Installation Manual - Oracle Software Downloads

Installation Manual
Installing the
Eigner PLM 5.0
Windows Server
for Oracle 8i
Part Number WO501a
 2002 Eigner
U.S. Headquarters:
EIGNER U.S. Inc.
200 Fifth Avenue
Waltham, MA 02451 USA
Tel.: 781.472.6300
Fax: 781.472.6400
European Headquarters:
EIGNER Germany GmbH
Ruschgraben 133
D-76139 Karlsruhe
Tel.: +49 / 721 / 62 91 0
Fax: +49 / 721 / 62 91 88
www.eigner.com
Important Notice
This document contains information protected by copyright.
All rights are reserved, including the translation. No part of this
documentation may be reproduced in any way (print, photocopy,
microfilm or any other form) or processed, duplicated or distributed by
use of electronic system without written permission of the company. The
information contained in this online documentation does not constitute
any obligation on the part of the seller. The software described in this
online documentation is delivered under licensing contract which governs
its use.
Eigner is not liable for errors in this documentation.
All trademarks are the property of their respective owners.
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Contents
1 Introduction
1
1.1
1
Where to Go for More Information
2 Preparing the Installation
2
2.1
Hardware and Software Requirements
2
2.2
Setting the Prerequisites
3
3 Setting up Licensing
4
3.1
Obtaining Licenses
4
3.2
Installing the License Software
5
3.3
Inserting License Keys
13
4 Installing Eigner PLM 5.0
16
4.1
Preparing to Install on a Pentium 4 Machine
16
4.2
Starting the Installation
17
4.3
Changing the Default Passwords
27
4.4
Administrating Environments and Services
28
4.5
About the Modify, Repair, and Remove Options
29
4.6
Repairing Your Installation
29
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4.7
Uninstalling Eigner PLM
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v
Introduction
1
Introduction
This guide describes how to install Eigner PLM 5.0 for Oracle 8i (8.1.7)
running under Microsoft Windows 2000 Server.
Windows Operating system versions other than Windows 2000 Server are
not supported at this time.
1.1 Where to Go for More Information
The instructions in this guide assume that you will perform the Eigner PLM
installation followed by the Oracle 8i installation. If you plan to use Eigner
PLM with an existing Oracle 8i installation, refer to the document
Eigner PLM 5.0 Administration Guide (PLM50_ADMIN.pdf) for instructions
on setting up the Eigner PLM environment to work with your existing Oracle
databases.
For complete information on installation prerequisites, including required
operating system maintenance-level fixes and system patch levels, refer to
the document Eigner PLM 5.0 Prerequisites Guide
(PLM50_INST_REQS.pdf).
For information on installing Eigner PLM 5.0 with Microsoft SQL Server,
refer to the document Installing the Eigner PLM 5.0 Windows Server for
Microsoft SQL Server 2000 (PLM50_NT_SRV_SQL.pdf).
For information on database preparation and requirements, refer to the
document Installing Oracle8i for Eigner PLM 5.0 on Windows
(OraInst817_Win.pdf).
The Eigner PLM installation guides are available in the doc directory on the
product CD. To view Adobe® Portable Document Format (PDF) files, use
the Adobe Acrobat Reader® software, which is available at no charge at
www.adobe.com.
1
Preparing the Installation
2
Preparing the Installation
This chapter provides an overview of the hardware and software required to
install and run Eigner PLM 5.0 with Oracle 8i, as well as instructions for
setting the installation prerequisites.
Before installing Eigner PLM 5.0, do all of the following:
•
Review the hardware and software requirements for your platform.
•
Set the necessary installation prerequisites.
•
Follow the instructions in the next chapter to set up licensing.
2.1 Hardware and Software Requirements
This section describes the minimal hardware and software requirements for
performing an initial installation of Eigner PLM in a small test environment.
For complete information on the requirements for a production environment,
refer to Eigner PLM 5.0 Prerequisites Guide (PLM50_INST_REQS.pdf).
To install and run Eigner PLM 5.0, you’ll need, at a minimum:
•
Intel Pentium 450 MHz equivalent, running Microsoft Windows 2000
Server with Service Pack 2
•
Oracle 8i (8.1.7) – installation CD included in Eigner PLM kit
•
Memory:
○ Eigner PLM Server: 256 MB, plus additional 20 MB RAM per
concurrent user
○ Database server: 6 MB RAM per connected user, plus 100 MB
RAM for database services
•
Swap space: Three times the amount of RAM
•
Disk space for the installation:
○ Eigner PLM: 400 MB
○ Eigner PLM File Server: 100 MB
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○ Oracle 8i Server: 1,380 MB
○ Oracle 8i Client: 350 MB
•
Disk space for Oracle tablespaces (initial):
○ system, temp, rbs, redologs, user, tools: 150 MB
○ edb: 100 MB
○ edb_idx: 100 MB
○ edb_lob: 2MB
○ edb_tmp: 2 MB
○ edb_tmpidx: 2MB
•
One of the following web browsers (to run the Web Client):
○ Internet Explorer 5.5 with Service Pack 2
○ Internet Explorer 6.0
2.2 Setting the Prerequisites
Before you start the Eigner PLM 5.0 installation, complete the following
steps to set the necessary prerequisites:
Set the environment variable TEMP to a temporary directory, using
System in the Windows Control Panel.
If you intend to use the Eigner PLM FMS file management system,
verify that the disk drives on which the FMS directories will reside use
the NTFS file system.
To determine whether a disk drive uses the NTFS file system, check the
General tab on the drive properties sheet. If the File system property is not
set to NTFS for your drives, consult your system administrator for
assistance reformatting them.
Administrators and the Eigner PLM user edbserv (which is created during
the installation) will require full access rights to the FMS directories.
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Setting up Licensing
3
Setting up Licensing
To allow users access to PLM functionality, Eigner PLM requires valid
licenses. This section describes how to install the license software and
insert the required license keys prior to installing Eigner PLM.
3.1 Obtaining Licenses
Eigner PLM 5.0 uses FELICS, a license management tool, to handle
licenses. To obtain licenses you will need to provide the host ID of the
system on which the FELICS license server will be run.
To determine the host ID, run the uchostid.exe program, which is
distributed on the Eigner PLM 5.0 CD under the following directory:
\licemgr\program files\UniCon\FELICS\
Mail the hostid to: vi@eigner.com to get the licenses for your
installation.
The FELICS License Software has three components:
•
•
•
The FELICS License Server, which hosts the licenses for Eigner PLM.
You can install the FELICS License Server on any system accessible by
the Eigner PLM Server (also known as the axalant Server). It is
advantageous to install it on the database machine.
The FELICS Agent, which communicates with the FELICS and Eigner
PLM Servers to check the validity of licenses for the Eigner clients. The
FELICS Agent must be installed on the same machine as the Eigner
PLM Server and FileServer.
The FELICS Tools, which are utilities for importing and managing
license keys. The FELICS Tools should typically be installed on the
same machine as the FELICS License Server and on the Administrators
PC.
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Setting up Licensing
3.2 Installing the License Software
Complete the following steps to install FELICS software components.
Insert the Eigner PLM 5.0 Installation CD.
If the autostart feature is enabled on the machine, the Eigner PLM main
setup window, shown in the following figure, opens automatically.
If the CD autostart feature is not enabled, open the window manually by
double-clicking the file setup.bat in the root directory of the CD.
The Windows Installer checks for earlier versions of Eigner PLM installed on
your system. If a previously installed version is detected, the Installer
presents options for modifying, repairing, or deleting your existing
installation. You must delete an existing installation before a new installation
can take place.
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Setting up Licensing
For the latest information on the Eigner PLM 5.0 installation, click Read This
First.
Click Install Eigner PLM 5.0 License Software, and then
select your preferred language in the Language Options
dialogue box.
The License Agreement window shown in the following figure opens.
After reading the agreement, select I accept the terms in the
license agreement and then click Next.
The Customer Information window shown in the following figure opens.
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Setting up Licensing
Update the information in the User Name and Organization boxes if
it is not correct.
Select one of the following installation options and then click Next.
•
Anyone who uses this computer (all users) - recommended
•
Only for me
The Custom Setup window shown in the following figure opens.
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Setting up Licensing
Install the appropriate FELICS components based on your
configuration, and click Change if you want to change the directory
where the FELICS software will be installed.
To include a component in the installation, select it, right-click, and then
select This feature will be installed on local hard drive.
You can include any of the following components.
•
FELICS Server
•
FELICS Agent
•
FELICS Tools
Remember to install the rest of the FELICS components if you are
distributing the components to different systems.
You need the FELICS Agent on the Eigner PLM server and the Eigner PLM
FileServer machine (DFM). The FELICS License Server is advantageous
installed on the database machine. The FELICS Tools should typically be
installed on the same machine as the FELICS License Server.
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Setting up Licensing
Click Next to continue.
If you elected to install the FELICS server, the FELICS - Master Information
window shown in the following figure opens. (If you did not elect to install
the FELICS server, you’ll see the Agent Information window shown at
step 8.)
For an initial installation, use the default entries:
•
FELICS – Master
•
UDP
•
Admin-Port 12345
•
Agent-Port 12345
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Setting up Licensing
If the default port numbers are already in use, change them to port numbers
that are available on your machine. Refer to the document Eigner PLM 5.0
Administration Guide (PLM50_ADMIN.pdf) for information on determining
the active and used ports on your system.
Consult your Eigner Customer Support representative for information about
the other options on this window.
If you select FELICS-Backup server or FELICS-Proxy server, you
must also enter the name of the FELICS Master server.
Click Next to continue.
The FELICS Agent Information window shown in the following figure opens.
Select the Server and UDP options for a typical initial configuration.
Enter the name of the server where the FELICS License Server is
installed (for example, yourhost) and the port number at which it can
be reached (for example, the default 12345).
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Setting up Licensing
Do not select Add standard software licensing (FELICS –
Guardian) for an Eigner PLM installation.
Click Next to continue.
If you elected to install only the FELICS Tools, the Tools Information window
shown in the following figure opens.
Select the operating system of the machine on which the FELICS
Server will run, enter the server name again, and then click Next to
continue.
The informational window shown in the following figure opens.
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Setting up Licensing
Click Install to start the installation.
When the installation is complete, the window shown in the following figure
opens.
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Setting up Licensing
Click Finish to exit the FELICS installation.
Use the instructions in the following section to insert the licenses needed to
run Eigner PLM.
3.3 Inserting License Keys
Start the FELICS license tool, REMBRAND, from the Windows Start
menu.
Enter the name and port of the machine on which the FELICS License
Server will run.
Click Connect to connect to the FELICS License Server.
You do not need a password to connect.
The REMBRAND license tool, shown in the following figure, opens.
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Setting up Licensing
Click New Key.
Enter the FELICS Server License key provided by the Eigner license
administrator and then click OK.
The informational window shown in the following window opens.
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Setting up Licensing
Click OK to close the window.
Press New Key again to enter the other licenses provided by the
Eigner license administrator.
Be sure to enter the license keys for DataView (usually designated RUN041
and DEV041); otherwise the Eigner PLM clients will not run. It is also useful
to fill in the description fields for future reference.
Close REMBRAND.
Use the instructions in the next section to install the Eigner PLM software.
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Installing Eigner PLM 5.0
4
Installing Eigner PLM 5.0
Eigner PLM 5.0 is a client-server application that uses a database as the
application and data repository. Eigner PLM also features secure, encrypted
file management support known as FMS or the File Service.
The installation procedure allows you to choose which of these options to
install on your machine:
•
Client
•
Server
•
File Service (FMS)
•
Database system: either Oracle or Microsoft SQL Server
Consult your Eigner Technical Support representative for information on
how to optimize your system with these components.
Use an account with Windows Administrator privileges to install and
uninstall Eigner PLM.
4.1 Preparing to Install on a Pentium 4 Machine
The installation software for Oracle 8.1.7 uses a library file named
SYMCJIT.DLL, which causes problems on Pentium 4 machines only.
Because the file is on the Oracle product CD, you cannot install the Oracle
Server on a Pentium 4 machine directly from the CD.
You have two options for installing Oracle on a Pentium 4 machine:
•
•
Install Oracle separately from Eigner PLM, according to the instructions
in the document Installing Oracle 8i for Eigner PLM on Windows
(OraInst817_Win.pdf).
Create a new CD image according to the instructions specific to Pentium
4 in the document Installing Oracle 8i for Eigner PLM on Windows
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Installing Eigner PLM 5.0
(OraInst817_Win.pdf). Map this image to a network drive on the
machine where you are installing the Eigner PLM Server.
After mapping the CD image to a network drive, proceed with the
instructions in the next section. When you reach the point in the
installation procedure where you are asked to insert the Oracle CD, the
Eigner PLM installation program will detect the mounted image and
install Oracle automatically, as if the CD was inserted into the machine’s
disk drive.
4.2 Starting the Installation
Insert the Eigner PLM 5.0 Installation CD.
If the CD autostart feature is enabled on the machine, Eigner PLM main
setup window, shown in the following figure, opens automatically.
If the autostart feature is not enabled, open the window manually by doubleclicking the file setup.bat in the root directory of the CD.
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Installing Eigner PLM 5.0
The Windows Installer checks for earlier versions of Eigner PLM installed on
your system. If it detects a previously installed version, the Installer presents
options for modifying, repairing, or deleting your existing installation. You
must delete an existing installation before a new installation can take place.
IMPORTANT: Do not use the Repair option presented by the Windows
Installer to repair your installation. Instead, use the option from the Windows
Control Panel. For more information, refer to Section 4.6.
For the latest information on the Eigner PLM 5.0 installation, click Read This
First.
Click Install Eigner PLM 5.0 for Windows NT/2000/XP.
This starts the Eigner PLM Setup Wizard, as shown in the following figure.
Click Next to continue.
The License Agreement window shown in the following figure opens.
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Installing Eigner PLM 5.0
After reviewing the license agreement, select I accept the terms
in the license agreement and then click Next to continue.
The Customer Information window shown in the following figure opens.
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Installing Eigner PLM 5.0
Update your user name and the name of your organization if they are
incorrect.
Select the installation option:
•
Anyone who uses this computer (all users) - recommended
Click Next to continue.
The Custom Setup window shown in the following figure opens.
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Installing Eigner PLM 5.0
You can use this window to specify which Eigner PLM components to install
on the system. You can also choose to install the database software as part
of the Eigner PLM installation.
This guide describes how to install Oracle 8i as part of the Eigner PLM
installation. Refer to the document Installing the Eigner PLM 5.0 Windows
Server for Microsoft SQL Server 2000 (PLM50_NT_SRV_SQL.pdf) for
information on installing SQL Server with Eigner PLM.
Specify the Eigner PLM components you want to install.
To include a component in the installation, click it and then select This
feature will be installed on local hard drive. You can
include any of the following components:
•
Client – the Eigner PLM client software
•
Server – the Eigner PLM server software
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Installing Eigner PLM 5.0
•
WEB and Workflow services – the Eigner PLM Business and
Presentation Services
Consult your Eigner Customer Support representative for information
about these services.
•
File Service (FMS) – Eigner PLM encrypted file management support
•
Oracle – the Oracle 8i database system
It is not useful to install both the Oracle and SQL Server databases.
Click Change if you want to change the directory where Eigner PLM
will be installed.
IMPORTANT: The installation path must not contain blank spaces.
Click Next to continue.
The Oracle Installation Options window shown in the following figure opens.
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Installing Eigner PLM 5.0
For Select Type of Installation, select one of the following:
•
•
Server – to install a complete Oracle 8.1.7 Server, which includes an
installation of the Oracle software itself and the creation of a database
for Eigner PLM.
Client - to install Oracle 8.1.7 client software only
Select the Client option only if the database to be used with Eigner PLM
is installed on a separate database server. With this option, only the
Oracle client software will be installed. The Oracle client software
enables the communications between the Eigner PLM server and an
existing database server.
Specify the locations of the physical devices to be used for the Oracle
program and databases, and then click Next to continue.
The default folders are set to point to the root directory of drive C (“C:\”),
but you can specify different drives. The installation program uses the drive
information, but ignores any path information, you specify. It creates the
following directories on the specified drives:
•
orant on the drive specified for Program Device
•
ora1 on the drive specified for Program Device
•
ora2 on the drive specified for Database Device 2
•
ora3 on the drive specified for Database Device 3
If you specify an incorrect path in any of the fields, the installation program
uses the correct information previously entered into the field.
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Installing Eigner PLM 5.0
If you chose to install the File Service, the Eigner PLM 5.0 Fileserver
Installation Options window, shown in the following window, opens.
Enter the correct installation path for the Eigner PLM 5.0 File Service
and then click Next to continue.
A secure, encrypted file management system will be installed to the folder
you specify.
The informational window shown in the following figure opens.
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Installing Eigner PLM 5.0
Click Install to start the Eigner PLM installation.
When the installation is complete, the informational window shown in the
following figure opens.
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Installing Eigner PLM 5.0
Click Finish to exit the Setup Wizard.
If you selected Oracle in the Custom Setup window, the Oracle installation
is started automatically, followed by the import of the Eigner PLM database
dump.
If the Oracle CD is not found, you’ll see the message shown in the following
figure.
Insert the Oracle 8.1.7 Server CD.
If the CD autostart option is enabled on the machine, an Oracle Server
installation window opens. Close this window and click OK in the
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Installing Eigner PLM 5.0
message window shown above to allow the Eigner PLM installation to
continue.
IMPORTANT: Wait until the following message appears on your screen
before proceeding to the next step. The installation process should take
approximately one hour. The actual time will depend on the speed of your
machine.
Click OK to complete the installation.
If the Eigner PLM main setup window is open, close it by clicking the
Close button in the upper right corner.
A new entry for Eigner PLM 5.0 appears on the Windows Start menu.
To test the Eigner PLM installation, start the Eigner PLM 5.0 Windows
Client. For a new installation, the default entries in the Startup window
should be acceptable. The password for the default user, DEMOEP, is
DEMOEP.
IMPORTANT: The first time you click the Mask Generator button in the
Windows Client to regenerate a mask, you must be logged into an account
that has Windows Administrator privileges.
4.3 Changing the Default Passwords
During the installation process, the system users axalantrt and edbserv are
created for Eigner PLM. For security reasons you should change the default
password (4eigner:plm) for these users and adjust their properties so the
passwords will never expire.
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Installing Eigner PLM 5.0
Open the Windows Control Panel and use the Users and Passwords
utility to change the default password for axalantrt and edbserv.
When you change these passwords, you must also update the passwords of
the following dependent services accordingly:
•
EignerPLMAdmin
•
EignerPLMDaemon
•
EignerPLMFileserver
•
EignerPLMJavaDaemon
These services are accessible from Administrative Tools in the Windows
Control Panel, under Services. To change the password for a service, click
the Log On tab on its properties sheet.
IMPORTANT: Reboot your machine.
4.4 Administrating Environments and Services
Follow the steps below to administrate your Eigner PLM environments and
Web Presentation Service environments. For more information, refer to the
document Eigner PLM Administration Guide (PLM50_ADMIN.pdf).
Open a web browser and enter the following URL:
http://localhost:8017/
In the URL, localhost is the server name of the machine on which
Eigner PLM was installed.
Click Administrate Eigner PLM (User: plm, Password: plm50) to
create or modify PLM environments.
Click Administrate Web Presentation Service to configure and
start Eigner PLM WEB and Workflow services.
For further help, refer to the Eigner PLM 5.0 Read This First document or
the online documentation, which can be found under
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Installing Eigner PLM 5.0
\axalant\hlp\doc_ep\ in the directory where you installed
Eigner PLM. To view the online help, open the file plm.chm.
4.5 About the Modify, Repair, and Remove Options
If you start the Eigner PLM setup program and the Windows installer detects
a previously installed version of Eigner PLM on your system, it presents
options for modifying, repairing, or removing the existing installation. This
section provides an overview of what you can and cannot do to change or
remove existing Eigner PLM 5.0 installations.
You can make any of the following changes to an existing installation:
•
Add the PLM Business Services to a server installation
•
Add the File Service to a server installation
•
•
Modify an installation through the setup program on the Eigner PLM
product CD
Remove an installation through the setup program on the Eigner PLM
product CD
You cannot make any of the following changes to an installation:
•
•
•
•
Change a client installation to a server installation
Add an Oracle or SQL Server installation to an existing server
installation
Repair an installation through the setup program on the Eigner PLM
product CD (Refer to Section Fehler! Verweisquelle konnte nicht
gefunden werden. for more information.)
Modify an installation through the Windows Control Panel (The Modify
button is disabled.)
4.6 Repairing Your Installation
You can use the Repair function to fix an Eigner PLM installation that is not
working properly. If the Repair function discovers that the key file for an
Eigner PLM component is damaged or missing, it restores all parts of the
component—such as its registry entries, service entries, shortcut, and files.
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Installing Eigner PLM 5.0
Although the Repair function is available from the Eigner PLM product CD,
you must initiate the function from Control Panel to successfully restore all
files.
Open Add/Remove Programs in the Windows Control Panel.
Select Eigner PLM from the list of currently installed programs.
Click the link support information.
In the Support Info box, click the Repair button.
Insert the Eigner PLM 5.0 Installation CD.
The repair process will take a few minutes.
When the process is complete, restart Windows.
4.7 Uninstalling Eigner PLM
Eigner recommends that you use the Remove option in the Windows
Control Panel to uninstall Eigner PLM.
Open Add/Remove Programs in the Windows Control Panel.
Select Eigner PLM from the list of currently installed programs.
Click the Remove button.
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