oracle Clinical Database Server Software
4.1.7
Perform Post-Upgrade Tasks
4.1.7.1
Complete the Setup of the opapps Account
4.1.7.2
Limit Permissions on the XMLTEMP Folder
4.1.7.3
Review the opa_settings File
4.1.7.4
Check for Oracle Clinical Databases on a UNIX Server
4.2
Upgrade Oracle Clinical Databases
4.2.1
Gather Required Information
4.2.2
Run the Installer
4.2.3
Review the Log Files for Upgrade Results and Errors
4.2.3.1
Find Errors
4.2.3.2
Known Error Messages
4.2.3.3
Reencrypt Account Passwords
4.2.4
Compile Invalid Objects
4.2.4.1
Compile PL/SQL Code Before Running the Script
4.2.4.2
Run the compile_schema_invalid.sql Script
4.2.5
Perform Post-Upgrade Database Tasks
4.2.5.1
Set the Database Time Zone
4.2.5.2
Pin Database Packages
4.2.5.3
Migrate Users
4.2.5.4
Run Scripts to Gather Schema Statistics for the Oracle Database Optimizer
4.2.5.5
Regenerate DCI Forms to Access from Microsoft Edge Browser
4.3
Preserve Your Database Customizations
4.4
Upgrade Installations that Use Replication
5
Upgrade the Oracle Clinical Database Server on Windows
5.1
Upgrade the Oracle Clinical Database Server
5.1.1
Gather Required Information
5.1.2
Upgrade the Oracle Clinical Database Server Software
5.1.3
Review the Log Files
5.1.4
Oracle Clinical Database Server Directory Structure for Windows
5.1.5
Perform Post-Upgrade Tasks
5.1.5.1
Limit Permissions on the XMLTEMP Folder
5.1.5.2
Review the opa_settings.bat File
5.2
Upgrade Oracle Clinical Databases
5.2.1
Check for an ORA-29548 Error
5.2.2
Gather Required Information
5.2.3
Run the Installer
5.2.4
Review the Log Files for Upgrade Results and Errors
5.2.4.1
Find Errors
5.2.4.2
Known Error Messages
5.2.4.3
Reencrypt Account Passwords
5.2.5
Compile Invalid Objects
5.2.5.1
Compile PL/SQL Code Before Running the Script
5.2.5.2
Run the compile_schema_invalid.sql Script
5.2.6
Perform Post-Upgrade Database Tasks
5.2.6.1
Set the Database Time Zone
5.2.6.2
Pin Database Packages
5.2.6.3
Migrate Users
5.2.6.4
Run Scripts to Gather Schema Statistics for the Oracle Database Optimizer
5.2.6.5
Regenerate DCI Forms to Access from Microsoft Edge Browser
6
Set Up the Parameterized Submission Process
6.1
Set Up PSUB
6.1.1
Create Directories and Enter Values in OCL_STATE Local Reference Codelist
6.1.2
Enable Users to Submit PSUB Jobs
6.1.3
Enable opapps to Use the at Command (UNIX Only)
6.1.4
Set Up Active Directory (Windows Only)
6.2
Start and Stop the PSUB Service
6.2.1
Start and Stop PSUB Automatically in UNIX
6.2.1.1
Start PSUB Automatically in UNIX
6.2.1.2
Stop PSUB Automatically in UNIX
6.2.1.3
Start PSUB Automatically in Windows
6.2.1.3.1
Create a System Environment Variable
6.2.1.3.2
Create a Batch File
6.2.1.3.3
Schedule the Batch File and Testing the Setup
6.2.1.3.4
Add a Shortcut
6.2.2
Start PSUB Manually in UNIX
6.2.3
Start PSUB Manually in Windows
6.3
Test the PSUB Installation
6.4
Customize the PSUB Service
6.5
Run PSUB in a RAC Environment
6.6
Manually Start the Advanced Queue Process (If You Cloned a Database)
7
Set Up SAS
7.1
Set Up SAS Data Extract
7.1.1
Give Users Access to the opapps Account
7.1.2
Add the opapps Account to the oclsascr User Group
7.1.3
Give opapps Access to the Directory Specified in the RXC_SAS_VIEW Environment Variable
7.1.4
Set Up SAS User Authentication and Set OCL_STATE Reference Codelist Values
7.2
Install SAS on a UNIX Computer
7.2.1
Modify SAS 9.4 and opa_settings on UNIX
7.2.1.1
Prepare the SAS Template File
7.2.1.2
Additional Modifications for Oracle Solaris
7.2.2
Install SAS on the Same UNIX Computer as Oracle Clinical
7.2.2.1
Set REMOTE_OS_AUTHENT to FALSE
7.2.2.2
Set Up a SAS Connection
7.2.2.2.1
Oracle Wallet
7.2.2.2.2
SAS Encryption
7.2.3
Install SAS on a Different UNIX Computer from Oracle Clinical
7.2.3.1
Establish the Connection to SAS on a Different Computer
7.2.3.1.1
NFS
7.2.3.1.2
Create opapps on the SAS Server
7.2.3.1.3
Check init.ora
7.2.3.1.4
Create a Shell Script
7.2.3.2
Set Up SAS Security on a Different Computer
7.2.3.2.1
Oracle Wallet
7.2.3.2.2
SAS Encryption
7.2.3.3
Configure Private and Public Keys for Using SSH with SAS
7.3
Install SAS on a Windows Computer
7.3.1
Modify the opasettings.bat file
7.3.2
Install SAS on the Same Windows Server Computer
7.3.2.1
Set REMOTE_OS_AUTHENT to FALSE
7.3.2.2
Set System Path
7.3.2.3
Edit the SAS Config File and Grant Permissions
7.3.3
Install SAS on a Different Windows Server Computer
7.3.3.1
Set REMOTE_OS_AUTHENT to TRUE
7.3.3.2
Enable Executing Data Extract PSUB Jobs
7.3.3.3
Edit the SAS Config File and Grant Permissions
7.3.3.4
Set Values in OCL_STATE Reference Codelist
Part II Install the Application Tier
8
Install and Configure the Oracle Application Tier
8.1
Before You Start
8.1.1
Identify a Single Account to Perform All Application Tier Installation Tasks
8.1.2
Get a CA Certificate for HTTPS
8.1.3
Shared Directory
8.1.4
Permanent IP Address
8.2
Gather Required Information
8.3
Copy Any Customized Application Tier Files
8.4
Install Adobe Reader
8.5
Install Oracle Java Development Kit
8.6
Install Oracle WebLogic Server 12.2.1.2
8.7
Install the Oracle Fusion Middleware Infrastructure Software
8.8
Install the Oracle Forms and Reports Servers
8.9
Create the Repository Creation Utility
8.10
Configure the FRDomain
8.11
Enable SSL Between a Browser and Oracle HTTP Server
8.11.1
Enable SSL Between a Browser and Oracle HTTP Server Using a Certificate Authority
8.11.1.1
Create an Oracle Wallet and Generate a Certificate Request
8.11.1.2
Obtain Trusted Certificate and User Certificate from Certificate Authority
8.11.1.3
Add the User Certificate and Trusted Certificate to an Oracle Wallet
8.11.1.4
Edit the Oracle HTTP Server Configuration File
8.11.2
Enable SSL Between a Browser and Oracle HTTP Server With Self Signing
8.11.2.1
Edit the Oracle HTTP Server Configuration File
8.12
Apply Patches on the Application Server
8.13
Modify the tnsnames.ora File on the Application Server
8.14
Configure Firewall on the Application Tier
8.15
Test Connectivity to Databases for Forms and Reports Servers
8.15.1
Test the Connection from the Application Servers to the Database
8.15.2
Troubleshoot Network Connection Issues
8.16
Restart the Computer
9
Install the Oracle Clinical Front End
9.1
Gather Required Information
9.2
Restart Computer and Start All Servers and Services
9.3
Install the Oracle Clinical Front End Components
9.3.1
Review the Installation Log File
9.3.2
Restart the Computer
9.3.3
Add WebLogic Data Sources If Using Multiple Databases
9.4
Make the Java Runtime Environment Available for Download
9.5
Make the Oracle Clinical PDF Plug-in Available to Users
9.6
Share the RDC Directory for Image Access
9.6.1
Share the Directory Across Multiple Computers
9.6.2
Set Up the Image Directory on a Single Computer
9.7
Install and Configure JSpell Spell Checker SDK (Optional)
9.7.1
Install JSpell on Oracle Application Server
9.7.2
Install the JSpell WAR File on the WebLogic Server
9.7.3
Update the mod_wl_ohs.conf File for JSpell
9.7.4
Stop and Start Oracle HTTP Server (OHS)
9.7.5
Test the JSpell Servlet
9.7.6
Update the formsweb.cfg File for JSpell
9.7.7
Update the Windows System Registry for JSpell
9.7.8
Test JSpell in the Graphic Layout Editor
9.8
Verify and Fix Environment Variables
9.8.1
Check Values
9.8.2
Correct Values
9.9
Set Up Automatic Startup
9.9.1
Create boot.properties
9.9.2
Increase the Delay for Auto Start OPADomain and FRDomain
9.9.3
Set Up Scripts to Execute Automatically at Machine Startup
9.9.4
Test Autostart
9.10
Start Servers Manually
9.10.1
Start the FRDomain Node Manager
9.10.2
Start the FRDomain Admin Server
9.10.3
Start the Forms Server
9.10.4
Start the Reports Server
9.10.5
Start the OPADomain Node Manager
9.10.6
Start the OPADomain Admin Server
9.10.7
Start the Managed Server of OPADomain
9.10.8
Start the OHS Server
9.11
Verify the Application Tier Installation
9.12
Stop Servers
9.12.1
Stop the Forms Server
9.12.2
Stop the Reports Server
9.12.3
Stop the FRDomain Admin Server
9.12.4
Stop the OPADomain Admin Server
9.12.5
Stop the Managed Server of OPADomain
10
Install the Oracle Clinical Reports Server
10.1
Gather Required Information
10.2
Restart the Computer
10.3
Start the WebLogic FRDomain Admin Server
10.4
Install the Oracle Clinical Reports Server
10.4.1
Review the Installation Log File
10.5
Apply Oracle Reports Developer Patch 22334822
10.6
Restart the Computer
10.7
Set Up the Reports Server for Access and File Viewing
10.7.1
Create the Reports Server Root Directory
10.7.2
Share and Grant Access to Each Reports Server Root Directory
10.7.3
Configure the Reports Server and Forms Server for DCI Form Generation
10.7.4
Configure the Reports Server to Send Output to a Printer
10.8
Add the Reports Server to the Database Reference Codelist
10.9
Test the Reports Server Installation
10.10
Set Up Automatic Startup of Services
Part III Install the Client
11
Set Up Clients
11.1
Configure Personal Firewall
11.2
Use Safari on an iPad
11.3
Set Internet Options for Microsoft Internet Explorer
11.3.1
Set Up for Proxy Usage on Fully Qualified Application Tier Names
11.3.2
Allow More Connections
11.3.3
Turn Off Compatibility View in Internet Explorer
11.4
Download Required Applications for Clients
11.4.1
Download the Java Runtime Environment
11.4.2
Download the Oracle Clinical PDF Plug-in
11.4.3
Download Adobe Reader
11.5
Map Network Drive for Image Browsing
11.6
Enable Report Generation from the Command Line
11.7
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