# Installation and Upgrade Guide

# Pre-Installation Steps

Before you run the installer, complete the following steps to prepare your network and host computers for deployment of Publisher:

1. Download the most up-to-date documentation from http://www.oracle.com/technology/documentation/index.html.
2. Read the product release notes for information on compatibility issues, known problems, and workarounds that might affect how you proceed with your deployment. Release notes are located at the top-level directory of the product package.
3. Provision host computers and configure software dependancies for your deployment. For details, see Hardware and Software Requirements
4. Complete the deployment component configuration worksheet provided in the Installation Worksheet for AquaLogic Interaction Publisher 6.3.
5. Ensure you have administrative access to deployment components. For details, see Administrative User Requirements.
6. Create databases and users to associate with Publisher and Workflow. For details, see Creating Databases and Database Users for Publisher.

## Hardware and Software Requirements

Note: | For the most up-to-date list of supported software for your deployment, refer to the Interoperability page in the AquaLogic User Interaction Support Center.

The following table summarizes the hardware, operating system, and software requirements for Publisher

Caution: | IPv6 is not supported. You should verify that IPv6 is not enabled prior to installing this product.
Table 3-1 Hardware and Software Requirements
Component | Requirement
--- | ---
Publisher Host Computer | Hardware Dual 1.8 GHz or higher, with 2MB L2 cache 1 GB memory 40 GB disk space Operating System Windows 2003 Server SP1 AIX 5.3, on POWER3, POWER4, POWER5 Solaris 8, 9, and 10 on SPARC
Database Server Host Computer | Software Microsoft SQL Server 2000 SP3a, SQL Server 2005 in 2000 compatibility mode (Windows installations of Publisher only) Oracle 9i in default or Oracle RAC configuration Oracle 10g in default or Oracle RAC configuration
Browser Requirements | Administrative Users: Internet Explorer 5.5 or 6.0 Contributing Users: Internet Explorer 5.5 or 6.0, Firefox 1.5, Netscape 7.2 Browsing Users: Internet Explorer 5.0 and all of the above
Portal Compatibility | AquaLogic Interaction 6.1

## Administrative User Requirements

To install Publisher, you must log in to the host computer as a local administrator.

To configure the database server and portal database for the Publisher deployment, you must log into the database server as a database administrator.

To create objects in the AquaLogic Interaction portal and Publisher databases, you must be able to log in as the following users:

- AquaLogic Interaction portal database user. For information on the portal database user, see the Installation and Upgrade Guide for AquaLogic Interaction.
- Publisher database user. See Creating Databases and Database Users for Publisher.
- Workflow database user. See Creating Databases and Database Users for Publisher.

## Creating Databases and Database Users for Publisher

The following topics in this section describe how to create the database objects required for Publisher and Workflow:

- Creating Databases and Database Users on SQL Server
- Creating Tablespaces and Database Users on Oracle

### Creating Databases and Database Users on SQL Server

To create the Publisher database user and database:

1. Create the Publisher database with the following properties:

- Configure the database server so that it is case-insensitive.
- Create a database with the name you planned when you completed the worksheets provided in the Installation Worksheet for AquaLogic Interaction Publisher 6.3.
- Configure the initial size of the database. For a relatively small installation, configure a database that is at least 100 MB. For a large enterprise with as many as 20,000 users, configure a database that is as large as 1 GB.

2. Create the Publisher database user:

1. To open the Enterprise Manager: click Start | Programs | Microsoft SQL Server | Enterprise Manager.
2. In the navigation pane, expand the objects to display subfolders of the Security folder.
3. Right-click the Logins icon; then click New Login.
4. In the SQL Server Login Properties dialog box, enter the user name you designated for the Publisher database user when you completed the worksheets provided in the Installation Worksheet for AquaLogic Interaction Publisher 6.3.
5. In the Authentication area, choose SQL Server Authentication and enter the corresponding password.
6. On the General tab, in the Defaults section, select the Publisher database.
7. Click the Database Access tab.
8. In the Specify which databases can be accessed by this login box, check the Publisher database.
9. In the Database roles for database_name box, check public and db_owner
10. Click OK.
11. Confirm the password to complete the process.
12. In the navigation pane, expand the objects to display the Publisher database; right-click the Publisher database and select Properties.
13. Click the Permissions tab and grant all permissions to the Publisher database user.

To create the Workflow database user and database:

1. Create the Workflow database with the following properties:

- Configure the database server so that it is case-insensitive.
- Create a database with the name you planned when you completed the worksheets provided in the Installation Worksheet for AquaLogic Interaction Publisher 6.3.
- Configure the initial size of the database. For a relatively small installation, configure a database that is at least 100 MB. For a large enterprise with as many as 20,000 users, configure a database that is as large as 1 GB.

2. Create the Workflow database user:

1. To open the Enterprise Manager: click Start | Programs | Microsoft SQL Server | Enterprise Manager.
2. In the navigation pane, expand the objects to display subfolders of the Security folder.
3. Right-click the Logins icon; then click New Login.
4. In the SQL Server Login Properties dialog box, enter the user name you designated for the Workflow Server database user when you completed the worksheets provided in the Installation Worksheet for AquaLogic Interaction Publisher 6.3.
5. In the Authentication area, choose SQL Server Authentication and enter the corresponding password.
6. On the General tab, in the Defaults section, select the Workflow database.
7. Click the Database Access tab.
8. In the Specify which databases can be accessed by this login box, check the Workflow database.
9. In the Database roles for database_name box, check public and db_owner.
10. Click OK.
11. Confirm the password to complete the process.
12. In the navigation pane, expand the objects to display the Workflow database; right-click the Workflow database and select Properties.
13. Click the Permissions tab and grant all permissions to the Workflow database user.

### Creating Tablespaces and Database Users on Oracle

To create the Publisher and Workflow database users:

1. On the host computer for the Foundation database server, open the Oracle Enterprise Manager Console.
2. Log into the portal database instance and create a new tablespace for Publisher.
3. Expand the storage capacity of the newly created Publisher tablespace:

1. Select the Publisher data file.
2. Click the Storage tab.
3. Click Automatically extend data file.

4. From Security, create a new user with the user name you designated for the Publisher database user when you completed the worksheets provided in the Installation Worksheet for AquaLogic Interaction Publisher 6.3.
5. Grant the user default ownership of the newly created Publisher tablespace.
6. Grant the user the additional Resource role.
7. Create a new tablespace for the Workflow.
8. Expand the storage capacity of the newly created Workflow tablespace:

1. Select the Workflow data file.
2. Click the Storage tab.
3. Click Automatically extend data file.

9. From Security, create a new user with the user name you designated for the Workflow database user when you completed the worksheets provided in the Installation Worksheet for AquaLogic Interaction Publisher 6.3.
10. Grant the user default ownership of the newly created Workflow tablespace.
11. Grant the user the additional Resource role.