# Installation and Upgrade Guide

# Pre-Installation Procedures

This section describes the following pre-installation steps that will ensure a successful installation:

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.
3. Uninstall any previous versions of this product. For details, see Uninstalling Software.
4. Ensure your deployment components conform to supported specifications. For details, see Hardware and Software Requirements.
5. Provision dependent resources and install dependent software before you install this software.
6. Organize the information needed for the installation process by completing the Installation Worksheet for AquaLogic Interaction Portlet Framework - Microsoft Excel.
7. Configure a Windows user to own the Excel Framework Web Service. For details, see Configuring Privileges for the Excel Framework Remote Server Windows User.
8. Enable Active Server Pages. For details, see Enable Active Server Pages.
9. (optional) If you plan to deploy the application to IIS 6.0 using 5.0 isolation mode, set up this configuration for your deployment. For details, see Configuring IIS 6.0 for the Installation.

## Hardware and Software Requirements

This section provides hardware and software requirements for running Excel Portlet Framework.

Note: | For the most current platform support information, refer to the Interoperability Matrix in Product Center.

The following table summarizes the hardware, operating system, and software requirements for Excel Portlet Framework.

Component | Requirement
--- | ---
Remote Server Host Computer | Operating System Microsoft Windows 2000 Server SP4, Microsoft Windows 2003 Server, Microsoft Windows 2003 Server SP1 Software IIS 6.0 with .NET 1.1 SP1, IIS 6.0 (in 5.0 Isolation Mode), IIS 5.0 Microsoft Excel 2000 or 2003.
Note: | BEA recommends the standard installation, with GIF translation installed for charts. For information on minimum Excel requirements, see Knowledge Base article 11361.
Plumtree ASP Gadget Development Kit (GDK) 3.5 and above
Portal Compatibility | AquaLogic Interaction 6.1
Network | You must be able to configure communication between the Remote Server and the portal.
Client Browser | Firefox 1.0, 1.5, 2.0 Internet Explorer 6.0, 7.0 Netscape 7.2, 8.0 Safari 1.3, 2.0

You can use the Installation Worksheet for AquaLogic Interaction Portlet Framework - Microsoft Excel to note your configuration information for required components.

## Configuring Privileges for the Excel Framework Remote Server Windows User

The Excel Framework Remote Server must have a Windows domain user associated with it that has permission to run the portal remote server as a Windows service.

To meet this requirement, BEA recommends you create a dedicated user in the relevant domain named ptexcel_user and assign this user full Administrator rights.

If you do not want to assign the user full Administrator rights, follow the procedures in this section to configure the specific rights and permissions required to enable the user to run the Excel Framework Remote Server as a Windows service.

To configure registry access privileges for the ptexcel_user account:

1. Follow Windows documentation to create a user named ptexcel_user in the domain to which the Excel Framework Remote Server host computer belongs.
2. Log in to the Excel Framework Remote Server host computer as a local administrator that has rights to assign privileges.
3. Follow Windows documentation to grant the ptexcel_user account the following rights and privileges:

- DefaultAccessPermission (a distributed component object model (DCOM) Default Security property)
- DefaultLaunchPermission (a distributed component object model (DCOM) Default Security property)
- Act as part of the operating system (a Local Security Policy setting)
- Log on as a service (a Local Security Policy setting)

4. Restart the computer to initialize the permissions.

## Enable Active Server Pages

To enable Active Server Pages:

1. In IIS manager, right-click the Web Service Extensions folder.
2. Choose Allow all Web service extensions for a specific application.
3. In the Application drop-down menu, choose Active Server Pages.
4. Click OK.

## Configuring IIS 6.0 for the Installation

(optional) If your environment requires running Microsoft IIS 6.0 in 5.0 isolation mode, perform the following before you install the product files:

1. Configure IIS to run in 5.0 Isolation Mode:

1. In IIS Manager, expand the local computer, right-click Web Sites and then click Properties.
2. Click the Service tab, select the Run WWW service in IIS 5.0 isolation mode check box, and then click OK.
3. Enable ASP applications in Web Service Extensions

2. Configure request handling for Web extensions:

1. In IIS Manager, expand the local computer and click Web Service Extensions.
2. Use the controls to change permissions for Active Server Pages from prohibited to allowed.

3. Stop and then restart IIS.