2
Pre-installation

Oracle 9iFS uses an Oracle database to store documents, folders, users, and other Oracle 9iFS repository objects. The database must be installed, configured, and running before you can install Oracle iFS.

This chapter provides information about system hardware and software requirements and how to prepare your system to ensure that the necessary Oracle software foundation is in place. Topics in this chapter include:

Hardware and Software Requirements
Pre-Installation Tasks

Note:
Installing, configuring, and maintaining an Oracle 9iFS instance presumes basic understanding of database administration concepts and procedures.

Hardware and Software Requirements

In general, hardware requirements depend on a variety of factors, including:

computer system hardware and operating system
network topology and capacity
total number of users
user activities
Oracle database size
number of servers and services sharing the same resources

Hardware and software requirements and deployment options are inter-dependent. Use the information presented in this section to help define your deployment strategy.

Hardware Requirements

Table 2-1 summarizes per-machine requirements for a deployment in which the database and Oracle 9iFS are on the same machine. Minimum hardware requirements support a development platform only, not a production system. The recommended hardware supports a workgroup of approximately 50 named users accessing all protocols moderately.

To support more than 50 named users, Oracle recommends that you install the Oracle9i database and Oracle 9iFS on separate machines. See "Deployment Options and Required Software Components" for details, and see Table 2-2 for hardware requirements for the middle-tier machine.

Table 2-1 Hardware Requirements--Database and Oracle 9iFS on a Single Machine

	Minimum^{Foot 1}	Recommended^{Foot 2}
CPU	Pentium III, 500-Mhz	Dual Pentium-III, 500-Mhz
RAM	512-MB	1-GB
Hard-disk drive space	5.0-GB^{Foot 3}	5.5-GB^{Foot 4}
Virtual memory	786-MB	1.5-GB

¹ Supports Oracle Enterprise Manager, Oracle database, and all Oracle 9iFS protocol servers on a single machine. Supports approximately 2 users accessing 2 protocols concurrently
² Supports Oracle Enterprise Manager, Oracle database, and all Oracle 9iFS protocol servers on a single machine. Supports approximately 50 users accessing all protocols moderately.
³ 500-MB for Oracle 9iFS; 4.5-GB for the database.
⁴ 500-MB for Oracle 9iFS; 4.5-GB for the database.

You can run Oracle 9iFS and the Oracle9i database on a single machine with less than 512-MB of RAM as long as you don't run the Oracle Enterprise Manager on the same machine. If you take this approach, you should install the Oracle Enterprise Manager and the Oracle 9iFS manager on a completely different machine as an administration console. See "Installing the Oracle 9iFS Software" and choose the Administration Configuration installation to setup an administration console for Oracle 9iFS.

See the Oracle 9iFS Setup and Administration Guide for information about enabling and disabling protocol servers.

Table 2-2 Hardware Requirements--Oracle 9iFS on Middle Tier Machine

	Minimum^{Foot 1}	Recommended^{Foot 2}
CPU	Pentium III, 500-Mhz	Pentium-III, 500-Mhz
RAM	384-MB	512-MB
Hard-disk drive space	500-MB	1-GB
Virtual memory	512-MB	786-MB

¹ Supports Oracle 9iFS protocol servers on a single machine, separate from the Oracle database machine. Supports approximately 2 users accessing 2 protocols concurrently.
² Supports Oracle 9iFS protocol servers on a single machine, separate from the Oracle database machine. Supports approximately 50 named users accessing all protocols moderately.

Operating System Requirements

On the Microsoft Windows platform, Oracle 9iFS is supported on:

Microsoft Windows NT 4.0 with Service Pack 6
Microsoft Windows 2000 (Professional or Server) with Service Pack 2

Database Initialization Parameter Requirements

The initialization parameters listed in Table 2-3 have an effect on Oracle 9iFS installation and performance.

Table 2-3 Oracle9i Initialization Parameters

Parameter	Minimum setting or space available
java_pool_size	30 MB
open_cursors	300
processes	100
shared_pool_size	50 MB (52428800 bytes)

See "Task 5: Check Database Parameters" for information about checking these values. However, by default, all the templates used to create Oracle9i database meet or exceed these minimum requirements, so you should likely not need to change values.

Deployment Options and Required Software Components

Oracle 9iFS can be installed on the same machine as the Oracle database or on a separate machine, depending on the resources available on each machine. However, Oracle 9iFS must be installed in an Oracle9i home, which means that actual deployment is limited to the following choices:

Oracle9i Database with Oracle 9iFS:
1. Oracle 9iFS runs on the same machine and in the same Oracle9i home as the Oracle9i database
2. Oracle 9iFS runs on a different machine than the Oracle9i database

Oracle 8.1.7.2 Database with Oracle 9iFS:

Oracle 9iFS runs in an Oracle9i home on one machine and the Oracle 8.1.7.2 runs on another machine
Oracle 9iFS runs in an Oracle9i home on the same machine as Oracle 8.1.7.2, which runs in a different Oracle home

In all cases, the Oracle home into which Oracle 9iFS is installed must be an Oracle9i home.

The Oracle software components you must install and where you install them prior to the Oracle 9iFS installation depends on the deployment path you choose.

Table 2-4 lists all Oracle software requirements for Oracle 9iFS and shows the name of the CD installation choice from which these software components can be installed. To install the Oracle 9iFS and the Oracle9i database on a single machine (choice 1.a from the list above), you would install the components from the "Oracle9i Database Software" column of Table 2-4.

To install Oracle 9iFS on a different machine from the database, you must create an Oracle9i home by installing the components from both "Oracle9i Client Software" columns (Administration option and Custom option) in Table 2-4.

Table 2-4 Required Oracle Software Components and Oracle Universal Installer Options

Software Component	Oracle9i Database Software	Oracle9i Client Software
Software Component	Oracle9i Database Software	Administration option	Custom option
Oracle9i database, Release 1 (9.0.1 or above); Enterprise or Standard Edition	Yes	No	No
JServer option	Yes; required	No	No
Partitioning option^{Foot 1}	Enterprise Edition only; optional (but recommended)	No	No
Oracle Text option^{Foot 2}	Yes; optional (but recommended)	No	No
Oracle Enterprise Manager Client	Yes	Yes	No
Oracle Management Server	Yes	No	No
Oracle Intelligent Agent	Yes	Yes	No
Oracle JDBC/OCI Driver for Java 1.1 and 1.2	Yes	Yes	No
Oracle HTTP Server	Yes	No	Yes
SQL*Plus	Yes	Yes	No

¹ Partitioning option is available with Enterprise Edition only. Partitioning option is not required, but is recommended for faster performance.
² Oracle Text option is required to enable search capability on Oracle 9iFS repository content.

A "Yes" in the column means that the required component is installed by selecting the option listed in the column heading. A "No" in the column means that the required component is not available through the option listed in the column heading. That means that if you are installing everything on a single machine, you must install the software components listed in the Oracle9i Database Software column, all of which are available on the Oracle9i database product CD.

If you are installing on two separate machines, you must install the software listed in the Oracle9i Database Software column on one machine, and install the software components listed in both columns under Oracle9i Client Software on a second machine. For complete instructions about the process, see "Task 4: Install (or Upgrade to) Oracle 8.1.7.2 or Oracle9i Database" and "Task 8: Prepare Middle-tier Machine or Oracle9i Home" later in this chapter.

Pre-Installation Tasks

Perform the pre-installation tasks listed in this section to prepare for Oracle 9iFS installation. Depending upon your specific environment, only some of these tasks may be required. For example, if you perform a new install of the Oracle9i database and use the "General Purpose" or "Transaction Processing" database templates to create the database, you do not need to check database parameters (Task 5) or check the JServer install (Task 6).

These instructions assume that the database and Oracle 9iFS will both be installed on Windows NT or Windows 2000 machines. If the database is installed on a Unix machine and you have questions about any of the tasks below, see the installation guide appropriate for your platform.

Task 1: Gather Necessary Account, Password, and Service Information

To install Oracle 9iFS, you must be logged on to the Windows NT or Windows 2000 machine as a member of the Administrator group; for example, as the Administrator. Obtain account information from the Windows NT/2000 system administrator, if necessary.

If you are installing into an environment that already has an Oracle database or the Oracle Enterprise Manager infrastructure installed and running, you will need to know several logon accounts and passwords, including:

Oracle administrator account and password that has privileges to logon as SYSDBA
Oracle Enterprise Manager schema name and password
Local Service name for the Oracle database

Obtain this information from your Oracle database administrator, if necessary.

Task 2: Verify Hardware and Software Requirements

Evaluate your hardware resources and choose a deployment plan (single machine or multiple machines; single Oracle home or multiple Oracle homes). Verify that the machine meets all the requirements listed in "Hardware and Software Requirements" in the context of your deployment plans.

Task 3: Back Up Existing Database and Log Files

Before installing Oracle 9iFS into an existing database or before upgrading an Oracle 8.1.7.0 database to Oracle 8.1.7.2 or Oracle9i, you should shut down the database cleanly and perform a full backup so that you can recover from any errors that may occur. Also backup the installation log files, located in the following directory:

<drive>:\Program Files\Oracle\Inventory\logs

If you use SHUTDOWN IMMEDIATE or SHUTDOWN ABORT to force users off the system, be sure to restart the database in restricted mode, and then shut it down with normal priority before performing the backup.

See the Oracle9i Administrator's Guide or Oracle9i User-Managed Backup and Recovery Guide for more information.

Task 4: Install (or Upgrade to) Oracle 8.1.7.2 or Oracle9i Database

The Oracle 9iFS schema can reside in an Oracle 8.1.7.2 (or above) or Oracle 9.0.1 database. During installation and configuration of the database for Oracle 9iFS, Oracle recommends that you:

Install the Partitioning Option for optimal performance. Available with the Enterprise Edition of the database only, the Partitioning option enables large tables to be broken into smaller, individually managed pieces while retaining a single application-level view of the data. Large Oracle 9iFS repositories can gain a performance benefit from partitioning.
Choose either the General Purpose or Transaction Processing database template (in the Database Creation Assistant wizard). If you do this, your initialization and other database sizing parameters will meet or exceed all requirements.
Choose UTF8 as the database character set to enable full multi-language functionality with Oracle 9iFS. Specifying a different database character set may limit functionality--inability to conduct a content search or to view the Web interface in all languages, for example. The choice you make for the Oracle9i database will affect the choices available when you install Oracle 9iFS. See "Document Content Page" for additional information.
Create tablespaces, preferably on different disks, for the various types of content you plan to store in Oracle iFS. The default Oracle iFS installation stores all content in the USERS tablespace. You can create tablespaces for each type of content--non-indexed media, indexed media, Oracle Text data, for instance--and then select these tablespaces during the Oracle 9iFS configuration process. The tablespaces must exist in advance of the Oracle iFS configuration. Oracle recommends creating the tablespaces on different hard-disk drives to optimize performance.

During a typical Oracle9i database installation, the Listener is installed, started, and configured to startup automatically; a default local name service (Oracle Net Service name) is configured automatically; the database is created; and the Oracle Intelligent Agent is installed and started. At this point, if you're going to install Oracle 9iFS on the same machine, you can skip to "Task 8: Prepare Middle-tier Machine or Oracle9i Home".

If the database has already been installed, you should confirm several aspects of the configuration, as detailed in Task 5: Check Database Parameters, Task 6: Ensure that JServer is Installed in the Database, and Task 7: Configure Net Service Name and Listener.

See the Oracle9i Installation Guide for more information about installing the Oracle9i database.

Task 5: Check Database Parameters

If you do not know how the database was created (the template that was used, for example) and you therefore are unsure of the settings for the database initialization parameters, you can confirm the values for the parameters listed in "Database Initialization Parameter Requirements" and change them if necessary.

To check the value of the parameters, connect to the database using SQL*Plus and query the v$parameter table, as follows:

c:\%ORACLE_HOME%\bin sqlplus /nolog 
SQL>connect system/<sys_password> as sysdba
Connected.
SQL>SELECT name, value FROM v$parameter WHERE name = 'processes';

The value of the processes parameter displays. Repeat the command above, replacing the word 'processes' with the appropriate parameter name to check the other parameter values as listed in Table 2-3, "Oracle9i Initialization Parameters." It is unlikely that you will need to change the parameters, but if you do, note that initialization parameter settings are managed differently in Oracle9i than in Oracle 8.1.7.2 and prior releases. See the database administration manual for your respective release for specific instructions before attempting to change any settings.

Task 6: Ensure that JServer is Installed in the Database

The Oracle 9iFS configuration will fail if JServer is not installed and running in the database. The simplest way to verify that the JServer option exists is to connect to the database instance using SQL*Plus (as shown in "Task 5: Check Database Parameters") and run this query:

SQL>select count(*) from all_objects where object_name = 'DBMS_JAVA';

The query should return a count of 3, as shown in the sample below. If it does not, 
JServer is not installed, and the Oracle 9iFS configuration will fail.
  COUNT(*)
----------
         3

See the Oracle9i Installation Guide for information about correctly installing the database with this option.

Task 7: Configure Net Service Name and Listener

Oracle networking infrastructure components must be setup correctly and running before you can configure Oracle 9iFS. Specifically:

the Listener must be running on the database
a local net service must be configured on every machine where Oracle 9iFS will be installed. The Local Service Name refers to the Oracle database. During Oracle 9iFS configuration, you'll enter this name as the TNS service name for the database.

Note:
When configuring local net service names on middle-tier machines, be sure to use the same local net service name that you use when you create the Oracle 9iFS schema.

These components are typically installed and configured during Oracle database and Oracle client software installation, so you will likely not need to do this. Note that the Listener and Net Service should both be configured and running, even if you are installing the Oracle database and Oracle 9iFS on the same machine.

If necessary, use the Net Configuration Assistant (available from the Configuration and Migration Tools menu) or the Net Manager (available from the Management Tools menu) under the Oracle<Oracle_Home> menu of the Windows NT and Windows 2000 Start menu to configure these components.

Alternatively, you can manually edit the tnsnames.ora file (if you are running Oracle Names services in your environment). For more information on configuring a TNS service name, see the Oracle9i Net Services Administrator's Guide.

Task 8: Prepare Middle-tier Machine or Oracle9i Home

If you are installing Oracle 9iFS on a machine separate from the database (or in a second Oracle home), you must install and configure the necessary Oracle9i client software. If you are installing Oracle 9iFS on the same machine and in the same Oracle home as the Oracle9i database, you can skip this task.

On the machine where you will be installing Oracle 9iFS:

Install the Oracle9i Client, Administrator Option using the Oracle Universal Installer. During client installation, when configuring local net service names on middle-tier machines, be sure to use the same local net service name that you use when you create the Oracle 9iFS schema.

At the end of the client installation, while still in the Oracle Universal Installer:
Click the Next Install button to return to the Oracle Universal Installer list of installable software.
Select Custom installation, choosing the Oracle HTTP Server.

See the Oracle9i Installation Guide and the Oracle9i Administration Guide for complete information on installing Oracle9i client software components.

Task 9: Start the Processes Necessary for Installing Oracle 9iFS

Before installing Oracle 9iFS, the database and listener must be running on the database machine. For a newly installed database instance, both of these services are typically started at the end of the installation process, but you can check them as folows:

On Windows NT, open the Services control panel.
On Windows 2000, open the Adminstrative Tools control panel and then open the Services component.

In both cases, scroll through the list of Services and look for:

Oracle<Oracle_Home>TNSListener
OracleService<SID>

If either of these services is not started--the status field next to its name displays as Stopped or a blank--click its Start button. (These services should be set to start automatically, so if they are set for manual startup, you should change them to Automatic. See Table 4-1 in "Restart Computer and Oracle Services" for details.) You can now begin the Oracle 9iFS installation or upgrade.

2 Pre-installation