# Installation and Upgrade Guide

# Installation Prerequisites

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

1. Download the most up-to-date documentation from http://www.oracle.com/technology/documentation/index.html.
2. Read the release notes for additional 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 and on edocs.
3. Provision host machines and configure software dependencies for your deployment. For details on software requirements, see Hardware and Software Requirements.
4. Organize the information you need for the installation process by completing the Installation Worksheet for AquaLogic Interaction Publisher 6.4.
5. Verify that you have administrative access to the machines where Publisher will be installed. For details, see User and Group Requirements.
6. Create and configure the databases for Publisher. For details, see Creating and Configuring the Databases.

## Hardware and Software Requirements

Note: | For the most current platform support information, refer to the Interoperability Matrix in the Product Center at support.plumtree.com. For more information on the role of Publisher as a part of your complete AquaLogic User Interaction deployment, refer to the Deployment Guide for BEA AquaLogic User Interaction.

Caution: | IPv6 is not supported. You should verify that IPv6 is not enabled prior to installing Publisher

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

Table 2-1 Hardware and Software Requirements
Component | Requirement
--- | ---
Publisher Host Machine | Hardware Dual 1.8 GHz or higher, with 2 MB L2 cache 1 GB memory 40 GB disk space Operating System AIX 5.3, on POWER3, POWER4, POWER5 HP-UX 11i V2, on Itanium Red Hat Enterprise Linux 4 Update 3, on x86 Microsoft Windows 2003 Server SP1 or R2, on x86 Solaris 8, 9, and 10, on SPARC SUSE Enterprise Linux 9, on x86
Database Server Host Machine | Microsoft SQL Server 2000 SP3a or SP4, Microsoft SQL Server 2005 with SQL Server 2000 compatibility level (Windows installations of Publisher only) Oracle 9i (9.2.0.4 and above) in default or Oracle RAC configuration Oracle 10g (10.1.0.3 and above) and 10g R2 (10.2.0.1 and above) in default or Oracle RAC configuration
Note: | When deploying Publisher on HP-UX, only Oracle 10g R2 (10.2.0.1 and above) is supported.
Browser Requirements | Administrative Users: Internet Explorer 6.0, 7.0 Contributing Users: Internet Explorer 6.0, 7.0; Firefox 1.5, 2.0; Netscape 7.2, 8.0 Browsing Users: Safari 2.0, and all of the above
Portal Compatibility | AquaLogic Interaction 6.1 MP1

## User and Group Requirements

When installing on Unix, it is recommended to use the same local user and group for all AquaLogic User Interaction services. For convenience, preinstall.sh, a script to create users, groups and directories, is provided in the Product Center. For details on using preinstall.sh, see Installation and Upgrade Guide for AquaLogic Interaction 6.1 MP1.

When installing on Windows, you must log in to the host machine as a local administrator.

## Creating and Configuring the Databases

This section describes how to create and configure the databases used by Publisher. It is expected that the person setting up the Publisher databases has a strong understanding of database system administration.

To set up the Publisher databases, follow the steps in the subsection appropriate to your environment:

- To set up the Publisher databases on Microsoft SQL Server 2000, see Creating and Configuring Databases on Microsoft SQL Server 2000.
- To set up the Publisher databases on Microsoft SQL Server 2005, see Creating and Configuring Databases on Microsoft SQL Server 2005.
- To set up the Publisher databases on Oracle, see Creating and Configuring Tablespaces on Oracle.

### Creating and Configuring Databases on Microsoft SQL Server 2000

This section describes how to create and configure the Publisher database on Microsoft SQL Server 2000.

Note: | The Publisher and Workflow databases can be set up on the same server or separate servers.

#### Creating and Configuring the Publisher Database

To set up the Publisher database on SQL Server 2000:

1. Create the Publisher database:

1. Set the Publisher database name to the name you specified for the Publisher database when you completed the worksheets provided in the Installation Worksheet for AquaLogic Interaction Publisher 6.4.
2. Verify that the initial size of the Publisher database is sufficient for your Publisher deployment. 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. Create the Publisher database user with the user name you designated when you completed the worksheets provided in the Installation Worksheet for AquaLogic Interaction Publisher 6.4.
2. Configure the Publisher database user to use SQL Server Authentication.
3. Set the Publisher database user password to the password you designated when you completed the worksheets provided in the Installation Worksheet for AquaLogic Interaction Publisher 6.4.
4. Set the Publisher database user’s default database to the Publisher database.
5. Grant the Publisher database user the public and db_owner roles for the Publisher database.
6. On the Publisher database Properties | Permissions tab, grant the Publisher database user all permissions on the Publisher database.

#### Creating and Configuring the Workflow Database

To set up the Workflow database on SQL Server on SQL Server 2000:

1. Create the Workflow database with the name you specified for the Workflow database when you completed the worksheets provided in the Installation Worksheet for AquaLogic Interaction Publisher 6.4.
2. Verify that the initial size of the Workflow database is sufficient for your Publisher deployment. 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.
3. Create the Workflow database user:

1. Create the Workflow database user with the user name you designated when you completed the worksheets provided in the Installation Worksheet for AquaLogic Interaction Publisher 6.4.
2. Configure the Workflow database user to use SQL Server Authentication.
3. Set the Workflow database user password to the password you designated when you completed the worksheets provided in the Installation Worksheet for AquaLogic Interaction Publisher 6.4.
4. Set the Workflow database user’s default database to the Workflow database.
5. Grant the Workflow database user the public and db_owner roles for the Workflow database.
6. On the Workflow database Properties | Permissions tab, grant the Workflow database user all permissions on the Workflow database.

### Creating and Configuring Databases on Microsoft SQL Server 2005

This section discusses how to create and configure the Publisher and Workflow databases on Microsoft SQL Server 2005.

Note: | The Publisher and Workflow databases can be set up on the same server or separate servers.

#### Creating and Configuring the Publisher Database

To set up the Publisher database on Microsoft SQL Server 2005:

1. Configure the SQL Server instance to use SQL Server and Windows Authentication mode.
2. Create the Publisher database:

1. Set the Publisher database name to the name you specified for the Publisher database when you completed the worksheets provided in the Installation Worksheet for AquaLogic Interaction Publisher 6.4.
2. Verify that the initial size of the Publisher database is sufficient for your Publisher deployment. 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.
3. Configure the Publisher database to use SQL Server 2000 (80) compatibility level.

3. Create the Publisher database user:

1. Create the Publisher database user with the user name you designated when you completed the worksheets provided in the Installation Worksheet for AquaLogic Interaction Publisher 6.4.
2. Configure the Publisher database user to use SQL Server Authentication.
3. Set the Publisher database user password to the password you designated when you completed the worksheets provided in the Installation Worksheet for AquaLogic Interaction Publisher 6.4.
4. Set the Publisher database user’s default database to the Publisher database.
5. Grant the Publisher database user the sysadmin server role.

#### Creating and Configuring the Workflow Database

To set up the Workflow database on Microsoft SQL Server 2005:

1. Configure the SQL Server instance to use SQL Server and Windows Authentication mode.
2. Create the Workflow database:

1. Set the Workflow database name to the name you specified for the Workflow database when you completed the worksheets provided in the Installation Worksheet for AquaLogic Interaction Publisher 6.4.
2. Verify that the initial size of the Workflow database is sufficient for your Publisher deployment. 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.
3. Configure the Workflow database to use SQL Server 2000 (80) compatibility level.

3. Create the Workflow database user:

1. Create the Workflow database user with the user name you designated when you completed the worksheets provided in the Installation Worksheet for AquaLogic Interaction Publisher 6.4.
2. Configure the Workflow database user to use SQL Server Authentication.
3. Set the Workflow database user password to the password you designated when you completed the worksheets provided in the Installation Worksheet for AquaLogic Interaction Publisher 6.4.
4. Set the Workflow database user’s default database to the Workflow database.
5. Grant the Workflow database user the sysadmin server.

### Creating and Configuring Tablespaces on Oracle

This section discusses how to create and configure the Publisher and Workflow tablespaces on Oracle.

#### Creating and Configuring the Publisher Tablespace

To set up the Publisher tablespace on Oracle:

1. Create the Publisher tablespace:

1. Create a new tablespace for Publisher in the portal database instance.
2. Use the name you designated for the Publisher tablespace when you completed the worksheets provided in the Installation Worksheet for AquaLogic Interaction Publisher 6.4.
3. Verify that the initial size of the tablespace is sufficient for your Publisher deployment. For a relatively small installation, configure a tablespace that is at least 100 MB. For a large enterprise with as many as 20,000 users, configure a tablespace that is as large as 1 GB.
4. Configure the newly created Publisher tablespace to Automatically extend data file.

2. Create the Publisher schema user:

1. Use the name you designated for the Publisher schema user when you completed the worksheets provided in the Installation Worksheet for AquaLogic Interaction Publisher 6.4.
2. Grant the Publisher schema user default ownership of the newly created Publisher tablespace.
3. Grant the Publisher schema user the Resource role.

#### Creating and Configuring the Workflow Tablespace

To set up the Workflow tablespace on Oracle:

1. Create the Workflow tablespace:

1. Create a new tablespace for Workflow in the portal database instance.
2. Use the name you designated for the Workflow tablespace when you completed the worksheets provided in the Installation Worksheet for AquaLogic Interaction Publisher 6.4.
3. Verify that the initial size of the tablespace is sufficient for your Publisher deployment. For a relatively small installation, configure a tablespace that is at least 100 MB. For a large enterprise with as many as 20,000 users, configure a tablespace that is as large as 1 GB.
4. Configure the newly created Workflow tablespace to Automatically extend data file.

2. Create the Workflow schema user:

1. Use the name you designated for the Workflow schema user when you completed the worksheets provided in the Installation Worksheet for AquaLogic Interaction Publisher 6.4.
2. Grant the Workflow schema user default ownership of the newly created Workflow tablespace.
3. Grant the Workflow schema user the Resource role.
4. (Oracle 10g R2 only) Grant the Workflow schema user the CREATE VIEW privilege.