Version 7.0
Single-User, Personal Oracle 8i System
Installation and Configuration
August 13, 2002
Table Of Contents
Section Subject Page #
1 Overview 1
2 Installation and Environment Considerations 2
3 Pre-Installation Procedures 5
4 Installing Personal Oracle 8 6
5 Importing Your Database 13
6 Installing Relius Administration 7.0 14
7 Installing MDAC, SQL Server 2000, and XML Parser 20
8 Installing Crystal Reports 8.5 22
9 Final Installation Steps 23
10 Installing Service Packs and Release Updates 25
11 Licensing the Workstation 26
12 Configuring Crystal Reports 8.5 27
13 Database Maintenance 30
Appendix A System Requirements 32
Appendix B Configuring ODBC 33
Appendix C Operating System Upgrade Considerations 35
1 Overview
This document covers only single-user Personal Oracle 8 systems that will run Relius Administration 7.0 or later. For other types of installations, call Support at 1-800-326-7235, Option 3, to obtain the correct documentation.
New clients will install Relius Administration for the first time. Existing clients’ databases must already be upgraded to Relius Administration 7.0 or greater before proceeding.
The installation of Personal Oracle 8 and Relius Administration 7.0 involve the following basic procedures:
1) Read and understand the entire document. Section 2 (Installation and Environment Considerations) and Section 3 (Pre-Installation Procedures) are notably important.
2) Install Personal Oracle 8.
3) Install Relius Administration 7.0 and all components.
4) Import and upgrade the database.
5) Install Relius Administration 7.0 Service Pack.
6) License the workstation.
7) Configure Crystal Reports 8.5.
2 Installation and Environment Considerations
2.1 Most Important: Upgrade vs. New Installation
Although Windows 98 is supported for now, clients are urged to install Personal Oracle 8i to Windows 2000 Professional or Windows XP. When deciding whether to upgrade their operating systems, clients should consider the various ramifications that are inherent with upgrades. Specifically, many programs do not function correctly – and sometimes completely fail – after an operating system is upgraded. See Appendix C for more details.
SunGard Corbel has conducted extensive testing of upgrading operating systems from versions earlier than Windows 2000/XP. Consequently, SunGard Corbel has concluded that installing Personal Oracle 8i to a “fresh” operating system is the most successful and preferred method. This is a common industry practice, and it is usually preferred on systems running databases and mission-critical applications. Microsoft’s web site also recommends this installation method when possible. Clearly stated, if a new PC with its new, original operating system cannot be purchased, clients should back up their systems, export their database to a drive other than their main C: drive, format the C: drive, install Windows 2000 Professional or Windows XP to a clean drive (with at least 5 GB of free space), and then begin this installation.
Clients must back up and export their systems before installing the Operating System, as a newly installed Operating System may cause the database engine to fail.
2.2 Program File Location
Personal Oracle 8 must be installed to the local C: drive in the \Oracle\Ora81 directory. Additionally, Relius Administration 7.0 installs program files to C:\Program Files\Relius\Administration. SunGard Corbel strongly recommends using the defaults. Relius Administration cannot be installed to a network.
2.3 Installation Methods
Personal Oracle 8 and Relius Administration are only available on CD-ROM. A local CD-ROM drive is recommended and supported. Each workstation will require access to a local CD-ROM drive. Other methods of installing (network volumes, “push” or “ghost” technology, Z.E.N. Works, Zip Drives, etc.) are not supported or recommended.
If a remote, shared CD-ROM drive is used to install the software, it must be mapped with a drive letter assigned. Running the Relius Administration 7.0 SETUP.EXE from a CD-ROM accessed by browsing with Network Neighborhood will fail.
2.4 Level-One Systems
Level-One Systems do not include Crystal Reports. The use of custom Crystal Reports is prohibited on Level-One Systems. However, in order to run Report Writer Reports provided with Relius Administration, the Crystal Report Writer will still need to be installed.
2.5 Software fixes and documents via Internet
Fixes and support files are distributed via the web at ftp://ftp.sungardcorbel.com. Users must have Internet capability to receive these fixes. Visit our web site and click “subscribe” (http://www.sungardcorbel.com/support/subscribe.asp) to receive notification of new fixes by e-mail. SunGard Corbel does not send patches and updates through the mail, and we strongly urge all users to subscribe to this service. Updated documents can be obtained at ftp://ftp.sungardcorbel.com/administration/ra70/docs.
2.6 Virus Scanners
Some virus scanners are incompatible with the installation program. If these programs are active, they can interfere with successful installation. Symptoms include an error message stating that a file cannot be overwritten (such as RICHED20.DLL or RICHED32.DLL). Disable them by right clicking on the icons (in the system tray on the right side of the taskbar) and choosing Exit before starting the installer. Virus Scanning Services may need to be temporarily stopped and set to manual as well.
2.7 Windows 2000 Professional Considerations
Responsibility for support of problems and issues related to Relius Administration 7.0 running in a locked-down security configuration is that of the end user. Certain circumstances may require billing on a time and material basis. SunGard Corbel cannot guarantee that Relius Administration 7.0 will install or operate properly on any given locked-down security configuration. Relius Administration 7.0 is certified and supported only when run on the default Windows 2000 security settings.
The Windows 2000 Administrator (or a user with equivalent Administrator rights) must run the installation.
2.8 Supported Operating Systems
Only the operating systems listed below are supported. All others are not supported.
· Windows 98 Second Edition (See Step 2.9, below)
· Windows 2000 Professional with Service Pack 2 or greater
· Windows XP Professional or Home Edition
2.9 Windows 98 Considerations
Installation of Personal Oracle 8i on Windows 98 is intended for existing clients migrating from Personal Oracle 7. New clients should not install Personal Oracle 8i on Windows 98, and existing clients should plan to upgrade their Windows 98 workstation to Windows 2000 Professional or Windows XP as quickly as possible. For more information, please see the Product Lifecycle Guidelines on Microsoft’s web site (http://www.microsoft.com/windows/lifecycle.asp).
2.10 Hardware and Software Requirements
All hardware requirements are specified in Appendix A of this document.
· Windows 98 Second Edition must have all valid updates and Y2K patches.
· Windows 2000 Pro with Service Pack 2 or later.
· Windows XP Professional or Home Edition with most recent Microsoft Updates
· Appropriate printer driver (HP LaserJet III or greater).
· Minimum video resolution of 800 x 600 with 256 colors.
3 Pre-Installation Procedures
3.1 This installation is valid for the versions of Windows listed in Section 2. All references to “Windows,” unless otherwise noted, are also valid for those operating systems.
3.2 Run Scandisk or CHKDSK to check the integrity of your hard drive and have any problems resolved before installing this release.
3.3 Be sure no screen saver will become active during the installation. SunGard Corbel discourages the use of screen savers whenever running Personal Oracle 8, Relius Administration, or the Installer.
3.4 The installer installs many of its support files in the “System” directory, normally C:\WINNT\SYSTEM or C:\WINDOWS\SYSTEM.
3.5 The installation process takes approximately 1 to 2 hours to complete.
3.6 Review the system requirements located in Appendix A. Do not proceed with the upgrade if your environment does not meet the minimum system requirements.
3.7 Remove any icons or shortcuts from the StartUp folder. Additionally, programs that are set to launch when Windows is started can also be specified in C:\WINDOWS\WIN.INI (or C:\WINNT\WIN.INI). Please edit this file using Notepad. Temporarily remark the entries RUN= and LOAD= by placing a semi-colon (“;”) in front of the line (if programs are specified), then Save and Exit the WIN.INI file. Example of remark:
;RUN=EXAMPLE.EXE
3.8 Re-start the computer. Windows or other programs may have locked some files that need to be overwritten during the upgrade process.
3.9 Temporarily disable all virus protection.
4 Installing Personal Oracle 8
Note: This installation uses two CDs. The first CD is the “Relius Administration 7.0 Personal Oracle 8” CD, used for creating the Oracle database structure. The second CD is the “Relius Administration 7.0” CD, used for installing Relius Administration and its required components. Note: There are two unique, operating system-specific Personal Oracle 8i CDs. Make certain you use the proper CD for your environment.
4.1 Insert the “Relius Administration 7.0 Personal Oracle 8” CD into your CD-ROM drive.
4.2 From the Windows desktop, click on Start, then Run and type D:\Setup in the command box, substituting D: with the drive letter of your CD-ROM drive, then click OK.
4.3 If your Windows 2000 Professional has not been updated to Service Pack 2 or higher, the installation will abort. Please visit http://www.microsoft.com/ to download an updated service pack before beginning.
4.4 If your computer has Personal Oracle 7 already installed, you will receive this message. The integrity of data is the client’s responsibility. Clicking Yes will delete your ORAWIN95 directory and destroy your existing database (during step 4.11). If you have not exported and backed up your database, you must click No and take appropriate steps to safely store your data. Export by clicking Start | Programs | Relius | Admin | Export Database.
4.5 The Relius Administration 7.0 Personal Oracle 8 Setup screen appears. Click Next to continue.
4.6 Some preliminary files will copy to your system.
4.7 Windows 98 users will see the message below informing them of the need to eventually upgrade to Windows 2000 Pro or Windows XP. Click OK.
4.8 If Personal Oracle 7 already exists and it is running, you may encounter the message below. Click OK.
4.9 If Personal Oracle 7 already exists, you will be prompted to copy the contents of your ORAWIN95\EXPORTS directory to C:\QTTEMP to safeguard your data. This is the default directory where exports are stored if users invoked the “Export Database” shortcut provided by SunGard Corbel. Click Yes. Copying may take some time, depending on the size and number of your export files.
4.10 If Personal Oracle 7 already exists, you will be prompted to archive your ORAWIN95\DATABASE directory to a Zip file in QTTEMP. Click Yes. This step takes quite some time, depending on the amount of data in your database, but it is strongly encouraged.
4.11 If Personal Oracle 7 already exists, a “DOS” window will appear, stopping the MSDTC service. This is required before deleting the ORAWIN95 directory. When it is finished, it will close automatically and begin deleting the ORAWIN95 directory.
4.12 The Personal Oracle 8 installation program will then launch automatically.
4.13 Under “Destination…” be sure the Name is OraHome81 and the Path is C:\Oracle\Ora81. Click Next to continue.
4.14 The Product Information will begin loading. This will take several minutes. Be patient and do not interrupt the process.
4.15 A flood bar will appear at the top of the Oracle Installer screen. Do not click any buttons or interrupt the process.
4.16 The Oracle Installer will begin copying files. This process is quite lengthy, and will take several minutes to complete. Do not interrupt the process or close the window.
4.17 When the files have finished copying, the Net8 Configuration Assistant will automatically launch. In Windows 2000 Pro, this screen may be hidden behind the main Oracle installation screen. Check your taskbar for a flashing icon and click it. Be sure “Perform typical configuration” is checked and click Next to continue.
4.18 Your Oracle database will now be created. In Windows 2000 Pro, this screen may be hidden behind the Relius Administration installation screen. Check your taskbar for a flashing icon and click it. Click OK and do not interrupt the process. It will take several minutes.
4.19 When the setup is complete, you will see the screen below. Click “Yes I want to restart my computer now.” Click Finish.
4.20 The installation program will re-boot the workstation.
4.21 Proceed to Section 5, Importing Your Database.
5 Importing Your Database
As currently configured, your Oracle 8i database is vacant. Your data must be imported before proceeding. Only one type of import must be performed, either the empty database import, or the existing data. If installing Relius Administration for the first time (no previous data), ignore Step 9.3. If upgrading from Personal Oracle 7, ignore Step 9.2.
5.1 Open a Windows Command Prompt.
5.2 New Installations: Type IMP708ALL <Enter>. An “all dump,” an empty shell of a database that contains only the database tables and necessary data to start Relius Administration for the first time, will then import. Allow the import to complete.
5.3 Upgrades From Personal Oracle 7: Type IMP-MYDB <Enter>. You will be prompted for the name of your database export file. Under default settings, the file was previously exported to C:\ORAWIN95\EXPORTS and has an extension of either .DMP or .EXP. If you answered “Yes” during Step 4.8, the file will now be contained in C:\QTTEMP. For example, C:\QTTEMP\QTSAEXP.DMP <Enter>. If you exported/copied to another location or to another file name, your individual settings will vary. Make certain that this file is your most recent export. You should see numerous errors flash on the screen before importing the tables and data. This is acceptable, pending review of the log. Allow the import to complete.
5.4 When finished, your old “rollback segments” will be dropped, giving way to the new ones created by the Personal Oracle 8i Installation, and a utility called “reset user” will be run. When finished, you will see a command prompt. Type EXIT <Enter>.
6 Installing Relius Administration 7.0
Even though Relius Administration may have been previously installed, SunGard Corbel recommends a complete reinstallation. Some Steps outlined in this Section may vary, depending on whether your system is being upgraded from Relius Administration 7.x on Personal Oracle 7.