Installation Guide For Oracle Portal Forms Reports And
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Oracle® Fusion MiddlewareInstallation Guide for Oracle Portal, Forms, Reports andDiscoverer11g Release 1 (11.1.1.6.0)E10421-07November 2011 Oracle Fusion Middleware Installation Guide for Oracle Portal, Forms, Reports and Discoverer, 11g Release 1(11.1.1.6.0)E10421-07Copyright © 2011, Oracle and/or its affiliates. All rights reserved
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ContentsPreface ................................................................................................................................................................ vii Intended Audience..................................................................................................................................... vii Documentation Accessibility .................................................................................................................... vii Related Documents .................................................................................................................................... vii Conventions ............................................................................................................................................... viii1 Installation Overview 1.1 Oracle Portal, Forms, Reports and Discoverer Components................................................ 1-1 1.1.1 Oracle Portal ......................................................................................................................... 1-1 1.1.2 Oracle Forms ........................................................................................................................ 1-1 1.1.3 Oracle Reports ...................................................................................................................... 1-2 1.1.4 Oracle Discoverer................................................................................................................. 1-2 1.2 Understanding the Oracle Portal, Forms, Reports and Discoverer Installation Types .... 1-3 1.3 Securing Oracle Portal, Forms, Reports and Discoverer with Oracle Identity Management.
1-3 1.4 Installation and Configuration Roadmap for Oracle Portal, Forms, Reports and Discoverer 1-4 1.5 Topology Summary for Oracle Portal, Forms, Reports and Discoverer............................. 1-62 Installing Oracle Portal, Forms, Reports and Discoverer 2.1 Preparing to Install ..................................................................................................................... 2-1 2.1.1 Verifying Your System and Network Environment ....................................................... 2-1 2.1.2 Running the rootpre.sh Script on IBM AIX Operating Systems ................................... 2-2 2.1.3 Upgrading Oracle Web Agent (OWA) for Oracle Portal ............................................... 2-2 2.1.4 Installing Oracle Forms and Oracle Reports on Separate Servers ................................ 2-3 2.1.5 Installing in a New Middleware Home............................................................................ 2-3 2.2 Securing Your Installation with Identity Management......................................................... 2-3 2.3 Obtaining the Software .............................................................................................................. 2-4 2.4 Installing and Configuring a Database and Database Schemas........................................... 2-4 2.5 Installing Oracle WebLogic Server ........................................................................................... 2-4 2.5.1 Planning Your Middleware Home Location for Oracle Reports (Windows Only) ... 2-5 2.5.2 Finding Oracle WebLogic Server Installation Instructions ........................................... 2-5 2.5.3 Stopping Node Manager Before Installing Oracle Portal, Forms, Reports and Discoverer (Windows Only) 2-5 2.6 Installing Oracle Portal, Forms, Reports and Discoverer...................................................... 2-6 iii 2.6.1 Starting the Installer ............................................................................................................ 2-6 2.6.1.1 Start the Installer........................................................................................................... 2-6 2.6.1.2 Installation Log Files .................................................................................................... 2-6 2.6.2 Configuring Your Oracle Inventory (UNIX Only).......................................................... 2-6 2.6.3 Following the Installation Screens and Instructions....................................................... 2-7 2.7 Patching Oracle Portal, Forms, Reports and Discoverer....................................................... 2-8 2.8 Configuring Oracle Portal, Forms, Reports and Discoverer................................................. 2-8 2.8.1 Manual Configuration for Oracle Discoverer (Windows Only) ................................ 2-10 2.9 Verifying the Installation ........................................................................................................ 2-11 2.9.1 Verifying the Installation Logs ....................................................................................... 2-11 2.9.2 Verifying the Domain Server Logs................................................................................. 2-11 2.9.3 Verifying OPMN Status ................................................................................................... 2-11 2.9.4 Checking Browser URLs.................................................................................................. 2-123 Installing Oracle Discoverer Desktop 3.1 Verifying Your System and Network Environment .............................................................. 3-1 3.2 Installation Instructions ............................................................................................................. 3-2 3.2.1 Starting the Installer ............................................................................................................ 3-2 3.2.2 Finding the Installation Log Files ...................................................................................... 3-2 3.2.3 Following the Installation Screens and Instructions....................................................... 3-2 3.3 Starting Your Products ............................................................................................................... 3-34 Deinstalling Oracle Portal, Forms, Reports and Discoverer 4.1 Understanding the Deinstallation ............................................................................................ 4-1 4.2 Deinstalling the Software........................................................................................................... 4-4 4.2.1 Removing the Oracle Portal and Oracle Discoverer Schemas ...................................... 4-4 4.2.2 Removing Oracle Portal, Forms, Reports and Discoverer ............................................. 4-4 4.2.2.1 Starting the Deinstaller ................................................................................................ 4-4 4.2.2.2 Removing Your Managed Oracle Portal, Forms, Reports and Discoverer Instances
4-5 4.2.2.3 Stopping Oracle Fusion Middleware......................................................................... 4-5 4.2.2.4 Removing Your Oracle Portal, Forms, Reports and Discoverer Oracle Home ... 4-6 4.2.2.5 Removing your Oracle Common Home ................................................................... 4-6 4.2.2.6 Removing the Oracle Home Directory Manually .................................................... 4-7 4.2.3 Removing Oracle WebLogic Server and WebLogic Server Domains .......................... 4-7 4.2.4 Removing Oracle JDeveloper............................................................................................. 4-8 4.3 Post-Deinstallation Tasks for Windows Operating Systems................................................ 4-8 4.3.1 Removing the Program Groups......................................................................................... 4-8 4.3.2 Rebooting Your System ...................................................................................................... 4-8 4.4 Reinstalling the Software ........................................................................................................... 4-85 Deinstalling Oracle Discoverer Desktop 5.1 Removing Your Oracle Discoverer Desktop Software-......................................................... 5-1 5.2 Removing the Oracle Home Directory Manually+................................................................ 5-2iv A Oracle Portal, Forms, Reports and Discoverer Installation and ConfigurationScreens A.1 Flowchart of Oracle Portal, Forms, Reports and Discoverer Installation Screens - Install Only Option A-1 A.2 Flowchart of the Oracle Portal, Forms, Reports and Discoverer Configuration Screens A-2 A.3 Descriptions of the Oracle Portal, Forms, Reports and Discoverer Installation and Configuration Screens A-4 A.3.1 Specify Inventory Directory .............................................................................................. A-5 A.3.2 Inventory Location Confirmation .................................................................................... A-5 A.3.3 Welcome ............................................................................................................................... A-6 A.3.4 Configuration Tool Welcome............................................................................................ A-7 A.3.5 Select Installation Type ...................................................................................................... A-8 A.3.6 Prerequisite Checks ............................................................................................................ A-9 A.3.7 Select Domain.................................................................................................................... A-10 A.3.7.1 Create Domain ........................................................................................................... A-10 A.3.7.2 Extend Domain .......................................................................................................... A-11 A.3.7.3 Expand Cluster .......................................................................................................... A-11 A.3.8 Specify Security Updates ................................................................................................. A-12 A.3.9 Specify Installation Location ........................................................................................... A-13 A.3.9.1 Install and Configure Option ................................................................................... A-13 A.3.9.2 Install Only - Do Not Configure Option ................................................................ A-14 A.3.9.3 Configuration Tool Option....................................................................................... A-15 A.3.10 Configure Components.................................................................................................... A-15 A.3.11 Configure Ports ................................................................................................................. A-16 A.3.12 Specify Proxy Details........................................................................................................ A-17 A.3.13 Specify Schema.................................................................................................................. A-18 A.3.14 Specify Portlet Schema..................................................................................................... A-19 A.3.15 Specify Application OID.................................................................................................. A-20 A.3.16 Installation Summary ....................................................................................................... A-21 A.3.17 Installation Summary (Install Only Option)................................................................. A-22 A.3.18 Installation Progress ......................................................................................................... A-23 A.3.19 Configuration Progress .................................................................................................... A-24 A.3.20 Installation Complete ....................................................................................................... A-25B Oracle Discoverer Desktop Installation Screens B.1 Welcome ...................................................................................................................................... B-2 B.2 Prerequisite Checks ................................................................................................................... B-3 B.3 Specify Installation Location .................................................................................................... B-4 B.4 Select Components..................................................................................................................... B-5 B.5 Installation Summary ................................................................................................................ B-6 B.6 Installation Progress .................................................................................................................. B-7 B.7 Installation Completed.............................................................................................................. B-8C Oracle Portal, Forms, Reports and Discoverer Deinstallation Screens C.1 Welcome ...................................................................................................................................... C-2 C.2 Select Deinstallation Type ........................................................................................................ C-3 v C.3 Deinstall Oracle Home .............................................................................................................. C-4 C.4 Specify WebLogic Domain Detail............................................................................................ C-5 C.5 Select Managed Instance ........................................................................................................... C-6 C.6 Specify Instance Location ......................................................................................................... C-7 C.7 Deinstallation Summary (Managed Instance) ....................................................................... C-8 C.8 Deinstallation Summary (Unmanaged Instance) .................................................................. C-9 C.9 Deinstallation Progress ........................................................................................................... C-10 C.10 Deinstallation Complete ......................................................................................................... C-11D Oracle Discoverer Desktop Deinstallation Screens D.1 Welcome ...................................................................................................................................... D-2 D.2 Deinstall Oracle Home .............................................................................................................. D-3 D.3 Deinstallation Progress ............................................................................................................. D-4 D.4 Deinstallation Complete ........................................................................................................... D-5E Silent Installation and Deinstallation E.1 About Silent Installation and Deinstallation.......................................................................... E-1 E.2 Oracle Portal, Forms, Reports and Discoverer Response Files ........................................... E-1 E.2.1 Silent Installation Response Files ..................................................................................... E-1 E.2.1.1 Contents of the configure_only.rsp File ......................................................... E-2 E.2.1.2 Contents of the install_only.rsp File .............................................................. E-6 E.2.1.3 Contents of the install_and_configure.rsp File......................................... E-7 E.2.2 Patch Set Installer Response Files................................................................................... E-11 E.2.3 Silent Deinstallation Response Files............................................................................... E-12 E.2.3.1 Contents of the deinstall_managed_instances.rsp File ........................ E-13 E.2.3.2 Contents of the deinstall_unmanaged_instances.rsp File ................... E-13 E.2.3.3 Contents of the deinstall_oh.rsp File ............................................................ E-14F Troubleshooting F.1 General Troubleshooting Tips ................................................................................................. F-1 F.2 Installation and Configuration Log Files................................................................................ F-2 F.2.1 Installation Log Files .......................................................................................................... F-2 F.2.2 Configuration Log Files ..................................................................................................... F-3 F.3 Verifying Environment Variable Lengths for Oracle Reports (Windows Only) .............. F-3 F.4 Granting Access to rwbuilder .................................................................................................. F-3 F.5 Errors Accessing the Discoverer Plus and Discoverer Viewer URLs................................. F-4 F.6 Need More Help?....................................................................................................................... F-4Indexvi Preface The Oracle Fusion Middleware Installation Guide for Oracle Portal, Forms, Reports and Discoverer covers requirements, instructions, and troubleshooting tips for installing and configuring Oracle Portal, Forms, Reports and Discoverer
Intended Audience This guide is intended for users who are installing Oracle Fusion Middleware for the first time and are comfortable running some system administration operations, such as creating users and groups, adding users to groups, and installing operating system patches on the computer where you products will be installed. Users in UNIX systems who are installing need root access to run some scripts
Documentation Accessibility For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc
Access to Oracle Support Oracle customers have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired
Related Documents For additional information, see the following manuals: ■ Oracle Fusion Middleware Installation Planning Guide. This book contains useful information you should read before installing any Oracle Fusion Middleware product
■ Oracle Fusion Middleware Concepts. This book introduces the common terms and concepts in an Oracle Fusion Middleware environment
■ Oracle Fusion Middleware Administrator's Guide. This book contains information for managing your Oracle Fusion Middleware environment after installation and configuration is complete
■ Oracle Fusion Middleware Installation Guide for Oracle Identity Management. This book contains information about installing and configuring Oracle Identity and Access vii Management, which can be used with this release of Oracle Forms and Reports to create a more secure environment
Conventions The following text conventions are used in this document: Convention Meaning boldface Boldface type indicates graphical user interface elements associated with an action, or terms defined in text or the glossary
italic Italic type indicates book titles, emphasis, or placeholder variables for which you supply particular values
monospace Monospace type indicates commands within a paragraph, URLs, code in examples, text that appears on the screen, or text that you enter
viii 1 Installation Overview 1 The Oracle Portal, Forms, Reports, and Discoverer installer will install all of these products by default. After installation, you will have the option to configure the products you want to use
The chapter includes the following sections: ■ Section 1.1, "Oracle Portal, Forms, Reports and Discoverer Components" ■ Section 1.2, "Understanding the Oracle Portal, Forms, Reports and Discoverer Installation Types" ■ Section 1.3, "Securing Oracle Portal, Forms, Reports and Discoverer with Oracle Identity Management" ■ Section 1.4, "Installation and Configuration Roadmap for Oracle Portal, Forms, Reports and Discoverer" ■ Section 1.5, "Topology Summary for Oracle Portal, Forms, Reports and Discoverer"1.1 Oracle Portal, Forms, Reports and Discoverer Components Oracle Portal, Forms, Reports and Discoverer contains the following components: ■ Oracle Portal ■ Oracle Forms ■ Oracle Reports ■ Oracle Discoverer1.1.1 Oracle Portal Oracle Portal allows you to view content from multiple sources on a single page
It is recommended that you install Oracle Portal from this installer only if you are an existing Oracle Portal 10g customer. If this is the first time you are installing any Oracle Portal product, it is recommended that you install Oracle WebCenter Portal
Instructions are located in Oracle Fusion Middleware Installation Guide for Oracle WebCenter
1.1.2 Oracle Forms Oracle Forms is a component of Oracle Fusion Middleware used to develop and deploy Forms applications. The Forms applications provide a user interface to access Oracle Database in an efficient and tightly-coupled way. The applications can be Installation Overview 1-1 Understanding the Oracle Portal, Forms, Reports and Discoverer Installation Types integrated with Java and web services to take advantage of service oriented architectures (SOA)
Oracle Forms consists of the following: ■ Oracle Forms Builder, used to develop and compile Forms applications
■ Oracle Forms Server, a server component used to deploy the applications
During the installation, you will have the option to install only Oracle Forms Server or both Oracle Forms Server and Oracle Forms Builder (Oracle Forms Builder cannot be installed without Oracle Forms Server)
Oracle recommends installing Oracle Forms and Reports 11g Release 2 (11.1.2), which offers more advanced Identity Management (Oracle Internet Directory with Oracle Access Manager) and configuration options. For more information, refer to the Oracle Forms and Reports Download, Installation, and Configuration ReadMe for 11g Release 2 (11.1.2)
1.1.3 Oracle Reports Oracle Reports enables businesses to give immediate access to information to all levels within and outside of the organization in a scalable and secure environment. Using Oracle Reports, you can rapidly develop and deploy sophisticated Web and paper reports against any data source (including an Oracle database, JDBC, XML, and text files). Leveraging J2EE technologies such as JSP and XML, you can publish your reports in a variety of formats (including HTML, XML, PDF, spreadsheet, delimited text, PostScript, and RTF) to any destination (including e-mail, Web browser, Oracle Portal, and file system) in a scalable, efficient manner
Oracle Reports consists of the following: ■ Oracle Reports Builder, used to develop and compile your applications
■ Oracle Reports Server, a server component used to deploy the applications
During the installation, you will have the option to install only Oracle Reports Server or both Oracle Reports Server and Oracle Reports Builder (Oracle Reports Builder cannot be installed without Oracle Reports Server)
Oracle recommends installing Oracle Forms and Reports 11g Release 2 (11.1.2), which offers more advanced Identity Management (Oracle Internet Directory with Oracle Access Manager) and configuration options. For more information, refer to the Oracle Forms and Reports Download, Installation, and Configuration ReadMe for 11g Release 2 (11.1.2)
1.1.4 Oracle Discoverer Oracle Discoverer is an intuitive ad-hoc query, reporting, analysis, and Web publishing set of tools that gives business users immediate access to information in databases
If you are only installing only Oracle Discoverer, Oracle recommends that you install Oracle Discoverer and then configure Oracle Access Manager 11g afterwards. For more information, refer to the Oracle Business Intelligence Discoverer Configuration Guide
1.2 Understanding the Oracle Portal, Forms, Reports and DiscovererInstallation Types Before you begin, you must decide which installation type you want to use to install and configure Oracle Portal, Forms, Reports and Discoverer
1-2 Oracle Fusion Middleware Installation Guide for Oracle Portal, Forms, Reports and Discoverer Securing Oracle Portal, Forms, Reports and Discoverer with Oracle Identity Management Note: To install the latest Oracle Portal, Forms, Reports and Discoverer software, you must choose the Install Software - Do Not Configure installation type, as described in Section 1.4, "Installation and Configuration Roadmap for Oracle Portal, Forms, Reports and Discoverer". The installer for the latest release is designed only to patch an existing Oracle Portal, Forms, Reports and Discoverer installation
The installer provides the following installation options: ■ Install and Configure This option installs the product binaries in an Oracle home directory and creates and configures a working instance in an Oracle instance directory. The common product binaries are also copied to the oracle_common directory
If you choose to install and configure Oracle Enterprise Manager during the installation and configuration process, you should be able to begin managing your products using the Administration Console or Enterprise Manager after the installation and configuration are completed
■ Install Software - Do Not Configure This option only installs the software binaries in an Oracle home directory and the common product binaries in the oracle_common directory. You must then manually run the Configuration Tool from the bin directory inside your Oracle home to configure your components before you can use them. This option is commonly used to quickly create multiple instances of the software that share a common disk, or to install the software and immediately apply a patch set to the installation before the software is configured
Note: If you choose this installation type on a Windows operating system, there are manual configuration steps required for Oracle Discoverer. For more information, see Section 2.8.1, "Manual Configuration for Oracle Discoverer (Windows Only)"
For more information about the screens you may see and information you may be asked to provide for each installation type, see Appendix A, "Oracle Portal, Forms, Reports and Discoverer Installation and Configuration Screens"
1.3 Securing Oracle Portal, Forms, Reports and Discoverer with OracleIdentity Management Your Oracle Portal, Forms, Reports and Discoverer installation can be secured with Identity Management by using Oracle Internet Directory with an existing Oracle Single Sign-On 10g environment
New installations of Oracle Portal 11g require Oracle Single Sign-On 10g during the installation process. Your existing Oracle Single Sign-On 10g installation can be used for this purpose
Oracle Forms, Reports and Discoverer can also be secured with your existing Oracle Internet Directory with Oracle Single Sign-On 10g during the installation process; you will be given the option to do so on the Specify Application OID screen
Installation Overview 1-3 Installation and Configuration Roadmap for Oracle Portal, Forms, Reports and Discoverer Important information about Oracle Single Sign-On 10g is provided in the "Evaluating Single Sign-On Installations" section in Oracle Fusion Middleware Installation Guide for Oracle Identity Management. It is highly recommended that you read this before you continue with your Oracle Portal, Forms, Reports and Discoverer installation
1.4 Installation and Configuration Roadmap for Oracle Portal, Forms,Reports and Discoverer Figure 1–1 shows the flow of a typical Oracle Portal, Forms, Reports and Discoverer installation and configuration
Figure 1–1 Installation and Configuration Roadmap Table 1–1 provides additional information and links to specific documentation for each task in the flowchart
1-4 Oracle Fusion Middleware Installation Guide for Oracle Portal, Forms, Reports and Discoverer
A.1 Flowchart of Oracle Portal, Forms, Reports and Discoverer Installation Screens - Install Only Option A-1 A.2 Flowchart of the Oracle Portal, Forms, Reports and Discoverer Configuration …
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Frequently Asked Questions
How do i install oracle portal forms reports and discoverer?
To install Oracle Portal, Forms, Reports and Discoverer, you will need to obtain the following: If you want to protect your Oracle Portal, Forms, Reports and Discoverer installation with Oracle Identity Management, obtain Oracle Identity Management.
Where do i install oracle weblogic?
Oracle Portal, Forms, Reports and Discoverer must be installed inside a Middleware home directory, which is created when Oracle WebLogic Server is installed. Oracle recommends that Oracle Portal, Forms, Reports and Discoverer be installed in its own Middleware home directory that it does not share with any other Oracle Fusion Middleware products.
What do i need to install oracle single sign on sso?
Oracle Portal requires an existing Oracle Internet Directory (OID) with Oracle Single Sign-On (SSO) 10 g. If you are also installing Oracle Forms, Reports or Discoverer, you will have the option to configure these products with your existing Oracle Single Sign-On, but it is not mandatory.
Where should i install oracle fusion middleware?
Oracle recommends that Oracle Portal, Forms, Reports and Discoverer be installed in its own Middleware home directory that it does not share with any other Oracle Fusion Middleware products.