OER 11gR1 Install Guide for Dummies Updated for PS4

Gary Hallam Page 1 10/02/2011

OER 11gR1 Install Notes

Software you will need:

OER

Oracle DB (XE 10 will do)

WLS 10.3.3.0 (AKA 11gR1) – OER install now creates a domain template.

Java Web Start (comes with Java JRE) – The Navigator screen and Asset Editors need

this.

BI Publisher 10.1.3.4.1 – OER Reporting runs on this

Apache 2.2 (well you’ll need an http server to serve as an asset store, I’d recommend

Oracle HTTP Server but it’s hidden amongst the WebTier software bundle, which I

haven’t used yet)

Note OER 11.1.1.4.0 now runs on WLS 10.3.4.0

Preamble

Apologies but this has a Windows bias, I’ve been indoctrinated into the ways of

Linux recently but I have a Windows install to do this week, so that’s my guide.

The OER documentation has moved and moved again. So to find the documentation

for OER you need to either know where you’re looking or be a relative of Sherlock

Holmes. This link to Governance Documentation is useful (latest version here).

The OER install guide is

here:http://download.oracle.com/docs/cd/E14571_01/doc.1111/e15745/toc.htm (and

now PS3 here) . The clue to locating it is to go to www.oracle.com/technology, select

Documentation link towards the lower left list of links (under Essential Links), then

select fusion middleware - the OER documentation is bundled within the Fusion

Middleware documentation pages. There are other ways in.

[Note: This is a slightly updated version for OER 11g PS3 (11.1.1.4.0) but I haven’t

updated all the pictures, or all the configuration pieces yet (2011/02/02)]

Installing the DB

Download Oracle Express Edition (Universal Language): OracleXEUniv.exe from

http://www.oracle.com/technology/software/products/database/xe/htdocs/102xewinso

ft.html

The universal language is important – the database should be storing stuff in Unicode.

You can check the language characteristics with the following SQL:

select * from nls_database_parameters where Parameter = 'NLS_CHARACTERSET';

which should yield:

NLS_CHARACTERSET

AL32UTF8

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There are instructions on how to change the characterset in the install guide. Good

Luck!

Install the database (I chose “oracle” as the SYS and SYSTEM passwords).

Make sure the default XE database is running by opening the Oracle DB Home Page:

If the home page doesn’t appear, make sure Oracle is started (it may be an idea to

reboot following the Oracle install), you start the Oracle XE database by clicking

Start|All Programs|Oracle Database 10g Express Edition|Start Database.

Using SQLPLUS create some OER DB Storage space and an OER User. To make

life easier I knocked up a script - unzip these two files into your C: directory and run

the batch file and it should create the appropriate tablespaces and user in the default

XE database. The script assumes you installed OracleXE in its default c:\ drive

location and that you chose “oracle” for the SYSTEM password.

After running the createOERTablespaces.bat script you may see 3 errors associated

with not being able to drop tablespaces that don’t exist. You can ignore these errors.

ORA-00959: tablespace 'OER_DATA' does not exist

ORA-00959: tablespace 'OER_BLOB' does not exist

ORA-00959: tablespace 'OER_INDEX' does not exist

Installing WebLogic Server

You will need WLS 10.3.3.0 installed from here.

For PS3 you can use WLS 10.3.4.0 from here.

Run a basic WLS install and do not choose the QuickStart option – the OER installer

will create a domain template, which will provide a checkbox option for you to select

when you use the domain configuration wizard. You can read about WLS Domain

templates here.

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Installing Java WebStart

OER uses Java WebStart for some utilities like the impact analysis Navigator tool and

the asset editor – the recommended version is not listed in the install documentation.

There’s a link to Windows 32 bit JRE here 64 bit JRE here. And a selection of other

operating system versions here.

This install seems to take care of itself – just double click it and choose the typical

install. You may not need to do this if Java JRE is already on your system – you’ll

notice if you get an error when you click on Asset Editor link or Navigator link in the

OER UI.

Installing OER

It’s now a generic installer jar file installed using java . OER 11.1.1.3.0 is here. This

is located in the Fusion Middleware Download page. OER 11.1.1.4.0 is here.

Unzip the download and run the OER111130_generic.jar/ OER111140_generic.jar

file by typing the following into a command prompt:

java –jar OER111140_generic.jar.

(You can give it a log file location using a suffix of –log=c:\mylogfile.txt)

Your system will need a JAVA_HOME in the path or you could type something like:

C:\MyInstalls\Oracle\Middleware\jdk160_18\bin\java OER111140_generic.jar

Make sure you get the “Fully qualified server name:” correct – to check just ping

it. I got this wrong and the error it gives you isn’t helpful.

You no longer get the option to “configure workflows with default process engine” at

the end of the install process. You need to have ALBPM 10gR3 installed and should

then follow some additional steps to get the Workflow capability installed.

The installer now just creates a WebLogic domain template for you – unless you

choose a different application server! The following pictures are now just a guide as

the numbers are 11 instead of 10 for WLS, although the database sections are the

same.

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Make sure the server name is correct (ping it).

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In the next screen type in OER_DATA, OER_BLOB, OER_INDEX for the database,

Blob and Index tablespaces, to match what was created by the tablespace creation

script – if you created differently named tablespaces use those!

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Driver file: C:\oraclexe\app\oracle\product\10.2.0\server\jdbc\lib\ojdbc14.jar

DBMS Name: XE, User Name: OER, User password: oracle

You should get a success message for connection to the database at this point…

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Creating a WebLogic Domain

You now need to create a WebLogic domain using the WLS Config Tool (Use the

start menu or it should be somewhere like:

D:\Homes\WLS1032\wlserver_10.3\common\bin\config.exe). Once you have created

the domain you will need to go into the WLS Administration Console to start the oer

application.

Note when you create your domain the OER Template will create a Managed Server

on port 7101 by default and install the OER application there. If you didn’t configure

the Node Manager when creating the domain then you’ll have to start the Managed

server manually, before the OER application will start, otherwise you can start the

managed server from the WLS Admin console.

I wasn’t expecting the oer application to be placed in its own managed server –

obviously it should be in production but I just wanted it running in on the Admin

server. The template creates an oer_machine and an oer_server1 managed server. To

sort this out I clicked on Deployments in the WLS Console, copied the application

install location and then deleted the application from WLS, deleted the machine and

deleted the managed server, I then installed the oer application on the Admin Server.

The easier way is to ensure that you check the Admin Server and the Managed Server

checkboxes, change the Admin Server port to one you want and then delete the

Managed Server. You’ll then just get an Admin Server created – which is all you will

need in a development/demo environment. I find this little process a bit counter-

intuitive, but it works.

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The default user and password is admin/admin – you will be invited to change this on

initial logon.

My new password is weblogic1.

You may now start a browser and enter the URL http://localhost:7101/oer. A logon

page should appear – use admin/admin to logon.

You should get the Asset home page shown below.

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If at this point you get a web page with a User name and password field but no

pictures it is possible that you spelled your “Fully qualified server name” incorrectly.

You can change this in the following file:

C:\Oracle\Middleware\user_projects\applications\oer\applications\oer_11.1.1.4.0\oer-

app\WEN-INF\classes\cmee.properties

Installing BI Publisher

This is just a web app running on an application server, there’s a manual simple install

option that I chose. I put it on my OSR domain, I don’t think it’s supported in the

OER domain but I could be wrong. The documentation for simple installation is in

included with the downloaded zip file.

To configure BI Publisher for OER Reports:

For OER you effectively need to replace the XMLP directory in the standard BIP

install described below by unzipping the XMLP Reports directory supplied with OER

and contained in:

C:\MyInstalls\Oracle\Middleware\repository111\core\tools\solutions\reports\BIP

-Oracle.zip. The details are described in the OER Configuration Guide here.

To install BI Publisher:

Unzip the installed download file bipublisher_windows_x86_101341.zip to a

temporary directory somewhere

I chose: C:\downloads it creates a

Windows\Oracle_Business_Intelligence_Publisher_Standalone folder structure.

Create a directory where you’ll put the exploded BIPublisher war file

I chose: C:\MyInstalls\Oracle\xmlpserver

Unzip the BIPublisher war file to this directory using:

Jar –xvf

C:\downloads\Windows\Oracle_Business_Intelligence_Publisher_Standalone\ma

nual\generic\xmlpserver.war from a command prompt in the

C:\MyInstalls\Oracle\xmlpserver directory, this location will then be used to deploy

the application to WLS.

At this point you can replace the XMLP BI Publisher default (see line below) with the

one found in the

C:\MyInstalls\Oracle\Middleware\repository111\core\tools\solutions\reports\BIP

-Oracle.zip file.

Copy the

C:\downloads\Windows\Oracle_Business_Intelligence_Publisher_Standalone\ma

nual\XMLP directory to somewhere.

I chose: C:\MyInstalls\Oracle\

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Update the C:\MyInstalls\Oracle\xmlpserver\WEB-INF\xmlp-server-config.xml

file replacing “${oracle.home}/xdo/repository” with the

“C:\MyInstalls\Oracle\XMLP” location.

Deploy the application using the WLS Console (http://regrep-uk:7001/console) by

clicking deployments in the left hand panel, (click Lock & Edit button at top left if

you have to), click install and navigate to C:\MyInstalls\Oracle\xmlpserver, choose

“deploy as an application” radio button, next then “I will make the deployment

accessible from the following location” and click Finish.

If all is well the application should deploy and start – you may need to start it

manually by selecting it and clicking “start” & “start services all...” If it fails horribly

with a stack trace in the UI then you may not have updated the xmlp-server-

config.xml file correctly.

You can log on as Administrator/Administrator using a URL like http://regrep-

uk:7001/xmlpserver.

Go to Admin tab and select JDBC Connection link and click the OER link to update

the JDBC Connection information, test the connection and Apply.

The OER User is oer/OER_PWD.

You need to configure the system settings in OER to point to the correct BI Publisher

Server URL and use the OER User. This is done in the Admin tab, under System

Settings.

Use something like Report Server URL: http://regrep-uk:7001/xmlpserver/OER

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Report Server Endpoint URL: http://regrep-

uk:7001/xmlpserver/services/PublicReportService

Report Server Username: oer

Report Server Password: OER_PWD (or whatever you changed it to).

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Further Configuration

You will need to do a little more work to complete the installation if you want to use

some more advanced features. You should import the following solution packs into

OER from the C:\MyInstalls\Oracle\Middleware\repository111\core\tools\solutions

directory:

Solution Pack File Name Description

Policy Management Solution Pack *NOTE: Set “Enable Asset Policies” to true first.

11.1.1.3.0-Policy-Management-Solution-Pack.zip 11.1.1.3.0-Policy-Management-Solution-Pack-Relationship-Fix.zip

Install this Solution Pack to use policy management features with Oracle Enterprise Repository.

Harvester / BPM Workflows / RRXU Solution Pack

11.1.1.3.0-OER-Harvester-Solution-Pack.zip

Install this Solution Pack to use Business Process Management Workflows, the Harvester or the Oracle Registry Repository Exchange Utility, which exchanges data between Oracle Enterprise Repository and Oracle Service Registry.

The import is done from within the OER Console.

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Note that initially there appeared to be a problem with the Java WebStart that should

run to open the Import/Export dialogue. Retrying the link seemed to resolve the

JNLP issue and the login dialogue box appeared. Use admin/admin. There used to be

a bit of a bug around JNLP whereby if the cookie login option wasn’t chosen or the

cookie got deleted or changed then the Webstart application would fail. I haven’t

noticed that problem in this version. To resolve usually logging in and out of the

OER UI with the cookie option set resolved this.

Click Next and wait for job to complete and click Next and Finish. Repeat for both

Solution Packs.

Policy Management

Policy Management in OER unfortunately doesn’t come out of the box – this is an

historic throw-back to the days when managing policies was an additional feature that

had to be paid for. Getting policies working is a multi-stage process.

To get Policy Management to work you should update the “Enable Asset Policies”

System Setting to True. Then download the Pack as described in the previous section.

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This has the effect of placing a button on the web UI called “Apply Policies” which

provides a window for you to select Policies that you wish to apply to the in-view

asset.

The other thing that you need to ensure is that the asset that you applied the policy to

has an element “Applied Asset Policies” available within one of the tabs. This is not

the case by default for all asset types – however if it is available it is usually found as

the last field element in the Miscellaneous tab. You add elements to assets in the

Asset Type Editor. The Asset Type Editor is launched from the menu bar

(Actions|Manage Types (Ctrl+M)) in the Asset Editor (which is launched by clicking

edit on a selected asset or clicking “Edit / Manage Assets” link on the assets home

page.

The Sample Policy assets provided when you import the Policy pack do not have any

text assertion statements, to see how text assertions are passed or failed you should

either create a new Policy Type asset with assertions or edit the existing policy assets

and add some assertions.

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The other things you will probably want to do are to set up the Harvester and the

Registry Repository Exchange utility.

The section below is out of date as per OER 11g PS3 (11.1.1.4.0)

I generally extract the zip files

D:\MyInstalls\Oracle\Middleware\repository111\core\tools\solutions11.1.1.3.0-

OER-Harvester.zip

D:\MyInstalls\Oracle\Middleware\repository111\core\tools\11.1.1.2.0-RR-

ExchangeUtility.zip

to the following directory names

D:\MyInstalls\Oracle\Middleware\repository111\harvester

D:\MyInstalls\Oracle\Middleware\repository111\orrxu

Then follow the instructions in the configuration guide.

Harvester Configuration.

ORRXU Configuration.

Configuring JDeveloper to work with OER

JDeveloper has a couple of features related to OER, these come as updates to the base

install.

Once you’ve downloaded and installed JDeveloper you will need to install the OER

plug-ins. You can download the updates by clicking JDeveloper Help | Check for

Updates. You may need to add a proxy for Jdeveloper to connect to the internet a

pop-up should appear (I used emeacache.uk.oracle.com on port 80). I selected the

following plug-ins following a new JDeveloper 11.1.1.3.0 (Build 5660) install from

here. The install may take a while as the Repository Harvester is 85 MB and the SOA

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Composite Editor (which you may not need is 200 MB). You can obtain these

extensions from here.

Once you’ve downloaded these you will need to restart JDeveloper. Click Ctrl + Shift

+ O to bring up the Resource palette, if it’s not visible and then click on the folder

with a gold asterisk icon to give you a drop-down to create a new Connection.

Choose “Oracle Enterprise Repository...”

Then fill in the server connection details and test the connection:

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You should now see the Repository as a Resource connection in the resource palette.

You can browse the tree in this palette to view assets based on their taxonomy. You

can also right click on the resource and select Search to search for assets. Right click

on an asset to View in Repository, this will present the Repository UI in JDeveloper.

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Setting Up Workflow Capability (This section needs updating!!)

In order to use the Workflow capability you will need to install OBPM Studio10gR3.

This is a straight-forward install, which should be a click and run exercise.

The OBPM Studio 10gR3 can be obtained from

http://www.oracle.com/technology/software/products/ias/bea_main.html

[Note: If your download is taking a long time you might find this tool

(http://www.freedownloadmanager.org/download.htm) is a beautiful thing.]

Now the next set of instructions on the official install guide are a little confusing. See

Chapter 8: “Installing Oracle Enterprise Repository Workflow into Oracle BPM 10.3”

where there are a number of steps to follow.

I downloaded the latest version of ant and installed it at:

D:\ProgramFiles\apache-ant-1.7.1

I also made sure it and the jre were in the PATH:

Path=D:\Homes\obpm/jre\bin;

D:\ProgramFiles\apache-ant-1.7.1\bin;

C:\oraclexe\app\oracle\product\10.2.0\server\bin;

C:\WINDOWS\system32;

C:\WINDOWS;

C:\WINDOWS\System32\Wbem;

C:\Program Files\Symantec\pcAnywhere\

Note: I didn’t have a $BEA_HOME\FuegoSetupScript\ext directory in which it

suggests copying the JDBC drivers. So I copied the drivers to my

D:\Homes\obpm\ext directory and created a D:\Homes\obpm\FuegoSetupScript\ext

directory just in case…

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Does OER need to be running? I don’t know, I had a lot of trouble initially so I

ensured it was running…

Here’s my directory set-up and my build.xml and build.properties files. There is a

cunning ploy at the end of the build script that deletes the build.properties file, in the

interests of security, so if you were thinking that you’d use this file as a storage place

for the user names and passwords you entered, then think again! Write the passwords

down now or put a copy of your build.properties file somewhere safe. In fact if the

script errors it may still go on and delete the build.properties file so make sure you

store it somewhere before running install-workflow. You have been warned.

A feature of ant that I discovered is that it ignores backslashes in the build.properties

files, probably as a dig at Windoze users to cause them hours of frustration – or

maybe that was just me.

I got this error at the deploy part:

deploy-workflow:

[echo] oer_engine

[fuego:session] fuego base dir [D:\Homes\obpmwl]

[fuego:publish] org.apache.tools.ant.BuildException:Directory: D:\Homes\obpmwl\F

uegoSetupScript\workflow\aler_workflow.fpr does not exist

So I copied the d:\Homes\obpmwl\workflow directory to

d:\Homes\obpmwl\FuegoSetupScript directory and ran install-deploy-workflow

Appendix Those database creation files:

createOERTablespaces.bat

echo off

set LOC=c:\

set SQLFILE=createOERTablespaces.sql

set MKDATAFILE=C:\oraclexe\oradata\OER

echo *

echo *

echo *******************************************************

echo * This batch file will use the Oracle SQLPlus utility

echo * to run sql in "%LOC%%SQLFILE%".

echo * Make sure this file exists before continuing.

echo * It'll create a User called OER with password="oracle"

echo * and creates the tablespaces:

echo * OER_BLOB at C:\oraclexe\oradata\oer\oer_blob.dbf

echo * OER_DATA at C:\oraclexe\oradata\oer\oer_data.dbf

echo * OER_INDEX at C:\oraclexe\oradata\oer\oer_index.dbf

echo *

echo * This assumes you've installed oraclexe in the default

echo * C: drive location. If you haven't then you'll need

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echo * to update this batch file and the sql script.

echo *

echo * It also assumes the oracle SYSTEM user password is

echo * "oracle".

echo *

echo *******************************************************

echo *

echo *

pause

IF EXIST %LOC%%SQLFILE% GOTO CREATE

echo *

echo *

echo *******************************************************

echo * "%LOC%%SQLFILE%" does not exist.

echo * Copy the sql file to the correct location

echo * (or update this batch file) and re-run.

echo *******************************************************

echo *

echo *

GOTO END

:CREATE

mkdir %MKDATAFILE%

sqlplus /nolog @%LOC%%SQLFILE%

:END

Pause

createOERTablespaces.sql.txt

connect SYSTEM/oracle

DROP TABLESPACE OER_DATA INCLUDING CONTENTS AND DATAFILES CASCADE

CONSTRAINTS;

CREATE TABLESPACE OER_DATA

DATAFILE 'C:\oraclexe\oradata\oer\oer_data.dbf' SIZE 100M AUTOEXTEND

ON NEXT 10240K MAXSIZE UNLIMITED

EXTENT MANAGEMENT LOCAL AUTOALLOCATE

LOGGING

ONLINE

SEGMENT SPACE MANAGEMENT AUTO;

DROP TABLESPACE OER_BLOB INCLUDING CONTENTS AND DATAFILES CASCADE

CONSTRAINTS;

CREATE TABLESPACE OER_BLOB

DATAFILE 'C:\oraclexe\oradata\oer\oer_blob.dbf' SIZE 100M AUTOEXTEND

ON NEXT 10240K MAXSIZE UNLIMITED

EXTENT MANAGEMENT LOCAL AUTOALLOCATE

LOGGING

ONLINE

SEGMENT SPACE MANAGEMENT AUTO;

DROP TABLESPACE OER_INDEX INCLUDING CONTENTS AND DATAFILES CASCADE

CONSTRAINTS;

CREATE TABLESPACE OER_INDEX

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DATAFILE 'C:\oraclexe\oradata\oer\oer_index.dbf' SIZE 100M AUTOEXTEND

ON NEXT 5120K MAXSIZE UNLIMITED

EXTENT MANAGEMENT LOCAL AUTOALLOCATE

LOGGING

ONLINE

SEGMENT SPACE MANAGEMENT AUTO;

DROP USER OER CASCADE;

CREATE USER OER IDENTIFIED BY oracle

DEFAULT TABLESPACE OER_DATA

TEMPORARY TABLESPACE TEMP

PROFILE DEFAULT

ACCOUNT UNLOCK;

GRANT "CONNECT" TO OER;

GRANT "RESOURCE" TO OER;

ALTER USER OER DEFAULT ROLE "CONNECT", "RESOURCE";

GRANT CREATE MATERIALIZED VIEW TO OER;

GRANT CREATE SEQUENCE TO OER;

GRANT CREATE SESSION TO OER;

GRANT CREATE SYNONYM TO OER;

GRANT CREATE SNAPSHOT TO OER;

GRANT CREATE TABLE TO OER;

GRANT CREATE TRIGGER TO OER;

GRANT CREATE VIEW TO OER;

GRANT UNLIMITED TABLESPACE TO OER;

connect sys/oracle as sysdba

ALTER SYSTEM SET PROCESSES=200 SCOPE=SPFILE;

quit

README-OERTablespaceBuild.txt

You should copy the two files to your c: drive and remove

the .txt extensions.

Then open a command window and run the batch file -

assuming you have already installed Oracle XE database to

the default location and have a SYTEM user password of

"oracle". You can update the batch and SQL file to

update to your system requirements.