6-2-INS-MAR

SmartPlant Materials Installation and Migration Guide

Version 2007. 3 (6.2.4) January 2007 / September 2007 DMAR1-PE-200006H-Updated

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Trademarks Intergraph, the Intergraph logo, PDS, SmartPlant, SmartSketch, FrameWorks, INtools, MARIAN, and IntelliShip are registered trademarks and SupportModeler and SupportManager are trademarks of Intergraph Corporation. Microsoft and Windows are registered trademarks of Microsoft Corporation. Other brands and product names are trademarks of their respective owners.

Table of Contents

SmartPlant Materials Installation and Migration Guide 3

Table of Contents Overview .............................................................................................................................6

Three-Tier Architecture ................................................................................................6 Service Packs ...................................................................................................................... 8 Internationalization ............................................................................................................. 8

SmartPlant Materials Hardware and Software Requirements ...................................10 SmartPlant Materials Application Server (iAS) .........................................................11 SmartPlant Materials Database Server .......................................................................15

Installing SmartPlant Materials Software.....................................................................17

Part 1: Oracle 10g iAS Release 2 Installation ...............................................................28 Printer Installation on SmartPlant Materials Application Server ...............................28

Pre-Installation Tasks........................................................................................................ 32 Set the User to Belong to the Administrators Group ........................................................ 33 Check Environment Variables .......................................................................................... 34 Check to see if Port 1521 is in Use ................................................................................... 34 Regional and Language Options During Installation........................................................ 35

Installation of Oracle 10g Infrastructure ....................................................................36 Check and Update Windows System Files (wsf).............................................................. 36

Infrastructure Installation ...........................................................................................38 Starting the Oracle Universal Installer (OUI) ................................................................... 38

iAS Installation ...........................................................................................................52 Installation of Oracle 10g Business Intelligence and Forms............................................. 52 Managing the iAS using the Enterprise Manager ............................................................. 62 SQL-Net Configuration on the iAS .................................................................................. 64

SmartPlant Materials 2007 Application Server Wizard .............................................70 Starting the SmartPlant Materials Application Server Wizard ......................................... 70

Part 2: iAS SmartPlant Materials Specific Post-Installation ......................................75 Starting and Stopping 10g iAS ...................................................................................75

Part 3: Oracle Database Server Installation .................................................................77 SmartPlant Materials Database Server .......................................................................77

Database Server Software Installation .............................................................................. 79 Installing the Oracle 10g Database Patchset 10.2.0.2 (Patch #4547817).......................... 88 Installing the Oracle 10g Database Patchset 10.2.0.3 (Patch #p5337014)........................ 91 Installing the Oracle 10g Database One Off Patchset 10.2.0.3 (Patch # p5731535) ........ 98

Part 4: SmartPlant Materials Database Installation and Configuration .................101 Creating a SmartPlant Materials 6.2 Basic Database ...............................................101

Important SmartPlant Materials Settings in the init.ora File........................................... 102

Table of Contents

4 SmartPlant Materials Installation and Migration Guide

Executing Prepared Database Creation Scripts ........................................................103 Creating the Database ..................................................................................................... 104

Administration of the 10g Database .........................................................................106 SQL-Net Configuration on the DB-Server ..................................................................... 107 Listener Configuration on the DB-Server....................................................................... 107 SQL*Plus Connection to your SmartPlant Materials Database...................................... 112 Configuration of the Oracle XML Database................................................................... 113 Applying the SmartPlant Materials DTD Files............................................................... 118 Uninstall Oracle XDB..................................................................................................... 121

Part 5: SmartPlant Materials Database Fresh Installation .......................................122 Installing SmartPlant Materials into an Empty Database.........................................122

Part 6: SmartPlant Materials Database Migration from 6.1.....................................127 Migrating MARIAN 6.1 SP19 to SmartPlant Materials 2007 (6.2) .........................127

Backing up the Database................................................................................................. 127 Importing a Database Export Dump File..................................................................129 Prerequisites for the Migration .................................................................................130 Migrating the Database to ORACLE 10g Release 2 ................................................132 Starting the Migration of SmartPlant Materials .......................................................133

Analyzing the Schema .................................................................................................... 137

Part 7: Setting up SmartPlant Materials 2007 (6.2) License Keys............................138

Part 8: Logging On To Your SmartPlant Materials Database..................................139 Application Server Manual Installation Steps ..........................................................140 Manual Installation of SmartPlant Materials Reports Service .................................141

Maintain Settings Related to Forms-Java Classes .......................................................... 144 Copy Java-Servlet Classes and Maintain Settings .......................................................... 145 Copy the Applet JAR File............................................................................................... 145 Maintain the Registry...................................................................................................... 146 Change Keyboard Mapping ............................................................................................ 147 Map the Icons.................................................................................................................. 147 Create Path-Mappings..................................................................................................... 148 Create an Entry for the SmartPlant Materials Starter Page............................................. 148 Updating the Repository ................................................................................................. 149 Online Reference Library ............................................................................................... 150 Webhelp Server Name .................................................................................................... 150 Client Browser Issues ..................................................................................................... 150

Part 9: SmartPlant Materials 2007 (6.2) Module-Specific Settings ..........................153 Transferring Files to and from SmartPlant Materials in a Web Environment..........153

Comparing Client/Server to Web Environment.............................................................. 153 Downloading (Receiving) Files from SmartPlant Materials 2007 (6.2) ......................... 156 Uploading (Sending) Files to SmartPlant Materials 2007 (6.2)...................................... 170 Missing Modules for Upload/Download ........................................................................ 178

Table of Contents


Part 10: Low Usage Integrated SmartPlant Materials Server ..................................179 SmartPlant Materials Integrated Server....................................................................180

Database Server Software Installation ............................................................................ 180 Installing the Oracle 10g Database Patchset 10.2.0.2 (Patch #4547817)........................ 190 Installing the Oracle 10g Database Patchset 10.2.0.3 (Patch #p5337014)...................... 194 Installing the Oracle 10g Database One Off Patchset 10.2.0.3 (Patch # p5731535) ...... 200

Printer Installation on SmartPlant Materials Application Server .............................204 Set the User to Belong to the Administrators Group ...................................................... 208 Check Environment Variables ........................................................................................ 208 Check to see if Port 1521 is in Use ................................................................................. 209 Regional and Language Options During Installation...................................................... 210

Installation of Oracle 10g Infrastructure ..................................................................211 Check and Update Windows System Files (wsf)............................................................ 211

Infrastructure Installation .........................................................................................215 Starting the Oracle Universal Installer (OUI) ................................................................. 215

iAS Installation .........................................................................................................229 Installation of Oracle 10g Business Intelligence and Forms........................................... 229 Managing the iAS using the Enterprise Manager ........................................................... 240 SQL-Net Configuration on an Integrated SmartPlant Materials Server ......................... 249 Listener Configuration on the DB-Server....................................................................... 250

Upgrading a Release 10.2 Database to 10.2.0.3 using Oracle Database Upgrade Assistant..........................................................................................................................................257

SmartPlant Materials and Microsoft Vista .................................................................272 Vista-Specific Settings on the Application Server ...................................................272

Changes in formsweb.cfg: .............................................................................................. 272 Vista Playground in formsweb.cfg ................................................................................. 273 Vista-Specific Settings on the SmartPlant Materials Client ........................................... 273

SmartPlant Materials Installation Pitfalls...................................................................279 Known Problems during SmartPlant Materials Login .............................................279

Case 1 FRM-40735: WHEN-NEW-FORM ORA-06502 .......................................... 279

SmartPlant Materials on Citrix....................................................................................282 Citrix Server Settings................................................................................................282 SmartPlant Materials Citrix Client Installation ........................................................293

User Comments Form ...................................................................................................307

Index................................................................................................................................308

Overview


Overview This document describes how to install SmartPlant Materials version 2007.3 (6.2.4).

Note

The following name changes are taking effect in this version of the software: "MARIAN" is changing to "SmartPlant Materials" and "MLCL" is changing to "SmartPlant Reference Data".

Three-Tier Architecture SmartPlant Materials uses three-tier-architecture technology with Oracle 10g iAS R2.

Client Tier The user accesses the application server through an HTTP request. That is, he enters a URL or bookmark in an Internet browser. The GUI (graphical user interface) is run as a Java-Applet. The Applet communicates with the application server by HTTP or a socket connection, sending user input to the application server and receiving representation instructions from the application server.

Overview


Middle Tier The application server runs the ORACLE Forms and Reports modules that contain one part of the SmartPlant Materials business logic. The application server receives user input from the Client Tier and returns instructions to the user. The client and middle tiers upload and download functionality to exchange complete files from one file system to the other. The application server connects via SQL*Net to a database to receive user data or system messages, and to send requests or user data to update the database. With Release 2 of Oracle10giAS, the middle tier consists of two installations:

1. The Oracle10giAS Infrastructure installation creates a combination of a metadata repository database, single sign-on server, LDAP directory server, and management server that supports Oracle10giAS deployment. The infrastructure database contains a collection of schemas and metadata that enable Oracle10giAS components. If you use a farm of application servers to serve your users, the infrastructure server will be the capital of all application servers that connect to the infrastructure like clients to a server.

2. The Application Server installation, where SmartPlant Materials software is located.

You may choose to install the infrastructure and application server on two different machines, because either you plan to have multiple application servers running a load balanced SmartPlant Materials or to improve performance. In this installation guide we assume, that you will have one application server for SmartPlant Materials and that you install infrastructure and application server on the same machine.

Database Tier The database contains objects to store the SmartPlant Materials data, the user and system data itself, as well as the second part of the SmartPlant Materials business logic.

For Support or Services in the U.S., call (800) 766-7701.

For Support or Services outside the U.S., contact:

Intergraph SmartPlant Materials Service Center

Martin-Schmeier-Weg 18 D-44227 Dortmund Germany

Phone: ++49-231/72596-111 Fax: ++49-231/72596-100 E-mail: [email protected]

Overview


Service Packs SmartPlant Materials is one of the tools in SmartPlant Enterprise and is now using the service pack versioning associated with SmartPlant Enterprise.

The following table lists the service packs for 6.1 and 6.2:

Version 6.1 Version 6.2

MARIAN 6.1 Service Pack 1, 2, 3, 4, 5, 6

MARIAN 6.1.2 Service Pack 7, 8, 9, 10, 11, 12

MARIAN 6.1.3 Service Pack 13

MARIAN 6.1.4 Service Pack 14, 15

MARIAN 6.1.5 Service Pack 16, 17, 18, 19, 20, 21, 22, 23, 24, 25

MARIAN 2007 6.2.1 Initial release

MARIAN 2007 6.2.1 SP1

MARIAN 2007 6.2.2 SP2, 3

SmartPlant Materials 2007 6.2.3 SP4, 5, 6

SmartPlant Materials 2007 6.2.4

For more information about service packs, see the How to Install a SmartPlant Materials Service Pack document.

Internationalization Database creation in SmartPlant Materials is done through the use of scripts, which specify the character set options. SmartPlant Materials supports a homogeneous configuration. For more information, see the Multi-Language Support document that is delivered with SmartPlant Materials.

Overview


Applying Oracle Versions or Patches on Oracle 10giAS R2 SmartPlant Materials is tested and deployed for the version and patchset combination that was used during development of the SmartPlant Materials released version. This is usually the latest version/patchset available at the point in time when the development of a new SmartPlant Materials version started.

Intergraph checks on a regular basis for new patches from Oracle for any of the components SmartPlant Materials uses. We download those patches and install them for evaluation purposes. If they offer a great advantage over the previous versions or if they fix severe issues, we will upgrade our development environment and recommend this version to our customers.

If it makes sense to upgrade the Oracle software after the release of a SmartPlant Materials version, Intergraph will schedule a complete SmartPlant Materials test cycle with the new Oracle versions, and recommend this versions to customers.

Some reasons why you should use only the recommended versions from Intergraph:

Oracle release notes often state that you should not install patches, except when you have problems with the base version.

Reference environments exist at Intergraph to reproduce problems at your site.

Development is done on the recommended versions/patchsets and we have the broadest experience with this versions/patchsets.

Oracle issues with newer versions/patchsets can affect Oracle functions that are important for SmartPlant Materials.

Independent implementations of the latest patches on Oracle 10giAS R2 are more complicated and time consuming than using patches Intergraph recommends.

SmartPlant Materials Hardware and Software Requirements



Before beginning an installation of SmartPlant Materials, verify that your server computers meet the following hardware and software requirements.

The following graphic shows the configuration of the application server, database server, and client.

SmartPlant Materials Client Windows-based operating system supporting Microsoft Internet Explorer

5.x, 6.x, or 7.0.

To run the Vista operating system, you must install a Java Add-On, and you must have Administrative access on the client.

Notes

Configure the application server and database server to be in the same domain. The computers should also be physically close to each other.

The application server must have a fixed TCP/IP address. During installation, turn off virus scanners and virtual machine services.

Restart these services after the installation.



SmartPlant Materials Application Server (iAS) Important

Intergraph highly recommends the following minimal configuration for SmartPlant Materials application server: the SmartPlant Materials Database Server must be installed on a single, dedicated server without other production applications running on the same server hardware.

You will have to run two servers minimum as the 10giAS (SmartPlant Materials application server) and the 10g Database (SmartPlant Materials database server) will not be supported by Intergraph to run on a single machine. The application server and database server cannot be on the same machine, and other applications cannot be run on the SmartPlant Materials servers.

To use SmartPlant Materials with Redwood Cronacle, your server must be supported by Redwood.

In order to avoid port conflicts with Oracle iAS, no other web servers (IIS or others) should run on a SmartPlant Materials application server.

The configuration is tightly related to the number of concurrent users working on the system. Refer to ORACLE documentation for detailed information.

Pentium 4 double processor XEON, 3 GHz or higher 4 GB RAM on the Application Server (1 GB RAM for infrastructure, 3

GB for application server)

80 GB hard disk for SmartPlant Materials and Oracle (approximate) DVD-ROM drive access, either locally or through a network connection

Note

All products and components except OracleAS Infrastructure are certified on AMD64 and Intel EM64T processors.

Printer for iAS Install the default printer before invoking the Oracle Universal Installer (OUI). You can use any printer supported by the operating system.



Other System Requirements The following table shows other system requirements.

J2EE and Web

Cache

Portal and Wireless

Business Intelligence and

Forms

OracleAS Infrastructure

Memory1 512 MB 1 GB 1 GB 1 GB Disk Space 400 MB 760 GB 1.5 GB 3.2 GB2 Space in TEMP directory

256 MB3 256 MB3 256 MB3 256 MB3

Total pagefile size (virtual memory)

1.54 GB 1.54 GB 1.54 GB 1.54 GB

Notes

(1) If you plan to install OracleAS Infrastructure plus either Business Intelligence and Forms or Portal and Wireless on the same computer, you need to have at least 1.5 GB of memory and 2.0 GB total pagefile size.

(2) The OracleAS Infrastructure includes OracleAS Identity Management and OracleAS Metadata Repository. You can install the data files for the OracleAS Metadata Repository database on a disk that is different from the disk where you are installing OracleAS Infrastructure. If you do this, make sure the disk for the data files has at least 1.6 GB of free space.

(3) 55 MB of free space in the TEMP directory are required to run the installer in addition to the 256 MB of space required for the installation.

Important Settings Oracle recommends 3.3 GB free space on hard disk for infrastructure, 1.6

GB for application server, 1 GB swap pagefile on hard disk for infrastructure, 1 GB for application server, and additionally 300 MB temp directory space.

Warning

If your virtual memory is set to a value of less than 1 GB, the installation will stop with an error, complaining about lack of space.

Disk space for each of both installations must be available on a single drive. Oracle 10g iAS R2 does not support spanning the installation over multiple drives. Of course, you may install infrastructure and application server instance on two different drives, for example, infrastructure on C:\ and application server on D:\.



Supported Database Servers Oracle 10giAS Release 2 (10.1.2.0.2) for Microsoft Windows (Internet

Application Server Enterprise Edition).

Media Packs Application Server 10g Release 2 (10.1.2.0.2) CD Media Pack B23149-14

Media for SmartPlant Materials installation: 10g (10.1.2.0.2) Quick Installation Guide B15908-01 10g (10.1.2.0.2) for Microsoft Windows (32-bit) (CD 1 of 3) B24453-01 10g (10.1.2.0.2) for Microsoft Windows (32-bit) (CD 2 of 3) B24454-01 10g (10.1.2.0.2) for Microsoft Windows (32-bit) (CD 3 of 3) B24455-01

Required Oracle Patchsets: P5174901 (You can download the patch from Oracle Metalink)

Note

The installation process was tested on an English Windows 2003 Server R2 installation.

Installation Prerequisites Total Pagefile size (Virtual Memory) 1.5 GB. Oracle requires a static IP before installation of 10g iAS.

Microsoft Excel On the ORACLE Application Server, we require Excel 2002 SP3 or 2007.

Excel is required for all Import/Export features of SmartPlant Materials.

Supported Operating System Microsoft Windows XP is supported for J2EE and Web Cache middle tier

without OracleAS Infrastructure 10g

Important

You can install other Oracle Application Server installation types on Windows XP (the installer displays a warning, but allows you to continue), but they are not supported on Windows XP.

Microsoft Windows 2000 with Service Pack 3 or higher Microsoft Windows Server 2003 (32-bit)

Important

SmartPlant Materials is installed with an infrastructure and Windows XP is not officially supported by Oracle.



The Oracle Application Server is not supported on Windows operating systems that include Terminal Services. For example, Windows 2000 with Terminal Services is not supported. Oracle provides 32-bit and 64-bit versions of Oracle Application Server for Windows. The 32-bit version runs on Intel x86, AMD64, and Intel EM64T processors. For additional information, visit OracleMetaLink at http://metalink.oracle.com.

Additional Information for the Application Server To install and configure the SmartPlant Materials Discoverer Business

Areas and Workbooks, you must install Oracle 10g Developer Suite Release 2 on the application server. This product is optional.

To set up email functionality for SmartPlant Materials, the application server must have access to email servers.

Backup software should not touch the Oracle 10iAS or Oracle infrastructure directories.



SmartPlant Materials Database Server Each database server must meet the following recommendations:

Important

The SmartPlant Materials Database Server must be installed on a single, dedicated server without other production applications running on the same server hardware.

You must run two servers minimum as the 10giAS (SmartPlant Materials application server) and the 10g Database (SmartPlant Materials database server) will not be supported by Intergraph to run on a single machine.



Hardware Recommendations Pentium 4 double processor XEON, 3 GHz or higher 4 GB RAM 80 GB hard disk space for Oracle 200 GB hard disk for the SmartPlant Materials database files or more

(Raid 5 recommended)

DVD-ROM drive access, either locally or through a network connection

Supported Database Servers Oracle 10g Database Server Standard Edition Release 2 (10.2.0.1.0) Media Pack v4 for Windows B23862-01

Media for SmartPlant Materials Installation Oracle Database Quick Installation Guide for Microsoft Windows

B14318-01

10g Release 2 (10.2.0.1.0) for Microsoft Windows (32-bit) DVD (Part 1 of 6) B24558-01








Required Oracle Patchsets: Patchset 4547817 (p4547817_10202_WINNT.zip. You can download the

patch from Oracle Metalink)

Patchset 5337014 (p5337014_10203_WINNT.zip You can download the patch from Oracle Metalink)


Note

The installation process was tested on an English Windows 2003 Server installation.

Installing SmartPlant Materials Software


Installing SmartPlant Materials Software To set up the SmartPlant Materials software, complete the steps explained in this section.

Important

The installation of SmartPlant Materials on a Windows system must be performed as a local administrator or member of the local admin group.

Insert the SmartPlant Materials Installation CD-ROM. If the CD does not start automatically, run the CD_Browser.exe file. If any problems with the CD-browser occur, you can also start the SmartPlant Materials setup routine by running the setup.exe directly.

Note

If you are using SmartPlant Enterprise, insert Disk 2 of the SmartPlant Enterprise 2007 DVD set.



Click one of the following CD-Browser options.

SmartPlant Materials Installation Guide. Opens the PDF file. This requires Acrobat Reader, version 7.

Adobe Reader Installation. Starts the installation of Adobe Reader, version 7.

Install SmartPlant Materials 2007. Starts the software installation of SmartPlant Materials 6.2.

SmartPlant Materials 2007 (6.2) New Features. Opens the corresponding PDF file. This requires Acrobat Reader.

Browse SmartPlant Materials Online Reference Library. Starts the Online Reference directly from the CD-ROM. Requires Internet Explorer.

Our Web Site. Opens a link to Intergraph SmartPlant Materials web site. Requires Internet Explorer.

Click SmartPlant Materials Installation Guide to review or print installation instructions in this PDF file. (If you do not have Adobe Reader version 7 installed, click Adobe Reader Installation first.)

Click Install SmartPlant Materials 2007 to start the installation.



Click Yes to start the Acrobat Reader version 7 installation. If you have Adobe Reader installed, you do not receive this prompt.

Adobe Reader is required to view the license agreement. If not already installed, you will be prompted if you wish to install Adobe Reader now. In this case, follow Adobes installation instructions. After successful installation, you can continue with the License Agreement step of the SmartPlant Materials installation.

A progress bar displays the Acrobat Reader installation process.



Click Next on the following dialog box.

Click Next to start the installation.



Choose your installation folder or leave the default directory, and click Next afterwards.

Click Install to begin the installation.



You will see the screen above.

Click Finish when the setup has completed.



The SmartPlant Materials install wizard will now prepare your machine for the installation.

Click Next.



Enter your name and the name of your company, and then click Next.

Review the information. If it is correct, click Yes to continue.

Choose a setup type and click Next.



The Complete setup type installs SmartPlant Materials completely.

If you choose the Custom setup type and click Next, you can select the specific features of the SmartPlant Materials software that you want to install.

The setup procedure asks for a disk drive and folder in which to install SmartPlant Materials.

Important

Click Change, and specify an installation path that does NOT include spaces, for example, c:\marian. Do not use the default installation destination. Oracle Application Server requires an installation path that does not contain any spaces.

Click Next.

Choose from the available features, and click Next.

The features are:

Online Reference Library installs necessary resources for the SmartPlant Materials Online Reference Library. Select this feature also if you want the Online Reference Library to be available from the SmartPlant Materials application server.

SmartPlant Materials 2007 Application Server files contains all necessary components to set up the application server for SmartPlant Materials. Note that the Online Reference Library is not included automatically.

SmartPlant Materials 2007 Database Server files contains all necessary components to set up the SmartPlant Materials database.

SmartPlant Materials 2007 MTI files contains all necessary files to set up the Tool for Integration.

PDMS macros installs some additional macros to load PDMS files into SmartPlant Materials.



Name the program folder in which SmartPlant Materials will be installed, and click Next to continue.

The SmartPlant Materials setup application installs all applicable files.



When the installation process is complete, the following screen appears. Click Finish to end the installation program.

Depending on the version of MS Windows Installer currently installed on your machine, it might be necessary to reboot your system after the installation. In this case, you will be prompted to do so. If MS Windows Installer is already present in the required version, you wont be prompted at all.

Part 1: Oracle 10g iAS Release 2 Installation


Part 1: Oracle 10g iAS Release 2 Installation Printer Installation on SmartPlant Materials Application Server

Intergraph highly recommends installing a default printer on the application server before the Oracle installation is performed.

The following screenshots are an example on how to install a default printer.

Click Add Printer.

Click Next.



Uncheck the Automatically detect option, and click Next.

Select FILE: (Print to File), and click Next.



Select a printer, and click Next.

Click Next.



Click Do not share this printer, and then click Next.

You will find this default printer in the Printers and Faxes on the Control Panel when this configuration has finished successfully.



Pre-Installation Tasks The TEMP system environment variable should point to a folder with a

minimum of 800 MB of free space.

Oracle requires a static IP before installation of 10g iAS Release. Intergraph recommends installing iAS on a machine with no other prior

Oracle installations, so that this is the first Oracle home.

Intergraph strongly recommends a configuration where the database and the application server are on separate machines.

SmartPlant Materials web-enabled software is built on ORACLE 10g iAS, but the SmartPlant Materials installation process does not need Oracle 10g iAS preinstalled. Please install SmartPlant Materials (client) before installing the application server, so you can complete all manual post installation steps described in this manual. If you have iAS installed without SmartPlant Materials, you dont need to uninstall the iAS. Just install SmartPlant Materials and complete the post-installation steps that configure the application for the use with SmartPlant Materials.

SmartPlant Materials database-server installation requires a running Oracle 10gR2 database. The database-server installation is a second step after the installation with InstallShield. The 10g iAS installation does not require the installation of SmartPlant Materials on the database, nor does it require the installation of the database tier at all. Intergraph recommends the installation of the database server, but if you have iAS installed without the database tier, you dont need to uninstall the iAS.



Set the User to Belong to the Administrators Group The operating system user performing the installation must belong to the Administrators group.

Note

The user must be listed directly in the Administrators group. The user cannot belong to the group indirectly (for example, by being a member of a group that is part of the Administrators group). To check if you belong to the Administrators group:

Windows 2000, Windows 2003 1. Display the Computer Management screen:

Windows 2000 or Windows XP: On the desktop, right-click My Computer, and then click Manage.

Windows 2003: On the desktop, right-click the local computer icon, and then click Manage.

2. On the left side, expand Local Users and Groups, and click Users. 3. On the right side, right-click the user, and click Properties.

This displays the Properties dialog box.

4. On the Properties dialog box, click the Member Of tab. If you are not a member of the Administrators group, get an administrator to add you to the group or log in as a user who is a member of the Administrators group.



Check Environment Variables The operating system user who will be installing Oracle Application Server needs to set (or unset) the following environment variables.

How to Set Environment Variables This section describes how to set environment variables in Windows:

1. Display the System Control Panel.

Windows 2000: Click Start > Settings > Control Panel > System.

Windows 2003: Click Start > Control Panel > System. 2. Select the Advanced tab. 3. Click Environment Variables. 4. To change the value of a variable, select the variable, and click Edit.

Check to see if Port 1521 is in Use This section is applicable only if you are installing the OracleAS Infrastructure.

The OracleAS Infrastructure installs an Oracle database, which uses port 1521 by default. To check if port 1521 is in use: C:\> netstat -an | find "1521"

If port 1521 is in use by a third-party application, you need to configure the application to use a different port.

If port 1521 is in use by an existing Oracle database listener, you need to stop the listener before installing the OracleAS Infrastructure.

See the Oracle Application Server Installation Guide for details.



Regional and Language Options During Installation



Installation of Oracle 10g Infrastructure

Check and Update Windows System Files (wsf)

Oracle Application Server requires minimum versions of some system files in the Windows system directory (typically, C:\Windows\system32 or C:\Winnt\system32). When you run the installer for Oracle Application Server, the installer checks the Windows system files on your computer. If it finds old versions of these files, and the files are in use by other processes, then it prompts you to exit the installer and run wsf.exe to install the latest Windows system files. (If it finds old versions of the files, but the files are not in use by other processes, then it just replaces the files and you do not have to run wsf.exe.) You can find wsf.exe in the same directory as the installer. To run wsf.exe, which you need to do only if prompted by the installer, perform these steps:

1. Start wsf.exe, which starts up Oracle Universal Installer to install the Windows system files. CD-ROM (assumes E: is the CD-ROM drive): E:\> wsf.exe DVD-ROM (assumes E: is the DVD-ROM drive): E:\> cd application_server E:\application_server> wsf.exe

2. At the Welcome screen, click Next. 3. On the File Locations screen , specify the following information:

Destination Name: Enter a name for the Oracle home for wsf.

Destination Path: Enter any full path. The installer installs the files in the proper system directories, regardless of the value you enter in this field.

Click Next.

4. Warning: System Reboot Required screen If you see this screen, the installer will reboot your computer automatically at the end of this installation to complete the Windows system files installation. Save and close applications (other than this installer) that you have running on your computer.

Click Next.

5. At the Summary screen, click Next to start installing the Windows system files. 6. At the End of Installation screen, click Exit to exit the installer.



7. If the installer displayed the "Warning: System Reboot Required" screen during installation, the installer will now reboot your computer. If not, please reboot your computer before continuing.

Click Next to reboot the machine.

8. After Windows restarts or at the end of the Windows System Files installation, restart the Oracle10g iAS installation.



Infrastructure Installation

Starting the Oracle Universal Installer (OUI) If the autorun feature is active, the welcome-screen automatically pops up when you insert the CD. If not, start the setup.exe from the root directory of your installation CD. After the welcome screen appears, click Next.

The load procedure requires that the machines virtual memory be set to 1024MB.

Click setup.exe to start the Oracle Installer.

The Oracle Universal Installer will check the OS, display properties, and CPU speed, and then you see the OUI welcome screen.



Click Next to continue the installation process.

Choose your first Oraclehome, which will become the home where your Oracle infrastructure instance will be stored. This is recommended to be done on a separate server for better performance. Anyway, we want to place it on the same machine, so please define C:\Oracle\oraInfra as your first Oraclehome on this application server.

The home name must be within 16 characters and may only contain alphanumeric and underscores. Do not use blanks in the Home name or for the path.

Please choose your first Oraclehome, which will become the home where your Oracle infrastructure instance will be stored.



Click Next to continue.

OUI loads the products list and displays a new window.

Under Available Languages, click English to be your preferred language, and then click OK.



Click Oracle Application Server Infrastructure 10g (the second, middle option).

Click Next.

Click Identity Management and Metadata Repository (the first option).

Click Next. OUI displays a progress bar in the upper left corner.



Set the Administrator privileges as shown above, and then click Next.

Select OCA on the following selection screen, and click Next.



Click Automatic for the port configuration, and then click Next.

Click Next. Do not change the suggested namespace, as shown above.



Fill in the OCA fields similar to what is shown above, and then click Next.

Specify the key length, and then click Next.



Enter a password, and write it down for possible later usage.

We have chosen manager1 as the password on this reference environment.

Rename the global database name to INFRA, and specify a database file location using the browse button to create a new oradata-directory in the infrastructure home.



Use the same password for all accounts. Enter a password and confirmation.

Write down this password for possible later usage.

Specify an Instance name and enter the ias_admin password.

This password will be used later to log on to the administration web pages.

Click Next.



Your installation summary appears. Click Install to start the Infrastructure installation.

A progress window appears during the installation.

This installation procedure will take a while. You can switch to the database server installation during this time on your second server.



The OUI configuration assistant screen appears.

The Infrastructure database will be created by the database configuration assistant.



Click Exit to end the installation of the first Oraclehome for the Infrastructure.

Click Yes.

Now you can reach the new Infrastructure environment via an internet address, for example : http://dor-msc-as62:18100.

To reach this link from inside Windows 2003 Server, you may have to change the security options of Internet Explorer to medium level.



A logon dialog box appears.

Use ias_admin and your password to enter the Enterprise Manager web site.

Click INFRA.xxx to access the services overview page.



iAS Installation

Installation of Oracle 10g Business Intelligence and Forms This part of the installation will create a new Oraclehome including the Forms and Reports services, which are needed for the SmartPlant Materials installation.

Run setup.exe from Disk 1 again to invoke the Oracle Universal Installer (OUI).

Click Next.



Specify an new Oraclehome named oraIAS.

Important: Do not use the existing Oraclehome for this installation.

Click Next.

Under Available Languages, click English to be your preferred language, and then click OK.



Click Oracle Application Server 10g, the first option.

Click Next.

Click Business Intelligence and Forms.

Click Next.



Set Administrator privileges as shown above, and then click Next.

Click the following options on the screen, and then click Next:

Oracle Application Server 10g Discoverer Oracle Application Server 10g Reports Services Oracle Application Server 10g Forms Services



Important

You must check Reports and Forms. Intergraph recommends that you also select Discoverer to minimize possible later configuration, even if you arent using Discoverer now. Selecting Reports and Forms is sufficient if you are never going to use Discoverer. Refer to the SmartPlant Materials Discoverer documentation.

Click Automatic for the ports configuration. Click Next.

Enter your hostname (server name) and port 389 for the OID.

Click Next.



Enter a password for orcladmin, and make sure that you remember it.

Click Next.

Select your Metadata Repository, and click Next.

The Metadata Repository is stored in the Infrastructure database, which was already created in your first Oraclehome.



Specify an Outgoing Mail Server, and click Next.

If you dont know this information, request it from your local network administration team.

This information may be used for Reports configuration. You can leave this field blank and configure this later.

Specify an Instance Name for your IAS-Instance, and enter the password.

Click Next.



The product summary appears next.

Click Install to start the installation.

A progress window appears.



The Oracle configuration assistants will configure your components automatically.

When the installation is finished, click Exit.



Click Yes to exit the Oracle Universal Installer.

To check the new services that were created during the IAS-Installation, open the OracleoraIASASControl service.



Managing the iAS using the Enterprise Manager The OracleoraIASASControl service must be started and running.

Use the browser to access it: http://:18101

This is the Enterprise manager. Enter ias_admin as the username, and use the password you defined during installation.

You will now have two standalone instances displayed in OEM.

Click the name of the IAS instance, not the INFRA instance, to have all components displayed.

The linked page appears.



If there are errors here, click Restart all to start the components. Pass the warning and confirmation window. All components should be displayed as running afterwards.

Possible Errors On the ias_home page in EM, the CPU usage and MEM usage sections may report a problem:

"The underlying data for the CPU usage chart is unavailable". "The underlying data for the memory usage chart is unavailable. The problem is related to the locale settings, namely the decimal character (must be '.' for use in java). The problem is that the program used to collect the operating system statistics (in Windows) is sensitive to the locale settings used. But as the EM is launched as a service using LocalSystem as logon credentials, you have to go to the registry to modify the settings.

Go to 'My Computer\HKEY_USERS\.DEFAULT\Control Panel\International', and modify the sDecimal setting to '.'.



SQL-Net Configuration on the iAS Copy sqlnet.ora and tnsnames.ora from the following location: %MARIAN%\samples\oradata\MAR62\scripts\useful\specials\ to your 10g OracleHome \network\admin.

Modify tnsnames.ora in \network\admin as follows: MAR62.world = (DESCRIPTION = (ADDRESS_LIST = (ADDRESS = (COMMUNITY = TCP.world) (PROTOCOL = TCP) (Host = Your_Database_Servername) (Port = 1521) ) ) (CONNECT_DATA = (SID = MAR62) (GLOBAL_NAME = MAR62.world) ) )

General Test of Forms To test to see if forms services are working, access the following site:

http://your_servername/forms/frmservlet



The screen above displays to let you know that the forms service is running properly.



Installation of Oracle Patchset p5174901 #-------------------------------------------------------------------------- # Interim Patch: 5174902 Base Bug: 4606463 5023537 #-------------------------------------------------------------------------- # # DATE: 28th April 2006 # -------------------- # Platform Patch for : Windows # Product Version # : 10.1.2.0.2 # Product Patched : FORMS

# # Bugs Fixed by this patch:

# ------------------------- # # 5174901 : MERGE LABEL REQUEST ON TOP OF 10.1.2.0 FOR BUGS 4606463 5023537

Stopping your Application Server Services Use the browser to access

http://:18101

This is the Enterprise manager. Enter ias_admin as the username, and use the password you defined during installation.

You will now have two standalone instances displayed in OEM.

Click the name of the IAS instance, not the INFRA instance, to have all components displayed.



The linked page appears.

Click Stop All to shut down all components of your IAS.

Click Yes when you are prompted to really stop this Application server.



The Components appear as follows:

Unzip the 5174901 folder to your application server.

Set the Oracle environment variable C:\5174901>set oracle_home

Environment variable oracle_home not defined

C:\5174901>set oracle_home=C:\oracle\as_10gR2

Set the path variable to the opatch-directory. C:\5174901>set path=%path%;C:\oracle\as_10gR2\opatch

Execute the patch installation C:\ 5174901>opatch apply

Enter Y, and then enter the following information.



Enter N, and then enter the following information.

If you see the message above, your patch installation has finished successfully.



SmartPlant Materials 2007 Application Server Wizard

With SmartPlant Materials 2007, Intergraph introduces the SmartPlant Materials Application Server Wizard, which configures the application server settings more easily.

Important

Before you start this configuration tool, all chapters before must be completed and all Services must be started. Please use the Oracle Enterprise Manager (OEM) to check these prerequisites. If you want to configure all settings manually, you may skip this chapter and perform all actions without using the wizard.

Starting the SmartPlant Materials Application Server Wizard The SmartPlant Materials 6.2 \bin\mitfoas folder contains the executable named mitfoas.exe, which runs the Application Server Wizard.

Click Next on the welcome screen.



The wizard checks for required prerequisites.

Click Next.

1. Specify your download folder name. 2. Enter your SmartPlant Materials database name (if it exists, the default is

MAR62).



3. Choose a name for the reports server, which will be installed by the wizard.

Warning

Choose a reports server name that does not exist on the network. If the reports server you use exists, the installation wizard will fail as shown on the next page.

4. Set the number of reports to run in parallel. The default is 20 reports. 5. Replacing FMX-files should be checked (forms_m_map will be set to yes in this

case).

Click Next on the configuration information screen.



The wizard starts the configuration of your application server. This may take a few minutes.

Click Next.



A log file of this configuration is saved and will be stored in the %SPMat%\bin\mitfoas\log directory.

After the wizard has finished and if the database on the Database Server is already installed completely, you can click the link above to start SmartPlant Materials.

Part 2: iAS SmartPlant Materials Specific Post-Installation


Part 2: iAS SmartPlant Materials Specific Post-Installation Starting and Stopping 10g iAS

Part 2: iAS SmartPlant Materials Specific Post-Installation


With Oracle 10g iAS, you can start and stop the Instances using shortcuts in the Oracle program groups as shown above. We have linked them to the desktop.

Part 3: Oracle Database Server Installation


Part 3: Oracle Database Server Installation SmartPlant Materials Database Server

Each database server must meet the following requirements:

Important

The SmartPlant Materials Database Server must be installed on a single, dedicated server without other production applications running on the same server hardware.

You must run two servers minimum as the 10giAS (SmartPlant Materials application server) and the 10g Database (SmartPlant Materials database server) will not be supported by Intergraph to run on a single machine.



Hardware Minimum Requirements Pentium 4 double processor XEON, 3 GHz or higher 4 GB RAM 80 GB hard disk space for Oracle 200 GB hard disk for the SmartPlant Materials database files or more

(Raid 5 recommended)

DVD-ROM drive access, either locally or through a network connection

Supported Database Servers Oracle 10g Database Server Standard Edition Release 2 (10.2.0.1.0) Media Pack v4 for Windows B23862-01

Media for SmartPlant Materials Installation Oracle Database Quick Installation Guide for Microsoft Windows

B14318-01









Required Oracle Patchsets: Patchset 4547817 (p4547817_10202_WINNT.zip. You can download the

patch from Oracle Metalink)



Note

The installation process was tested on an English Windows 2003 Server installation.



Database Server Software Installation 1. Run the Oracle 10g DVD setup executing setup.exe as follows.

Run setup.exe in the database folder of your DVD.

Please check Advanced Installation, and click Next.



Click Available Languages to display the Language Selection dialog box.

2. Select Custom as the type of installation you want to perform, and then click

Next. 3. Type a name and location for a new Oracle Home. You can use the Browse

button to find the applicable location on your machine. When you have entered the necessary information, click Next to continue.



Warning

When defining a new Oracle-Home, do not use any old values. Use the Ora10g and path name provided to simplify the installation

process and eliminate the need to edit SQL scripts, which are available as samples on the SmartPlant Materials CD in the following folder: \program files\Intergraph\MARIAN6\samples.

Name: Ora10g

Path: %drive%\oracle\Ora10g

(If you choose a different drive letter or path for your installation, you must edit the SQL scripts provided on the SmartPlant Materials CD accordingly.)



Product Components

- Select Oracle Database 10g 10.2.0.1.0.

- Select Oracle Database 10g 10.2.0.1.0.

- Select Oracle Enterprise Manager Console DB 10.2.0.1.0.

- Disable Enterprise Edition Options 10.2.0.1.0.

- Select Oracle Net Services 10.2.0.1.0.

- Select Oracle Net Listener 10.2.0.1.0.

- Select Oracle Connection Manager 10.2.0.1.0.



- Select Oracle Call Interface (OCI) 10.2.0.1.0.

- Deselect Oracle Programmer 10.2.0.1.0.

- Select Oracle XML Development Kit 10.2.0.1.0.

Scroll down for further options.

Select Oracle Windows Interfaces

and disable

Oracle Services for Microsoft Transaction Server Oracle Counters for Windows Performance Monitor

Click Next when all Components have been chosen, as described before.

Select the components as shown in the illustrations for installation.

Click Next to open the next window.



Click Next.

4. Select No when asked if you want to create a new database, and then click Next

to continue.

Important

Click No when asked to create a database. You can create the SmartPlant Materials database by using sample scripts provided to you on the SmartPlant Materials CD.



Note Creating a database automatically is not recommended at this time.

You will do this task later in the SmartPlant Materials installation because of some special database settings that are necessary for proper installation. If you are familiar with this task, or you are an Oracle-DBA, you can create the database using your own scripts as you did in former SmartPlant Materials installations (review sample init.ora in this case).

Click Install to begin the installation process.

The Oracle Installer copies files to your selected installation path.



This installation will take a few minutes.

Write down the http-links shown above for later usage.

You can also look in the file %ORACLE%\ora10g\install\portlist.ini to check the assigned ports later.

5. Click Exit to leave the Oracle installer.



Click Yes.

Important

Continue with the installation of the Patchset 10.2.0.2 before creating the database.



Installing the Oracle 10g Database Patchset 10.2.0.2 (Patch #4547817)

(Use p4547817_10202_WINNT.zip, which you can download from Oracle Metalink.)

Important Before you start this procedure, stop all ORACLE-Services under Control

Panel > Services.

Stop the Oracleora10gSQL*Plus service in order to proceed with the patch installation.

Run setup.exe in the Patchset folder.

Click Next.



Warning

Define your existing Oracle-Home. Do not use any other values that may be displayed here. Name: Ora10g

Path: %drive%\oracle\Ora10g

Click Install.



Click Exit.

Click Yes to exit the installer. The Oracle database software installation is finished.



Installing the Oracle 10g Database Patchset 10.2.0.3 (Patch #p5337014)

(Use p5337014_10203_WINNT.zip, which you can download from Oracle Metalink.)

Important Before you start this procedure, stop all ORACLE-10g Database-Services

under Control Panel > Services.

Click setup.exe to start the installation.

The above screen will open, followed by the Installer window.



Click Next.



Specify your Oracle 10g database home. Do not use the default displayed values.

Click Next.



Click Install.



The installation will start, and a progress bar will appear.



Oracle Configuration Assistants will configure the components.



Click Exit when the installation process has finished.

Click Yes.



Installing the Oracle 10g Database One Off Patchset 10.2.0.3 (Patch # p5731535)

Patch Installation Instructions Follow these steps:

Cleanly shut down all processes running from the ORACLE_HOME.

Go to the directory where you downloaded the patch:

> cd 5731535

Set the ORACLE_HOME clear environment variable to the correct Oracle home that needs to be patched. > set ORACLE_HOME=

Ensure that the directory containing the OPatch script appears in your PATH setting. Enter the following command to run OPatch: > opatch apply



Opatch will start the installation.

Type Y, and press Enter.



Opatch will patch the database directory.

Inspect the opatch-.log file generated in %ORACLE_HOME%\cfgtoollogs\opatch for any errors.

This marks the end of the Oracle database software installation.

Part 4: SmartPlant Materials Database Installation and Configuration


Part 4: SmartPlant Materials Database Installation and Configuration Creating a SmartPlant Materials 6.2 Basic Database

Important

The Oracle Software 10g 10.2.0.2.0 must be installed as described when performing the next steps. A database was not created when using the Oracle Installation Wizard; it will be done using the manual steps as described below.

Intergraph highly recommends the usage of the prepared sample scripts and all initialization parameters used in the provided init.ora file (%MARIAN%\samples\oradata\MAR62\pfile\init.ora). Changes to the default recommended settings should not be done without consultation of the SmartPlant Materials Service Center as changes to the settings may harm the SmartPlant Materials functionality.

Tips

Create the folder structure by copying files from the SmartPlant Materials CD to your database installation. On the CD, navigate to \program files\Intergraph\MARIAN2007\samples\oradata, and copy the files. Remove write protection after the files are copied.

To simplify this task, work at the top level of the folder structure (for example, D:\). The oradata folder contains the standard folder structure for the SmartPlant Materials database files. By using a standard folder structure, supporting the SmartPlant Materials installation will be much easier, and you can manipulate the database more easily.

All files used to create the database will be stored in the scripts folder of this tree.

Note

The that is used in our sample scripts represents the Oracle SID and can be anything that you need. You should change this to a value to fit your needs (for example, MAR62). We recommend that it have no more than six characters. For consistencys sake, rename the MAR62 folder to match the sid-name. Throughout the following steps, represents the Oracle SID name.



Important SmartPlant Materials Settings in the init.ora File Important

Some initialization parameters are very important and should not be changed in the SmartPlant Materials database instance.

compatible=10.2.0.2.0 utl_file_dir=C:\oradata\MAR62\utl hash_join_enabled=TRUE java_pool_size=50M shared_pool_size=130M max_enabled_roles=80 (minimum) O7_DICTIONARY_ACCESSIBILITY=TRUE dispatchers="(PROTOCOL=TCP) (SERVICE=dbnameXDB)" open_cursors=1200 Job_queue_processes=10 recyclebin=OFF



Executing Prepared Database Creation Scripts You will have to edit the following scripts/files to have the directory structure mapped to your installation.

1. Create10g_MAR62.bat must be modified.

(Use the Replace function of an editor to modify all settings.)

set ORACLE_SID=MAR62 c:\oracle\ora10g\bin\oradim.exe -new -sid MAR62 -startmode m c:\oracle\ora10g\bin\orapwd.exe file=c:\oracle\ora10g\database\PWDMAR62.ora password=manager1 c:\oracle\ora10g\bin\sqlplus /nolog @d:\oradata\MAR62\scripts\Create10g_MAR62.sql c:\oracle\ora10g\bin\oradim.exe -edit -sid MAR62 -startmode a

a) Change MAR62 to your database name. b) Check that the path of your 10g-home fit your environment. c) Check the path of your ORADATA-directory.

2. Create10g_MAR62.sql must be modified (use the Replace-function of an editor

to modify all settings in the same way as for the file create9i_MAR6.bat). 3. Open initMAR62.ora in %\oradata\MAR62\pfile\, and modify/check all settings.



The parameter file that is placed in %\oradata\MAR62\pfile\ holds the database settings for the database creation. Note that using the sample scripts will create an spfile in folder \%ORACLE-Home%\database from the specified parameter file. This spfile stores the database parameters, which will be used by the startup command, if no other parameter file is specified.

Now you have modified the following three files and completed all preparations to create the new instance:

File Folder

create10g_MAR62.bat

%\oradata\MAR62\scripts

check

create10g_MAR62.sql %\oradata\MAR62\scripts

check

initMAR62.ora %\oradata\MAR62\pfile check

Creating the Database If all files were changed and checked, execute create10g_MAR62.bat to start the database installation.

Log files of the database creation process are written to %\oradata\MAR62\logs.

First of all, the new service will be created.

execute create10g_MAR62.bat



Then, the database files are created in the c:\oradata\mar62\dbf folder.

Depending on the performance of your server, this will take some time (maybe an hour or even more).



Administration of the 10g Database The servermanager (svrmgrl.exe) that was provided with Oracle 8i no longer exists in Oracle 10g. Also, the internal user is no longer available in Oracle 10g.

To start up and shut down the database, we have provided a batch file that you will find in:

%\oradata\MAR62\scripts\useful\SQLplus_nolog_MAR62.bat

set ORACLE_SID=MAR62

c:\oracle\ora10g\bin\sqlplus /nolog

After execution, you need to connect as follows:

connect sys/your_password as sysdba

Use startup to start the database as follows:

Use shutdown to stop the database:



SQL-Net Configuration on the DB-Server Copy the sqlnet.ora and tnsnames.ora files from the %\oradata\MAR62\scripts\useful\specials\ folder to your 10g OracleHome %\oracle\ora10g\network\admin folder.

Modify tnsnames.ora in %\oracle\ora10g\network\admin as follows:

MAR62.world = (DESCRIPTION = (ADDRESS_LIST = (ADDRESS = (COMMUNITY = TCP.world) (PROTOCOL = TCP) (Host = Your_Servername) (Port = 1521) ) ) (CONNECT_DATA = (SID = MAR62) (GLOBAL_NAME = MAR62.world) ) )

Listener Configuration on the DB-Server Configure the Oracle tnslistener to add MAR6 to the listener.ora:

Use the Net Configuration Assistant from the Oracle programs menu.



Click Next.

Choose Add, and click Next.



Click Next.

Choose TCP as protocol, and click Next.



Keep standard port 1521, and click Next.

Choose No, and click Next.



Click Next.

Click Finish. The Net Configuration Assistant window will terminate now.



Open the Services tab, and click Refresh. Check to see if the Oracleora10gTNSListener has been created and is started.

SQL*Plus Connection to your SmartPlant Materials Database

After these actions, it is now possible to use SQL*Plus on the Oracle programs menu.

Check to determine if you can log on to an available database on the network using Oracle SQL*Plus.

Now you can enter SQL*Plus to connect to your new database.

You can perform this test as user SYS.



The following graphic shows an example of an unsuccessful tnsping followed by a successful tnsping.

To check if your configuration has succeeded, please open a command window and enter the following command:

C:\tnsping MAR62

Check SQLnet.ora and tnsnames.ora again if these steps fail.

Configuration of the Oracle XML Database Note

Skip this section if you have used the database creation script from the SmartPlant Materials CD (Create10g_MAR62.sql).

If you have used the recommended Create10g_MAR62.sql and initmar62.ora, go to the Applying the SmartPlant Materials DTD Files section.

Open SQL*Plus as SYS and perform the following steps:

1) Define the XML directory Create or replace directory XMLDIR AS 'C:\oradata\MAR62\utl\'; Example: SQL> connect sys/password@database Connected. SQL> create or replace directory XMLDIR AS 'D:\oradata\utl\'; Directory created.

2) Apply grant on XMLDIR to public grant read,write on directory XMLDIR to public with grant option;



Example: SQL> grant read,write on directory XMLDIR to public with grant option; Grant succeeded.

3) Display the defined Oracle directories select * from ALL_DIRECTORIES; Example: SQL> select * from ALL_DIRECTORIES; OWNER DIRECTORY_NAME DIRECTORY_PATH ----------------------------------------------------------------------------------------- SYS XMLDIR C:\oradata\MAR62\utl To activate the FTP port inside the database, do the following in SQLPLUS as SYS:

4) Check to see if a dispatcher is configured in the pfile/spfile. For example: dispatchers='(PROTOCOL=TCP) (SERVICE=MAR62XDB)'

Restart the database and listener to enable Oracle XML DB protocol access in case you had to add the dispatcher. 5) Check if the XDB option is already installed correctly: select comp_name, status, version from DBA_REGISTRY where comp_id='XDB'; Example 1: SQL> connect sys/manager1@msc62 Connected. SQL> select comp_name, status, version from DBA_REGISTRY where comp_id='XDB'; no rows selected Example 2: SQL> select comp_name, status, version from DBA_REGISTRY where comp_id='XDB'; COMP_NAME STATUS VERSION ----------- ----------------------------------------------------- Oracle XML Database VALID 10.2.0.2.0



6) Install CATQM If the output is no rows selected, you will have to proceed as follows: Log on to SQL*Plus as user SYS and execute catqm.sql as described below. The catqm.sql file creates the tables and views needed to run the XDB system. Run this script like this: Example: SQL> show user USER is "SYS" SQL> @catqm.sql password xdb temp

You can determine whether or not Oracle XML DB is already installed. If it is installed, then the following information is true:

User XDB exists. To check: SELECT * FROM ALL_USERS where username like 'X%';

View RESOURCE_VIEW exists. To check: DESCRIBE

RESOURCE_VIEW

For a manual installation or un-installation of Oracle XML DB, see Chapter 28, "Administering Oracle XML DB". (http://download-uk.oracle.com/docs/cd/B19306_01/appdev.102/b14259/appaman.htm#g645751)

Unlock the Database user XDB, and change the password. alter user xdb account unlock; alter user xdb identified by xdb;



Check to see if the XDB option is installed correctly: select comp_name, status, version from DBA_REGISTRY where comp_id='XDB'; 7) Configuring the current FTP port select extractvalue(dbms_xdb.cfg_get(), '/xdbconfig/sysconfig/protocolconfig/ftpconfig/ftp-port') "FTP-Port" from dual;

If the returned port number is 0, you can set it to port 21 as follows: You can copy these instructions line by line as shown in the hardcopy below.

DECLARE newconfig XMLType; BEGIN SELECT updateXML(DBMS_XDB.cfg_get(), '/xdbconfig/sysconfig/protocolconfig/ftpconfig/ftp-port/text()',21) INTO newconfig FROM DUAL; DBMS_XDB.cfg_update(newconfig); END; / COMMIT;

Documents

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