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Oracle Content Management SDK Installation Guide
10g (9.0.4)

Part Number B10689-01
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3
Installation and Configuration

This chapter guides you through the process of installing and configuring Oracle Content Management SDK (Oracle CM SDK). Topics include:

Overview

Installation and configuration of Oracle CM SDK starts from the Oracle Universal Installer, the graphical user interface wizard that copies all necessary software to the target computer.

The Oracle CM SDK Configuration Assistant launches automatically at the end of the Oracle Universal Installer process. The Oracle CM SDK Configuration Assistant guides you through the process of identifying the Oracle database to be used for the Oracle CM SDK schema, selecting the type of authentication to use (native Oracle CM SDK credential manager or Oracle Internet Directory for credential management), and various other configuration tasks.

For information about post-configuration tasks, see Chapter 4, "Post-Configuration".

Pre-Installation Tasks

Before installing and configuring Oracle CM SDK, you must perform required pre-installation tasks, and can perform optional pre-installation tasks, depending on your deployment.

Required Pre-Installation Tasks

Before installing and configuring Oracle CM SDK:

Recommended and Optional Preconfiguration Tasks for Oracle CM SDK

The Oracle CM SDK Configuration Assistant starts automatically at the end of the Oracle Universal Installer process and guides you through the process of identifying the Oracle database to use for the Oracle CM SDK schema and other configuration tasks.

Before you configure Oracle CM SDK, there are a number of preconfiguration tasks you might want to complete, depending on your planned deployment. To perform any of these tasks, cancel the Oracle CM SDK Configuration Assistant when it starts.

After performing the desired preconfiguration task(s), you can then run the Oracle CM SDK Configuration Assistant again and configure Oracle CM SDK.

This section contains the following topics:

Table 3-2 lists recommended and optional preconfiguration tasks and provides information to help you determine whether or not a task is necessary to your deployment of Oracle CM SDK.

Table 3-2 Optional Preconfiguration Tasks for Oracle CM SDK  
Optional Preconfiguration Task Purpose

"Create Custom Tablespaces (Recommended)"

Instructions for this task are described in Appendix B, "Creating an Oracle Database"

For a production environment, Oracle recommends creating custom tablespaces for the various tables and indexes that comprise the system.

If you choose to create custom tablespaces, you must do so before configuring Oracle CM SDK. You cannot create custom tablespaces after configuring Oracle CM SDK.

"Set Up Oracle CM SDK to Use Real Applications Clusters Database (Optional)"

Instructions for this task begin

If you plan to use a Real Application Clusters (RAC) database with your initial deployment of Oracle CM SDK, Oracle recommends that you perform this preconfiguration task prior to configuring Oracle CM SDK.

Create Custom Tablespaces (Recommended)

During Oracle CM SDK configuration, you must select whether to store all schema objects in the USERS tablespace, or in custom tablespaces. For a production environment, the USERS tablespace is not optimal. Oracle recommends creating custom tablespaces for the various tables and indexes that comprise the system before attempting to configure Oracle CM SDK. See "Creating Custom Tablespaces" for details.

Set Up Oracle CM SDK to Use Real Applications Clusters Database (Optional)

You can choose to run Oracle CM SDK against a Real Applications Clusters (RAC) database at any time, either preconfiguration or post-configuration.

However, if you know that you want to point to a RAC database for your initial Oracle CM SDK deployment, performing the following preconfiguration steps allows you to specify a RAC database during the Oracle CM SDK configuration process. Note that there are additional post-configuration tasks that must also be completed.


Note:

In order to use RAC, you must configure Oracle CM SDK against a specific node in the target RAC configuration, and this node must have load balancing disabled during the Oracle CM SDK configuration process.


  1. Set the following system parameter in the RAC database:

    MAX_COMMIT_PROPAGATION_DELAY=1

  2. Ensure that the JOB_QUEUE_PROCESSES parameter is set to a value of 10 or higher.

  3. Make a TNS entry in the tnsnames.ora file for load balancing and connection failover options in each Oracle Home used by Oracle CM SDK. Please see the RAC Administrator's Guide for more information on making a TNS entry for these options.

  4. Configure Oracle CM SDK, specifying the name of the RAC database on the Database Selection screen of the Oracle CM SDK Configuration Assistant.

  5. Perform required post-configuration tasks.

    See "Using Oracle CM SDK with a RAC Database" for details.

Installing Software Components

These instructions presume that you have completed all necessary pre-installation tasks appropriate for the deployment. See Chapter 2, "Requirements" for details.

You can also use the Oracle Universal Installer to install Oracle Workflow with Oracle CM SDK. See the Oracle Workflow User's Guide for information about using Oracle Workflow.

  1. Log on to the computer using the account name that owns the Oracle software (typically, the user account is oracle) and mount the Oracle CD or CD image containing the Oracle CM SDK software.

  2. Launch the Oracle Universal Installer from the CD or CD image, located in:

    <CD-ROM>/install/<OS>/runInstaller
    
    

    where <OS> is one of the following:

    Table 3-3  Oracle Universal Installer: Operating System Directories
    Platform <OS>

    AIX Based Systems

    aix

    HP-UX

    hpunix

    Linux IntelFoot 1

    linux

    Compaq Tru64

    decunix

    Solaris

    solaris

    1 The K desktop environment (KDE) does not support Oracle CM SDK installation on SuSE Linux 7.x (KDE2). Use fvwm or wmaker as the X Window manager when installing and configuring on Linux.

    The Welcome screen appears.

Figure 3-1 Oracle Universal Installer: Welcome Screen

Text description of instwel.gif follows.

Text description of the illustration instwel.gif

  • Read the Welcome screen, then click Next. The File Locations screen appears.

    Figure 3-2 Oracle Universal Installer: File Locations Screen

    Text description of instfile.gif follows.

    Text description of the illustration instfile.gif

  • On the File Locations screen, specify the following information:

    You must install Oracle CM SDK in the Oracle Application Server, 10g (9.0.4) middle-tier home. Select the file location carefully. After installation, you cannot move the Oracle CM SDK software without deinstalling and reinstalling.

  • Click Next to continue. The Select a Product to Install screen appears.

    Figure 3-3 Oracle Universal Installer: Select a Product to Install Screen

    Text description of instprod.gif follows.

    Text description of the illustration instprod.gif

    Select Oracle Content Management SDK to install Oracle CM SDK. For information about installing Oracle Workflow, see the Oracle Workflow Installation Notes for Oracle Content Management SDK.

  • Click Next to continue. The Summary screen displays a list of the selected components and other installation details, such as space requirements. Oracle CM SDK should appear among the listed items.

    Figure 3-4 Oracle Universal Installer: Summary Screen

    Text description of instsum.gif follows.

    Text description of the illustration instsum.gif

  • On the Summary screen, click Install to begin installation. A progress indicator appears to monitor the installation as the files that comprise the software are copied to the appropriate directories on the server.

    When the copying process completes, the Oracle Universal Installer launches the Oracle CM SDK Configuration Assistant automatically.

    Oracle CM SDK Server Configuration Types

    The Oracle CM SDK Configuration Assistant is launched automatically by the Oracle Universal Installer, and guides you through the range of possible deployment scenarios listed in Table 3-4. The Oracle CM SDK Configuration Assistant always begins with the Welcome screen shown in Figure 3-5.

    Figure 3-5 Oracle CM SDK Configuration Assistant: Welcome Screen

    Text description of ifsca_01.gif follows.

    Text description of the illustration ifsca_01.gif

    Make your choices on each screen and click Next to continue. You can click Cancel to stop the Oracle CM SDK Configuration Assistant and configure at a later time by executing ifsca from the command line, located in the following directory:

    $ORACLE_HOME/ifs/cmsdk/bin
    
    

    The Oracle CM SDK Configuration Assistant provides two main configuration options: Simple and Advanced.

    Table 3-4 summarizes the types configurations you can perform:

    Table 3-4  Oracle CM SDK Configuration Assistant Options
    Configuration Type Usage Note

    Simple Configuration

    Asks a minimum number of required questions and uses the defaults for most values. Recommended for testing or evaluation purposes.

    Advanced Configuration: Creating a New Oracle CM SDK Domain

    Creates a new Oracle CM SDK schema in the database. Optionally configures the software required to include the computer as a node in the domain.

    Advanced Configuration: Upgrading an Existing Domain

    Upgrades a prior Oracle Internet File System or Oracle CM SDK instance to the current Oracle CM SDK 10g (9.0.4).

    Select this option to upgrade an existing Oracle Internet File System or Oracle CM SDK schema.

    Advanced Configuration: Use an Existing Oracle CM SDK Domain

    Configures the Oracle CM SDK software on the system for integration with an existing domain. This configures the software needed to manage the computer as a target via the Web-based Oracle Enterprise Manager.

    Use this configuration type to add more middle-tier computers to the Oracle CM SDK domain.

    To monitor the Oracle CM SDK Configuration Assistant as it progresses, you can view the log as it is being written to the following file:

    $ORACLE_HOME/ifs/cmsdk/log/CmsdkConfig.log
    

    Simple Configuration

    These instructions guide you through the process of configuring the Oracle CM SDK domain using the simple configuration option. You must install and configure Oracle CM SDK into an Oracle home based on Oracle Application Server, 10g (9.0.4).

    The simple configuration process creates a new Oracle CM SDK schema. If you want to upgrade an existing schema, you must use one of the advanced configuration options.

    Simple Configuration Default Values

    Table 3-5 summarizes the default values used in the simple configuration option.

    Table 3-5  Simple Configuration Default Values
    Parameter Description Default Value

    Domain operation

    The Oracle CM SDK Configuration Assistant can perform the following operations:

    • Create a new Oracle CM SDK domain

    • Upgrade an existing Oracle Internet File System or Oracle CM SDK domain

    • Set up this computer to use an existing Oracle CM SDK domain

    Create a new Oracle CM SDK domain

    Primary tablespace

    Stores metadata for documents, information about users and groups, and other Oracle CM SDK object data. (50 MB)

    USERS tablespace

    Non-Indexed Media tablespace

    Stores LOB data for documents that are not indexed by Oracle Text, such as zip files. (50 MB)

    USERS tablespace

    Indexed Media tablespace

    Stores LOB data for documents indexed by Oracle Text, such as text and word processing files. (50 MB)

    USERS tablespace

    interMedia Media tablespace

    Stores LOB data for documents indexed by Oracle interMedia, such as image, audio, and video files. (50 MB)

    USERS tablespace

    Oracle Text Tokens tablespace

    Stores the Oracle Text tokens table. (50 MB)

    USERS tablespace

    Oracle Text Index tablespace

    Stores the index on the Oracle Text tokens table. (50 MB)

    USERS tablespace

    Oracle Text Data tablespace

    Stores miscellaneous Oracle Text tables. (150 MB)

    USERS tablespace

    Character set

    Select the default character set to use when storing documents in Oracle CM SDK.

    Character set used by the local computer

    Language

    Select the default indexing language to use when storing documents in Oracle CM SDK.

    English

    FTP port

    The port at which the FTP server listens.

    21

    NFS port

    The port at which the NFS server listens.

    2049

    NFS mount server port

    The port at which the NFS mount server listens.

    0

    IMAP port

    The port at which the IMAP server listens.

    143

    CUP port

    The port at which the CUP server listens.

    4180

    Site administrator e-mail address

    The e-mail address of the Oracle CM SDK administrator.

    user@domain.com

    Credential manager

    The Oracle CM SDK Configuration Assistant configures one of the following credential managers:

    • Oracle CM SDK directory service

    • Oracle Internet Directory service

    Oracle CM SDK directory service

    system user password

    Password for the Oracle CM SDK system user.

    manager9ifs

    Note: Oracle recommends that you change this password after configuration.

    guest user password

    Password for the Oracle CM SDK guest user.

    welcome9ifs

    Note: Oracle recommends that you change this password after configuration.

    scott user password

    Password for the Oracle CM SDK scott user.

    tiger9ifs

    Note: Oracle recommends that you change this password after configuration.

    Local host name

    The name of the computer on which Oracle CM SDK Configuration Assistant is being run.

    <localhost>

    Run Domain Controller

    Whether to configure the Oracle CM SDK Domain Controller process. Only one computer in the Oracle CM SDK domain should run this process.

    Yes

    Run Node

    Whether to configure a regular node to run on this computer.

    Yes

    Run HTTP Node

    Whether to configure an HTTP node to run the Oracle CM SDK DAV server for HTTP and WebDAV access on this computer. The HTTP node is also required to run the Oracle CM SDK HTTP Administration Tool.

    Yes

    Node name

    The name of the regular node.

    <localhost> Node

    Run agents

    Whether to configure all of the Oracle CM SDK system agents to run on this computer. Only one computer in the Oracle CM SDK domain should run the system agents.

    Yes

    Run protocol servers

    Whether to configure protocol servers to run on this computer. Supported protocol servers include FTP, AFP, CUP, SMTP, NFS, SMB, and IMAP.

    Run all protocol servers

    HTTP node name

    The name of the HTTP node.

    <localhost> HTTP Node

    Simple Configuration Installation

    The instructions begin from the Oracle CM SDK Configuration Assistant Welcome screen.

    1. Click Next on the Welcome to Oracle CM SDK Configuration Assistant screen to begin the configuration process. The Configuration Type screen appears.

    Figure 3-6 Configuration Type Screen

    Text description of simple01.gif follows.

    Text description of the illustration simple01.gif

    Select Simple Configuration and click Next.

  • The Database Selection screen appears.

    Figure 3-7 Database Selection Screen

    Text description of simple02.gif follows.

    Text description of the illustration simple02.gif

  • Specify the following information:

    Click Next to continue.

  • The Database Login Verifications message box appears while the Oracle CM SDK Configuration Assistant verifies the CLASSPATH, database connection to the Oracle9i Database Server, initialization parameters, Oracle JServer installation and other requirements.

    If an error occurs, you must correct the problem before configuration can continue. See Chapter 6, "Troubleshooting" and view the CmsdkConfig.log file for more information.

  • When the verification process completes, the Schema Name screen appears.

    Figure 3-8 Schema Name Screen

    Text description of simple03.gif follows.

    Text description of the illustration simple03.gif

  • Enter a name to use for the new Oracle CM SDK schema. The schema name should not already exist in the database. You must also provide a password for the schema. Enter the password in both fields to confirm.

  • Click Next to continue. The Oracle CM SDK Configuration Assistant checks to see if the schema name exists in the database.

    If the name exists, or if related schema names based on the schema name exist, a message box appears notifying you of this conflict.

    The URL Information screen appears.

    Figure 3-9 URL Information Screen

    Text description of simple04.gif follows.

    Text description of the illustration simple04.gif

  • In the URL Information screen, enter the following information:

  • The Summary screen appears.

    Figure 3-10 Summary Screen

    Text description of ifscasum.gif follows.

    Text description of the illustration ifscasum.gif

  • Note the name and location of the log file.

  • Click Configure to execute the configuration process. Once you have started the configuration process, a progress window appears. If an error occurs, check the following log file for more information:

    $ORACLE_HOME/ifs/cmsdk/log/CmsdkConfig.log
    
    

    When the process completes, a message appears notifying you that the configuration was successful.

  • Click OK to close the message. If the Oracle Universal Installer launched the Oracle CM SDK Configuration Assistant, the Oracle Universal Installer End Installation screen appears.

  • On the Oracle Universal Installer End Installation screen, click Exit to exit from the Oracle Universal Installer. Click Yes to confirm that you want to exit the Oracle Universal Installer.

    At the end of the configuration process, several scripts execute automatically in order to integrate Oracle CM SDK and the Oracle Enterprise Manager Application Server Control. See Chapter 4, "Post-Configuration" for instructions about how to make Oracle CM SDK operational.

    Advanced Configuration: Creating a New Oracle CM SDK Domain

    These instructions guide you through the process of configuring the Oracle CM SDK domain controller computer, which is typically the first computer in the domain that you are configuring. This option creates a new Oracle CM SDK schema. To upgrade an existing schema, see "Advanced Configuration: Upgrading an Existing Domain".

    You must install and configure Oracle CM SDK into an Oracle home based on Oracle Application Server 10g (9.0.4).

    The instructions begin from the Oracle CM SDK Configuration Assistant Welcome screen.

    1. Click Next on the Welcome to Oracle CM SDK Configuration Assistant screen to begin the configuration process. The Configuration Type screen appears.

    Figure 3-11 Configuration Type Screen

    Text description of ifsca_02.gif follows.

    Text description of the illustration ifsca_02.gif

    Select Advanced Configuration and click Next.

  • The Domain Operation screen appears.

    Figure 3-12 Domain Operation Screen

    Text description of ifsca_03.gif follows.

    Text description of the illustration ifsca_03.gif

  • On the Domain Operation screen, select Create a new Oracle CMSDK domain and click Next to continue.

  • The Database Selection screen appears.

    Figure 3-13 Database Selection Screen

    Text description of ifsca_04.gif follows.

    Text description of the illustration ifsca_04.gif

  • Specify the following information:

  • Click Next to continue. The Database Login Verifications message box appears while the Oracle CM SDK Configuration Assistant verifies the CLASSPATH, database connection to the Oracle9i Database Server, initialization parameters, Oracle JServer installation and other requirements.

    If an error occurs, you must correct the problem before configuration can continue. See Chapter 6, "Troubleshooting" and view the CmsdkConfig.log file for more information.

  • When the verification process completes, the Schema Name screen appears.

    Figure 3-14 Schema Name Screen

    Text description of ifsca_05.gif follows.

    Text description of the illustration ifsca_05.gif

  • Enter a name to use for the Oracle CM SDK schema. The schema name should not already exist in the database. You must also provide a password for the schema. Enter the password in both fields to confirm.

  • Click Next to continue. The Oracle CM SDK Configuration Assistant checks to see if the schema name exists in the database. If the name exists, or if related schema names based on the schema name exist, a message box appears notifying you of this conflict.

    The Tablespaces screen appears.

  • In the Tablespaces screen, either select the USERS tablespace or specify individual tablespaces for each data type. The tablespaces must exist in order to select them for each data type. The Oracle CM SDK Configuration Assistant does not create tablespaces. To improve performance, Oracle recommends that you use custom tablespaces when configuring production environments. See Appendix B, "Creating an Oracle Database" in this guide for additional information on custom tablespaces.

    Figure 3-15 Tablespaces Screen

    Text description of ifsca_06.gif follows.

    Text description of the illustration ifsca_06.gif

  • Click Next to continue. The Character Set and Language screen appears.

    Figure 3-16 Character Set and Language Screen

    Text description of ifsca_07.gif follows.

    Text description of the illustration ifsca_07.gif

  • Select the default character set and indexing language to use when storing documents in Oracle CM SDK. The document character set defaults are used by client applications that do not specify a language or character set for documents being transferred to Oracle CM SDK. The default character set is also used by non-Unicode enabled protocols, such as FTP and WebDAV, to determine the character set that these protocol servers should use.

    Oracle Corporation recommends setting the character set to the character set used by the majority of users in your Oracle Files domain.

    Table 3-7 lists some of the multibyte character sets available for use if you only need to support a single language:

    Table 3-6  Multibyte Language Character Sets
    Multi-byte Language Character Set

    Chinese

    UTF8, ZHS16CGB231280, ZHS16GBK, ZHT32EUC, ZHT16BIG5, ZHT32TRIS, AL24UTFFSS

    Japanese

    UTF8, JA16SJIS, JA16EUC

    Korean

    UTF8, KO16KSC5601

    If you need to support single-byte language functionality only, you can use UTF8 or any of the single-byte character sets supported by the database. For more information, see the section on MULTI_LEXER in the Oracle Text Reference Guide.

  • Click Next to continue. The Default Port Numbers screen appears.

    Figure 3-17 Default Port Numbers Screen

    Text description of ifsca_08.gif follows.

    Text description of the illustration ifsca_08.gif

  • Change the port numbers as needed.

  • Click Next to continue. The URL Information screen appears.

    Figure 3-18 URL Information Screen

    Text description of ifsca_09.gif follows.

    Text description of the illustration ifsca_09.gif

  • In the URL Information screen, enter the following information:

  • Click Next to continue. The Admin Information screen appears.

    Figure 3-19 Admin Information Screen

    Text description of ifsca_10.gif follows.

    Text description of the illustration ifsca_10.gif

  • Enter the fully-qualified e-mail address to use to send notifications and other messages to the Oracle CM SDK administrator. For example, username@yourcompany.com.


    Note:

    You must enter a valid e-mail address.


  • Click Next to continue. The Directory Service screen appears.

    Figure 3-20 Directory Service Screen

    Text description of ifsca_11.gif follows.

    Text description of the illustration ifsca_11.gif

  • Select the directory service to use for user authentication, either Oracle CM SDK Directory Service or Oracle Internet Directory Service.

    Figure 3-21 Users Screen

    Text description of ifsca_12.gif follows.

    Text description of the illustration ifsca_12.gif

    Enter passwords for the system, guest, and scott user accounts. The password for the system account must be at least five characters long, must include at least one numeric character, and must use ASCII characters only. Click Next to continue. The Set up Local Computer screen appears. Continue the instructions at step 25.

    Figure 3-22 OiD Login Screen

    Text description of ifscaoid.gif follows.

    Text description of the illustration ifscaoid.gif

  • Enter the login information for the Oracle Internet Directory instance that you want to use for credential management.

  • Click Next to continue. The OID Users screen appears.

    Figure 3-23 OiD Users Screen

    Text description of oiduser.gif follows.

    Text description of the illustration oiduser.gif

  • Use existing user accounts or create new user accounts.

  • Click Next to continue. The OidCredentialManager is configured using the settings selected in steps 21 and 23. The Set up Local Computer screen appears.

    Figure 3-24 Set up Local Computer Screen

    Text description of ifsca_13.gif follows.

    Text description of the illustration ifsca_13.gif

  • On the Set up Local Computer screen:

  • Click Next to continue. The Domain Components screen appears.

    Figure 3-25 Domain Components Screen

    Text description of ifsca_14.gif follows.

    Text description of the illustration ifsca_14.gif

  • Select the processes that you want to configure for the domain. By default, all processes are selected on this screen.

  • Click Next to continue. The OC4J Verification message box appears while the Oracle CM SDK Configuration Assistant searches for an existing OC4J instance on the computer. If an OC4J instance exists, a message box appears. Select one of the following:

  • Click Next to continue. The Domain Component Verifications message box appears while the Oracle CM SDK Configuration Assistant verifies the local host name. If the local host name is not valid, you must retype the name in the Domain Components screen.

  • If you selected Run a Node on this computer in the Domain Components screen in step 26, the Node Configuration screen appears when the verification process completes successfully.

    Otherwise, the Summary screen appears.

    Figure 3-26 Node Configuration Screen

    Text description of ifsca_15.gif follows.

    Text description of the illustration ifsca_15.gif

  • The Node Configuration screen lists all the protocol servers and agents (discussed in Chapter 1, Concepts, in the Oracle Content Management SDK Administrator's Guide) that you can choose to run in the domain:

  • Click Next to continue. If you selected Run an HTTP Node on this computer on the Domain Components screen in step 26, the HTTP Node Configuration screen appears.

    Otherwise, the Summary screen appears.

    Figure 3-27 HTTP Node Configuration Screen

    Text description of ifsca_16.gif follows.

    Text description of the illustration ifsca_16.gif

  • Enter a name for the HTTP Node and click Next to continue.

    The Oracle CM SDK Configuration Assistant now has all the information it needs to create a new Oracle CM SDK schema and to configure the node and other processes.

  • Click Next to continue. The Summary screen appears.

    Figure 3-28 Summary Screen

    Text description of ifscasum.gif follows.

    Text description of the illustration ifscasum.gif

  • Note the name and location of the log file.

  • Click Configure to execute the configuration process. Once you have started the configuration process, a progress window appears. If an error occurs, check the following log file for more information:

    $ORACLE_HOME/ifs/cmsdk/log/CmsdkConfig.log
    
    

    When the process completes, a message appears notifying you that the configuration was successful.

  • Click OK to close the message. If the Oracle Universal Installer launched the Oracle CM SDK Configuration Assistant, the Oracle Universal Installer End Installation screen appears.

  • On the Oracle Universal Installer End Installation screen, click Exit to exit from the Oracle Universal Installer. Click Yes to confirm that you want to exit the Oracle Universal Installer.

    At the end of the configuration process, several scripts execute automatically in order to integrate Oracle CM SDK and the Application Server Control. See Chapter 4, "Post-Configuration" for instructions about how to make Oracle CM SDK operational.

    Advanced Configuration: Upgrading an Existing Domain

    These instructions guide you through the process of upgrading an existing Oracle Internet File System or Oracle CM SDK domain. These instructions assume that you have completed all of the required tasks described in Chapter 2, and that you have stopped the existing Oracle Internet File System or Oracle CM SDK domain, as described in "Required Pre-Installation Tasks". In order to install Oracle CM SDK 10g (9.0.4), you must first upgrade to Oracle Internet File System release 9.0.2 or Oracle CM SDK release 9.0.3.

    Before running the Oracle CM SDK Configuration Assistant, copy all custom classes from your old Oracle Internet File System or Oracle CM SDK installation to the 10g (9.0.4) installation. The custom classes are located in $ORACLE_HOME/ifs/cmsdk/custom_classes. If the Oracle CM SDK Configuration Assistant cannot find the custom classes, it might not be able to upgrade the schema.


    Note:

    If you have a custom class named LINK, you must rename the class before upgrading to Oracle CM SDK 10g (9.0.4).


    The instructions begin from the Oracle CM SDK Configuration Assistant Welcome screen.


    Note:

    The upgrade process requires a default LOB chunk size of 32K for all database content. If you changed the default chunk size when you initially installed and configured Oracle Internet File System or Oracle CM SDK, you must change the chunk size in the upgrade actions file before upgrading. Contact your Oracle Support representative for details.


    1. Read the Welcome screen, then click Next to begin the configuration process. The Configuration Type screen appears.

    2. Select Advanced Configuration and click Next. The Domain Operation screen appears.

    3. On the Domain Operation screen, select Upgrade an existing Oracle Internet File System domain and click Next to continue.

    4. A message appears warning you to copy your custom classes before upgrading. Click OK to continue.

    5. The Database Selection screen appears.

    6. On the Database Selection screen, specify the following information:

      • Database Host Name: Enter the name of the host on which the database containing the existing Oracle Internet File System or Oracle CM SDK domain is running.

      • Listener Port Number: Enter the listener port number. The default value is 1521.

      • Database Service Name: Enter the name of the database service.

      • Password of Database User SYS: Enter the password for the Oracle database SYS user account.

    7. Click Next to continue. The Database Login Verifications message box appears while the Oracle CM SDK Configuration Assistant verifies the CLASSPATH, database connection to the Oracle9i Database Server, and other requirements. If an error occurs, you must correct the problem before configuration can continue.

      If an error occurs, you must correct the problem before configuration can continue. See Chapter 6, "Troubleshooting" and view the CmsdkConfig.log file for more information.

      When the verification process completes, the Schema Name screen appears.

    8. Select the Oracle Internet File System or Oracle CM SDK schema that you want to upgrade and enter the password for the schema.

    9. Click Next to continue. The URL Information screen appears.

      • Enter the fully-qualified hostname and port number of the computer through which you want the domain to provide HTTP (Web) services.

      • Select Uses SSL only if you have configured SSL on that computer.

    10. Click Next to continue. The Admin Information screen appears. Enter the fully-qualified e-mail address to use to send notifications and other messages to the Oracle CM SDK administrator. For example, username@yourcompany.com.

    11. Click Next to continue. The Set up Local Computer screen appears.

    12. On the Set up Local Computer screen:

      • Select Yes to configure this computer as a target that can be managed using the Application Server Control.

      • Select No to upgrade the domain to Oracle CM SDK 10g (9.0.4) without the software necessary to manage it as a target from the Application Server Control. Continue the instructions with step 18.

    13. Click Next to continue. The Domain Components screen appears. Select the processes that you want to configure for the domain. By default, all processes are selected on this screen.

      • If the computer contains multiple network interface cards (NICs), enter the hostname that you want to use for Oracle CM SDK in the Local Host Name field.

      • Select Run Domain Controller on this computer to configure the Oracle CM SDK Domain Controller process. Only one computer should run this process.

      • Select Run a Node on this computer to configure a regular node to run on this computer.

      • Select Run an HTTP Node on this computer to configure an HTTP node to run the Oracle CM SDK DAV server for HTTP and WebDAV access on this computer.

    14. Click Next to continue. The Domain Component Verifications message box appears while the Oracle CM SDK Configuration Assistant verifies the local host name. If the local host name is not valid, you must retype the name in the Domain Components screen.

    15. If you selected Run a Node on this computer in the Domain Components screen in step 13, the Node Configuration screen appears when the verification process completes successfully.

      Otherwise, the Summary screen appears. Continue the instructions with step 18.

    16. The Node Configuration screen lists all Oracle CM SDK processes (protocol servers and agents discussed in Chapter 1, Concepts, in the Oracle Content Management SDK Administrator's Guide) that you can choose to run in the domain:

      • Enter the name by which you want the node to be known in the Node Name field. This can optionally include the name of the computer (hostname).

      • Select Run Oracle CM SDK Agents to configure all of the Oracle CM SDK system agents to run on this computer. Agents can run on only one node in the domain. If agents are configured to run on another node, you must deselect this option.

      • Select Run Protocol Servers to configure protocol servers to run on this computer. Supported protocol servers include FTP, AFP, CUP, SMTP, NFS, SMB, and IMAP.

    17. Click Next to continue. If you selected Run an HTTP Node on this computer on the Domain Components screen in step 13, the HTTP Node Configuration screen appears. Enter the name for the HTTP Node and click Next to continue.

      The Oracle CM SDK Configuration Assistant now has all the information it needs to create a new Oracle CM SDK schema and to configure the node and other processes.

    18. Click Next to continue. The Summary screen appears. Note the name and location of the log file.

    19. Click Configure to execute the configuration process using all the information entered via the Oracle CM SDK Configuration Assistant. Once you have started the configuration process, a progress window appears. If an error occurs, check the following log file for more information:

      $ORACLE_HOME/ifs/cmsdk/log/CmsdkConfig.log
      
      

      When the process completes, a message appears notifying you that the configuration was successful.

    20. Click OK to close the message. If the Oracle Universal Installer launched the Oracle CM SDK Configuration Assistant, the Oracle Universal Installer End Installation screen appears.

    21. On the Oracle Universal Installer End Installation screen, click Exit to exit from the Oracle Universal Installer. Click Yes to confirm that you want to exit the Oracle Universal Installer.

    At the end of the configuration process, several scripts execute automatically in order to integrate Oracle CM SDK and the Application Server Control. See Chapter 4, "Post-Configuration" for instructions about how to make Oracle CM SDK operational.


    Note:

    After upgrading, you must manually sync the existing IFS_TEXT index. See Appendix A, Oracle Text Reference, in the Oracle Content Management SDK Administrator's Guide for more information.


    Advanced Configuration: Use an Existing Oracle CM SDK Domain

    These instructions guide you through the process of setting up a computer to use an existing domain. Use this configuration type to add more middle-tier computers to the Oracle CM SDK domain.

    You must install and configure Oracle CM SDK software into an Oracle home based on Oracle Application Server 10g (9.0.4).

    The instructions begin from the Oracle CM SDK Configuration Assistant Welcome screen.

    1. Click Next on the Welcome to Oracle CM SDK Configuration Assistant screen to begin the configuration process. The Configuration Type screen appears.

    2. Select Advanced Configuration and click Next. The Domain Operation screen appears.

    3. On the Domain Operation screen, select Set up this computer to use an existing Oracle CM SDK domain and click Next to continue. The Database Selection screen appears.

    4. On the Database Selection screen, specify the following information:

      • Database Host Name: Enter the name of the host on which the database is running.

      • Listener Port Number: Enter the listener port number. The default value is 1521.

      • Database Service Name: Enter the name of the database service.

      • Password of Database User SYS: Enter the password for the Oracle database SYS user account.

    5. Click Next to continue. The Database Login Verifications message box appears as the Oracle CM SDK Configuration Assistant verifies the CLASSPATH, database connection to the Oracle9i Database Server, initialization parameters, Oracle JServer installation and other requirements.

      If an error occurs, you must correct the problem before configuration can continue. See Chapter 6, "Troubleshooting" and view the CmsdkConfig.log file for more information.

      When the verification process completes, the Schema Name screen appears.

    6. Select the Oracle CM SDK schema that you want to reuse and enter the password for the schema.

    7. Click Next to continue. The Domain Components screen appears.

    8. On the Domain Components screen, select the processes that you want to configure to run on this computer. By default, all processes are selected.

      • If the computer contains multiple network interface cards (NICs), enter the hostname that you want to use for Oracle CM SDK in the Local Host Name field.

      • Select Run Domain Controller on this computer to configure the Oracle CM SDK Domain Controller process. Only one computer should run this process.

      • Select Run a Node on this computer to configure a regular node to run on this computer.

      • Select Run an HTTP Node on this computer to configure an HTTP node to run the Oracle CM SDK DAV server for HTTP and WebDAV access on this computer.

    9. Click Next to continue. The Domain Component Verifications message box appears while the Oracle CM SDK Configuration Assistant verifies the local host name. If the local host name is not valid, you must retype the name in the Domain Components screen.

    10. If you selected Run a Node on this computer in the Domain Components screen in step 13, the Node Configuration screen appears when the verification process completes successfully.

      Otherwise, the Summary screen appears. Continue the instructions with step 13.

    11. The Node Configuration screen lists all Oracle CM SDK processes (protocol servers and agents discussed in Chapter 1, Concepts, in the Oracle Content Management SDK Administrator's Guide) that you can choose to run in the domain:

      • Enter the name by which you want the node to be known in the Node Name field. It can include the name of the computer (hostname), but it need not: the value is any string that makes sense to you.

      • Select Run Oracle CM SDK System Agents to configure all of the Oracle CM SDK system agents to run on this computer. Agents can run on only one node in the domain. If agents are configured to run on another node, you must deselect this option.

      • Select Run Protocol Servers to configure protocol servers to run on this computer. Supported protocol servers include FTP, AFP, CUP, SMTP, NFS, SMB, and IMAP.

    12. Click Next to continue. If you selected the Run an HTTP Node on this computer on the Domain Components screen in step 8, the HTTP Node Configuration screen appears. Enter the name for the HTTP Node and click Next to continue.

      The Oracle CM SDK Configuration Assistant now has all the information it needs to configure the computer.

    13. The Summary screen appears. Note the name and location of the log file.

    14. Click Configure to execute the configuration process using all the information entered via the Oracle CM SDK Configuration Assistant. Once you have started the configuration process, a progress window appears. If an error occurs, check the following log file for more information:

      $ORACLE_HOME/ifs/cmsdk/log/CmsdkConfig.log
      
      

      When the process completes, a message appears, telling you that the configuration was successful.

    15. Click OK to close the message. If the Oracle Universal Installer launched the Oracle CM SDK Configuration Assistant, the Oracle Universal Installer End Installation screen appears.

    16. On the Oracle Universal Installer End Installation screen, click Exit to exit from the Oracle Universal Installer. Click Yes to confirm that you want to exit the Oracle Universal Installer.

    See Chapter 4, "Post-Configuration" for instructions about how to make Oracle CM SDK operational.

    Non-Interactive Installation and Configuration

    As an alternative to using the graphical tools described in Oracle CM SDK Server Configuration Types, you can use text files to pass values to the installation and configuration scripts. This section contains the following topics:

    Non-Interactive Installation

    To perform a non-interactive installation, pass the name of a response file (.rsp) to the runInstaller script as a parameter. If your response file contains responses for all of the installer prompts, you can use the -silent parameter to avoid seeing any dialogs or windows at all. Do this only if you have verified that the response file meets your specific deployment needs or if you have modified it to do so.

    Table 3-7  Response File Parameters
    Parameter Description Example

    ORACLE_HOME=

    Enter the correct Oracle home name for your computer.

    ORACLE_HOME=/data/Ora9i

    s_IfsConfigRspFile=

    Enter the IfsConfig Response filename.

    s_IfsConfigRspFile=$ORACLE_HOME/ifs/cmsdk/settings/ silentconfig.properties

    b_configureIFS=

    Set to FALSE to install only (not configure). If you set
    b_configureIFS=TRUE, be sure that you have already modified the IFS response file as required for your particular configuration.

    b_configureIFS=FALSE

    The Oracle Universal Installer response file, which copies the base software, libraries, and various scripts to the computer for further configuration, is located on the CD in the stage/Response/ directory.

    After making any necessary changes to the response file, use the following two commands to install the software:

    cd $<STAGE_LOCATION>/install/<OS>
    
    ./runInstaller -responseFile $<STAGE_LOCATION>/stage/Response/oracle.ifs.Complete.rsp 
    -silent
    
    

    where <OS> is one of the following:

    Table 3-8  Oracle Universal Installer: Operating System Directories
    Platform <OS>

    AIX-Based Systems

    aix

    HP-UX

    hpunix

    Linux Intel

    linux

    Compaq Tru64

    decunix

    Solaris

    solaris

    Non-Interactive Configuration

    You can configure the Oracle CM SDK domain using this same approach, by passing a text file (containing all the configuration settings) to the Oracle CM SDK Configuration Assistant as a parameter at the command line. The text file (silentconfig.properties) is located in the
    $ORACLE_HOME/ifs/cmsdk/settings directory after installing using the Oracle Universal Installer or the installation script.

    The file itself contains instructions about how to modify and use it. Modify the response file to meet your specific needs.

    To edit the response file and run the Oracle CM SDK Configuration Assistant:

    1. Open the response file silentconfig.properties in a text editor.

    2. Edit the settings in the file. When you are finished modifying the parameters, save and close the file.

    3. Use the following two commands to run the Oracle CM SDK Configuration Assistant using the modified response file:

      cd $ORACLE_HOME/cmsdk/bin
      
      ./ifsca -file $ORACLE_HOME/ifs/cmsdk/settings/silentconfig.properties 
      -silent
      
      

    The Oracle CM SDK Configuration Assistant script configures Oracle CM SDK on the computer according to the parameters defined in the file. If errors occur during the silent install, check the CmsdkConfig.log file, located in $ORACLE_HOME/ifs/cmsdk/log/, for more information.

    Continue with the required post-installation tasks as described in Chapter 4, "Post-Configuration".


    Caution:

    The silentconfig.properties file contains password information. Delete the file or store it in a safe location after performing a non-interactive configuration.



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