Oracle EnterpriseTrack Installation Guide
જાહેરાત
જાહેરાત
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EGAL
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OTICES
Oracle Instantis EnterpriseTrack Installation Guide — Windows and Linux/Unix
Copyright © 2000, 2013, Oracle and/or its affiliates. All rights reserved.
Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.
This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.
The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing.
If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable:
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This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate failsafe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications.
This software or hardware and documentation may provide access to or information on content, products and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services.
Customers that licensed EnterpriseTrack Version 8.0.5 and earlier (including Standard and PMO
Editions) and are renewing their existing contracts without modification are only entitled to the same licenses and modules as agreed in the original contract and associated pricing sheets.
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I
NTRODUCTION
This document describes how to install EnterpriseTrack software on the following platforms.
Windows operating system with WebLogic, Oracle HTTP Server (OHS), and Oracle or
Microsoft SQL Server database.
Linux/Unix operating system with Oracle database
Install the supporting software individually using the relevant installers of each software product listed above to set up the environment for EnterpriseTrack.
This installation guide describes how to
Set up and configure the database
Configure the middle-tier server
Configure OHS
Configure EnterpriseTrack Server
Install SiteWand, the EnterpriseTrack server runtime
Install and deploy the EnterpriseTrack application
S
YSTEM
R
EQUIREMENTS
Refer to the Tested Configurations documents on the OTN website for the minimum hardware requirements and supported versions of operating systems and databases.
P
RELIMINARIES
The distribution or CD has a top level zip file named using the format “yyyy-mm-dd-sitewand-
<win_or_linux>-<oracle or sqlserver>.zip”. For example, 2009-03-02-sitewand-linux-oracle.zip.
Unzip this file into a directory on the EnterpriseTrack server machine after logging in as a
Windows or Linux user with administrator privileges To set up Linux user accounts setup, refer to Appendix B. This directory is referred to as IETRACK_ROOT.
Directory names with embedded spaces are not supported.
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C
ONFIGURING
O
RACLE
D
ATABASE
I
NSTALLING
O
RACLE
D
ATABASE
C
LIENT
Refer to the Tested Configurations document on the OTN website to verify the appropriate version of the Oracle database client is installed. Alternatively, download and install the correct database client from the Oracle website.
C
ONFIGURING
D
ATABASE
F
ILES AND
D
ISK
L
AYOUT
Oracle recommends configuring a single RAID 1+0 (stripe and mirror) disk partition and distributing all data files on this partition. This distributes the I/O requests across several spindles and avoids a single disk being a performance bottleneck while allowing for good space utilization.
S
ETTING
U
P
O
RACLE
D
ATABASE
Refer to Appendix A for recommendations related to Oracle database configuration parameters and support for international languages.
Create a database user named ETRACK on the oracle database server.
C
REATING
D
ATABASE
U
SERS
Create database users in the Oracle database as follows.
1.
Login to Oracle as a user with permissions to create users or
From the database server, execute the following command. shell-command-prompt> sqlplus /nolog
SQL> connect / as sysdba;
2. After logging in, execute the following command.
SQL> >@/home/oracle/etrack.sql
3. Locate the Oracle database dump in the directory, IETRACK_ROOT /data/mydata.dmp
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4. Use the Oracle IMP utility to import the oracle database dump using the following syntax: shell-command-prompt> imp etrack file=mydata.dmp log=mylog.log
(or) shell-command-prompt> imp sys fromuser=x touser=etrack file=mydata.dmp log=mylog.log
C
REATING
O
RACLE
T
EXT
I
NDEX
To enable document search capabilities in EnterpriseTrack, complete the following steps:
1.
Ensure Oracle Text is installed.
2. In the directory,
IETRACK_ROOT/utils/
, locate the SQL script,
Oracle
Textindex_11g.sql for Oracle 11g
3.
Edit the script to set the appropriate database user, password, CTXSYS user, CTXSYS password, and DB connection string.
4.
Login to the database as the database user created for EnterpriseTrack and run the TextIndex
SQL script:
By default CTXSYS user is locked after installation.
5. To unlock the account and reset the password for CTXSYS execute the following commands.
shell-command-prompt> sqlplus /nolog
…
SQL> connect sys/<password> as sysdba
Connected.
SQL> alter user CTXSYS account unlock;
SQL> alter user CTXSYS identified by <password_for_CTXSYS>;
After installation is complete, ensure the CTXSYS user to its locked state.
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ONFIGURING
SQL S
ERVER
D
ATABASE
This section describes how to configure the SQL Server database for EnterpriseTrack.
I
NSTALLING
SQL S
ERVER
C
LIENT
The Microsoft JDBC driver for SQL Server will be installed in the domain's lib directory on the server where EnterpriseTrack will be installed. Alternatively, based on the SQL Server version, download the correct JDBC driver from the Microsoft website. For more details on installing the
SQL Server client, refer to the section, Configuring WebLogic for Enterprise Track on Windows.
C
ONFIGURING
D
ATABASE
F
ILES AND
D
ISK
L
AYOUT
Oracle recommends configuring a single RAID 1+0 (stripe and mirror) disk partition and distributing all data files on this partition. This distributes the I/O requests across several spindles and avoids a single disk being a performance bottleneck while allowing for good space utilization.
S
ETTING
U
P
SQL S
ERVER
D
ATABASE
The assistance of a DBA is typically required for this step.
C
REATING AN
ETRACK D
ATABASE
U
SER
To create a database user ETRACK in SQL Server, complete the following steps:
1.
Create a database named ETRACK with collation name Latin1_General_BIN on the SQL
Server database.
2.
Restore the database (Force Restore the DB) using the SQL Server Enterprise Manager and the database dump included in IETRACK_ROOT\data\db_export.dmp.
3.
The DB restore creates a DB user/password, viz., etrack/etrack.
4. From the command prompt, connect to the database as an administrator using osql
(osql –U <admin> -P -<adminPasswd> -d <database>)
5. Run the following query. sp_addlogin 'etrack' go sp_change_users_login 'Update_One', 'etrack','etrack' go
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sp_change_users_login 'auto_fix’, 'etrack' go
6.
In SQL Server Enterprise Manager, for the current group, select Security, Logins a.
Select the user 'etrack' (in this case), b. Right click and select properties, c.
Change the password, confirm the password, and save.
I
NSTALLING
F
ULL
-T
EXT
S
EARCH
C
APABILITIES
Full-text search is an optional component of the SQL Server database engine for SQL Server
2008 R2. To enable full-text searching capabilities in EnterpriseTrack, perform the following procedures.
Creating a full- text catalog
Indexing PDF profiles
C
REATING A FULL
-
TEXT CATALOG
Create a full-text catalog named enterprisetrack as follows.
1.
On the C drive of the database server, create a folder, textsearch.
2. Copy
IETRACK_ROOT \utils\index.txt
into
C:\textsearch
3. Run the following script:
osql -U <dbuser> -P <dbpassword> -d <databasename> -i
<script>
For example:
osql -U etrack -P etrack -d etrack -i index.txt
The script can also be run from Microsoft SQL Server Management
Studio interface.
A full-text catalog, enterprisetrack, is created.
I
NDEXING
FILES
To enable indexing pdf files download and install the Adobe PDF iFilter DLL from Adobe which implements the iFilter interface defined by Microsoft as follows.
1. Download the DLL ( ifilter50.exe
) from the following URL.
http://www.adobe.com/support/downloads/detail.jsp?ftpID=1276
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2. Copy the DLL file and install it on the server where MS SQL Server database is installed.
The Adobe PDF IFilter 5.0 is not thread- safe but the callers of it can run multiple threads. To ensure that only one thread executes the IFilter 5.0 at a time, use Microsoft SQL Server Service
Pack 3 or modify the Windows Registry to do the work around described in Microsoft
Knowledge Base Article 323040 - FIX: SQL Server Full-Text Population by Using a Single-
Threaded Filter DLL or a PDF Filter DLL May Not Succeed.
C
ONFIGURING
W
EB
L
OGIC ON
W
INDOWS
Configure WebLogic only for an EnterpriseTrack installation on Windows. This section describes how to perform the following tasks in WebLogic for EnterpriseTrack:
Creating a WebLogic Domain for EnterpriseTrack on Windows
Starting the WebLogic Admin Server
Stopping the WebLogic Admin Server
C
REATING A
W
EB
L
OGIC
D
OMAIN
To create a WebLogic Domain for EnterpriseTrack:
1.
Run the WebLogic Configuration Wizard.
2.
In the Welcome window, select Create a new WebLogic domain, and click Next.
3. In the Select Domain Source window, accept all default selections and click Next.
4. In the Specify Domain Name and Location window, a.
Enter the domain name, and domain location. b.
Click Next.
5. In the Configure Administrator User Name and Password window, a. Enter the user name and password information. b.
Click Next.
6. In the Configure Server Start Mode and JDK window: a. Select Production Mode in the left pane. b.
Select an appropriate JDK in the right pane. c.
Click Next.
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7. In the Select Optional Configuration window, a. Select the Administration Server option. b.
Click Next.
8. In the Configuration Summary window, click Create.
9. Click Done if available, or continue to the next step.
10.
Navigate to the domain's WebLogic directory and copy the JDBC driver in the lib folder.
11.
In the Creating Domain window: a) Select Start Admin Server. b) Click Done.
12.
When prompted, enter the administrator user name and password created in the above steps.
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TARTING THE
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EB
L
OGIC
A
DMIN
S
ERVER
To deploy the Enterprise Track application in WebLogic, start the admin server as follows.
Oracle recommends to set the Java heap space for the Weblogic server to "-Xms256m -
Xmx1400m".
1. From the Start menu, navigate to the Oracle WebLogic submenu.
2.
Choose the menu options, User Projects, Domain, then Start Server.
3.
In the WebLogic console window, enter the Weblogic server administrative user name and password you specified when creating the domain.
If the WebLogic precompile option has been enabled, the WebLogic console displays the message,"Server started in RUNNING mode" when precompiling finishes. For detailed information on enabling precompilation, see WebLogic Server documentation.
S
TOPPING THE
W
EB
L
OGIC
A
DMIN
S
ERVER
To stop the WebLogic admin server on Windows complete the following steps.
1. From the Start menu, navigate to the Oracle WebLogic submenu.
2.
Select User Projects, Domain, then Stop Server.
3.
If prompted for a user name and password in the WebLogic console window, enter the
WebLogic server administrative user name and password you specified when creating the domain.
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The WebLogic console closes automatically when shutdown.
C
USTOMIZING THE
B
ASE
HREF URL
All icons and logos used by EnterpriseTrack are located using a base URL. By default this base
URL is set to point to a server at Oracle. You can configure the base URL from EnterpriseTrack's
Admin user interface. To customize the icons or logos, install them on a web server in your organization and change the base URL to point to your web server as follows.
1.
Access the EnterpriseTrack Login page.
2.
Enter your system administrator credentials to authenticate and login.
3. In the upper left corner, select the menu options, Go To, Administration.
The Administration page displays.
4.
On the Administration page, click the Base URL link. The current URL displays.
Save the current base URL as a backup.
5. Enter the new value for the Base URL and click the .Validate button. Upon successful validation, a green check mark displays.
6.
Click Update to complete the change.
I
NSTALLING THE
O
RACLE
HTTP S
ERVER
(OHS)
Install the Oracle HTTP server (OHS) to support compression with EnterpriseTrack on Windows installations. For supported version levels, see the Tested Configurations document. For installation instructions, refer to the Administrator's Guide for Oracle HTTP Server document at
http://docs.oracle.com/cd/E23943_01/web.1111/e10144/toc.htm
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ONFIGURING THE
O
RACLE
HTTP S
ERVER
(OHS)
After installing the Oracle HTTP Server (OHS), configure the web server as follows.
1.
Modify the
$ORACLE_INSTANCE/config/OHS/ohs1/httpd.conf
file: a.
Change the default listen port from 7777 to 80.
Before changing the port #, shut down any other applications using port 80 (such as IIS on
Windows). b. Load the deflate module and configure the compression as follows:
LoadModule deflate_module
"${ORACLE_HOME}/ohs/modules/mod_deflate.so"
<IfModule mod_deflate.c>
# Compression for saving on transmission-time/bandwidth
SetOutputFilter DEFLATE
SetEnvIfNoCase Request_URI \.(?:gif|jpe?g|png)$ no-gzip dont-vary
SetEnvIfNoCase Request_URI \.(?:exe|t?gz|zip|bz2|sit|rar)$ no-gzip dont-vary
SetEnvIfNoCase Request_URI \.pdf$ no-gzip dont-vary
SetEnvIfNoCase Request_URI \.avi$ no-gzip dont-vary
SetEnvIfNoCase Request_URI \.mov$ no-gzip dont-vary
SetEnvIfNoCase Request_URI \.mp3$ no-gzip dont-vary
SetEnvIfNoCase Request_URI \.mp4$ no-gzip dont-vary
SetEnvIfNoCase Request_URI \.rm$ no-gzip dont-vary
DeflateFilterNote Ratio ratio
AddOutputFilterByType DEFLATE text/plain text/html application/postscript
# Some more knobs with their default values (all happen to be max allowed) c.
DeflateBufferSize 20000 d.
</IfModule> e.
# Inode numbers should never be included in ETag for servers in a cluster f.
FileETag MTime Size
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2.
Add the following to the
$ORACLE_INSTANCE/config/OHS/ohs1/mod_wl_ohs.conf
file.
<Location /SiteWand>
SetHandler weblogic-handler
WebLogicHost localhost
WebLogicPort 7001
</Location>
3.
Use opmn to restart the OHS server.
I
NSTALLING A
S
ECURE
S
OCKET
L
AYER
(SSL) C
ERTIFICATE
EnterpriseTrack works in secure and non-secure modes. Installing a Secure Socket Layer (SSL) with a valid certificate is strongly recommended. In its absence, communication between the server and browser can be compromised.
C
ONFIGURING THE
E
NTERPRISE
T
RACK
S
ERVER
The EnterpriseTrack Server runtime is called SiteWand. To configure the EnterpriseTrack server, you must login to the server as a user with Windows or Linux/Unix administrative privileges.
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ONFIGURING
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S
ERVER ON
W
INDOWS
The configuration properties for SiteWand server on Windows are set by modifying the site.properties
file. The site.properties
file is located in the
IETRACK_ROOT directory. The site.properties
file also contains examples to modify the configuration properties. Use the appropriate example in the properties file to modify the configuration property specific to this server installation.
I
NSTALLING
JAVA SDK O
N
W
INDOWS
Get Java SDK Windows RPM from Oracle and install it. Refer to the Tested Configurations document on the OTN website for the current recommended Java version.
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ONFIGURING
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NTERPRISE
T
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S
ERVER ON
L
INUX
/U
NIX
S
OFTWARE
P
REREQUISITES
Download and install Perl.
Download and install Java SDK Linux RPM from Oracle.
Refer to the Tested Configurations document for the recommended Java version.
E
XTRACTING THE
S
ITE
W
AND
F
ILE
Change directory to
IETRACK_ROOT
and untar the
IETRACK_ROOT/ sitewand.tar.gz
file.
The directory that gets created is referred to as ROOT_DIR in this document. Name this directory as“sitewand”.
For example, if the sitewand.tar.gz is untar-ed to
/home/webserv1/work
, then the
ROOT_DIR is
/home/webserv1/work/sitewand
.
Refer to Appendix B, Setting up Linux/Unix Accounts and Directories.
C
ONFIGURING THE
S
ITE
W
AND
S
ERVER
Set the configuration properties for SiteWand server by modifying the linux.properties
file located in the directory,
ROOT_DIR/deploy/middleTier/siteProperties/
.This file is also referred to as the site.properties
file since it specifies properties specific to the server installation. The site.properties file also contains examples to modify the configuration properties.
Use the appropriate example to modify the configuration property specific to this server installation.
To run the server as a non-root user, in the linux.properties
file, set the
BASE_APACHE_SERVER_PORT’, and the ‘URL_PORT’ property values to a port number greater than 1024. Lower-valued port numbers are usually reserved for system services.
I
NSTALLING
S
ITE
W
AND
The following sections describe how to install SiteWand on Windows and Linux/Unix operating systems.
I
NSTALLING
S
ITE
W
AND
O
N
W
INDOWS
To install SiteWand on a Windows operating system, complete the following steps.
1.
Change directory to
IETRACK_ROOT\
2.
Run the following command. configMiddleTier application
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3. Enter database user and password when prompted.
4. Start the WebLogic Admin Server Console for the Domain.
5.
Select Lock and Edit to change the Domain.
6. Under Deployments select Install.
7.
Select
SiteWand.war
in the directory
IETRACK_ROOT\sitewand\deploy\middleTier
8.
Select Next
9.
Select Install this deployment as an application
10. Select Next
11.
In the Name field, select a name for the deployment.
12.
In the Security field, select DD Only: Use only roles and policies that are defined in the deployment descriptors.
13. In the Source accessibility field select Use the defaults defined by the deployment's targets.
14.
Select Finish.
15.
Select Activate Changes.
16. In Deployments, select the deployment and Start all requests.
The Admin Console will shut down and not be accessible until launched again.
I
NSTALLING
S
ITE
W
AND ON
L
INUX
/U
NIX
Complete the following steps to install SiteWand on a Linux/Unix operating system.
1. Change directory to
ROOT_DIR/deploy/middleTier
2. Run the following command: perl -w configMiddleTier.pl all all
3.
Specify linux.properties
as the properties file and enter the appropriate database user and password when prompted.
4.
To make EnterpriseTrack server auto-start on a machine reboot. a. Login as "Root". b.
Edit ROOT
_DIR/deploy/middleTier/S99instantisSiteWand
-example to suit your environment and then copy it to
/etc/init.d
as
/etc/init.d/instantisSiteWand
.
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c.
Link the following rc-files to
/etc/init.d/instantisSiteWand script
.
/etc/rc{3,5}.d/S99instantisSiteWand
and
/etc/rc{0,1}.d/K99instantisSiteWand
For example, lrwxrwxrwx 1 root root….. /etc/rc0.d/K99instantisSiteWand
-> ../init.d/instantisSiteWand lrwxrwxrwx 1 root root….. /etc/rc3.d/S99instantisSiteWand
-> ../init.d/instantisSiteWand
E
NABLING
O
RGANIZATION
-S
PECIFIC
C
OMPONENTS IN
E
NTERPRISE
T
RACK
Some of the web page contents, such as images, logos, and style sheets are specific to your organization. These are provided in the CD or distribution in a directory in the format “<customer name>bhref”. There are sub-directories such as ‘pix’, ‘css’, and ‘js’ for each component.
To enable these contents to be served by the EnterpriseTrack server, copy the “<customer name>bhref” directory to the following folders.
On Windows, copy to
IETRACK_ROOT\sitewand\install\apache-
X\htdocs\SiteWand\public
On Linux/Unix, copy to
INSTALL_DIR/apache-X/htdocs/SiteWand/public
For more details on
INSTALL_DIR
, refer to the linux.properties
file.
O
RACLE
D
ATABASE
F
OLLOW
-
UP
S
ETUP
S
TEPS
After configuring the SiteWand server, complete the following configuration steps in the Oracle database.
L
OADING
O
RACLE
J
AVA
S
TORED
P
ROCEDURES
EnterpriseTrack requires some Java stored procedures to be uploaded to the Oracle database. As a temporary preparatory step, change the database init.ora setting “java_pool_size” to 300M. This can be reset to normal value after this command is run. For more details on init.ora
settings refer to Appendix A.
Enter the database user ID and password, and run the following command to load the Java stored procedures into the Oracle database. If you restore the database from the database dump file
IETRACK_ROOT/data/mydata.dmp
(recommended), then the following steps are not required.
On Windows,
1. Install Oracle Client on Windows server.
2.
Change directory to
IETRACK_ROOT
.
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3.
Update the
ORACLE_HOME
property in the site.properties
file based on the setting during
Oracle Client installation in step 1.
4. Run the command, configMiddleTier oracleJsp all
On Linux/Unix,
1.
Change directory to
ROOT_DIR/sitewand/deploy/middleTier
2. Run the command, perl configMiddleTier.pl oracleJsp all
R
EGISTERING AND
S
TARTING THE
S
ITE
W
AND
S
ERVER
Before starting the SiteWand server, ensure the database server is started and running. To start the
SiteWand Server, complete the following steps:
On Windows, start the SiteWand server as follows.
1. From the Start menu, navigate to the Oracle WebLogic submenu.
2. Choose the menu options, User Projects, Domain, Start Server.
3.
If prompted for a user name and password in the WebLogic console window, type in the administrative user name and password you specified when creating the domain.
On Linux/Unix, start the SiteWand server as follows.
1. Execute the following command to start the SiteWand server from the directory
ROOT_DIR/deploy/middleTier
(Start Apache as ‘root’) perl launchMiddleTier.pl start apache all
(Start Tomcat as a regular user) perl launchMiddleTier.pl start tomcat all
2. Wait a few minutes for the server startup to complete.
S
CHEDULING
A
UTOMATED
T
ASKS
The EnterpriseTrack application requires an automated scheduled task,
DailyJob.bat
(dailyjob.pl)
, to be run daily. This job updates the project status based on the associated project dates and their relation to current date, and sends appropriate notification emails. The daily job is password protected. Set the password to run for the daily job using EnterpriseTrack's
Adminstration interface as follows.
1. Access the EnterpriseTrack's Login page.
2.
In the Login ID field, enter sysadmin.
3.
In the Password field, enter the corresponding password,
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4. Click the Login button.
If you are logging in for the first time as a system administrator, enter the password, change_on_install. The Change Password page displays. Enter a new password for the system administrator.
The Projects page displays.
5. In the upper-left-corner, click the menu options, Go To, Administration.
The Adminstration page displays.
6.
Click Nightly Job Password link.
The value for Nightly Job Password displays change_on_install.
7.
Change the Nightly Job Password value and click the Update button.
Remember this password, since you will need it to configure the script that runs the scheduled task as described in the appropriate following section.
S
CHEDULING THE
D
AILY
J
OB
.B
AT RUN ON
WINDOWS
Schedule the DailyJob.bat run on Windows as follows.
1. A template for this job is available in
IETRACK_ROOT/utils/DailyJob.bat
.
2.
Edit this file to specify values for the following parameters to run the
DailyJob.exe
program:
IETRACK_ROOT
- Enter the full path name to the script file.
nightly_job_error_email
- Enter an email address at which you would like to receive email reporting errors that occur when the Nightly Job is run.
hostname[:port]
- Enter the host name and port number at which the SiteWand server listens. Contact the application server administrator for further assistance.
accountname
- Set the value to etrack. In general this would be the name of the SiteWand account in which EnterpriseTrack is installed.
nightly_job_password
- Enter the nightly job password that was configured above.
3. Access the Windows Task Scheduler from the Windows Control panel.
4.
Configure the Windows Task Scheduler to schedule the
DailyJob.bat
file for execution once every 24 hours (preferably in the night).
S
CHEDULING THE
D
AILY
J
OB
.
PL RUN ON
LINUX / UNIX
Schedule the
DailyJob.pl
run on Linux/Unix as follows.
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1.
A script to run this job is located in
IETRACK_ROOT/utils/DailyJob.pl
.
2.
To run the
DailyJob.pl
every 24 hours (preferably in the night) setup a
Cronjob
as follows.
For example, to run a cronjob
everyday at 3:00 A.M, set up a cronjob
using the following syntax:
00 3 * * * /usr/bin/perl /space/users/DailyJob.pl nightly_job_error_email http[s]://host[:port] accountname nightly_job_password >>enterprisetrackDailyJob.log 2>&1
The
Cronjob
requires values for ‘
CronJobUserPasswd
’, and accountname
. If the database dump is used, then the accountname is etrack
. The
CronJobUserPwd
is set to change_on_install
by default. If you attempt to run cronjob without changing the password, the following error message displays, "Please use Etrack's Administration interface to set the Nightly Job Password." To set a new password for
CronJobUserPasswd
, complete the following steps. a.
Log in to the EnterpriseTrack application as the user, "sysadmin". b. In the Administration page, click on the Nightly Job Password link. Enter the default password is "change_on_install". c.
Enter a new password, and save.
3. In the cron entry file, specify values for the cronjob
parameters (shown in the syntax of step 2) and save.
full-path
- Enter the full path name to the script file
DailyJob.pl
.
nightly_job_error_email
- Enter an email address at which you would like to receive email reporting errors that occur when the nightly Job is run.
https://hostname[:port]
- Enter the host name and port number at which the
SiteWand server listens. Contact the application server administrator for further assistance.
accountname
- Set this to etrack
. Usually, it is the name of the SiteWand account in which EnterpriseTrack is installed.
nightly_job_password
- Enter the nightly job password that was configured above.
This completes the cronjob setup.
I
NSTALLING THE
S
ECURE
S
OCKET
L
AYER
(SSL) C
ERTIFICATE
I
NSTALLING
SSL
ON
W
INDOWS
To install SSL on Windows, refer to WebLogic documentation.
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I
NSTALLING
SSL
ON
L
INUX
/U
NIX
Complete the following task only if you are processing SSL using the EnterpriseTrack server.
If the
ENABLE_APACHE_SSL
property in the linux.properties
file is set to True, then the server is configured to process SSL using the EnterpriseTrack server. The installation comes with a "default certificate" for ssl access. You must obtain a company specific certificate and key and install it in the directory,
IETRACK_ROOT/sitewand/install/apache-0/conf/ssl/
Rename the certificate and key as server.crt
and server.key
, respectively.
Install the Apache openssl shared libraries (libssl.so.*), if you intend to let the EnterpriseTrack server process SSL. More information on download and installation can be obtained at the following URL:
http://www.openssl.org/source/
This completes the installation of the EnterpriseTrack application. Access the application using the URLs listed below.
U
SING THE
E
NTERPRISE
T
RACK
A
PPLICATION
The URLs for the EnterpriseTrack application are listed below.
E
NTERPRISE
T
RACK
A
PPLICATION
L
OGIN
P
AGE
http://<hostname>[:<port>]/SiteWand/ServeForm/etrack/login
This URL displays the EnterpriseTrack Portal Login page. Complete the following steps to log in to EnterpriseTrack
1.
In the Login ID field, enter "sysadmin".
2. In the Password field, enter the corresponding password for the administrator. The default password is "change_on_install".
3.
Click the Login button.
The EnterpriseTrack home page displays.
4.
Go to the Administration Page and change the password for this login.
For further details, refer to the User Guide or the Administration Guide.
A
CCESSING THE
I
DEA
P
ORTAL
H
OME
P
AGE
http://<hostname>[:<port>]/SiteWand/ServeForm/etrack/portal/portalentry
This URL displays the EnterpriseTrack Portal Login page. Complete the following steps to set up and provide access to users of Idea Portal.
1.
Access the EnterpriseTrack Login page.
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2. Enter the system administrator credentials as follows. a. In the Login ID field, enter sysadmin. b.
In the Password field, enter the corresponding password, and click the Login button. c. In the upper-left corner, click the menu options, Go To, Administration.
The Adminstration page displays.
3.
On the Administration page click the Portal Login Name link.
The login name displays the default value, change_on_install.
4. Enter a new login ID for the user and click the Update button.
5. Click the Portal Login Password link.
The password displays the default value, change_on_install.
6. Enter a new login password for the user and click the Update button.
A user can now login to the portal using the new login name and the password created above.
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RACK
A
PPLICATION
B
ACKEND
(S
ITE
W
AND
) L
OGIN
Access the backend URL to login for maintenance work such as, applying patches and upgrades.
Each patch will contain detailed installation instructions. During initial installation, you must login to set a new password for the backend application as follows.
1. Access the backend URL, http://<hostname>[:<port>]/SiteWand/Login
The Login page displays.
2. In the Login Name field, enter etrack.on_premise
.
The part of the login name before the .on_premise suffix is the name of the SiteWand account in which the EnterprisetTrack application is installed. For example, if EnterpriseTrack is installed in a SiteWand account called etrack2, then the corresponding backend login name is etrack2.on_premise.
3. In the Password field, enter change_on_install, and click Login.
The Control Panel page displays.
4.
In the upper-left-corner, click the Account button.
The Account Settings page displays.
5. Click the View/Edit button adjacent to the Login Password field.
6.
In the Current Password field, enter change_on_install
.
7. In the New Password field, enter a new password value and re-enter it again to confirm it.
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8. Enter a password hint to help remember the password.
9. Enter the e-mail address to which the password hint will be e-mailed.
10.
Click OK to confirm the changes made.
11. Log out of the backend application.
M
AINTENANCE AND
T
ROUBLESHOOTING
D
ETERMINING
S
ERVER
S
TATUS
Determine the server status by accessing the following URL.
http://<hostname>[:<port>]/SiteWand/Status
For unexpected application errors, access the following URL (from the user session getting the error), click the Refresh button in the browser and send the resulting page to Oracle Support.
http://<hostname>[:<port>]/SiteWand/ViewDebugLog/z
L
OCATING
S
ERVER
L
OG
F
ILES
The EnterpriseTrack server logs are located in the
IETRACK_ROOT
directory.
On Windows installations, log files are located in the WebLogic domain directory, Logs.
On Linux/Unix installations, log files are located as follows.
Apache logs are located in the directory
INSTALL_DIR/apache-X/logs
Tomcat logs are located in the directory
INSTALL_DIR/\tomcat-X\logs
The X in apache-X and tomcat-X is a small number – usually 0 or possibly a higher valued number if a more advanced configuration was performed.
For more details, refer to Appendix C, Customizing Apache for EnterpriseTrack.
S
TOPPING
S
ITE
W
AND
Oracle recommends stopping SiteWand before a shutting down the database.
To stop the EnterpriseTrack server complete the following steps.
On Windows installations, stop WebLogic as follows.
1. From the Start menu, navigate to the Oracle WebLogic submenu.
2.
Choose the menu options, User Projects, domain, then Stop Server.
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If prompted in the WebLogic console window, enter the WebLogic administrator user name and password.
On Linux/Unix installations, stop SiteWand as follows.
1. Change directory to INSTALL_DIR/sitewand/deploy/middleTier
2. Execute the following command. perl launchMiddleTier.pl stop all all
R
ESTARTING
S
ITE
W
AND
Before restarting SiteWand, ensure the database server is running.
On Windows installations, to restart SiteWand, refer to WebLogic documentation to restart the server.
On Linux/Unix installations, restart the SiteWand server as follows.
1.
Change directory to
INSTALL_DIR/sitewand/deploy/middleTier
2.
Execute the following command. perl launchMiddleTier.pl restart all all
R
ESTART
A
PACHE AS
R
OOT
Execute the following command. perl launchMiddleTier.pl restart apache all
R
ESTART
T
OMCAT AS A REGULAR USER
Execute the following command. perl launchMiddleTier.pl restart tomcat all
C
HANGING
D
ATABASE
P
ASSWORD
Changes to etrack user database password must be updated in the SiteWand application. To change the password for the database account used by the EnterpriseTrack server:
1.
Stop the EnterpriseTrack server.
2. Change the password on the database side as follows.
On Windows installations, a.
Change directory to
IETRACK_ROOT b. Execute the following command, configMiddleTier.exe application
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The
SiteWand.war
file will be updated with the new password and must be redeployed.
On Linux/Unix installations, a. Change directory to
IETRACK_ROOT/sitewand/deploy/middleTier b. Execute the following command, perl configMiddleTier.pl changePassword all
3. Start the EnterpriseTrack server.
U
NINSTALLING
S
ITE
W
AND
To uninstall SiteWand, on Windows installations,
1. Follow WebLogic documentation to undeploy the
SiteWand.war
application and delete the domain directory.
2.
Restart WebLogic.
To uninstall SiteWand on Linux/Unix installations,
1.
Stop the server.
2.
Delete the
IETRACK_ROOT
,
INSTALL_DIR
and remove the rc
-files.
For more information on rc
files, refer to the section, Installing SiteWand on Linux/Unix.
A
PPENDIX
A
R
ECOMMENDATIONS FOR
O
RACLE
D
ATABASE
C
ONFIGURATION
A lot can vary between different installations depending on the EnterpriseTrack configuration parameters, the number of projects, the financial categories, the number of months over which financial numbers are tracked, etc. Also, a lot depends on how the system will be used, in particular, the ratio of OLTP-like requests such as routine transactional workflow-based page navigation) to OLAP-like requests (primarily reports). The latter can tax the database with complex multi-way joins, etc., while the former is typically easier on the database.
Notwithstanding these variations, the following recommendations can give some traction and is based on observation of a broad data set. Review these changes with a database administrator before adapting and implementing it to your environment.
For Unicode national language support, consider choosing the following CHARACTER SET while creating the database. This should match the initial database initialization dump provided by Oracle.
CHARACTER SET (NLS_CHARACTERSET):AL32UTF8
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Consider the following recommended or higher values for init.ora parameters:
C
ACHE AND
I/O
db_block_size sga_target = 4G
= 8192 db_file_multiblock_read_count=16
C
URSORS AND
L
IBRARY
C
ACHE
open_cursors = 30000
If specifying the sga_target, then the Pools definitions are not required.
P
OOLS
java_pool_size = 15M large_pool_size = 200M
P
ROCESSES AND
S
ESSIONS
processes = 1000
S
ORT
, H
ASH
J
OINS
, B
ITMAP
I
NDEXES
pga_aggregate_target = 2G workarea_size_policy = 'AUTO'
S
AMPLE
11G INIT.ORA
db_name='INDB'memory_target=processes = 150 audit_file_dest='<ORACLE_BASE>/admin/orcl/adump' audit_trail ='db' db_block_size=8192 db_domain='' db_recovery_file_dest='<ORACLE_BASE>/flash_recovery_area' db_recovery_file_dest_size=2G diagnostic_dest='<ORACLE_BASE>' dispatchers='(PROTOCOL=TCP) (SERVICE=ORCLXDB)' open_cursors=300 remote_login_passwordfile='EXCLUSIVE' undo_tablespace='UNDOTBS1'
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# You may want to ensure that control files are created on separate physical devices control_files = (ora_control1, ora_control2)
A
PPENDIX
B
S
ETTING UP
L
INUX
/U
NIX
A
CCOUNTS AND
D
IRECTORIES
Given below are some sample LINUX commands that are used to setup the user, groups and directories associated with the SiteWand server.
Assuming the WEBSERV_USER and WEBSERV_GROUP entries in the site-properties file are specified as webserv1 and webserv1: groupadd -g 555 webserv1 useradd -u 555 -g webserv1 -s /bin/tcsh webserv1
Assuming the
WEBSERV_LOG_GROUP
entry in the site.properties
file is specified as webacl: groupadd webacl vi /etc/group and add user webserv1 to webacl group.
Assuming the
INSTALL_DIR
entry in the site.properties
file is specified as /space/middletier1: cd /space mkdir middle-tier1 chown webserv1:webserv1 middle-tier1 chmod o-rwx middle-tier1
Assuming the
OLD_LOGS_DIR
entry in the site.properties
file is specified as /space/middletier1: cd /space mkdir old-logs chown webserv1:webacl old-logs chmod o-rx old-logs chmod g+rwx old-logs
To enable EnterpriseTrack server process SSL, install the Apache openssl shared libraries
( libssl.so.*
). To download and install the libraries, refer to:
http://www.openssl.org/source/
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A
PPENDIX
C
C
USTOMIZING
A
PACHE FOR
E
NTERPRISE
T
RACK
To customize Apache installed as a part of the EnterpriseTrack installation, configure the following parameters in the site.properties
file.
CUSTOM_APACHE_CONFIG_PRE_LOADMODULES
Enter a filename as the value of this parameter. This file must contain “httpd.conf” compatible commands and will be included just before the first of the “LoadModule” commands is executed. For example, use this feature to load custom Apache modules, such as SSO.
CUSTOM_APACHE_CONFIG_POST_LOADMODULES
Enter a filename as the value of this parameter. This file must contain “httpd.conf” compatible commands and will be included just after the last of the “LoadModule” commands is executed and the following “httpd.conf” directives have been executed: “USER”, “GROUP”,
“ServerAdmin”, “ServerName” and “UseCanonicalName Off”.
For example, use this feature to configure the custom Apache module discussed above.
CUSTOM_APACHECTL_CMDS
Enter a Bourne shell filename as the value of this property. The file will be included
(“sourced”) in the “apachectl” file used to start/stop the Apache “httpd” process. For example, use this to set environment variables specific to the custom modules discussed above.
A
PPENDIX
D
C
ONFIGURING
A
CTIVE
D
IRECTORY
This document describes how to configure Active Directory support in EnterpriseTrack to authenticate EnterpriseTrack users. You will have to know the Active Directory server (provider)
URL and a domain name that will be used to authenticate all your users
S
ETTING THE
A
CTIVE
D
IRECTORY
URL
To set up the active directory server URL, complete the following procedure. You will need to set the value of the Active Directory server URL into
/confdata/lookupmaster
.
1.
Navigate to
/confdata/lookupmaster
and click on Queries for this engine.
2.
Click the Predefined Queries tab.
3. For the query ALL, click Add.
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4.
Set Query Name to be
_all
and click OK.
5.
Click on the My Queries tab.
6.
On the _all query, click Modify Data.
7.
Click on the button to go to the next page of data.
8.
Press Ctrl-F to bring up the browser search window.
9. Enter LDAPProviderURL in the Find window.
10. Click the Edit button associated with that row of data.
11.
Set valuedesc to be the value of the URL of your Active Directory Server.
12.
A typical Active Directory server URL will look like this: ldap://dhcp1:389/dc = example.com
13.
Click the OK button.
14. Click the yellow Back button (not the browser back button).
15.
Click the yellow Back button (not the browser back button).
16.
Click the Config button associated with lookupmaster.
17. Click the Activate button.
The active directory URL is set. If you need to change it, please repeat the above steps again.
S
ETTING THE
D
OMAIN
N
AME
To set the domain name string, edit the getSecurityPrincipalString
function in
/confdata/funcsrvr
as follows.
1.
Navigate to /confdata/funcsrvr and click on Config for this engine.
2.
Click on Edit next to Functions
3. Scroll down to getSecurityPrincipalString
and click Edit.
4. Edit the return string as appropriate for you environment.
Replace instantis (the default) with the appropriate domain name.
If this is a Microsoft environment, the return string should look something like this: return
= append(login_id, "@your_company.com");
5. Click the OK button.
6. Click the OK button.
7.
Click the Activate button.
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This is the basic setup that will enable your ETRACK installation to use an Active Directory based server to authenticate users.
A single installation of ETRACK only supports users belonging to one domain.
E
NABLING
P
REVIOUSLY
C
REATED
U
SERS
W
ORK WITH
A
CTIVE
D
IRECTORY
To add previously created users to use Active Directory authentication method, complete the following procedure.
1.
Navigate to
/userdata/useradmin/usermaster
2.
Click the Queries link associated with this engine.
3. Click Modify Data for the “all” query or, click Modify Data for the getUserByLoginId query and enter the desired user’s login ID.
4.
Click the Edit button for the record to be modified.
5.
Set UserAuthenticationMethod to LDAP for the users that are to be authenticated using the
Active Directory server.
6.
Click the OK button.
7.
Click the back link on the page (not the browser back button)
8. Click the back link on the page
Tip: To ensure that authentication is accessing the Active Directory server, setup the Active
Directory password different than ETRACK.
A
PPENDIX
E
C
ONFIGURING
S
INGLE
S
IGN
-O
N FOR
H
OSTED
C
USTOMERS
EnterpriseTrack uses SAML 2.0 standard for Single Sign-On authentication. To configure
EnterpriseTrack for Single Sign-On, your organization must provide the following entities.
identity provider metadata
The identity provider metadata is provided by the client.
The identity provider entity ID
The identity provider entity ID is defined by the identity provider metadata. The entity ID must match the ID set in the application login engine to redirect the user when there is no valid SSO session.
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The attribute containing the end-user login identifier.
Note: The attribute contains a name and a type; and must match exactly. You can send the attribute as a normal attribute or as a SubjectName. The end-user login identifier value is used by the REMOTE_USER variable to access the EnterpriseTrack application.
After configuring EnterpriseTrack for SSO for your organization, Oracle will provide the hostname of the EnterpriseTrack application to your organization.
Log in to EnterpriseTrack using SSO.
A
PPENDIX
F
F
REQUENTLY
A
SKED
Q
UESTIONS
(FAQ
S
)
Q. What are the disk space requirements for a middle-tier machine?
Refer to the Tested Configurations document more information.
Q. How do I get the application images to display?
1.
Right-click on the image that is not shown and select properties.
2.
Ensure that the URL for the image is pointing to the correct server. For more details, refer to the section in this guide, Enabling Organization-Specific Components in
EnterpriseTrack, detailing the installation of images, and the EnterpriseTrack
Administration Guide to configure the associated URL.
Q. Where are the Apache/Tomcat logs located? What is the log rotation policy?
On Linux/Unix, Apache logs are located in the directory,
INSTALL_DIR/apache-X/logs
.
Apache logs are rotated using the program “rotatelogs”.
On Linux/Unix, Tomcat logs are located in the directory,
INSTALL_DIR/tomcat-X/logs
.
These are typically named instantisTrace-*
. These log files are periodically rotated, compressed (gzip) and moved to the ‘old-logs’ directory in
INSTALL_DIR
on Linux/Unix.
The rotation action simply causes the current log to be switched by renaming it by suffixing a timestamp or a phrase such as “-full” while continuing to write to a newly created log file. The archival or removal of these older rotated log files are up to the administrator and need to be done per the customer’s policies; we recommend keeping each log file for at least a month or more to help with troubleshooting.
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Q. How do I backup the EnterpriseTrack application?
The best practice is to do database level backups. A DBA’s help is required here. Perform an application-level backup as follows.
1. Login to the EnterpriseTrack backend.
2. Change URL to http://hostname:[port]/SiteWand/XMLExport
3.
Select Option 3 Export with data and files (But exclude files from groups)
4.
Specify values for the local file directory and password. The local file directory name and password will be required during the recovery process. This will store all the data on the middle-tier server. Ensure sufficient disk space on the middle-tier server.
5.
Click OK to start the Export.
6. Download
SiteWandExport.zip
and name it appropriately as per your backup naming convention and store it on a secure machine.
Q. How do I set up a test/training server?
A test/training server can be setup following the Installation steps in this document. To tag all pages in the application with a “Test/Training” label, contact Oracle.
Q. Apache starts up fine, but Tomcat does not. Why?
This could be due to various reasons. Explore the following:
Is there sufficient disk space on the middle-tier machine?
Can the database connection from middle-tier be established?
Any other details can be found in the tomcat logs?
On Linux installations, in the directory,
INSTALL_DIR/tomcat-X/logs
, look for the log file in the format, instantisTrace-yyyy-mm-dd-*
.
Q. The application has stopped sending emails. What are the possible causes?
Check for the following:
The mail server is up and accessible from the machine where EnterpriseTrack is installed.
The middle-tier server firewall settings, if any.
Any mail server changes SiteWand must be updated with the new mail servers IP address details. Contact Oracle to make this change.
33
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