IBM OpenPages GRC Platform Version 7.0.0: Installation on ...
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IBM OpenPages GRC Platform Version 7.0.0: Installation on ...
IBM OpenPages GRC Platform Version 7.0.0 Installation on WebLogic Application Servers with Database Note Before using this information and the product it supports, read the information in “Notices” on page 125. Product Information This document applies to IBM OpenPages GRC Platform Version 7.0.0 and may also apply to subsequent releases. Licensed Materials - Property of IBM Corporation. © Copyright IBM Corporation, 2003, 2013. US Government Users Restricted Rights – Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp. Contents Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii Chapter 1. IBM OpenPages GRC Platform components . . . . . . . . . . . . . . . 1 Server topology and installation configurations . Vertical and horizontal scaling . . . . . Load balancing configurations . . . . . Clustered OpenPages environments . . . The OpenPages repository . . . . . . . . Oracle database software . . . . . . . Application server software . . . . . . . OpenPages workflow server . . . . . . Cognos Business Intelligence . . . . . . . Content store database . . . . . . . . OpenPages CommandCenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 4 4 4 5 5 5 5 5 6 6 Chapter 2. Installation of prerequisite software . . . . . . . . . . . . . . . . . . . 7 Software prerequisites . . . . . . . . . . . . . Prerequisite software for all servers . . . . . . . . Prerequisite software for application servers . . . . . Prerequisite software for reporting servers . . . . . Prerequisite software for OpenPages client computers . VMWare configuration requirements on Windows computers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 7 7 8 8 8 Chapter 3. Preparing your system for installation . . . . . . . . . . . . . . . . . . 9 The Super Administrator . . . . . . . . . . . . . . . . . . . . . . Users and groups for installations on Windows operating systems . . . . . . . . Enabling Data Execution Prevention for essential Windows programs and services . . Optional: Changing the Temp directory for Windows installations . . . . . . . . Installing WebLogic Server on Windows computers . . . . . . . . . . . . . Configuring WebLogic Server on a multihomed computer in a Windows environment Multicasting in the OpenPages environment . . . . . . . . . . . . . . . Port assignments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 10 10 10 11 12 12 12 Chapter 4. Oracle Database Server software installations . . . . . . . . . . . . . . 15 Removing environment variables . . . . . . . . . . . . . . . . . . . Copying the installation files for the database server . . . . . . . . . . . . Prerequisite setup for AIX computers . . . . . . . . . . . . . . . . . . AIX operating system file sets for Oracle database software . . . . . . . . . Creating the Oracle installation directory on AIX computers . . . . . . . . . Loading the kernels extension . . . . . . . . . . . . . . . . . . . Verifying that your AIX computer meets system prerequisites . . . . . . . . Installation modes for the database software . . . . . . . . . . . . . . . Installing the database software in interactive mode . . . . . . . . . . . . Silent mode installations for the database server and client software . . . . . . Non-default values for the new Oracle instance . . . . . . . . . . . . . Scripts to manually create the OpenPages database schema in Oracle before installation . Creating the tablespace and users for the OpenPages database before installation . . Installing the 32-bit Oracle Admin Client software in interactive mode . . . . . . Setting the ORACLE_HOME environment variable on reporting servers . . . . . Testing the connections to the database server and the OpenPages repository . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 15 16 16 16 17 17 18 18 20 20 21 21 25 25 26 Chapter 5. IBM Cognos Business Intelligence installations . . . . . . . . . . . . . 27 Installing IBM Cognos Business Intelligence . . . Web server configuration options for IBM Cognos BI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 . 29 iii Configuring the IBM Cognos gateway on Microsoft Internet Information Services . . . . . . . . . . Configuring Apache Web Server or IBM HTTP Server . . . . . . . . . . . . . . . . . . . Configuring a connection to the content store for Oracle database . . . . . . . . . . . . . . . . Saving your settings and starting the IBM Cognos services . . . . . . . . . . . . . . . . . . Prerequisite tasks for OpenPages CommandCenter installations . . . . . . . . . . . . . . . . . Setting database environment variables for reporting servers on Windows operating systems . . . . . . Setting Oracle database environment variables for the reporting server on AIX and Linux operating systems . Enabling the connection to a remote DB2 database from the OpenPages CommandCenter computer. . . . Creating the installation directory for OpenPages CommandCenter on AIX and Linux operating systems . . . . . . . . . . . 29 31 32 33 34 34 35 36 37 Chapter 6. OpenPages application server installations . . . . . . . . . . . . . . . 39 Prerequisite tasks for the OpenPages application installation . . . . . . . Installing the 64-bit Oracle Admin Client software . . . . . . . . . Copying the installation files for the application server . . . . . . . . Setting the ORACLE_HOME environment variable on OpenPages admin and Custom OpenPages Database Schema installations . . . . . . . . . . Worksheet for installing the OpenPages GRC Platform on application servers . Installing OpenPages and workflow server in interactive mode . . . . . . Testing the connections to the database server and the OpenPages repository . Starting WebLogic Server cluster members for the first time . . . . . . . . . . . . . . . . . . . . . . . . . managed servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 39 40 41 41 41 43 51 52 Chapter 7. OpenPages CommandCenter installations. . . . . . . . . . . . . . . . 53 Prerequisite tasks for OpenPages CommandCenter installations . . . . . Setting database environment variables for reporting servers on Windows Worksheet for OpenPages CommandCenter installations . . . . . . Installing OpenPages CommandCenter in interactive mode . . . . . . OpenPages CommandCenter post installation tasks . . . . . . . . . Creating the reporting schema and framework . . . . . . . . . Changing the OpenPages CommandCenter host settings . . . . . . Creating an open session command block for the OpenPages data source OpenPages CommandCenter portal security . . . . . . . . . . . . . operating . . . . . . . . . . . . . . . . . . . . . . . . systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 53 54 55 58 58 60 61 61 Chapter 8. Post installation tasks . . . . . . . . . . . . . . . . . . . . . . . . 63 Configure security for using the REST API . . . . . . . . . . . . . Configuring your application server software for single signon . . . . . Configuring OpenPages to work on a single computer with an Oracle database Configuring OpenPages to work on a single computer with a DB2 database . . Verification checklist . . . . . . . . . . . . . . . . . . . . Fix pack installations . . . . . . . . . . . . . . . . . . . . Database server tuning . . . . . . . . . . . . . . . . . . . Tuning the performance of the database instance . . . . . . . . . . Memory tuning guidelines for Oracle databases . . . . . . . . . . Admin server tuning . . . . . . . . . . . . . . . . . . . . Configuring the database connection pool on Windows computers . . . . Preventing concurrency conflicts . . . . . . . . . . . . . . . Optional: Increasing the paging file size on Windows computers . . . . Increasing the Oracle WebLogic Maximum Message Size . . . . . . . OpenPages application server tuning . . . . . . . . . . . . . . . Enabling LDAP . . . . . . . . . . . . . . . . . . . . . Disabling LDAP . . . . . . . . . . . . . . . . . . . . . Enabling trust between OpenPagesDomain and IBPMDomain . . . . . . Accessing OpenPages . . . . . . . . . . . . . . . . . . . . Chapter 9. Starting and stopping OpenPages servers Windows services used by OpenPages applications . . . . . . Starting OpenPages application servers on Windows computers . Stopping OpenPages application servers on Windows computers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 63 63 64 65 66 66 67 67 68 68 69 69 70 70 70 72 72 73 . . . . . . . . . . . . . . . 75 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75 . 76 . 77 Chapter 10. Configuring clustered environments. . . . . . . . . . . . . . . . . . 79 Clustered OpenPages Configurations . iv . . . . . . . . . . . . . . . . . . . . . IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database . . . . . 79 Increasing the Oracle connection limit . . . . . . . . . . . . . . . . . . . Configuring OpenPages applications to use a domain account on Windows operating systems Sharing a network OpenPages storage directory on Windows operating systems . . . . . Enabling XA transactions for load balancing . . . . . . . . . . . . . . . . . . Configuring Apache Web Server for load balancing in Windows environment . . . . . . . Customizing the load balancer in Windows environments for large data sets . . . . . . Load balancing the OpenPages reporting server . . . . . . . . . . . . . . . . . Adding OpenPages servers to the Cognos Application Firewall safe list . . . . . . . . Communication between OpenPages CommandCenter servers . . . . . . . . . . . Configuring the primary reporting server . . . . . . . . . . . . . . . . . . Configuring secondary servers . . . . . . . . . . . . . . . . . . . . . . Configuring an Apache load balancer or proxy server . . . . . . . . . . . . . . Changing the OpenPages CommandCenter host settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 80 81 82 83 85 86 87 87 87 88 89 89 Chapter 11. Single signon integration for OpenPages application server and the reporting server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91 Configuring OpenPages applications for single signon . . . . Configuring the single signon logout destination . . . . . . Configuring the application server for single signon on Windows Disabling OpenPages single signon . . . . . . . . . . Configuring single signon for a reporting server . . . . . . . . . . . . . . computers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91 92 92 94 95 Chapter 12. Silent installations . . . . . . . . . . . . . . . . . . . . . . . . . 97 Response files for silent installations . . . . . . . . . . . . . . . . . . Editing the response file for database server silent installations . . . . . . . . Editing the response file for 32-bit database client silent installations . . . . . . Editing the response file for 64-bit database client silent installations . . . . . . Editing the response file for OpenPages application silent installations . . . . . Editing the response file for OpenPages CommandCenter silent installations . . . Response file parameters for use with silent installations . . . . . . . . . . . Installation program in silent mode . . . . . . . . . . . . . . . . . . Running the installation program for the database server in silent mode . . . . Running the installation program for the database client in silent mode . . . . . Running the installation program for the OpenPages application in silent mode . . Running the installation program for the OpenPages CommandCenter in silent mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97 . 97 . 98 . 98 . 99 . 99 . 100 . 109 . 109 . 109 . 110 . 110 Chapter 13. OpenPages GRC Platform software uninstallations . . . . . . . . . . . 113 Uninstalling OpenPages applications . . Optional: Uninstalling the workflow server Removing the 64-bit Oracle Admin client . Uninstalling the Oracle database software . Uninstalling OpenPages CommandCenter . Removing the 32-bit Oracle Admin Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113 114 114 115 115 116 Appendix. Troubleshooting problems . . . . . . . . . . . . . . . . . . . . . . 117 Troubleshooting resources . . . . . . . . . . . . . . . . Support Portal . . . . . . . . . . . . . . . . . . . Service requests . . . . . . . . . . . . . . . . . . OpenPages Customer Center . . . . . . . . . . . . . . Fix Central . . . . . . . . . . . . . . . . . . . . Knowledge bases . . . . . . . . . . . . . . . . . . Installation log files . . . . . . . . . . . . . . . . . Installation issues and solutions . . . . . . . . . . . . . . Uninstalling OpenPages with an Oracle database before you reinstall Manually loading the configuration data after a new installation . . OP-03620: The Reporting Schema has not been instantiated error . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117 118 118 118 118 118 119 120 120 121 122 Contents v Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125 Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129 vi IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Introduction This document is intended for use with IBM® OpenPages® GRC Platform. The information includes planning, preparing for, completing, and maintaining product installations, configuring the product after installation, and some troubleshooting tips and techniques. Installation and upgrade documentation The instructions that you use to install or upgrade IBM OpenPages GRC Platform depends on your environment. For all installations and deployments on IBM WebSphere® Application Servers, see IBM OpenPages GRC Platform Installation and Deployment on WebSphere Application Servers. For installations on Oracle WebLogic Application Servers, see IBM OpenPages GRC Platform Installation Guide, or IBM OpenPages GRC Platform Installation Guide with Database. For upgrades on Oracle WebLogic Application Servers, see IBM OpenPages GRC Platform Upgrade Guide. Audience This document is intended for use by OpenPages administrators. An administrator must have a background in operating systems administration, application server management, relational database management, systems security management, and other aspects of systems management. Finding information To find IBM OpenPages GRC Platform product documentation on the web, including all translated documentation, access the IBM OpenPages GRC Platform Information Center (http://pic.dhe.ibm.com/infocenter/op/v7r0m0/index.jsp). Release Notes are published directly to the Information Center, and include links to the latest technotes and APARs. Accessibility features Accessibility features help users who have a physical disability, such as restricted mobility or limited vision, to use information technology products. IBM HTML documentation has accessibility features. PDF documents are supplemental and, as such, include no added accessibility features. Documentation conventions To illustrate screen displays, menu items, product displays, information that you enter, the following typographic conventions are used: vii Table 1. Typographic conventions used in this document Convention Meaning KEYWORD Keywords of SQL or some other programming languages are displayed in uppercase letters in a serif font. italics Variables that represent an object or entity that you replace with specific information. Note: To avoid confusion, in some situations, angle brackets enclose variables. < text> boldface Names of interface elements (such as icons, menu items, and buttons) are displayed in boldface. monospace Information that the product displays and information that you enter is displayed in a monospace typeface. > This symbol indicates a menu item. For example, "Choose Tools > Options" means choose the Options item from the Tools menu. The installation directory is the location of product artifacts after a package, product, or component is installed. The following table lists the conventions that are used to refer to the installation location of installed components and products. Important: v Directory locations that contain spaces are not supported. Do not install OpenPages or any software that OpenPages uses into a directory with spaces. For example, do not install database server, database client, or application server software into the Program Files directory. v Only install OpenPages or any software that OpenPages uses into a directory that contains only ASCII characters in the path name. Table 2. Typographic conventions for installation directories Directory Meaning OP_HOME The installation directory where OpenPages GRC Platform is installed. On Windows computers, c:\OpenPages On UNIX computers, opt/openpages Workflow_HOME The installation location of Fujitsu Interstage BPM. For example, C:\Fujitsu\InterstageBPM ORACLE_HOME The installation location of the Oracle Admin Client software. For example, if you purchased Oracle database software from IBM: C:\openpages_data\repository\ client112_ac_x64\software Cognos_HOME The installation location of Cognos® Business Intelligence. On Windows computers, C:\Program Files\IBM\cognos\c10_64 JAVA_HOME The installation location of your Java™ Runtime Environment (JRE) or your Java Development Kit (JDK). For example, on a reporting server, JAVA_HOME would point to the JRE used by the IBM Cognos installation, such as C:\Program Files\IBM\cognos\c10_64\bin64\jre\6.0 viii IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Table 2. Typographic conventions for installation directories (continued) Directory Meaning CC_HOME The installation location of OpenPages CommandCenter. On Windows computers, C:\OpenPages\CommandCenter Introduction ix x IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Chapter 1. IBM OpenPages GRC Platform components Use IBM OpenPages GRC Platform to manage risk and regulatory challenges across the enterprise. OpenPages GRC Platform provides core services and functional components that span risk and compliance domains. These functional components include operational risk, policy, and compliance, financial controls management, IT governance, and internal audit. The following diagram shows the architectural components for OpenPages GRC Platform applications. The platform contains the database and key services such as the security framework and reporting framework, the workflow engine, and document management. The modules are configurations that sit on top of the platform. Figure 1. OpenPages GRC Platform components Server topology and installation configurations Before you install OpenPages GRC Platform, plan the server topology. The number of computers you use depends on the expected user loads. The OpenPages GRC Platform consists of the following components: v Database server (1) v Application server (1 or more) 1 v Reporting server (1 or more) Use the following guidelines to help you determine your topology: Two computers For light user loads, install the OpenPages application and IBM Cognos Business Intelligence on the same computer as the application server. A second computer hosts the database server. This topology is typical in a testing or staging environment. Do not use this setup in a production environment. The following diagram shows a test environment that uses two computers for the OpenPages GRC Platform installation. Figure 2. Topology for test environments or light user loads Three computers For moderate user loads, use three computers: one database server, one application server, and one reporting server. Install the OpenPages application on a single computer with the application server software. The database server software and Cognos Business Intelligence are each installed on separate computers The following diagram shows an installation where the application server, reporting server and database server are each on separate computers. 2 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Figure 3. Topology for moderate user load Multiple computers To scale for heavier user loads, you can scale the OpenPages application vertically or horizontally. You scale by configuring more nodes. Scaling either vertically or horizontally requires that you use a load balancer. The load balancer distributes the incoming requests across the nodes. To scale vertically, add a node to the same computer. To scale horizontally, add a node to an extra computer. The following diagram shows an example of using a web server as a load balancer. The web server distributes incoming requests to horizontal cluster members. Chapter 1. IBM OpenPages GRC Platform components 3 Figure 4. Topology for heavy user load Vertical and horizontal scaling If required, after the IBM OpenPages GRC Platform installation is complete, you can add additional OpenPages managed servers. To scale vertically, you can add an OpenPages application and workflow managed server to an existing cluster. To scale horizontally, you can add additional OpenPages application and workflow instances onto an existing OpenPages cluster member. Load balancing configurations Load balancing divides the load of incoming client requests across multiple application servers. The load on each computer is lessened. This configuration enables the OpenPages application to scale as the number of concurrent users increases. The redundancy of the application tier, combined with the redundant hardware, also provides a path to high-availability for OpenPages. Clustered OpenPages environments Server cluster consists of multiple OpenPages application and workflow server instances that run simultaneously to provide increased scalability. The server instances that comprise a cluster can run on the same computer or on different computers. You can add more server instances to the cluster on an existing computer. You can also add computers to the cluster to host the incremental server instances. 4 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database For more information about configuring clustered environments, see the IBM OpenPages GRC Platform Administrator's Guide. The OpenPages repository The OpenPages database is a central source for metadata management, versioned application data, and access control. The OpenPages application requires a set of database users and a tablespace, called the OpenPages database schema. You install these database components automatically during the OpenPages application installation or manually by using SQL scripts. Both the scripts and the installation program create and configure all of the required elements. The product includes the installation of the OpenPages database. Use the installation program to install the database server software and to set up the database instance for use with the OpenPages application. For environments that include multiple server computers, use the installation program to install the Oracle Admin Client software. Oracle database software You can use an Oracle database for the OpenPages GRC Platform repository The OpenPages GRC Platform installation provides the tools that you need to install the Oracle database and the required users and tablespaces. You must install the Oracle database before you install the OpenPages application. Application server software An application server is required to host the OpenPages applications. The application server runs the application modules, and includes the definition and administration of business metadata, UI views, user profiles, and user authorization. The application server software must be installed before you install the IBM OpenPages GRC Platform components. For Windows installations, use WebLogic Server. OpenPages workflow server OpenPages workflow server provides automated workflow capabilities to ensure consistent execution of business processes. Fujitsu Interstage BPM is installed as part of the OpenPages application server installation. OpenPages workflow technology automates GRC processes, enabling companies to focus their resources on the gray areas of business where critical human decision making is required. Automation can help optimize the flow of risk and compliance activities. Cognos Business Intelligence IBM Cognos Business Intelligence provides executive dashboards and reports designed to accelerate review and approval of governance, risk, and compliance management (GRCM) information throughout the enterprise. Chapter 1. IBM OpenPages GRC Platform components 5 Business users can browse through complex information easily by clicking dashboard elements to drill down through detailed reports. Content store database The content store is a relational database that contains data, such as report specifications, published models, and the packages that contain them. The content store also contains connection information for data sources. Note: For the best performance if you use Oracle database server, use two separate databases for the content store and OpenPages database. OpenPages CommandCenter The IBM OpenPages CommandCenter deploys the framework generator, the OpenPages security provider, creates the OpenPages data sources, and imports the standard OpenPages report packages. 6 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Chapter 2. Installation of prerequisite software Ensure that you have installed the prerequisite software before you install IBM OpenPages GRC Platform. Related concepts: “Server topology and installation configurations” on page 1 Before you install OpenPages GRC Platform, plan the server topology. The number of computers you use depends on the expected user loads. Software prerequisites To ensure that your product works properly, apply all minimum required operating system patches, and use only the supported versions of third-party software. Review the prerequisite software before installing OpenPages GRC Platform. You can review the supported prerequisite software by using the IBM Software Product Compatibility Reports (www.ibm.com/support/ docview.wss?uid=swg27039467). Prerequisite software for all servers Before you install OpenPages GRC Platform, ensure that the prerequisite software is installed on each server in your environment. The following table lists the third-party software that must be installed on all OpenPages servers before you start the OpenPages installation. Table 3. Software prerequisites for all Windows computers Requirement Specification Operating System Windows Web browser Internet Explorer File compression utility For example, WinZip PDF reader Adobe Acrobat Prerequisite software for application servers Ensure that you install the prerequisite software on all servers that host IBM OpenPages GRC Platform. The following tables list the software requirements for application servers. Table 4. Software prerequisites for application server computers Requirement Specification Java Development Kit JDK 1.6 or greater, 64-bit is required if you did not purchase WebLogic Server from IBM Application server Oracle WebLogic Server (is a prerequisite only if you did not purchase WebLogic Server from IBM). 7 Table 4. Software prerequisites for application server computers (continued) Requirement Specification Application server installation location Restriction: The IBM OpenPages GRC Platform Installer requires that application server software is installed to a path with no spaces. Important: Ensure that you use the same version of the database client software as the server software. Apply all required patches, interim fixes, or services to both the database server and the database client software Prerequisite software for reporting servers Ensure that you install IBM Cognos Business Intelligence version 10.2.1 on reporting server computers. For information about the software prerequisites for IBM Cognos Business Intelligence, see the IBM Cognos Business Intelligence Installation and Configuration Guide. Prerequisite software for OpenPages client computers Ensure that prerequisite software is installed on all computers that access the IBM OpenPages GRC Platform application. The following table lists the software requirements for client computers. Table 5. Software prerequisites for client computers Requirement Specification Web browser Microsoft Internet Explorer version 8, 9, or version 10 running in Compatibility View. PDF reader For example, Adobe Reader Optional: Microsoft Excel If required, for some reporting functions Optional: Microsoft .NET Framework Required on clients where IBM Cognos Office products are installed VMWare configuration requirements on Windows computers The VMWare performance on a virtualized system is comparable to hardware. You can use the hardware guidelines for the database server, application server, or reporting server for sizing VM requirements. Cloning of OpenPages application server VMs is not supported. Each VM server computer must meet the following software requirements: v VMWare ESX Server version 4.1 or 5.0 v VMWare Infrastructure Client version 4.0 v Red Hat KVM 6.0 v Microsoft Windows 2008 R2 8 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Chapter 3. Preparing your system for installation Before you install OpenPages GRC Platform, some preinstallation tasks must be completed. Procedure 1. Ensure that the computer from where you deploy OpenPages GRC Platform has connectivity to each computer where you install the application server and reporting server components, and to the database server computer. For example, ensure that you can ping the application, reporting, and database server computers. 2. Ensure that database passwords have not expired. 3. Ensure that the application server software and any required software updates for it are installed. For more information about installing WebLogic Server on Windows computers, see “Installing WebLogic Server on Windows computers” on page 11. 4. Install and run OPAdminConsoleRemote on all remote computers that you use as OpenPages application and reporting servers. OPAdminConsoleRemote must be installed and running before you deploy OpenPages from the OpenPages Administrative Console. You do not require OPAdminConsoleRemote on your database server computer. 5. Ensure that the required users and groups exist and that they each have the appropriate permissions for installing applications. 6. Ensure that IBM Cognos Business Intelligence is installed. 7. For Windows installations, enable Data Execution Prevention (DEP), and ensure that you have access to the Microsoft Registry Editor (regedit.exe). 8. Ensure that all required ports are available for application use. 9. If the database server is separate from the OpenPages application servers, install the database client software on application server computers. 10. If the database server is separate from the Cognos Business Intelligence server, install the database client software on reporting servers. 11. Set the environment variables on OpenPages administration and managed servers and on reporting servers. The Super Administrator IBM OpenPages GRC Platform uses the concept of a Super Administrator account. A Super Administrator is set up as part of the installation process and has complete access to all objects, folders, role templates, and groups in the OpenPages system. In a new installation, the Super Administrator is the only user in the system. You can change either the logon user name or password or both the user name and password of the OpenPages Super Administrator account before, during, or after installation. If you use the application interface to change the user account information, you must manually make corresponding changes to the OpenPages CommandCenter Framework Generator property file. For more information, see the IBM OpenPages GRC Platform Administrator's Guide. 9 Users and groups for installations on Windows operating systems The user account required to install and configure the OpenPages environment must be a member of the power user or administrator group. Users in either of these groups can install and configure IBM OpenPages GRC Platform. Important: The password for this user cannot contain special characters due to conflicts with OpenPages scripts. Enabling Data Execution Prevention for essential Windows programs and services By default, Windows Server 2008 uses settings that are designed to prevent an application from running unauthorized programs. However, these settings can interfere with the IBM OpenPages GRC Platform installations. During the software installation, configure Data Execution Prevention (DEP) to allow the installers to work. Procedure 1. Log on to the server. 2. Open Windows Explorer. 3. Right-click Computer > Properties. 4. In the System Properties window, click Advanced System Settings. 5. On the Advanced tab, under the Performance heading, click Settings. 6. In the Performance Options window, click the Data Execution Prevention tab, and then select Turn on DEP for essential Windows programs and services only. 7. Click OK and then restart your system to enable the change. 8. Repeat these steps for each server in the installation. What to do next When the installation of all software is complete, you can disable the setting. Optional: Changing the Temp directory for Windows installations By default, the TEMP and TMP environment variables are set to a hidden user folder location. The folder location is typically %USERPROFILE%\AppData\Local\Temp. You can change the location of the TEMP and TMP directory by changing the environment variables in the system properties. Procedure 1. On the database and OpenPages application servers, ensure that the /tmp directory is set to a minimum size of 4 GB. 2. Log on to application server as the IBM OpenPages administrator. 3. Right-click My Computer > Properties. 4. Click Advanced System Settings. 5. Click Environment Variables. 6. Select the TEMP variable and click Edit. TEMP and TMP might be defined as system variables or user variables, depending on how your system is set up. 7. In the Variable value box, type the new temporary folder location and click OK. 10 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database 8. Repeat the steps to change the folder location for the TMP variable. Installing WebLogic Server on Windows computers You must have an application server installed and running before you install IBM OpenPages GRC Platform. You must install application server software where you plan to install OpenPages application software. In a Windows environment, use the command line to install the 32-bit version or the 64-bit version of WebLogic Server. If you purchased Oracle WebLogic Server as part of OpenPages (the OpenPages embedded installation program), the application server software is automatically installed during the OpenPages application. For horizontal cluster configurations, install the software on the cluster admin and cluster member servers. The WebLogic Server version on the non-admin server must be the same as the WebLogic version on the admin server. Procedure 1. Log on to the application server as a user with admin privileges. 2. On Windows computers, start a Command Prompt window by using the Run as Administrator option. 3. Go to the directory that contains the Oracle WebLogic Server installation media. 4. Run the installation program from your WebLogic Server installation media, by using the following command: v For 64-bit systems, run the wls1033_generic.jar file. v For 32-bit systems, run the java -jar wls1033_generic.jar file. 5. On the Welcome page, click Next to continue. 6. On the Create New Middleware Home page, select a location for the WebLogic Server middleware home directory, or use an existing home directory, and click Next. 7. On the Register for Security Updates page, optionally register for Oracle updates, and click Next 8. On the Choose Installation Type page, select Custom and then click Next. 9. On the Choose Products and Components page, ensure that all components are selected, except for Server Example and click Next. 10. On the JDK Selection page, select one or more Java Development Kits to install or click Browse to locate an exiting supported JDK (Java Development Kit), and click Next. 11. On the Choose a Product Installation Directory page, select a location for the WebLogic Server installation directory and click Next. Note: Record the installation directory. This WL_HOME location is used during the installation procedures. The default location is c:\Oracle\Middleware\ wlserver_10.3). 12. On the Install Windows Service page, select No and click Next. 13. On the Installation Summary page, review your selections and when you are satisfied, click Next. 14. Click Next to begin the installation. Chapter 3. Preparing your system for installation 11 15. After the installation finishes, clear the Run Quickstart option and click Done to exit the installer. Configuring WebLogic Server on a multihomed computer in a Windows environment If the WebLogic Server uses more than one network interface card (NICs) to create multiple network interfaces, you must modify the Windows hosts file. The Windows host file must point to the primary NIC. Without specifying the IP address of each NIC, the Oracle WebLogic Server might listen on the wrong NIC. Procedure 1. Log on to the application server as a user with admin privileges. 2. Open a Command Prompt window by using the Run as Administrator option. 3. Go to the %SYSTEMROOT%\system32\drivers\etc\ directory, and open the hosts file in a text editor. Note: WebLogic Server picks up the fully qualified domain name from the first entry in the %SYSTEMROOT%\system32\drivers\etc\hosts file. 4. On a separate line, enter the IP address and host name of the primary NIC. 5. On separate lines, enter the IP address and host name of any other NICs on that server. 6. Save and then close the file. 7. Restart WebLogic Server. Multicasting in the OpenPages environment The Fujitsu Interstage BPM software that is installed by IBM OpenPages GRC Platform requires a multicast IP address. Fujitsu Interstage BPM uses the multicast IP address to communicate with itself and with other components in the OpenPages environment. In a clustered OpenPages environment with multiple Fujitsu Interstage BPM instances, Fujitsu Interstage BPM requires the multicast IP address to communicate with each instance. In a single OpenPages environment with a single Fujitsu Interstage BPM instance, Fujitsu Interstage BPM requires the multicast IP address to communicate with itself There are multiple Fujitsu Interstage BPM servers in a single environment and the multicast IP is used for JMS synchronization in the workflow. You must obtain a multicast address before installing the OpenPages application. v The multicast IP address must be unique within the network address space. v When installing on a secondary server in a horizontal environment, use the same multicast IP address on all servers. Port assignments Both dedicated ports and ports that are dynamically assigned for each installation are used for IBM OpenPages GRC Platform deployments. These default ports can be changed after installation. 12 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database You can change some port settings during the installation. You can also change the default port settings after installation. For information about changing the ports after installation, see the IBM OpenPages GRC Platform Administrator's Guide. Fixed ports The following table lists the fixed default ports. Table 6. Fixed ports used by Windows operating systems Description Windows Port Oracle database server console application port 1158 OpenPages database instance 1522 OpenPages admin server 7001 OpenPages admin server (SSL) 7002 Workflow admin server 49901 Workflow admin server (SSL) 49902 OpenPages application server 7009 OpenPages application server (SSL) 7010 Workflow application server 49951 Workflow application server (SSL) 49952 Cognos Business Intelligence gateway 80 Framework Generator port 8080 Cognos Business Intelligence dispatcher URI 9300 On Windows computers, additional OpenPages installations increment by two. For example, the HTTP ports are 7009, 7011, 7013. The HTTPS ports are 7002, 7004, 7006. On Windows, additional workflow installations also increment by two. Files containing port numbers The following tables list property files on the OpenPages admin server that contain port numbers. Table 7. Files on Windows servers that contain default port numbers File Port Parameter Name OP_HOME\aurora\conf\ server.config.props OpenPages admin server port WC_adminhost WC_adminhost_secure OpenPages admin server SSL port OP_HOME\temp\aurora\conf \OPSERVER_STATUS.txt¹ OpenPages application port WC_defaulthost WC_defaulthost_secure OpenPages application SSL port Chapter 3. Preparing your system for installation 13 Table 7. Files on Windows servers that contain default port numbers (continued) File Port Parameter Name OP_HOME\aurora\conf\ server_name -InterstageBPMCS# -server.properties. config.props Workflow admin server port url.path.workflow.admin OP_HOME\NETWORK\ADMIN\ tnsnames.ora OpenPages database instance port OP_HOME\aurora\conf\ aurora.properties Framework Generator port cognos.framework Cognos port OP_HOME\aurora\conf\ aurora.properties cognos.server Framework Generator port cognos.computation.server Cognos port Cognos Dispatcher URI Dynamically assigned ports Port numbers for OpenPages servers that are not listed, such as OpenPages managed servers, are assigned dynamically during the installation. OpenPages application and workflow managed server port numbers start at the following values and increment by 1 for each additional managed server in the installation: v OpenPages application managed servers: In an OracleWebLogic Server environment, 7009 (7010 for SSL). v OpenPages workflow managed servers: 49951 for WebLogic Server environments. After installation, you can view all port assignments in OpenPages property files. On Windows computers, OP_HOME\aurora\conf\OPSERVER_STATUS.txt On a cluster system, the OpenPagesCell.server_name-OPNode1Server1.config.props file and IBPMCell.server_name-IBPMNode1Server.config.props file contain port information for that managed server only. If there is a second managed server within the same computer (vertical cluster), the port information is displayed in OpenPagesCell.server_name-OPNode1Server2.config.props and IBPMCell.server_name-IBPMNode2Server.config.props. In a horizontal cluster, the numbering for the managed servers in the .props file restarts at 1 for each cluster member computer. 14 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Chapter 4. Oracle Database Server software installations Install and configure the Oracle database software to use with IBM OpenPages GRC Platform. The OpenPages database installation program installs the Oracle database software and creates the Oracle database instance. The IBM OpenPages GRC Platform installation program v Installs the Oracle Database Server software. v Adds the Oracle listener. v Creates the database instance. v Adds a Local Net Service Name Removing environment variables You must remove or unset any Oracle database system environment variables before installing the Oracle Database Server software. Procedure 1. If required, remove or unset the following environment variables. v ORACLE_BASE v ORACLE_HOME v PERL5LIB v TNS_ADMIN 2. If present, remove the Oracle path from the PATH environment variable. 3. Make note of the location of the TMP environment variable. Copying the installation files for the database server To improve performance, copy the installation kit files from the IBM OpenPages GRC Platform media pack to the local system. Procedure 1. Log on to your database server as a user with administrative privileges. Note: For AIX® installations, use the oracle user that you created for the OpenPages installation. 2. Using the Run as Administrator option for Windows computers, start a Command Prompt window, or for AIX computers, open a shell. 3. Copy the root directory from the Repository Installer DVD or network share location to the local system. v For Windows computers, OP_version_Embedded_WIN64 v For AIX computers, OP_version_Embedded_AIX64 Note: For AIX, make sure that you have full rights to the local installation directory. 15 Prerequisite setup for AIX computers If you are installing the database server software into an AIX environment, ensure that your system and environment meet additional prerequisites. For example, you must create installation users and groups and ensure that operating system file sets for Oracle database software exist. AIX operating system file sets for Oracle database software On AIX computers, Oracle database requires some file sets. As required for Oracle database server software, ensure that the following operating system files sets are installed and committed: v bos.adt.base v bos.adt.lib v bos.adt.libm v bos.perf.perfstat v v v v bos.perf.libperfstat bos.perf.protocols rsct.basic.rte rsct.compat.clients.rte v xIC.aix61.rte In an AIX shell, type the following command: lslpp -l <fileset> If successful, a message similar to the following is displayed: <fileset> COMMITTED Creating the Oracle installation directory on AIX computers Before starting the installation, you must either identify an existing Oracle base directory or if required, create one. The IBM OpenPages GRC Platform installation requires that specific directories exist. If you plan to install OpenPages GRC Platform within the /opt directory as a non-root user, you must create these directories as root. (A non-root user likely does not have permission to create directories under /opt). Procedure 1. Log on to your database server as a non-root user with admin privileges. 2. In an AIX shell type the following commands: mkdir -p Oracle_directory chown -R oracle:install Oracle_directory mkdir -p /usr/oracle chown -R oracle:oinstall /usr/oracle 3. Use the following command to configure oracle and oinstall as users: chown -R oracle:oinstall /opt/oei/Oracle11gR2 4. Create a /home/oracle directory for the oracle user account. 16 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database The IBM OpenPages GRC Platform installation program requires a /home/oracle directory that is owned by the oracle user account. mkdir -p /home/oracle chown -R oracle:oinstall /usr/oracle Results The installation directory, all its parent directories, and all its subdirectories must have 775 permissions during the installation. The permission can be set in the operating system or by using a file system access control list. Loading the kernels extension Before running the Installer for Repository, you must run the rootpre.sh script. The script loads the kernels extension that is required for the installations. You must run the script as the root user. Procedure 1. Log on to your database server as a user with admin privileges. 2. Start an AIX shell and go to the \OEI_Server_Client_64bit\data directory within the installation kit files that you copied. 3. Use the following command to run the prerequisite checker script: ./rootpre.sh Note: For AIX installations, you must run the rootpre.sh script as the root user. The script shows information about the console. When the script is finished, a log file is created in the /tmp folder named rootpre.out_yy-mm-dd.hh:mi:ss. Verifying that your AIX computer meets system prerequisites Before running the OpenPages Repository installer, you can run the ./preinstchk.sh script. The scripts checks that your system meets all system prerequisites. Before you begin You must run the script as the root user. Ensure that the JDK or JRE is installed on the database server. Procedure 1. Log on to your database server as the root user. 2. Start an AIX shell and go to the \OEI_Server_Client_64bit\data directory within the installation kit files you copied. 3. Type the following command to run the prerequisite checker script: ./preinstchk.sh Note: For AIX installations, you must run the ./preinstchk.sh script as the root user. Chapter 4. Oracle Database Server software installations 17 Results If any prerequisites are missing, they are listed in the location specified in the preinstchk.properties file. Installation modes for the database software Use the OpenPages Installer for Repository installation program to install and configure the database software. To install, you can use either interactive mode or silent mode. Interactive mode The interactive mode uses graphic screens to collect the information required for installing the various components. Silent mode The silent mode uses information entered into a parameter (or response) file. You use command line prompts to initiate the installation scripts, which take the required information from the parameter file. Important: The name of the database server must not contain underscores. For example, do no use OpenPages_Application. Issues with connectivity between the Oracle Enterprise Manager and the Oracle WebLogic Server can occur if the name has underscores. Installing the database software in interactive mode Use the interactive graphical interface of the Installer for Repository to install the database software on the database server. Before you begin Verify that the following system environment variables are not defined: v ORACLE_BASE v ORACLE_HOME v TNS_ADMIN Procedure 1. Log on to the database server as a user with administrative privileges. Interactive mode installations on AIX servers require an application that provides remote GUI logins. Note: For AIX installations, use the oracle user that you created for the IBM OpenPages GRC Platform installation. 2. On Windows computers, start a Command Prompt window by using the Run as Administrator option, or on AIX computers, open an AIX shell. 3. Go to the following location within the installer kit files you copied from the Repository Installer DVD. OEI_SERVER_CLIENT_64_bit\Disk1\InstData\VM 4. Use the following command to start the Installer for Repository: v On Windows computers, type openpages_oei.exe v On AIX computers, type ./openpages_oei.bin -i swing 5. On the Welcome page, click Next. 18 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database 6. On the License Agreement page, review and accept the license agreement, and click Install. 7. 8. On the Installation Information page, provide the information a. Select Server for the installation type. b. For the Oracle Software Installation Location, enter an installation location for the database server. Attention: If the installation location has been set to the root of the drive, it will install Oracle in the folder openpages_data. To use a non-root installation location, you must first create the folder on the server. For example, to install the Oracle software at C:\oracle, you must create the oracle folder on the C drive before specifying C:\oracle in the Oracle Software Installation Location field. This installation location is ORACLE_HOME. For Windows installations, enter the drive letter followed by a colon, such as C:. For AIX installations, enter the path, such as /opt/OEI/Oracle c. Click Next. 9. On the Database Instance Information page, provide the information. a. For the Database Instance Installation Location, enter an installation location. b. For the Database Instance Name, enter the Service ID (SID) to assign for the OpenPages database instance The default value is OP c. For the Database Instance Port, enter the port number to assign to the database instance. The default value is 1521. d. Click Next. 10. On the Database User Passwords page, enter the passwords, and then click Next. Table 8. Database passwords Password Description SYSTEM Password Enter a password to assign to the SYSTEM user (Oracle Superuser) SYS Password Enter a password to assign to the SYS user. DBSNMP Password Enter a password for the Oracle Intelligent Agent. SYSMAN Password Enter a password for the default Enterprise Manager Super Administrator 11. On the pre-installation summary page, review the information, and when satisfied, click Install. The installation takes approximately 30 minutes. 12. To exit the installer when it finishes, click Done. Oracle database server is installed and a database instance is created. 13. To verify that the installation is successful, in a web browser, type the URL to the Oracle Enterprise Manager login page: https://database_server_Name:1158/em Chapter 4. Oracle Database Server software installations 19 Note: 1158 is the database instance port. The database server host name is in the Oracle_Home\software\NETWORK\ADMIN\tnsnames file on the database server. Silent mode installations for the database server and client software You can install Oracle database server and Oracle Admin Client software in silent mode. In silent installations, your choices are recorded in a response file. When running the installation program command from the command line, the -i silent flag starts the installation program in silent mode. The program installs the database by using the response file specified by the -f option. The silent mode installer does not verify any values entered in the response file. If the parameter information you provide is incorrect the installation fails. Review the log files to determine the cause of the failure. Verify that the ORACLE_BASE, ORACLE_HOME, and TNS_ADMIN system environment variables are not set Related tasks: “Editing the response file for database server silent installations” on page 97 Modify the response file with your installation preferences. The installation program uses the information in the file to install the database software in silent mode. “Running the installation program for the database server in silent mode” on page 109 Use the response file to run the installation program in silent mode. Non-default values for the new Oracle instance The installation program sets some custom values for the Oracle database instance. The following table lists the Oracle database parameter values that are set by the installation program. Table 9. Oracle instance parameters set by the installation program 20 Parameter Name Value compatible 11.2.0.0 nls_length_semantics CHAR BYTE Note: CHAR is required for globalization. open_cursors 300 optimizer_features_enable 11.2.0.0 optimizer_index_caching 100 0 optimizer_index_cost_adj 1 100 optimizer_mode FIRST_ROWS ALL_ROWS optimizer_secure_view_merging FALSE processes 250 sessions 280 pga_aggregate_target 134217728 sga_target 402653184 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Default Scripts to manually create the OpenPages database schema in Oracle before installation To create the OpenPages schema before installation, use the SQL wrapper scripts that are included in the media kit. The IBM OpenPages GRC Platform requires that you create an OpenPages database schema, a set of database users, and a tablespace. During the OpenPages GRC Platform installation, you can choose to automatically create the schema. Optionally, you can manually create the OpenPages database schema before you install OpenPages application servers. Scripts used to create the database schema To create the OpenPages application tablespace and users, run a SQL wrapper script. The SQL wrapper script calls other scripts. sql-wrapper.sql The script runs other required SQL scripts in the correct order. Use this script to manually install the database. database-install.sql The wrapper script contains default definition values that you can modify. Change settings in the script file and not the command-line interface. Default values include the OpenPages administrator user account, base currency denomination, and the location of the OpenPages storage folder. The base currency must match the base currency that is set in any previous installations. You cannot change the base currency after installation. op-app-global-env.sql The script is called by the wrapper script and defines the Super Administrator user account. You must verify the user account values in this script. Creating the tablespace and users for the OpenPages database before installation You can manually create the OpenPages database schema before you install IBM OpenPages GRC Platform by running scripts. You must modify some of the scripts before you run the scripts use them. Before you begin Ensure that you have the following information available. v v v v v v v Workflow user name Workflow user password TNS name alias System user name System user password OpenPages super administrator user name OpenPages super administrator password Ensure that the passwords have not expired. Chapter 4. Oracle Database Server software installations 21 Procedure 1. Log on to a system as a user with administrator privileges. 2. 3. 4. 5. Tip: You can use any system that has access to SQL*Plus and that can connect to the database server. Start a Command Prompt window by using the Run as Administrator option, or on an AIX computer, open a shell as a user with administrative privileges. For AIX installations, use the opuser user that you created for the OpenPages installation. Copy the OP_version_Configuration directory from the Installer DVD or network share location to the local system. Go to the OP_version_Configuration\Database\ORACLE directory and copy the INSTALL_SCRIPTS directory to the local system. For an AIX computer, ensure that you have full rights to the local installation directory and to the files in the directory. Go to the INSTALL SCRIPTS directory on the local system and open the create-opx-tablespaces.sql script in a text editor. a. As appropriate for your environment, modify the SQL script under -permanent storage, protected by logging, -- dedicated temporary tablespace and --temporary storage, no logging protection: CREATE TABLESPACE iflowdb DATAFILE ’&dbf_location/&tablespace_name.dbf’ SIZE 25M REUSE AUTOEXTEND ON NEXT 25M MAXSIZE UNLIMITED ONLINE EXTENT MANAGEMENT LOCAL UNIFORM SIZE 256K’; b. Save and close the file. 6. Open the ibpm-ts-and-schema-owner.sql script in a text editor. a. Use the following syntax to modify the SQL script under ReCreate the tablespace and RECREATE THE USER: CREATE TABLESPACE iflowdb DATAFILE ’&dbf_location/&tablespace_name.dbf’ SIZE 25M REUSE AUTOEXTEND ON NEXT 25M MAXSIZE UNLIMITED ONLINE EXTENT MANAGEMENT LOCAL UNIFORM SIZE 256K’; b. Save and close the file. For example, the following SQL Syntax creates a tablespace with a data file called OPdatafile in the Oracle data home location. The tablespace is managed locally. CREATE TABLESPACE iflowdb DATAFILE ’&&10/OPdatafile.dbf’ SIZE 25M REUSE AUTOEXTEND ON NEXT 25M MAXSIZE UNLIMITED ONLINE EXTENT MANAGEMENT LOCAL UNIFORM SIZE 256K’; Where &&10 uses the datafile_storage_location parameter that you entered in the database-install.sql command for the data file location. OPdatafile.dbf is the name of the data file. The following SQL syntax creates a temporary tablespace with a data file in disk_group_1. The tablespace is managed locally. CREATE TEMPORARY TABLESPACE OPDATA_TEMP TEMPFILE ’+disk_group_1’ SIZE 2G EXTENT MANAGEMENT LOCAL; 7. To verify the default definition values, open the sql-wrapper.sql wrapper script in a text editor and modify the values as required for the following definitions. For a Microsoft Windows operating system: v define opx_base_currency_iso_code=’USD’ v define opx_dflt_stor_srv_root=’C:\openpages-storage’ For an AIX operating system. 22 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database v define opx_base_currency_iso_code=’USD’ v define opx_dflt_stor_srv_root=’/opt/openpages-storage’ Do not change the define opx_op_admin_name or define opx_op_admin_pwd definitions. For example, by default, the base currency is set to USD. If you use Euros as your base currency, change the default ISO currency code from USD to EUR. define opx_base_currency_iso_code=’EUR’ 8. From the INSTALL_SCRIPTS directory, open the custom environment script op-app-global-env.sql in a text editor. a. Modify the following default values for the Super Administrator. v define super_admin_username=’OpenPagesAdministrator’ v define super_admin_password=’OpenPagesAdministrator’ b. Save and close the file. 9. Use the following syntax to run the database-install.sql wrapper script that creates the database components: sqlplus /nolog @sql-wrapper.sql database-install.sql log_file oracle_tns_alias dba_user dba_password workflow_user workflow_password op_user op_password datafile_storage_location The following table provides a list of parameters that are passed to the SQL wrapper script. Table 10. Examples of SQL wrapper script parameters and descriptions Parameter Name Description Example log_file The log file name that the script logfile.txt creates and writes information to. oracle_tns_alias The database alias for the OpenPages database instance, as set during the Oracle database installation. If necessary, you can retrieve this alias from the tnsnames.ora file. OP dba_user The Oracle system user name. system If you do not have access to the system user account, then use a database user account with administrative privileges. dba_password The password for the Oracle system account. openpages workflow_user The workflow database user name. opworkflow OpenPages uses this account to create and access the workflow database, and to manage workflow-related transactions. workflow_password The password for the workflow database user account. opworkflow op_user The user name that is used by OpenPages to create and access the OpenPages database instance openpages Chapter 4. Oracle Database Server software installations 23 Table 10. Examples of SQL wrapper script parameters and descriptions (continued) Parameter Name Description Example op_password The password for the OpenPages database user account. openpages datafile_storage_location The location of the Oracle data directory on the database server. The location of this directory is set during the Oracle installation process. If the database server is running Microsoft Windows v C:\oracle\ora112\ oradata\OP v C:\openpages_data\ repository\ database112_se_x64\ oradata\OP If the database server is running AIX v /opt/oracle/ora112/ oradata/OP v opt/openpages_data/ repository/ database112_se_x64/ oradata/OP The following sample code shows the SQL*Plus command line with example values from the table from the preceding step as the variables. Table 11. Example code for Microsoft Windows and AIX operating systems Operating system Code Windows sqlplus /nolog @sql-wrapper.sql database-install.sql logfile.txt OP system openpages opworkflow opworkflow openpages openpages C:\oracle\ora112\oradata\OP C:\openpages_data\repository\ database112_se_x64\oradata\OP AIX sqlplus /nolog @sql-wrapper.sql database-install.sql logfile.txt OP system openpages opworkflow opworkflow openpages openpages /opt/oracle/ora112/oradata/OP/ opt/openpages_data/repository/ database112_se_x64/oradata/OP After the SQL script finishes, the OpenPages database schema is created. A log file is created in the directory where you ran the SQL script. The name of the log file matches the value of the log_file parameter you entered. Results If you have problems when you run the database-install.sql script, you can use the OP_version_Configuration\Database\ORACLE\INSTALL_SCRIPTS\init-dbcleanup.sql script. The init-db-cleanup.sql removes the database components that were added. Then, you can run the database-install.sql script in a clean database environment. Example sqlplus /nolog @sql-wrapper.sql init-db-cleanup.sql log_file oracle_tns_alias dba_user dba_password workflow_user op_user 24 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Installing the 32-bit Oracle Admin Client software in interactive mode You must install Oracle Admin Client software on the reporting server computers where IBM Cognos Business Intelligence is installed. Procedure 1. Log on to the reporting server as a user with administrative privileges. On AIX computers, use a program that provides remote graphical (GUI) logins, connect to the OpenPages application computer. 2. On Windows computers, start a Command Prompt window by using the Run as Administrator option, or on AIX computers, open an AIX shell. 3. Go to the following location within the OEI_11GR2 directory that you copied: \Disk1\InstData\VM 4. Start the installation program by using the following command: v On Windows computers, type openpages_oei.exe v On AIX computers, type ./openpages_oei.bin -i swing 5. On the Welcome page, click Next. 6. On the Oracle Software Installation Location page, specify the installation location for the client software and click Next. 7. On the Database Instance Information page, enter the information to set up the connection to the database. Table 12. Database instance information Field Description Default Value Database Host Name Specify the fully qualified network identifier for the Oracle server computer. The host name can be found in the tnsnames.ora file. Database Instance Name Specify the Service ID (SID) of the OpenPages database instance. OP Database Instance Port Number Specify the port number for the database instance. 1522 8. On the Summary page, review you choices and when satisfied, click Install. 9. To exit the installer when it finishes, click Done. 10. Repeat these steps for each reporting server that requires the Oracle Admin Client software. Results The interactive installer creates the clientinstaller.properties file. You can use silent mode installations and this file to install the Oracle Admin Client on other servers. Setting the ORACLE_HOME environment variable on reporting servers Set up the ORACLE_HOME environment variable to point to the Oracle Admin Client installation location. Chapter 4. Oracle Database Server software installations 25 Procedure 1. Log on to the reporting server as a user with administrative privileges and full access to the local server drives. Note: For AIX installations, log in as a non-root user, such as the oracle user that you created for the OpenPages installation. 2. Set the ORACLE_HOME environment variable to point to the Oracle Admin Client installation directory: v On Windows computers, type the following command: set ORACLE_HOME=C:\openpages_data\repository\client112_ac_x86\software v On AIX computers, type the following command: export ORACLE_HOME=/opt/oracle/openpages_data/repository/ client112_ac_x64/software 3. Add the location of the Oracle Admin Client installation bin directory to the PATH environment variable. 4. On AIX computers, refresh the profile by closing and reopening the AIX shell. Testing the connections to the database server and the OpenPages repository Test whether the SQL*Net connect string can connect to the database listener by using the TNSPING utility in the ORACLE HOME/bin directory. The TNSPING utility tests whether the listener is available. It does not test whether the databases behind the listener are working. To test that the OpenPages repository is created, use SQL*Plus to log on to the OpenPages Oracle database schema. Procedure 1. To test whether you can log on to Oracle Enterprise Manager Database Control, the web-based interface that is used to administer an Oracle database, type the following command: https://oracle_server_name:port/em In a default installation, the port number is 1158. 2. To test whether a SQL*Net connect string can connect to the listener, type the following command: tnsping database_instance_name The utility requests acknowledgement that the service name is valid and that the listener is configured to handle requests for that service name. If the configuration is correct, a message is displayed that shows the return time. If the configuration is not correct, the utility returns an error message. Ensure that you use the correct service name and that the listener is started on the server computer. 3. To test that OpenPages repository is created, type the following command: sqlplus username/password@service_name For example, sqlplus system/openpages@op The system connects you to an Oracle Database instance. 4. To exit SQL*Plus, type exit. 26 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Chapter 5. IBM Cognos Business Intelligence installations OpenPages CommandCenter must be installed on the same computer as IBM Cognos Business Intelligence. This server is referred to as the reporting server. For more information about IBM OpenPages GRC Platform supported software, see “Software prerequisites” on page 7. Reporting server distribution options For light user loads, with fewer than 50 concurrent users, IBM Cognos BI and OpenPages CommandCenter can be installed on the same computer as the OpenPages application. For heavier user loads, install IBM Cognos BI and OpenPages CommandCenter on a different computer than where you install the OpenPages application servers. IBM OpenPages GRC Platform operates at peak performance when the database server, the application server, and the reporting server components are installed on separate computers. Different IBM DB2® database server requirements for OpenPages GRC Platform and IBM Cognos BI You cannot use the same IBM DB2 database instances for both IBM OpenPages GRC Platform and IBM Cognos Business Intelligence. Each product has different requirements for an IBM DB2 database instance. Installing IBM Cognos Business Intelligence Before you install OpenPages GRC Platform components, ensure that IBM Cognos Business Intelligence is installed and running on your reporting server computer. For more information about upgrading to IBM Cognos BI, see the IBM Cognos Business Intelligence Installation and Configuration Guide. Important: In the 64-bit installations, the report server component in IBM Cognos BI is provided in both 32-bit and 64-bit versions. Selecting which version you use is done in IBM Cognos Configuration after installation. By default, the report server component is set to use the 32-bit mode, even on a 64-bit computer. With the 32-bit mode, you run reports from all packages. If you configure the 64-bit mode, you can run only reports that are created from packages that use dynamic query mode. For OpenPages applications, you must use the default 32-bit report server. Note: The IBM Cognos Business Intelligence Installation and Configuration Guide is available in the IBM Cognos documentation library Before you begin If the OpenPages database is remote from the IBM Cognos BI server, ensure that the database client software is installed on the Cognos BI server. The database client that IBM Cognos BI uses to connect to the OpenPages database must be a 32-bit client. 27 Restriction: Do not install the database client software into a directory with spaces. If you are using an Oracle database that is running on the same computer as where you are installing IBM Cognos BI, you must update your environment variables to allow the IBM Cognos service to use the 32-bit Oracle libraries, while the Oracle server can use the 64-bit libraries. To create the user variables for the IBM Cognos service: v Create a user variable named ORACLE_HOME and set its value to the 32-bit Oracle Admin client home. For example, on Microsoft Windows operating systems, set the ORACLE_HOME user variable to C:\oracle\client32bit\openpages_data\repository\ client112_ac_x86\software. v Create a user variable named PATH, or append to an existing one, and include the 32-bit Oracle Admin client home. For example, on Microsoft Windows operating systems, set the PATH user variable to %ORACLE_HOME%\bin;%PATH%. Procedure 1. Ensure that a web server, such as Microsoft IIS or IBM HTTP Server is installed. A web server is required so that users can view content in the IBM Cognos BI portal. 2. On the reporting server, install IBM Cognos BI server. You can optionally install Framework Manager. a. Install IBM Cognos BI Server. Important: In the installation wizard, accept the default components that are selected. Do not select Cognos Content Database. Restriction: Install IBM Cognos BI into a directory that contains only ASCII characters in the path name. Do not install IBM Cognos BI into a directory that contains spaces. After the installation is complete, ensure that the IBM Cognos Configuration check box is clear. Before you configure Cognos BI Server, you must do other tasks to set up your environment. For information about installing IBM Cognos BI Server on Windows operating systems, see Installing server components on Windows operating systems in the IBM Cognos BI Information Center. b. Optional: Install Framework Manager. Framework Manager is not required in production environments. Framework Manager is the modeling tool for creating and managing business-related metadata. Restriction: If you need Framework Manager in your development environment, you must install the 64-bit IBM Cognos BI server and the 32-bit Framework Manager to different directories. The default installation locations for 32 and 64-bit IBM Cognos components are different. For more information about installing Framework Manager, see Installing Framework Manager in the IBM Cognos BI Information Center. 3. Copy the JDBC database driver, ojdbc5.jar, file to the c10_location\webapps\ p2pd\Web-Inf\lib directory. 28 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database 4. Append the Cognos_HOME/bin64 directory to the library path environment variable. export LIBPATH=$LIBPATH:/opt/ibm/cognos/c10_64/bin64 5. Append the Cognos_HOME/bin64 directory to the PATH environment variable. 6. If you are using an Oracle database that is running on the same computer as where you are installing IBM Cognos BI, update the IBM Cognos service settings to the user account for which you created the User Variables for the 32-bit Oracle libraries. a. Open the Microsoft Windows Services panel. b. Right-click the IBM Cognos service, select Properties, and click the Log On tab. c. Select This Account, and select the user account for which you created the User Variables for the 32-bit Oracle libraries. Related tasks: “Manually creating the reporting tablespace and user for Oracle databases” on page 59 After you create the Cognos content store, you can manually create the content store user and the content store tablespace. This user must be able to create, alter, and drop tables, triggers, views, procedures, and sequences, and have the CONNECT and RESOURCE roles. Web server configuration options for IBM Cognos BI You must configure your web server before users can connect to the IBM Cognos Business Intelligence portal. For more information, see the Configuring a web server (pic.dhe.ibm.com/ infocenter/cbi/v10r2m1/index.jsp) in the IBM Cognos Business Intelligence documentation, which contains details on the following topics: v Use compiled gateways for production systems For production systems, you can improve performance by changing the gateway from the default CGI gateway. v Use CGI gateways You can use the CGI gateway on IBM HTTP Server, Apache Web Server, or Microsoft Internet Information Services (IIS) Server. IBM Cognos BI is configured to use the CGI gateway by default. v Configuring WebDAV to view and browse images To view and browse images in the Report Studio, configure Web Distributed Authoring and Versioning (WebDAV) on your web server. Report authors can browse for images to include in reports in a way that is similar to browsing a file system. Configuring the IBM Cognos gateway on Microsoft Internet Information Services You must configure the IBM Cognos Business Intelligence gateway on your web server. About this task Microsoft Internet Information Services has security features that, by default, prohibit files with web service extensions (cgi) from executing. As a result, Cognos files that have these web service extensions are unable to run. To modify IIS Chapter 5. IBM Cognos Business Intelligence installations 29 security features so that Cognos files with Web Service extensions can execute properly, you must enable IIS to allow CGI. Procedure 1. Log on to the reporting server as a user with administrative privileges. 2. In the Microsoft Windows Control Panel, click Programs > Programs and Features. If you are using Microsoft Windows 8 or 2012 Server, Programs and Features is available directly from the Control Panel. 3. Click Turn Windows features on or off. 4. If you are using Microsoft Windows 2008 Server, use the following steps: a. Click Server Manager > Roles > Web Server (IIS). b. In the Role Services section, select Add Role Services. c. Under Web Server > Common HTTP Features, select WebDAV Publishing. d. Click Next, and then click Install. 5. If you are using Microsoft Windows 2012 Server, use the following steps: a. In the Add Roles and Features Wizard, click Role-based or feature-based installation, and click Next. b. Select your server, and click Next. c. Expand Web Server (IIS) > Web Server > Common HTTP Features, and select WebDAV Publishing. d. Click Next > Next, and then click Install. 6. If you are using Microsoft Windows 7 or 8, use the following steps: a. Expand Internet Information Services > World Wide Web Services > Common HTTP Features. b. Select WebDAV Publishing, and click OK. 7. In the Internet Information Services (IIS) Manager console, under Connections, select your server name. v If you are using Microsoft Windows 2012 Server, in Server Manager, select IIS, and then right-click your server name, and click Internet Information Services (IIS) Manager. 8. 9. 10. 11. 30 v If you are using Microsoft Windows 2008 Server, in Server Manager, expand Roles > Web Server (IIS), and then click Internet Information Services (IIS) Manager. v If you are using Microsoft Windows 8, from the Control Panel, click Administrative Tools to access the Internet Information Services (IIS) Manager console. v If you are using Microsoft Windows 7, from the Control Panel, click System and Security > Administrative Tools to access the Internet Information Services (IIS) Manager console. Double-click ISAPI and CGI Restrictions. Under Actions, click Add. Enter the path to the cognos.cgi file. The file is in the c10_location\cgi-bin directory. You must enter the full path, including the file name. If the path includes spaces, ensure you use quotation marks around the path. For example, enter “C:\Program Files\ibm\cognos\c10\cgi-bin\cognos.cgi”. Enter a Description, such as CognosCGI. IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database 12. Select Allow extension path to execute, and click OK. 13. Under Connections, expand Sites, and under your website, add the virtual directories as shown in the table: Table 13. IBM Cognos BI virtual directories Alias Location ibmcognos c10_location/webcontent ibmcognos/cgi-bin c10_location/cgi-bin Important: ibmcognos is the default value that is used in the Gateway URI values in IBM Cognos Configuration. If you do not use ibmcognos for the Alias values, ensure that you change the Gateway URI value to match the value you use. 14. Select the cgi-bin virtual directory that you created. 15. Double-click Handler Mappings. 16. Under Actions, click Add Module Mapping. a. In Request Path, type cognos.cgi. b. c. d. e. In Module, select CgiModule. Leave Executable (optional) blank. In Name, enter a name for the entry, such as CognosCGI. Click OK. Configuring Apache Web Server or IBM HTTP Server You must configure the IBM Cognos Business Intelligence gateway on your web server. Procedure 1. Log on to the web server as a user with administrative privileges. 2. From the command prompt, go to the Webserver_installation\conf\ directory. 3. Make a backup copy of the httpd.conf file and rename the file to: httpd.conf.original. 4. Open the httpd.conf file in a text editor. 5. Configure the virtual directories by adding the following lines to the end of the httpd.conf file: ScriptAlias /ibmcognos/cgi-bin "<Cognos_HOME>\cgi-bin" <Directory "<Cognos_HOME>\cgi-bin"> Options FollowSymLinks AllowOverride FileInfo Order Allow,Deny Allow from All </Directory> Alias /ibmcognos "<Cognos_HOME>\webcontent" <Directory "<Cognos_HOME>\webcontent"> Options FollowSymLinks AllowOverride FileInfo Order Allow,Deny Allow from All </Directory> Note: Ensure that you define the /ibmcognos/cgi-bin alias before the /ibmcognos alias. Chapter 5. IBM Cognos Business Intelligence installations 31 6. Save and close the file. 7. Restart the web server. Configuring a connection to the content store for Oracle database After you install IBM Cognos Business Intelligence, configure a connection to the content store database. Before you begin Ensure that you copied the JDBC database driver, ojdbc5.jar, file to the c10_location\webapps\p2pd\Web-Inf\lib directory. Procedure 1. Start Cognos Configuration. v On Windows computers, from the Start menu, click All Programs > IBM Cognos 10 > IBM Cognos Configuration. 2. In Cognos Configuration, configure the database connection to the content store. a. In the Explorer pane, under Data Access > Content Manager, right-click Content Store > Delete. b. Right-click Content Manager > New Resource > Database. c. In the New Database window, for the Name field, enter a descriptive name for the connection. Note: The name is not required to match the database identifier. d. For the Type, select Oracle Database (Advanced) for Oracle RAC databases, or Oracle Database if you are not using an Oracle RAC database. e. Click OK. f. In the Explorer panel, select the new connection, and in the Properties panel, use the following tables to enter the property settings. Table 14. Content store property settings for Oracle database Property name Property value Database server and port number The name of the database server and the listener port that is used for the database instance. User ID and Password Click the value field and then click the pencil icon. In the Value - User ID and password field, enter the appropriate values for the Cognos user you created for the content store database. If you used the IBM OpenPages GRC Platform Installer for Cognos, the default user is cognos. Service name 32 Enter the SID for the database instance. IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Table 15. Content store property settings for Oracle database (Advanced) (Oracle RAC database) Property name Property value Database server and port number The name of the database server and the listener port that is used for the database instance. User ID and Password Click the value field and then click the pencil icon. In the Value - User ID and password field, enter the appropriate values for the Cognos user you created for the content store database. If you used the IBM OpenPages GRC Platform Installer for Cognos, the default user is cognos. Database specifier Enter a database specifier string in the following format with no carriage returns: (description=(address= (host=<server_name>) (protocol=tcp)(port=<port>) (connect_data(service_name= <service_name>))) 3. To test that the database connection to the content store database is successful, in the Explorer pane, right-click the content store database connection and click Test. Saving your settings and starting the IBM Cognos services You must save your configuration settings and start the IBM Cognos services. Procedure 1. Start Cognos Configuration. v On Windows computers, from the Start menu, click All Programs > IBM Cognos 10 > IBM Cognos Configuration. 2. Ensure that the name under IBM Cognos services is IBM Cognos, the default value. Important: On Microsoft Windows operating systems, OpenPages requires IBM Cognos as the service name. 3. Under Local Configuration, click Environment. 4. Ensure that you use the default port number for the values such as Dispatcher URIs for gateway, External dispatcher URI, Internal dispatcher URI, Dispatcher URIs for external applications, and Content Manager URIs. The default port number is 9300. Important: Changing the default port number also changes the IBM Cognos service name. 5. In IBM Cognos Configuration, click File > Save to save your configuration settings. You must save the configuration settings, even if you have not changed any of the values. 6. Click Actions > Start. It might take a few minutes for the IBM Cognos service to start. Chapter 5. IBM Cognos Business Intelligence installations 33 If you receive a warning during the Testing the mail server connection process, click OK and Continue to continue starting the services. A mail server connection is not required. Note: If you chose to upgrade your content store database by creating a backup and restoring it, you are prompted to upgrade your reports. Do not select the option to upgrade your reporting content. Upgrade your reports later by using the New Report Upgrade wizard in IBM Cognos Administration. Prerequisite tasks for OpenPages CommandCenter installations Some prerequisite tasks are required before you install OpenPages CommandCenter on the reporting server. Setting database environment variables for reporting servers on Windows operating systems You must set some system environment variables on the reporting server. Procedure 1. Log on to the reporting server as a user with administrative privileges. 2. Set the following environment variables. Table 16. Environment variable settings on the reporting server on Windows operating systems Environment variable Setting JAVA_HOME Specifies the installation location of your Java Runtime Environment (JRE). COGNOS_HOME Specifies the location of IBM Cognos Business Intelligence bin directory. 3. Append the JAVA_HOME to the PATH environment variable. Example: Add %JAVA_HOME%/bin to the PATH environment variable. 4. If you are using an Oracle database for the OpenPages repository, set the following environment variables. Table 17. Oracle environment variable settings on the reporting server on Windows operating systems Environment variable Setting ORACLE_HOME The default location is C:\openpages_data\repository\ client112_ac_x86\software The default location is a subdirectory of ORACLE_BASE, such as ORACLE_BASE=C:\app\ product\11.2.0 If you installed the OpenPages application and IBM Cognos Business Intelligence on the same server, enter the location for the 32-bit Oracle Admin Client. Example: ORACLE_HOME=C:\app\product\11.2.0\ client_32bit 34 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Table 17. Oracle environment variable settings on the reporting server on Windows operating systems (continued) Environment variable Setting TNS_ADMIN Specifies the location of the tnsnames.ora file The default location is the Oracle_Home\network\admin directory NLS_LANG Specifies the database character set configured during the database installation. By default, set it to AMERICAN_AMERICA.AL32UTF8 To display non-English characters for Japanese locales, set the NLS_LANG property: NLS_LANG=JAPANESE_JAPAN.JA16SJISTILDE 5. Append the ORACLE_HOME to the PATH environment variable. Example: Add %ORACLE_HOME%/bin to the PATH environment variable. Setting Oracle database environment variables for the reporting server on AIX and Linux operating systems If you use an Oracle database for the OpenPages repository, you must set some system environment variables on the reporting server. Procedure 1. Log on to the reporting server as a non-root user with administrative privileges. 2. To determine the version of Java that is in the PATH variable, enter the following command: java -version If you get the following error, Java is not in the PATH variable. Command not found 3. Set the following environment variables. Table 18. Environment variable settings on the reporting server on AIX operating systems Environment variable Example settings JAVA_HOME Specifies the installation location of your Java Runtime Environment (JRE). /opt/local/jdk1.6.0/bin COGNOS_HOME Specifies the installation location of IBM Cognos Business Intelligence. /opt/IBM/cognos/c10 4. Append the JAVA_HOME to the PATH variable. Example: PATH=$JAVA_HOME/bin:$PATH 5. If you use an Oracle database for the OpenPages repository, set the following environment variables. Chapter 5. IBM Cognos Business Intelligence installations 35 Table 19. Oracle database environment variable settings on the reporting server on AIX operating systems Environment variable Example settings ORACLE_HOME The default location is /opt/oracle/openpages_data/ repository/client112_ac_x64/software If you installed the OpenPages application and Cognos on the same server, enter the location to the 32-bit Oracle Admin Client. TNS_ADMIN Specifies the location of the tnsnames.ora file The default location is the $Oracle_Home\network\admin directory NLS_LANG Specifies the database character set configured during the database installation. By default, set to AMERICAN_AMERICA.AL32UTF8 Important: To display non-English characters for Japanese locales, set NLS_LANG=JAPANESE_JAPAN.JA16SJISTILDE 6. Append the ORACLE_HOME to the PATH variable. Example: PATH=$ORACLE_HOME/bin:$PATH 7. Refresh the profile. Enabling the connection to a remote DB2 database from the OpenPages CommandCenter computer If the OpenPages database is on a DB2 server that is remote from the reporting server, you must catalog the node and the database. Cataloging a TCP/IP node adds an entry to the Data Server Client node directory that describes the remote node. This entry specifies the chosen alias, the host name or IP address, and the service name (or the port number) that the client uses to access the remote host. Before a client application can access a remote database, the database must be cataloged on the client. When you create a database, the database is automatically cataloged on the server with a database alias. The database alias is the same as the database name, unless a different database alias is specified. Tip: If the application server and database server are on the same computer, you can ensure that the Cognos installation user has access to the OpenPages data source by cataloging the OpenPages repository node and database. Before you begin Ensure that DB2 client software is installed on the OpenPages reporting server. Procedure 1. Log on to the reporting server with a valid DB2 user ID. 2. Start the DB2 command line processor. v On Windows operating systems, issue the db2cmd command from a command prompt. 36 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database v On Linux or UNIX operating systems, issue the db2 command from a command prompt. 3. Catalog the node by entering the following commands in the command line processor: db2 catalog tcpip node <node_name> <remote hostname|ip_address> <server service_name|port_number> db2 terminate Example: db2 catalog tcpip node OPNODE remote mycomputer.domain.com server 50000 db2 terminate 4. Catalog the database by entering the following commands in the command line processor: db2 catalog database <database_name> as <database_alias> at node <node_name> [ authentication <auth_value> ] Example: catalog database OPX at node OPNODE authentication server db2 terminate 5. To list the node directory, type the following command: db2 list node directory show detail 6. To list the database directory, type the following command: db2 list database directory Creating the installation directory for OpenPages CommandCenter on AIX and Linux operating systems Create the installation directory for the OpenPages CommandCenter installation and change the ownership of the directory to the installation user. Procedure 1. Log on to the reporting server as a root user. 2. Open a shell. 3. If the Cognos installation directory does not exist, create it by typing the following command: Restriction: Install OpenPages CommandCenter, into a directory that contains only ASCII characters in the path name. mkdir -p <CC_HOME> 4. To change ownership of the directory, type the following command: chown -R <user>:<group> <CC_HOME> Important: Different users install OpenPages CommandCenter and Cognos. However, both users must belong to the same primary group. Ensure that the installation directories and files have the correct permission. To ensure that the group members have WRITE permission to the files, change the directory and file permissions to 775. Chapter 5. IBM Cognos Business Intelligence installations 37 38 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Chapter 6. OpenPages application server installations Install the OpenPages application software on either an administrative server or managed server. The OpenPages application installation program installs the following components: v OpenPages application v OpenPages workflow server and notification components v OpenPages database schema (optional) v Oracle WebLogic Server (if purchased from IBM) Your installation tasks depend on the server role. Use the following table to determine the type of application server installation. Table 20. Server roles and installation type Installation type Server role Administrative server installation Used as the administrative server for the OpenPages environment. In a clustered environment, there is one administrative server and all other application servers are managed servers Important: If you use LDAP authentication, you must include LDAP connection information in a configured tnsnames.ora file on the application server to ensure that OpenPages can connect to the database. Managed server installation Used as an extra server in a cluster environment (not intended for administration). Restriction: You must install the OpenPages application on the administrative server before you can install the managed servers in your configuration. The installation path must be the same on the administrative server and on all managed servers. Prerequisite tasks for the OpenPages application installation Before you install the IBM OpenPages application, ensure that the Oracle database client is installed on the OpenPages application server. Installing the 64-bit Oracle Admin Client software Depending on your environment, you must install Oracle Admin Client software on multiple application server computers to connect to Oracle database. Use the Oracle Admin Client driver files, networking components, and tools to remotely administer the Oracle database. If the Oracle database server is installed on the application server, the 64-bit Oracle Admin client is not required. Procedure 1. Log on to the OpenPages application computer as a user with administrative privileges. 39 2. On Windows operating systems, start a Command Prompt window by using the Run as Administrator option. 3. Go to the following location within the installer kit files you copied from the Repository Installer DVD: OEI_Server_Client_64bit_Win\Disk1\Instdata\VM 4. Start the Installer for Repository by using the following command: v On Windows operating systems, type openpages_oei.exe 5. On the Welcome page, click Next. 6. On the Installation Information page, select Client to install the Oracle Admin Client, and for the Oracle Software Installation Location enter the database server software location. The database server location is ORACLE_HOME. Attention: If the installation location has been set to the root of the drive, it will install Oracle in the folder openpages_data. To use a non-root installation location, you must first create the folder on the server. For example, to install the Oracle software at C:\oracle, you must create the oracle folder on the C drive before specifying C:\oracle in the Oracle Software Installation Location field. 7. On the Oracle Software Installation Location page, enter the installation location and click Next 8. On the Database Instance Information page, use the following table to help you set up a connection to the database and then click Next. Table 21. Database instance information Field Description Database Host Name Specify the fully qualified network identifier for the Oracle server computer. The host name can be found in the tnsnames.ora file. Database Instance Name Specify the Service ID (SID) of the OpenPages database instance. The default value is OP Database Instance Port Number Specify the port number for the database instance. The default value is 1522 9. On the Summary page, review you choices and when satisfied, click Install. 10. To exit the installer when it finishes, click Done. 11. Repeat these steps for each server that requires the Oracle Admin Client software. Results The interactive installer creates the installer.properties file. You can use silent mode installations and this file to install the Oracle Admin Client on other servers. Copying the installation files for the application server To improve performance, copy the installation kit files from the IBM OpenPages GRC Platform media pack to the local system. Procedure 1. Log on to your database server as a user with administrative privileges. 40 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database 2. Using the Run as Administrator option for Windows computers, start a Command Prompt window. 3. Copy the installation directory from the Installer DVD. v For Windows installations, OP_version_Embedded_Installer Setting the ORACLE_HOME environment variable on OpenPages admin and managed servers Set up the ORACLE_HOME environment variable to point to the directory where the Oracle database client software is installed. Set the variable on all admin and managed servers. Procedure 1. Log on to the application server as a user with administrative privileges and full access to the local server drives. 2. Set the ORACLE_HOME environment variable to point to the Oracle Admin Client installation directory: v On Windows computers, type the following command: set ORACLE_HOME=C:\openpages_data\repository\client112_ac_x64\software v On Windows computers, if the OpenPages application server and the database server are on the same computer, use the location of the Oracle database server. C:\openpages_data\repository\server112_se_x64\software 3. Add the location of the Oracle Admin client installation to the PATH environment variable. v For example, on Windows computers, the default location is C:\openpages_data\repository\client112_se_x64\software Custom OpenPages Database Schema installations Instead of loading the default OpenPages database schema, you can load your own custom configuration data. You can install the OpenPages application before you load your custom data. However, you must load your data before you run the OpenPages application. Worksheet for installing the OpenPages GRC Platform on application servers Before you install OpenPages GRC Platform on application servers, collect installation and configuration information, such as server computer types, server roles, host names, and ports. Server role Use the following table to record server role details. Table 22. Server role details Server role Details Is this installation an OpenPages admin server or managed server installation? Is this installation admin server or one or more managed servers installations? Chapter 6. OpenPages application server installations 41 Installation location of prerequisite software The installation program prompts for the location of prerequisite software. Use the following table to record prerequisite software details. Table 23. Prerequisite software details Software or software locations Details Oracle database server host name Oracle database server port OpenPages database instance name and service ID (SID) TNS alias name ORACLE_HOME (Installation location of the Oracle database server software) Installation location of Oracle data Installation location of WebLogic Server Installation location of OpenPages application software The installation program prompts for the following OpenPages installation information. Use the following table to record prerequisite software details. Table 24. Prerequisite software installation locations Software location Details Installation directory of the OpenPages application software Installation directory of the OpenPages application server files directory OpenPages workflow server files directory OpenPages storage location for files and forms that are associated with OpenPages objects Back up and restore locations for OpenPages database and application settings Installation location of WebLogic Server Application directory (if WebLogic Server is not already installed) OpenPages host names and ports The IBM OpenPages GRC Platform Installer creates the following configuration settings from information that you specify. Use the following table to record the OpenPages application details. Table 25. OpenPages application settings Setting Details OpenPages admin server host name 42 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Table 25. OpenPages application settings (continued) Setting Details OpenPages admin server port OpenPages admin server SSL port OpenPages workflow server admin port OpenPages workflow server admin SSL port Port used by OpenPages to connect to the Framework Generator Multicast address for the OpenPages workflow server Optional: Fully qualified domain name of a mail server for OpenPagesworkflow server Optional: Mail server email sender information Cognos Business Intelligence The installation program prompts for the following information. Use the following table to record the Cognos Business Intelligence settings. Table 26. Cognos Business Intelligence settings Setting Details Cognos BI server host name Cognos BI server port Application server information User accounts The installation program prompts for passwords. Use the following table to record passwords for the user accounts that are created during the installation. Table 27. User accounts User accounts Details OpenPages admin server OpenPages workflow database OpenPages Super Administrator Installing OpenPages and workflow server in interactive mode Use the OpenPages GRC Platform installation program to install the OpenPages application and workflow server on the administrator server and managed servers. Procedure 1. Log on to the OpenPages application server as a user with administrative privileges and full access to the local server drives. Chapter 6. OpenPages application server installations 43 2. On Windows computers, go to Windows Explorer. 3. Go to the following location within the installer kit files you copied from the Installer DVD. v On Windows computers, go to OP_version_Embedded_WIN64\ OP_version_Embedded_Installer\Disk1\InstData\VM 4. Start the IBM OpenPages GRC Platform installation program. v On Windows computers, right click opinstall.exe and click Run as administrator. 5. On the Welcome page, click Next. 6. Accept the license agreement, and click Next. 7. On the Installation Information page, for the Installation Folder, specify the directory to install OpenPages, and click Next. The installation path must be the same on the admin server and on all managed servers. For example, on Windows computers, c:\OpenPages. The installation location is OP_HOME. 8. On the Application Server Information page, specify the installation location of WebLogic Server. The following table provides descriptions and default values. Table 28. Application server settings Field Description Default value or example Middleware Home Folder Specify the location where you C:\oracle\middleware installed the WebLogic Server manually, or the location for the IBM OpenPages GRC Platform Installer to use for the installation. For Windows installations: WebLogic Server Folder Specify the installation location On Windows for WebLogic Server. computers:C:\oracle\ Note: If you use the middleware\wlserver_10.3 installation program that installs WebLogic Server this field is not displayed. Java Home Folder Note: This field is not displayed for the OpenPages with WebLogic embedded installer. Specify the installation location of Java Development Kit (JDK). On Windows computers: C:\Java 9. At the Will this machine administer the cluster prompt, select the server role: v Select Yes if the computer is the administrator server. The installation can have one administrator server and it must be on the cluster administrator server. v Select No if the computer is a managed server. The installation can have multiple managed servers on the cluster administrator server and on cluster member servers. 10. In the How many cluster members do you want to configure on this machine field, specify the number of managed servers to install. 11. For Windows installations, on the OpenPages Administration Server Information page, use the following table to help you specify the OpenPages admin server settings. 44 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Note: Port numbers must be 1 - 62545. If there is a port conflict, you change ports after the installation. For information about changing ports, see the IBM OpenPages GRC Platform Administrator's Guide. Restriction: Do not change the port number for the OpenPages admin server or the workflow admin server. v For Windows installations, the default OpenPages administrator server port is 7001, and the default workflow administrator server port is 49901. Table 29. Admin server settings on Windows computers Field Description Default Value Admin Server Host Name Specify the name of the Note: If you are OpenPages admin server. configuring an admin server, this field is not required. Admin Port Number Specify the port number that 7001 is used internally to access the OpenPages admin server. Admin SSL Port Number Specify the port number that 7002 is used internally to access the OpenPages admin server through a secure SSL connection. Application HTTP Port Specify the port number that is used to access the OpenPages application. 7009 Application HTTPS Port Specify the port number that is used to access the OpenPages application through a secure SSL connection. 7010 Admin Server User Name The OpenPages admin server weblogic user name. Note: If you are installing a cluster member, ensure that the WebLogic Server user name and password are the same as used on the cluster admin. If you enter a different password, the installation will fail. Admin Server PasswordConfirm Password Specify the OpenPages admin server password. Note: This password must consist of at least 8 alphanumeric characters, starting with a letter and containing at least one number. 12. On the OpenPages Workflow Server Information page, use the following table to help you specify the workflow server information Chapter 6. OpenPages application server installations 45 Table 30. Workflow server settings Field Description Default Value Enter the installation folder for the Workflow Server Specify the installation location for OpenPages workflow server For Windows installations: C:\Fujitsu\InterstageBPM Admin Port Number Specify the OpenPages workflow server admin port number. For Windows installations: 49901 SSL Port Number Specify the workflow server Secure Sockets Layer (SSL) port number. For Windows installations: 49902 Application HTTP Port Specify the port that is used to 49951 access the workflow server. Application HTTPS Port If you are using SSL connections, specify the port that is used to access the workflow server. Multicast Address Specify the OpenPages workflow server multicast IP address. 49952 Do not use 224.0.0.0. The multicast IP address must be unique within the network address space Note: When you install on a secondary server in a horizontal environment, use the same multicast IP address on all servers. 13. On the E-mail Notifications page, use the following table to provide the email account information for the workflow notification and OpenPages backup services, and click Next. Table 31. Description of email notification settings. Field Description Default Mail Server Specify the mail server to use yourserver.yourdomain.com for OpenPages workflow notifications. E-mail User Name Specify the display name of sysadmin the email sender address. Enter a name with no spaces. From Address Specify the email address that is used for sending messages from the workflow notification service. [email protected] 14. For cluster admin server installations, on the OpenPages Database Schema page, choose whether to configure the OpenPages database schema and user accounts. v Select Yes to install the OpenPages database schema and users as part of the OpenPages application installation. v Select No if you manually installed the OpenPages database schema. 46 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Important: You must run the SQL scripts to manually configure the database before installing in interactive mode. If you did not run the SQL scripts in your OpenPages installation kit to configure the database, you cannot complete the current installation. 15. On the Database Connection Information page, specify the information to access the OpenPages database instance. Use the following table to help you specify the database connection settings. Table 32. Description of database connection information Field Description Default Value Enter the path to the Oracle Home folder on this machine Note: This field displays if you are installing the OpenPages Database Schema. Specify the Oracle database home directory on the local computer. This value is taken from the environment variable you set on the system. Database Host Name Specify the name of the Oracle database server computer. Port Number Specify the port number of the Oracle database server computer. This location is ORACLE_HOME. For example, on Windows computers: C:\openpages_data\repository\ client112_ac_x64\software Note: If your database and application servers are on the same computer, the Oracle server directory for the current computer is server112_se_x64. This port is the database instance port number, and must be the same number you entered during the Oracle software installation. Note: The number can be in the ORACLE_HOME/software/NETWORK/ADMIN/ tnsnames file. Database Identifier Select the method for identifying the OpenPages database instance, either SID or Service Name and enter the SID or Service Name in the field. Use the same name used during OpenPages repository installation. For Oracle RAC installations, always use the Service Name. Note: The name can be in the ORACLE_HOME/software/NETWORK/ADMIN/ tnsnames file. TNS Alias Name Enter the TNS (Transparent Network Substrate) alias name. The TNS alias is the name by which an Oracle database instance is known on a network. Use the same name used during OpenPages repository installation. Chapter 6. OpenPages application server installations 47 Table 32. Description of database connection information (continued) Field Description Default Value Enter the Oracle Datafile Folder on the Database Server Note: If you are installing the OpenPages Database Schema this field is required. Specify the Oracle data home directory on database server. This directory is the location where Oracle data is stored. For example, on Windows computers, C:\openpages_data\repository\ database112_se_x64\oradata\SID The installation program uses the SID or service name and JDBC drivers to connect to the database instance. Also, the installation program uses the Oracle Admin Client to verify the TNS alias name. If the installation program cannot connect to the database, an error message is displayed. Return to the Database Connection Information screen to correct the problem. 16. On the Database User Information page, specify the user name and passwords for the Oracle database. If you already installed the OpenPages database schema, these fields are not displayed The following table provides descriptions and default values. Table 33. Database user settings 48 Field Description Default Value DB System User Name Specify the current Oracle system account user name. system DB System Password Specify the password for the DB System User Name. Note: If you do not have access to the system user account, then any database user that has administrative privileges can enter the password. DB SYS User Name Specify the DB SYS user name. DB SYS Password Specify the password for the DB SYS User Name Note: If you do not have access to the SYS user account, then any database user that has administrative privileges can enter the password. OpenPages User Name Specify the user name for the openpages OpenPages application database. OpenPages Password Specify the password for the OpenPages User Name account. Workflow User Name Specify the user name and password for the workflow application database. sys opworkflow IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Table 33. Database user settings (continued) Field Description Workflow Password Specify the password for the Workflow User Name account. Default Value The installation program accesses the database instance by using the settings that you specified during the installation. If the installation program cannot access the specified instance, an error message is displayed. Return to the Database User Information page and the Database Connection Information page to correct the problem. 17. If you chose to configure the database schema, on the Base Currency Code page, select the base currency to use as the basis for an exchange rate conversion. If you have a test environment, development environment, or user acceptance testing environment, set the currency to the same value in each environment. Important: You cannot change the base currency after installation. 18. On the Storage and Configuration Information page, specify storage, backup, and restore locations. The following table provides descriptions and default values for the storage settings. Note: In a load-balanced environment, the OpenPages Storage Location direction must be in the same location on the Admin server and on each managed server. Table 34. Storage and configuration settings Field Description Default Value OpenPages Storage Location Note: Field not displayed or required for a new managed server installation. Specify the directory where attached files and forms associated with OpenPages objects are stored. On Windows computers, C:\OpenPages\ openpages-storage. You can also specify a valid UNC path to the shared storage directory. For example, on Windows computers, \\your-server-name\openpages_storage. OpenPages Backup/Restore Location Specify the directory where the backup and restore utility places the files it creates when backing up and restoring the OpenPages database and application settings. On Windows computers, C:\OpenPages\ openpages-backuprestore. Chapter 6. OpenPages application server installations 49 Table 34. Storage and configuration settings (continued) Field Description Default Value Do you want to load OpenPages Configuration Data? Note: Field not displayed or required for a new managed server installation. Select Yes to enable user access to OpenPages GRC Platform data and to standard Cognos Business Intelligence reports. Yes Select No, if you already loaded the configuration data. For example, in test environments where you have multiple installations of IBM OpenPages and you already loaded the configuration data. If you select No, and the default configuration is not already loaded, you must manually load the level-0 schema. Otherwise, you see garbled text when in the OpenPages application. 19. On the OpenPages Administrator Information page, specify the user name to create for the OpenPages application Super Administrator. Ensure that you enter the Super Administrator user name and password correctly. The installation program does not verify the user name. 20. On the CommandCenter Information page, specify the IBM Cognos Business Intelligence server settings. Note: The installation program does not verify the information that you enter. You can specify the settings before you install the Cognos . You can change these values after the installation by editing the aurora.properties file Table 35. OpenPages CommandCenter settings Field Description Default Value Host Name Specify the computer name of the server where IBM Cognos Business Intelligence server is installed. Port Number Specify the port number that is used by IBM Cognos Business Intelligence server for http requests. 80 URL Context Root Specify the context root of IBM Cognos Business Intelligence. The context root maps to the URL or the application virtual directory of the IBM Cognos BI server. ibmcognos Cognos Dispatcher Port Specify the port number that is used by the IBM Cognos BI server dispatcher to connect to the Framework Generator 9300 Framework Generator Port Specify the pot that the Framework Generator uses. 8080 21. On the Confirm Installation Data page, review the settings and click Install to begin the installation of both the OpenPages application software and the workflow server. 50 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database What to do next Verify that the installation works. You must also install OpenPages CommandCenter. To change host names or post numbers, see the IBM OpenPages GRC Platform Administrator's Guide. Related concepts: “Port assignments” on page 12 Both dedicated ports and ports that are dynamically assigned for each installation are used for IBM OpenPages GRC Platform deployments. These default ports can be changed after installation. Related tasks: “Manually loading the configuration data after a new installation” on page 121 The installation program for OpenPages GRC Platform automatically loads the OpenPages GRC Platform data and enables user access to the standard Cognos Business Intelligence reports. In limited situations, you can manually load the level-0 schema. Testing the connections to the database server and the OpenPages repository Test whether the SQL*Net connect string can connect to the database listener by using the TNSPING utility in the ORACLE HOME/bin directory. The TNSPING utility tests whether the listener is available. It does not test whether the databases behind the listener are working. To test that the OpenPages repository is created, use SQL*Plus to log on to the OpenPages Oracle database schema. Procedure 1. To test whether you can log on to Oracle Enterprise Manager Database Control, the web-based interface that is used to administer an Oracle database, type the following command: https://oracle_server_name:port/em In a default installation, the port number is 1158. 2. To test whether a SQL*Net connect string can connect to the listener, type the following command: tnsping database_instance_name The utility requests acknowledgement that the service name is valid and that the listener is configured to handle requests for that service name. If the configuration is correct, a message is displayed that shows the return time. If the configuration is not correct, the utility returns an error message. Ensure that you use the correct service name and that the listener is started on the server computer. 3. To test that OpenPages repository is created, type the following command: sqlplus username/password@service_name For example, sqlplus system/openpages@op The system connects you to an Oracle Database instance. 4. To exit SQL*Plus, type exit. Chapter 6. OpenPages application server installations 51 Starting WebLogic Server cluster members for the first time If you installed an OpenPages instance on a cluster member server, you must manually start the OpenPages and workflow services the first time. For example, if the computer where you installed OpenPages is not used to administer the cluster, use the command prompt. Using the command prompt to start WebLogic services creates a boot.properties file. The boot identity file contains user credentials for starting and stopping an WebLogic Server services. After the first time, you can use Windows Services or the command prompt. Procedure 1. Log on to the managed server as a user with Administrator privileges. 2. Use the Run as Administrator option to open a Command Prompt window. 3. Start the OpenPages services. a. Go to the OP_Home\OpenPagesDomain\bin directory: b. For each OpenPages instance on this system, type the following command: startOPServer.cmd<host_name>-OpenPagesServer<managed_server_Number> For example: startOPServer.cmd managedserver01-OpenPagesServer1 startOPServer.cmd managedserver01-OpenPagesServer2 c. At the prompt, enter the WebLogic Server administrator user name and password. d. Optional: Verify that the boot.properties file is created in the OP_Home\OpenPagesDomain\ directory. The user name and password are encrypted. 4. Start the workflow service by using the command line: a. Go to the Workflow_Home\IBPMDomain\bin directory: The Workflow_Home directory is the installation location of Fujitsu Interstage BPM. b. For each workflow instance on this system, type the following command: startIBPMServer.cmd<host_name>-InterstageBPMCS<managed_server_number> For example: startIBPMServer.cmd managedserver01-InterstageBPMCS1 startIBPMServer.cmd managedserver01-InterstageBPMCS2 c. At the prompt, enter the Oracle WebLogic administrator user name and password. d. Optional: Verify that the boot.properties is in the Workflow_Home\ IBPMDomain\ directory. The user name and password are encrypted. 52 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Chapter 7. OpenPages CommandCenter installations The OpenPages CommandCenter component integrates the OpenPages application with IBM Cognos Business Intelligence. When you install the OpenPages CommandCenter, the IBM OpenPages Reporting Framework Generator is installed. You can generate reports that use the hierarchy of OpenPages compliance objects. You can also report on the metadata that is attached to those objects. Prerequisite tasks for OpenPages CommandCenter installations Some prerequisite tasks are required before you install OpenPages CommandCenter on the reporting server. Setting database environment variables for reporting servers on Windows operating systems You must set some system environment variables on the reporting server. Procedure 1. Log on to the reporting server as a user with administrative privileges. 2. Set the following environment variables. Table 36. Environment variable settings on the reporting server on Windows operating systems Environment variable Setting JAVA_HOME Specifies the installation location of your Java Runtime Environment (JRE). COGNOS_HOME Specifies the location of IBM Cognos Business Intelligence bin directory. ORACLE_HOME The default location is C:\openpages_data\repository\ client112_ac_x86\software The default location is a subdirectory of ORACLE_BASE, such as ORACLE_BASE=C:\app\ product\11.2.0 If you installed the OpenPages application and IBM Cognos Business Intelligence on the same server, enter the location for the 32-bit Oracle Admin Client. Example: ORACLE_HOME=C:\app\product\11.2.0\ client_32bit TNS_ADMIN Specifies the location of the tnsnames.ora file The default location is the Oracle_Home\network\admin directory NLS_LANG Specifies the database character set configured during the database installation. By default, set it to AMERICAN_AMERICA.AL32UTF8 To display non-English characters for Japanese locales, set the NLS_LANG property: NLS_LANG=JAPANESE_JAPAN.JA16SJISTILDE 53 3. Append the JAVA_HOME and ORACLE_HOME to the PATH environment variable. Example: Add %JAVA_HOME%/bin and %ORACLE_HOME%/bin to the PATH environment variable. Worksheet for OpenPages CommandCenter installations Before you install the OpenPages CommandCenter, ensure that you collect installation and configuration information, such as host names, and ports. Installation information about the OpenPages CommandCenter software The installation program prompts for the following OpenPages CommandCenter installation information. The installation program creates new directories. Table 37. Installation location for OpenPages CommandCenter software Installation location Details OpenPages CommandCenter installation location Cognos Framework Model output location OpenPages CommandCenter URL Cognos Framework Generator port number Installation settings for prerequisite software The installation program prompts for information about prerequisite software. Table 38. OpenPages CommandCenter installer prompts for prerequisite software Setting Details Cognos Business Intelligence installation folder Oracle 32-bit Client Installation Folder OpenPages CommandCenter Dispatcher URL (IBM Cognos BI dispatcher URL) OpenPages database host name OpenPages database port OpenPages database alias OpenPages database SID OpenPages user name OpenPages user password OpenPages application server name Database alias name for content store database Cognos user name Cognos password Mail server (workflow notifications) 54 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Table 38. OpenPages CommandCenter installer prompts for prerequisite software (continued) Setting Details Email user name Email sender address Back up and restore location for the content store database Email address for sender Installing OpenPages CommandCenter in interactive mode Install the OpenPages CommandCenter on the reporting server. The OpenPages CommandCenter installation deploys the Framework Model Generator. After installation, you can generate reports that use the hierarchy of OpenPages compliance objects. You can also run reports on the metadata attached to those objects. Before you begin Ensure that Cognos Business Intelligence Server is running. Procedure 1. Log on to the reporting server as a user with administrative privileges and full access to the local server drives. 2. Go to the location where you copied the Cognos installation files. v On Windows computers, go to OP_version_CommandCenter\ OpenPages_CommandCenter\Disk1\InstData\Windows\VM 3. Start the IBM OpenPages GRC Platform installation program for the OpenPages CommandCenter. v On Windows computers, right-click CommandCenterSetup.exe and click Run as administrator. 4. On the Welcome page, click Next. 5. On the Software License Agreement page, accept the license agreement and click Next. 6. On the Installation Information page, specify the installation settings and click Next. Table 39. Installation field descriptions and default values Installation field name Description Default Value CommandCenter Installation Folder Specifies the location to install OpenPages CommandCenter. On Windows computers: C:\OpenPages\CommandCenter Cognos Installation Specifies the location where Cognos Folder Business Intelligence components are installed. On Windows computers: C:\Program Files\ibm\cognos\c10_64 Oracle 32-bit Client Specifies the location where the 32-bit On Window computers: Installation Folder version of the Oracle Admin Client is C:\openpages_data\ installed. repository\ client112_ac_x86\software Chapter 7. OpenPages CommandCenter installations 55 Table 39. Installation field descriptions and default values (continued) Installation field name Description Default Value CommandCenter Dispatcher URL Specifies the IBM Cognos BI dispatcher URL. http://cognos_server_name :9300/p2pd/servlet /dispatch For an SSL environment, https://cognos_server_name :9300/p2pd/servlet /dispatch 7. On the OpenPages Database Information page, specify the database connection information and click Next. Table 40. Database field descriptions and default values Database field name Description Database Host Name Specifies the name of the server that hosts the OpenPages database. Database Port Specifies the port used to access the OpenPages database. Note: Ensure that the OpenPages application uses the same port. Alias Name Specifies the TNS alias name of the OpenPages database instance. Database Identifier Specifies the method for identifying the Cognos database instance. Use either SID or Service Name. Note: For Oracle RAC installations, use Service Name. OpenPages User Name Specifies the user name of the account that is used to access the OpenPages database instance. The default user name is openpages. OpenPages Password Specifies the password for the OpenPages user account. 8. On the OpenPages Server Information page, enter the required information. Table 41. OpenPages server settings and descriptions OpenPages Server field name Description Application Server Host Name Specifies the IP address or computer name of the OpenPages application server. v If this installation is the first Cognos server, enter the IP address or computer name of the OpenPages cluster administrator. v If this installation is a secondary Cognos server, enter the IP address of the OpenPages cluster member application server. Application User Name Specifies the user name of the account that OpenPages CommandCenter uses to access the OpenPages application. The default user is OpenPagesAdministrator. Application Password 56 Specifies the password belonging to the account that OpenPages CommandCenter uses to access the OpenPages application. IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Table 41. OpenPages server settings and descriptions (continued) OpenPages Server field name Description Is SSL configured for the OpenPages Server If OpenPages CommandCenter must use an SSL connection to the OpenPages application, select Yes. Ensure that you enter the SSL port for the Application Server Port. On Windows computers, the SSL port is listed in the OP_HOME\temp\aurora\conf\OPSERVER_STATUS.txt log file. Otherwise, if an SSL connection is not required, select No. If you select Yes, make sure you enter the SSL port in the Application Server Port field above. The SSL port is listed in the following log. Application Server Port Specifies the port used to access the OpenPages application. Specify the SSL port number for SSL connections. Note: If this installation is a secondary Cognos server, enter the port of the OpenPages cluster member . The port for cluster member is dynamically assigned during the installation, and is available in the ObjectManager.properties file on the OpenPages server. 9. On the Reporting Framework Information page, specify the information that is required to configure the Framework Generator service, and then click Next. Table 42. Description of the reporting framework settings Reporting Framework field name Description Framework Output Folder Specifies the location where the Framework Model is stored. The default setting is the OpenPages CommandCenter installation location. On Windows computers: C:\CommandCenter\ FrameworkGeneration\output. Framework Port Specifies the port number used to access the Framework Generator server. The default port is 8080. 10. On the Backup & Restore Information pages, specify the database and Cognos Business Intelligence information that Cognos needs to configure the backup and restore utility. Table 43. Page 1 Cognos BI settings and descriptions Backup and Restore field name Description Database Alias Name Specifies the name of the content store database instance on the database server computer. Cognos User Name Specifies the Cognos user name. The default value is cognos Cognos Password Specifies the password for the Cognos User Name. Chapter 7. OpenPages CommandCenter installations 57 Table 44. Page 2 mail server settings and descriptions Backup and Restore Mail Server field name Description Default value Mail Server Specifies the mail server to use for OpenPages workflow notifications. yourserver.yourdomain.com E-mail User Name Specifies the user name associated with the E-mail Sender Address. sysadmin From Address Specifies the email address used for sending messages from the workflow notification service. [email protected] OpenPages Backup/Restore Location Specifies the directory where the Backup/Restore utility places the files it creates when backing up and restoring the content store database and application settings. Uses the Cognos Installation location. On Windows computers, C:\CommandCenter\ openpages_cc_ backup_restore 11. On the Confirm Installation Data screen, review your selections and when satisfied, click Install. The installation might take awhile to complete. 12. On the Install Complete page, click Done to complete the installation. What to do next Some post-installation tasks, such as creating the reporting schema and framework and adding servers to the list of safe domain names, are required. Related tasks: “Creating the reporting schema and framework” To see the default OpenPages reports, you must create a reporting schema and update the reporting framework. OpenPages CommandCenter post installation tasks After you install OpenPages CommandCenter, some post installation tasks are required. You must update OpenPages CommandCenter configuration files to ensure that OpenPages components can communicate with each other. Creating the reporting schema and framework To see the default OpenPages reports, you must create a reporting schema and update the reporting framework. Procedure 1. In a web browser, open the OpenPages application: 2. 3. 4. 5. 58 http://openpages_server:port/openpages Log on to the OpenPages application as a user with administrative privileges. For System Admin Mode, switch from Disabled to Enabled. From the menu bar, click Administration and select Reporting Schema. Click Create. IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database 6. After the create operation finishes, click System Admin Mode to switch from Enabled to Disabled. 7. From the menu bar, click Administration > Reporting Framework > Generation. 8. On the Reporting Framework Operations page, click Update. 9. In the Reporting Framework Generation window, under Framework Generation, select the Framework Model and Labels and other options you want for the relational data model. 10. Click Submit. 11. To view the progress of the update, click Refresh. The Percent Complete column on the Reporting Framework Operations table updates the percentage of completion. Results Updating the reporting framework process takes approximately 30 minutes or longer. What to do next You must drop the reporting schema before you install the IBM OpenPages GRC Platform Modules. Manually creating the reporting schema The database schema and users for the content store is automatically created when the Cognos Business Intelligence services are started for the first time. You can manually create the database schema and users. IBM Cognos Business Intelligence uses a database structure, called the content store, to store, organize, and retrieve information about the queries and reports you create. For optimal performance, ensure that the IBM Cognos Business Intelligence content store and OpenPages have separate database instances. However, for a smaller deployment or a test environment, you can use a single database instance. Use the database scripts in the OpenPages GRC Platform installation to manually create the content store schema. Manually creating the reporting tablespace and user for Oracle databases: After you create the Cognos content store, you can manually create the content store user and the content store tablespace. This user must be able to create, alter, and drop tables, triggers, views, procedures, and sequences, and have the CONNECT and RESOURCE roles. Procedure 1. Log on to the reporting server as a user with administrative privileges. 2. From the IBM OpenPages GRC Platform Installer version DVD or your network share location, copy the OP_version_Configuration\Database\ORACLE\COGNOS directory to the local system. 3. Log on to SQL*Plus by using the following command: sqlplus system/system_password@oracle_tns_alias Chapter 7. OpenPages CommandCenter installations 59 To create the tablespace in the OpenPages database instance, enter the oracle_tns_alias of the OpenPages database. The database alias for the OpenPages database instance, as set during the Oracle database installation, is oracle_tns_alias. If necessary, you can retrieve this alias from the tnsnames.ora file. If you created a separate database instance for the content store, create the tablespace in the content store database instance. Enter the oracle_tns_alias of the content store database. 4. At the SQL prompt, type the following command: @cognosdbcreate.sql cognos_user cognos_password oracle_data_home tablespace_name log_file Table 45. Parameter descriptions for cognosdbcreate.sql script for Oracle databases Script parameters Description cognos_user Specifies the new user name for the content store database cognos_password Specifies the password for the cognos_user oracle_data_home Specifies the location of the Oracle data home directory for the content store database instance. On Windows operating systems: C:\openpages_data\ repository\database112_se_x64\oradata\SID tablespace_name Specifies the name of the exported tablespace. log_file Specifies the file name and location of the log file to create. Changing the OpenPages CommandCenter host settings You must update configuration files to use the OpenPages CommandCenter server name and port settings. Procedure 1. Log on to the OpenPages application server as a user with administrative privileges. 2. Open a browser window and go to the OpenPages application by typing the following URL: http://OP_server_name:port/openpages 3. Log on to the OpenPages application as a user with administrative privileges. 4. Under Administration, select Settings. a. Expand the OpenPages > Platform > Reporting Schema > Object URL Generator. b. Click Host. c. In the Value field, update the setting to point to the OpenPages server. Note: If you use the Cognos in a load-balanced environment, you must type the fully qualified domain name of the load balancing server. If required, change the port. 5. Stop OpenPages services. 6. On the application server, go to the OP_Home\aurora\conf directory and open the aurora.properties file in a text editor. 7. In the cognos.framework.refresh.servlet=http\://server_name\:8080/crfrefresher property, replace server_name\:8080 with the reporting server name and port. 60 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database cognos.framework.refresh.servlet=http\://ccserver\:8080/crf-refresher 8. In the cognos.server=http\://server_name\:80/ibmcognos/cgi-bin/ cognos.cgi property, replace server_name:80 with the reporting server name and port number. For example, cognos.server=http\://ccserver:80/ibmcognos/cgi-bin/cognos.cgi 9. On Windows computers, add the following value to the logout.url.cognos= property: http\://CommandCenter_server_name\CommandCenter_port\ /ibmcognos/cgi-bin/cognos.cgi? b_action\=xts.run&m\=portal/logoff.xts&h_CAM_action\=logoff logout.url.cognos=http\://ccserver\:8080/ibmcognos/cgi-bin/cognos.cgi? b_action\=xts.run&m\=portal/logoff.xts&h_CAM_action\=logoff 10. Save your changes and exit the editor. Creating an open session command block for the OpenPages data source For IBM OpenPages GRC Platform to work, you must create an open session command block for the OpenPages data source. Procedure 1. In the Internet Explorer browser, type the following URL: http://cognos_server_name/ibmcognos 2. Open IBM Cognos Administration: a. If the Cognos Welcome page is displayed, click Administer IBM Cognos Content. b. If the IBM Cognos Connection is displayed, click Launch > IBM Cognos Administration. 3. On the Configuration tab, click Data Source Connections. 4. Click More next to OpenPages DataSource. 5. Click Set properties. 6. Select the Connection tab. 7. Beside the Open session commands, click Set. 8. In the XML database commands box, copy the following text: <commandBlock> <commands> <sqlCommand> <sql>begin OP_SESSION_MGR.SET_ACTOR_ID_PRIVATE (#$account.parameters.openPagesUserId#);end;</sql> </sqlCommand> </commands> </commandBlock> 9. Click OK to save your changes. OpenPages CommandCenter portal security After installation, you can restrict which user groups are allowed to modify reports. To grant OpenPages CommandCenter administrative rights, create a group in the OpenPages application or use an existing group, such as OPAdministrators. This is optional. Chapter 7. OpenPages CommandCenter installations 61 OpenPages standard reports can be overwritten during an upgrade. If you want to modify these standard reports, copy them to your personal folders. From your folders, you can then change the reports and restrict access to them. To restrict user access to administrative functions within the Cognos portal, use IBM Cognos Administration. To prevent users from deleting, changing, or saving reports, restrict access to the OpenPages reports that are in Public Folders. You can also restrict users from running reporting tools, such as Report Studio, or from modifying reports. For more information, see the IBM OpenPages GRC Platform Administrator's Guide. 62 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Chapter 8. Post installation tasks After you install or upgrade the OpenPages GRC Platform, you must perform some post installation tasks, such as configuring the OpenPages CommandCenter. You can also modify the installation environment to improve performance, enhance security, or change default settings. For example, you can tune the application servers or configure LDAP. As part of the post installation tasks, you can configure IBM OpenPages GRC Platform to use Secure Sockets Layer (SSL) to ensure that all data passed between the application server and a browser remains private. For information about SSL configurations and about addition configurations, such as adding a member to a cluster or changing port numbers, see the IBM OpenPages GRC Platform Administrator's Guide. Configure security for using the REST API If you are creating software developer kit applications to manage OpenPages data by using the OpenPages GRC REST API, you must configure security for your application server software. For more information about the REST API, see the IBM OpenPages GRC Platform REST API Reference Guide. Configuring your application server software for single signon You can configure your application server software for OpenPages to allow single signon. Configuring single signon is not required to use the REST API. However, if you do configure single signon, this task applies only to single signon for the REST API. Procedure See the documentation that is provided with your application server software for configuring your LDAP server for single signon. v For WebLogic, see the configuring authentication providers and configuring single signon topics in the Oracle WebLogic Server documentation. Configuring OpenPages to work on a single computer with an Oracle database For test and development environments, you can install IBM OpenPages GRC Platform, the Oracle database, the 32-bit Oracle Admin Client, and Cognos Business Intelligence on a single computer. However, some configuration is required. 63 About this task You can install the IBM OpenPages GRC Platform on a single computer for predeployment testing or proof of concept demonstrations. For single computer installations, ensure that the correct Oracle Admin Client is used by each software component. If you install OpenPages GRC Platform on a single server, you must install two versions of Oracle Admin Client. Both the 32-bit and 64-bit versions are required. The OpenPages application requires the 64-bit Oracle Admin Client and the Cognos Business Intelligence Software requires the 32-bit Oracle Admin Client. Procedure 1. Log on to the Cognos server as a user with administrative privileges. 2. Ensure that the ORACLE_HOME environment variable points to the 32-bit Oracle Admin Client. 3. Edit the PATH variable to add %ORACLE_HOME%\bin. 4. If set, remove the TNS_ADMIN variable. 5. From the command line, go to the OP_Home\CommandCenter\framework\conf\ directory. 6. Open the framework.properties file in a text editor and ensure that the oracle.client.path property contains the location of the 32-bit Oracle Admin client bin directory. 7. Save and close the file. 8. Restart the OpenPages CommandCenter service. Configuring OpenPages to work on a single computer with a DB2 database For test and development environments, you can install IBM OpenPages GRC Platform, DB2 database, the 32-bit DB2 Client, and Cognos Business Intelligence on a single computer. However, some configuration is required. About this task You can install the IBM OpenPages GRC Platform on a single computer for predeployment testing or proof of concept demonstrations. For single computer installations, ensure that the correct DB2 Client is used by each software component. If you install OpenPages GRC Platform on a single server, you must install the 32-bit DB2 client on the reporting server. The OpenPages application requires the 64-bit DB2 Client and the Cognos Business Intelligence Software requires the 32-bit DB2 Client. Procedure 1. Log on to the Cognos server as a user with administrative privileges. 2. From the command line, go to the OP_Home\CommandCenter\framework\conf\ directory. 3. Open the framework.properties file in a text editor and ensure that the oracle.client.path property contains the location of the 32-bit DB2 client bin directory. 64 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database 4. Save and close the file. 5. Restart the OpenPages CommandCenter service. Verification checklist After installing the OpenPages application, verify that the installation is working as expected. Use the following checklist to verify whether the installation is successful. Table 46. Post-installation verification checklist Task Guidance Review all installation logs for errors. For log file locations and names, see “Installation log files” on page 119. Verify that a backup copy of the system was made after installing. If it does not exist, create a backup of your system by running the OPBackup command from OP_HOME\aurora\bin directory. Verify that a compressed file was created with the correct timestamp. The file is in the OP_Home\openpages-backup-restore directory. For information about on using the backup utility, see the IBM OpenPages GRC Platform Administrator's Guide. Confirm that the reporting schema and framework generated successfully. For more information, see “Creating the reporting schema and framework” on page 58. Log on to the OpenPages application and run Confirm that base reports are functioning the All Documentation Cognos report. as expected. If single signon (SSO) is enabled, verify that user accounts can access the environment. If you use TeamMate, confirm that the TeamMate loader-files are implemented and working. Confirm that you can upload and download sample attachments. Log on to the OpenPages application with an SSO user account. Test the integration from the TeamMate client. Log on to the OpenPages application and upload and download a file attachment. Run a report that uses OpenPages links. Select a Verify that links in reports reference the link and confirm that the target object is correct server address and use the correct rendered successfully in the OpenPages web URL parameters. interface. For clustered environments, verify that all servers can upload and download attachments. Upload and download files from both primary and secondary application servers. Chapter 8. Post installation tasks 65 Table 46. Post-installation verification checklist (continued) Task Guidance For load-balanced environments, confirm On primary and secondary servers, verify that backup scheduling is working. backup scheduling and process times. Ensure that services on secondary servers are stopped before backing up the primary server. Ensure that services are started post 7001 (port) availability on the primary server. Test that you can access the IBM Cognos Business Intelligence portal. Type the following web URL: http://server_name/ibmcognos Confirm that you can log on to the portal. Confirm that you ran the enable-session-sleep.sql script. After backup, confirm that object data is created. For more information, see “Preventing concurrency conflicts” on page 69. Log on to the OpenPages application and create sample Entity, Process, and Risk objects. Delete these objects. Related concepts: “Installation log files” on page 119 The installation programs write errors and other information to the log files. Use log files to troubleshoot problems. Fix pack installations IBM provides interim maintenance packages that contain updates to one or more components in your IBM product. If a fix pack is available when you are installing or upgrading, install it after you install the IBM OpenPages GRC Platform. If a fix pack becomes available after you deploy OpenPages applications: 1. Stop all services. 2. Backup content and directory structures. 3. Install the fix pack in the same location as existing components. 4. Restart services Fix packs are cumulative. When you install the latest fix pack, it includes updates from all the previous fix packs. Fix packs are available for download from IBM Support (www.ibm.com/support/ us/en). Note: Fix packs are not stand-alone installations. You must install them on computers that have IBM OpenPages components installed. Install the fix packs that are appropriate for your product version. Database server tuning To improve performance, tune the Oracle database. You must change some of default values for Oracle server parameters. Other changes are suggested in environments where there are heavy user loads. 66 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Tuning the performance of the database instance To improve the performance of the Oracle database instance, disable the Oracle skip scan feature and set cursor sharing to force. The Oracle skip scan feature splits a composite index logically into smaller subindexes. In skip scanning, the initial column of the composite index is not specified in the query. In other words, it is skipped. For larger databases where the data changes frequently, skip scanning can be less efficient than a range scan. The cursor sharing feature specifies how SQL statements are parsed. Issuing many SQL statements that have literal values can result in many nearly identical statements in the cache. The large result set can slow performance and cause latch problems. Setting cursor sharing to force causes the SQL statements to be reused if the text is similar except for the literal value. Procedure 1. Log on to a computer with SQL*Plus and access to the database server. 2. From the command-line, log on to SQL*Plus. sqlplus sys/sys_password@SID as sysdba 3. At the SQL prompt, type the following command: alter system set "_optimizer_skip_scan_enabled"=false scope=both; alter system set cursor_sharing = force scope=both; 4. Log out from SQL*Plus. Memory tuning guidelines for Oracle databases If your application is running in a heavy-load environment, consider allocating as much memory as possible to the Oracle database instance. The following table provides general guidelines for memory allocation on a system with 4 GB of RAM or more. Table 47. Memory Tuning Guidelines For this... Allocate... Operating system 1 - 4 GB of physical RAM SGA Size 75% of remaining physical RAM to the SGA_TARGET parameter. Minimum allocation: 2048 MB (or 2 GB) PGA Size 25% of remaining physical RAM to the PGA_AGGREGATE_TARGET parameter. Minimum allocation: 1024 MB (or 1 GB) Example 1: Computer with 4 GB of RAM If a computer has 4 GB of physical RAM: v SGA (2 GB) and PGA (1 GB) v 1 GB is available for the Windows OS Chapter 8. Post installation tasks 67 Example 2: Computer with 8 GB of RAM If a computer has 8 GB of physical RAM and you want 2 GB available for the Windows OS, then 6 GB remains for allocation to Oracle. The remaining 6 GB can be allocated to a single database instance: v SGA: 4608 MB (or 4.5 GB, which is 75% of 6 GB) v PGA: 1536 MB (or 1.5 GB, which is 25% of 6 GB) Example 3: Computer with multiple database instances Note: If you are planning to run multiple database instances on the same computer, adjust the memory to ensure that concurrently running instances fit into the available physical RAM. Using physical memory avoids swapping to disk. For example, to run the OpenPages Repository and Cognos Repository services on the same computer with 8 GB of RAM: v 1 GB of RAM for the OS v The remaining 7GB of RAM can be split between the OpenPages Repository and Cognos Repository as follows: – OpenPages Repository instance: 3 GB SGA + 1.5 GB PGA – Cognos Repository instance: 1.5 GB SGA + 1 GB PGA Admin server tuning You can tune your admin server settings to improve performance. Configuring the database connection pool on Windows computers The OpenPages and workflow servers each have a pool of JDBC connections that can be used by applications when connecting to the database. You must configure the number of available connections in the pool. Depending on your situation, use your previous settings or the number of named users as a guideline. These connections are returned to the connection pool when the application disconnects from the database. Procedure 1. Open a web browser. 2. Enter the URL for the Oracle WebLogic Administration Console for the OpenPages server: http://OP_server_name:port/console The WebLogic Server port is assigned during installation. By default the port used is 7001. Note: Do not use localhost for the OP_server_name. 3. Log on to the WebLogic Administration Console as with an administrator account. 4. In the Domain Structure section, click Services > JDBC. 5. In the Change Center, click Lock & Edit to make the settings available for editing. 6. On the Summary of Services page, click Data Sources. 7. On the Summary of JDBC Data Sources page, click OpenPages Data Source. 68 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database 8. On the Settings for OpenPages Data Source page, click General > Connection Pool. 9. Enter a values for the Initial Capacity and Maximum Capacity fields. By default, these values are set to 75. For an upgrade installation, use the value that was set in your previous system. 10. Click Save. 11. In the Change Center, click Activate Changes to implement the changes. 12. Log out of the Oracle WebLogic Administration Console. 13. Navigate to the Oracle WebLogic Administration Console for the workflow server: http://workflow_server_name:port/console The WebLogic Server port is assigned during installation. By default, the value is 49901. Note: Do not use localhost for the workflow_server_name. 14. Repeat steps 3-12 for the workflow server computer. Preventing concurrency conflicts If two administrators both try to modify settings at the same time, errors might occur. To help avoid concurrency errors, run the SQL enable-session-sleep.sql script. A concurrency conflict might result in the following error message: Operation failed, security settings are being concurrently modified by another administrator. Please try again later. Procedure 1. On a computer that has SQL*Plus and access to the database server, log on as a user with SYSDBA permissions. 2. From the Installer DVD or from your network share location, copy the /OP_version_Configuration/Database/ORACLE/INSTALL_SCRIPTS directory to the local system. 3. Run the enable-session-sleep.sql script. On a command line, use the following syntax: sqlplus /nolog @sql-wrapper enable-session-sleep.sql <log_file_name> <connect_identifier> <sysdba_user_name> <sysdba_user_password> <schema_owner_name> Example: sqlplus /nolog @sql-wrapper enable-session-sleep.sql enable-session-sleep.log opx10g sys manager openpages If the process completes successfully, a message is displayed. If the script fails, check the log files for error messages. Optional: Increasing the paging file size on Windows computers On computers that have 4 GB of RAM, the suggested paging file size is 8 GB. Chapter 8. Post installation tasks 69 Procedure 1. Click Start > Run and then type sysdm.cpl, and press Enter. 2. Click the Advanced tab, and then in the Performance section, click Settings. 3. In the Performance Options window, in the Virtual Memory section, click the Advanced tab, and then click Change. 4. Find the list of drives and select the drive that contains your paging file. Note: If necessary, clear the Automatically manage page file size for all drives check box. 5. Under Paging File Size, select Custom Size. 6. Reset both the Initial Size and Maximum Size values to higher values. 7. Click Set. 8. Click OK. Increasing the Oracle WebLogic Maximum Message Size The workflow server might send log messages that exceed the default size that is configured for WebLogic Server. A workflow message that exceeds the maximum size can cause the workflow service to stop working. To avoid this issue, increase the WebLogic Server maximum message. Procedure 1. Verify that the workflow InterstageBPMAdminServer service is running. 2. Open a web browser and log on to the Oracle WebLogic Server Admin Console as a user with admin privileges. http://workflow_server_name:49901/console 3. In the Change Center pane of the Console, click Lock & Edit. 4. In the Domain Structure pane, expand the Environment > Servers. 5. On the Summary of Servers page, click the Configuration tab, and from the servers list, click the name of the workflow server. 6. On the page for server settings, click Protocols. 7. Under the General tab, change the Maximum Message Size setting to 2000000000 and click Save. 8. For each additional workflow managed servers, repeat steps 5-7. 9. When finished, to implement the changes, in the Change Center, click Activate Changes. 10. Log out of the Oracle WebLogic Server Admin Console. You are not required to restart services. OpenPages application server tuning You can tune application server settings to control how the application server provides services for running applications and their components. Each application server instance contains interrelated components that must be properly tuned to support the specific needs of your application. Enabling LDAP If you are installing OpenPages GRC Platform into an LDAP environment, you must enable LDAP. The Openpages module in the LDAP configuration file, aurora_auth.config, determines whether LDAP is enabled. If you have a load-balanced system, disable LDAP on the primary and secondary servers. 70 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Procedure 1. Log on to the OpenPages application server as a user with administrative privileges. 2. Use your LDAP Directory Server to add users who require access to the OpenPages application or to the OpenPages environment to the LDAP authentication server. For more information about the steps required to add OpenPages users to the LDAP server, see the documentation for your LDAP Directory Server. 3. Log on to the OpenPages application and create the same users. 4. Stop all OpenPages services. 5. Go to the directory where you copied the aurora_auth.config file. 6. Open the LDAP configuration file, aurora_auth.config, in a text editor. 7. Rename the Openpages module to something different, such as Openpages_default. 8. Depending on your LDAP server, rename the LDAP module to Openpages v If you are using a Microsoft Active Directory server, change the OpenpagesAD module name to Openpages. v If you are using a Sun One Directory Server, change the OpenpagesIP module name to Openpages. 9. Specify the correct values for the following properties in the appropriate module: Table 48. Property settings and description Property Description provider.url IP address and port number of the LDAP authentication server, in the <protocol>://<ip_address>:<port> format. Note: If you are configuring LDAP over SSL (LDAPS), the protocol is ldaps and the port is the LDAPS port. security.search.user.dn The fully qualified name of an administrative user on the LDAP server. security.search.user.credentials The password for the specified user base.dn The top level of the LDAP directory tree structure (Domain Name) on the LDAP server. If the users to be authenticated are in multiple locations within your Active Directory structure, list all locations explicitly. Use the distinguished names of the locations, each separated by a semi-colon. user.attr.id The attribute name of the user identifier. Typically a common name (CN), uid, or sAMAccountName. For example, Openpages_default { com.openpages.aurora.service.security.namespace.AuroraLoginModule required debug=false; }; Chapter 8. Post installation tasks 71 Openpages { com.openpages.aurora.service.security.namespace.LDAPLoginModule required debug=false provider.url="ldap://10.128.25.150:389" security.authentication="simple" security.search.user.dn="CN=Administrator, CN=Users,DC=LDAPTesting,DC=local" security.search.user.credentials="openpages" base.dn="CN=Users,DC=LDAPTesting,DC=local" user.attr.id="CN" ; }; 10. Save and close the file. 11. Log on to the OpenPages application and change the OpenPages Administrator password to openpages. 12. Restart all OpenPages services. 13. Log on to the OpenPages application as one of the users that you created in the LDAP Directory Server. Disabling LDAP If LDAP is enabled on your system, the default Openpages module was renamed. Either the OpenpagesIP or OpenpagesAD was renamed to Openpages. To disable LDAP, change the name of the current Openpages module and change the name of the default Openpages module back to Openpages. Procedure 1. Log on to the application server as a user with administrative privileges. 2. Stop all OpenPages services. 3. Go to the directory where you copied the aurora_auth.config file. OP_HOME\aurora\conf 4. Open the LDAP configuration file, aurora_auth.config, in a text editor. 5. Change the name of the Openpages_default module back to Openpages. 6. Change the name of the current Openpages module to something different. 7. Save and close the file. Enabling trust between OpenPagesDomain and IBPMDomain To enable trust between the OpenPagesDomain and the IBPMDomain, you can define the same password for both domains. About this task Perform the following steps for each domain. Procedure 1. Log on to the OpenPagesDomain administrative console. The default URL for the OpenPagesDomain administrative console is http://ServerName:7001/ console. 2. Click OpenPagesDomain. 3. On the Security tab, expand Advanced. 72 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database 4. Click Lock & Edit on the left pane. 5. Type a password in the Credential and Confirm Credential fields. This password needs to be shared with IBPMDomain. 6. Click Save and then click Release Configuration. 7. Log on to the IBPMDomain administrative console, and then repeat steps 2 to 6 on that domain. The default URL for the IBPMDomain administrative console is http://ServerName:49901/console. Accessing OpenPages To view the application login page for your installation, type the OpenPages URL into your web browser. For default installations, type the following URL in your web browser: http://openpages_server:port/openpages If you are using an SSL connection to access the OpenPages application, you must have an SSL digital certificate. After configuration, type the following URL in your web browser: https://openpages_server:ssl_port/openpages Chapter 8. Post installation tasks 73 74 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Chapter 9. Starting and stopping OpenPages servers Use Windows services to start and stop the IBM OpenPages GRC Platform servers. The OpenPages application runs only if all of the services are started and all of the services for all supporting applications are running. To start or stop the OpenPages application, you must start or stop the services or scripts in the correct sequence. Windows services In a Windows environment, you can configure the OpenPages services required to start automatically. Sequence of starting servers You must start the OpenPagesAdminServer service on Windows computers. Then start the other services or run the other scripts. If you are running OpenPages in a load-balanced environment, you must start the server on the cluster administrator first. Initial startup time The first time you start the OpenPages server, it precompiles all of the included JavaServer Pages (JSP). This initialization process can take several minutes to complete. Future startup times take much less time. Windows services used by OpenPages applications Many Windows services are associated with the OpenPages application and Fujitsu Interstage BPM Services servers. After a service is installed, it can be managed from the Windows Control Panel. The following table lists Windows services associated with the OpenPages application and workflow servers. Table 49. OpenPages application and Fujitsu Interstage BPM services on Windows computers Service Name Description OpenPagesAdminServer Starts or stops the OpenPages Admin service. Note: In a horizontal-cluster environment, cluster members do not have an OpenPages Admin service. OpenPagesServer# Starts or stops an OpenPages managed server. # represents the number of the managed server. In a cluster environment, the number for each managed server increments by one. InterstageBPMAdminServer Starts or stops the Fujitsu Interstage BPM Deployment Manager service. 75 Table 49. OpenPages application and Fujitsu Interstage BPM services on Windows computers (continued) Service Name Description InterstageBPMCS# Starts or stops the Fujitsu Interstage BPM application server. # represents the number of the managed server. In a cluster environment, the number for each managed server increments by one. Starting OpenPages application servers on Windows computers By default, all OpenPages and Workflow Console services are configured to start manually. If you restart your computer, you must restart the OpenPages servers. You can configure all OpenPages and Workflow Console services to start automatically. Use Windows Services or use scripts to start the services on each server when you restart the computer. Procedure 1. To use the Windows Start menu to start or stop all OpenPages servers on the current system: a. Log on to the OpenPages application server as a user with administrative privileges. b. Click Start > IBM OpenPages version > Manage OpenPages Server > Start All OpenPages Servers. 2. To start the services individually, in the Windows Administrative > Tool Services, right-click each service in the following order and select Start: v OpenPagesAdminServer (if present). v OpenPagesServer#. If there is more than one managed server, start the OpenPagesServer# service for each managed server in sequence before starting Fujitsu Interstage BPM services. v InterstageBPMAdminServer (if present). v InterstageBPMCS#. Note: # represents the number of the managed server. You restart the services in the reverse order that you started them. 3. To use the StartAllServers.cmd script to start all services in the correct sequence: a. Log on to the OpenPages application server as a user with administrative privileges. b. Using Run as Administrator, open a Command Prompt window and go to the OP_Home\bin directory. c. Run the StartAllServers.cmd script. When all services are started, the Command Prompt window closes. 76 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Results As services start, Windows Services might indicate that the services are started. However, background OpenPages processes might be running. It might take a few minutes for the OpenPages service to be operational. Stopping OpenPages application servers on Windows computers You can configure all OpenPages and Fujitsu Interstage BPM services to stop automatically, or you can stop the services manually. If you are running OpenPages in a load-balanced environment, you must stop the server on each cluster member first before stopping the cluster. Important: Stopping the OpenPages Admin service before stopping each managed server causes the OpenPages application to stop on all servers. Stopping the OpenPages Admin service first can result in the loss of data. Procedure 1. To use the Windows Start menu to start stop all OpenPages servers on the current system: a. Log on to the OpenPages application server as a user with administrative privileges. b. Click Start > IBM OpenPages version > Stop All OpenPages Servers. 2. To stop the services individually, in the Windows Administrative > Tool Services, right-click each service in the order listed below and select Stop. In the following list, the number sign (#) represents the number of the managed server. v InterstageBPMCS# v InterstageBPMAdminServer (if present) v OpenPagesServer# v OpenPagesAdminServer (if present) If there is more than one managed server on the current system, stop the OpenPagesServer# service for each managed server before stopping the OpenPagesAdminServer service. You can stop the managed servers in any order. You stop the services in the reverse order that you started them. 3. To use the StopAllServers.cmd script to stop all services in the correct sequence, do the following steps: a. Log on to the OpenPages application server as a user with administrative privileges. b. Using Run as Administrator, open a Command Prompt window and go to the OP_Home\bin directory. c. Run the StopAllServers.cmd script. When all services are started, the Command Prompt window closes. Chapter 9. Starting and stopping OpenPages servers 77 78 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Chapter 10. Configuring clustered environments To accommodate increased user loads, scale horizontally or vertically by adding nodes to the OpenPages environment. When you scale, load balancing is required to distribute the incoming requests across the nodes. A node consists of an instance of the OpenPages application server and a corresponding instance of the workflow server. Each node runs on a different port. You can also scale the OpenPages CommandCenter, the OpenPages reporting server, vertically or horizontally. Scaling the reporting server vertically Scaling vertically increases the number of processes that are available to handle requests. Depending on the load, scaling vertically might involve configuring additional dispatchers Scaling the reporting server horizontally Scaling horizontally requires that you install additional report servers. Configure the additional Cognos dispatchers to ensure that the incoming requests are distributed across the multiple servers. Load balancing configurations To create a clustered OpenPages environment, install and configure each OpenPages and Cognos instance as a stand-alone system. Then, configure each system for load balancing. You can deploy a hardware or software load balancer. The load balancer must support session affinity and port-based URL routing. Install the load balancer on the OpenPages application server or on an external system. Clustered OpenPages Configurations Some configuration tasks are required for clustered OpenPages environments. Increasing the Oracle connection limit In clustered environments, you must increase the number of users who can connect to the database instance. Procedure 1. Log on to the database server as a user with administrative privileges. 2. To start the Oracle Enterprise Manager console, open a web browser and enter https://server_name:1158/em 3. Log on to the Oracle Enterprise Manager console by using the following syntax: sys/password@sysdba. a. For the User Name, enter sys. 79 b. Enter the password for the sys user. c. From the Connect As list, select SYSDBA. 4. On the Oracle Enterprise Manager home page, click the Server tab. 5. Under Database Configuration, click Initialization Parameters. 6. On the Initialization Parameters page, click the SPFile tab. 7. Locate the Processes parameter. If necessary, use the search function by entering Processes in the Name field and then clicking Go. 8. Enter a value in the Processes field. In a clustered environment, for best performance allocate sufficient processes for each OpenPages application instance, each corresponding Fujitsu Interstage BPM instance, and each corresponding Cognos instance. For a two-node OpenPages environment, use the following settings: OpenPages Configure 75 processes for each OpenPages instance. Workflow server Configure 35 processes for each associated workflow server. CommandCenter Configure 80 processes for each OpenPages CommandCenter instance. Database processing usage Configure 60 processes for database connection processing and background processes. By default, this setting is 250 processes and 280 sessions for a two-node OpenPages environment. If you have two or more application servers, increase the number of processes. 9. Click Apply. You are prompted to restart the server. 10. To restart the server, select Immediate. Configuring OpenPages applications to use a domain account on Windows operating systems In a clustered environment, the OpenPages application services access a file share. The account that starts the services must have permissions to the file share. Configuring the OpenPages applications to use a domain account must be done for new installations, upgrades, and migrations. About this task By default, on Windows operating systems, services run under the LocalSystem account. This account cannot access a shared drive on another computer. In a horizontal cluster, configure the OpenPages application services on all application servers to run under a domain account that has access the shared drive. For WebLogic, the following OpenPages application services must have permissions to the file share: v OpenPagesAdminServer v OpenPagesServer# v IBPMAdminServer 80 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database v InterstageBPMCS# Procedure 1. 2. 3. 4. Log on to each application server as a user with administrative privileges. Open the Services control panel. Stop the OpenPages services. For each OpenPages application service, right-click the service name, and select Properties from the menu. a. In the Properties window, click the Log On tab. b. Select This account. c. Type a domain, account name, and password for at least one user who has access to the shared drive. d. Click OK to continue. Sharing a network OpenPages storage directory on Windows operating systems The OpenPages application installation includes a pointer to the OpenPages storage location. The storage location is a directory where attached files and forms that are associated with OpenPages objects are stored. If you pointed to a location on the local computer, you must change the pointer to a shared network storage location. You can use the update-storage script to change the storage directory to a shared directory on the same or another server. If you specified a shared network storage location, this task is not required. Before you begin For installations that use an Oracle database, ensure that the SQL Plus utility is available on the managed application server. Procedure 1. Log on to a managed application server as a user with administrative privileges and full access to the local server drives. 2. Open a Command Prompt window. 3. Copy the OP_version_Configuration directory from the Installer DVD or on your network share location to the local system. 4. Copy the INSTALL_SCRIPTS directory to the local system. v For Oracle databases, go to the OP_version_Configuration\Database\ORACLE directory. 5. For Oracle databases, go to the ORACLE\INSTALL SCRIPTS directory and run the update-storage script: sqlplus /nolog @sql-wrapper.sql update-storage.sql log_file_name TNS_alias_name OpenPages_schema_owner_name OpenPages_schema_owner_password storage_type storage_server_name computer_name OpenPages_storage_platform sharename The following table lists the command-line parameters that must be passed to the SQL wrapper script. Chapter 10. Configuring clustered environments 81 Table 50. Update storage wrapper script parameters for Oracle database Variable name Description log_file_name The location of the log file that is created by the script. If a location is not specified, the log file is created in the current working directory. If a log with the same name exists in the same location, the log is overwritten by the script. TNS_alias_name The database connection identifier, such as TNS alias name. OpenPages_schema_owner_name The name of the OpenPages user, created during the OpenPages application installation. By default, openpages. OpenPages_schema_owner_password The password of the OpenPages user. storage_type Enter either LFS for local file system, or UNC for Universal Naming Convention or Uniform Naming Convention. storage_server_name The name of the server where the OpenPages storage is located. computer_name The name of the cluster administrator computer. OpenPages_storage_platform The operating system on the server where the OpenPages storage is located. Enter Windows. sharename The name of the shared OpenPages storage directory or the mount point. By default, openpages-storage Enabling XA transactions for load balancing Enable XA transactions in a load balancing environment to ensure that changes to property configurations are updated on all servers. Procedure 1. Open the WebLogic Admin console URL, such as http://Host_Name:7001/ console, and log in. 2. On the Home Page, under Domain Configurations, navigate to Messaging, and click JMS Modules. 3. Under JMS Modules, click OpenPagesJMS Module. 4. Under Summary of Resources, click OpenPagesTCF. 5. Under Settings for OpenPagesTCF, click the Transactions tab. 6. In the upper left corner, click Lock & Edit. 7. Select the XA Connection Factory Enabled check box, and click Save. Once you click on save, you will see "Settings updated successfully" message. 8. Click Activate Changes on the Upper left hand corner. A message stating All changes have been activated. No restarts are necessary. appears. 9. Log out of the WebLogic Admin console. 82 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database 10. To stop and restart services, run the StopAllServers.cmd and StartAllServers.cmd scripts. Configuring Apache Web Server for load balancing in Windows environment In a typical configuration that uses Apache Web Server for load balancing on Windows computers, Apache Web Server is installed on a separate computer. Procedure 1. Log on to load-balancing server as a user with administrative privileges. 2. Open a Command Prompt window by using the Run as Administrator option. 3. Go to the Apache_Home\conf directory. 4. Open the httpd.conf file. a. To load the required modules, add or uncomment the following lines: LoadModule LoadModule LoadModule LoadModule LoadModule LoadModule LoadModule LoadModule negotiation_module modules/mod_negotiation.so proxy_module modules/mod_proxy.so proxy_ajp_module modules/mod_proxy_ajp.so proxy_balancer_module modules/mod_proxy_balancer.so proxy_connect_module modules/mod_proxy_connect.so proxy_http_module modules/mod_proxy_http.so status_module modules/mod_status.so weblogic_module modules/mod_wl_22.so b. Change the ServerName=MYSERVERNAME.DOMAIN.COM setting to point to the host name where you installed the Apache Web Server. ServerName=op-load-balancer.domain.com c. Change the ServerRoot setting to point to the directory where you installed the Apache Web Server. The default setting is ServerRoot=C:/Program Files/Apache Software Foundation/Apache2.2 d. Change all Directory element tags to point to the location of the Apache web server installation, and then add the setting "Allow from all" to the tag attributes. <Directory "C:/Apache2.2/htdocs"> Options Indexes FollowSymLinks AllowOverride None Order allow,deny Allow from all </Directory> e. To configure the web server to forward requests to Oracle WebLogic Server, add the following entries to the end of the httpd.conf file. Note: SERVER.DOMAIN.COM:port is the server name and application port that hosts the application nodes. WebLogicPort is the admin server port for the OpenPages or workflow server. For the <Location /opws> and <Location /openpages> entries, include all OpenPages application nodes in the cluster. For the <Location /ibpmweblogicconsole> entries, include all workflow nodes in the cluster. The following example uses a two-node installation with the first node at port 7001, and the second port at 7011. Chapter 10. Configuring clustered environments 83 <Location /console> SetHandler weblogic-handler MaxPostSize 0 Debug On WLLogFile logs/weblogic_console.log WebLogicHost <SERVER>.<DOMAIN>.COM WebLogicPort 7001 </Location> <Location /opws> WLCookieName opapp SetHandler weblogic-handler MaxPostSize 0 KeepAliveEnabled ON KeepAliveSecs 15 Debug On WLLogFile logs/openpages_webservices.log WebLogicCluster <SERVER>.<DOMAIN>.COM:<PORT>,<SERVER>.<DOMAIN>.COM:<PORT> </Location> <Location /openpages> WLCookieName opapp SetHandler weblogic-handler DynamicServerList ON MaxPostSize 0 Debug On WLLogFile /logs/openpages.log WebLogicCluster <SERVER>.<DOMAIN>.COM:<PORT>,<SERVER>.<DOMAIN>.COM:<PORT> </Location> <Location /ibpmconsole> WLCookieName opibpm SetHandler weblogic-handler DynamicServerList ON MaxPostSize 0 Debug On WLLogFile logs/ibpmconsole.log WebLogicCluster <SERVER>.<DOMAIN>.COM:<PORT>,<SERVER>.<DOMAIN>.COM:<PORT> </Location> <Location /ibpmweblogicconsole> SetHandler weblogic-handler MaxPostSize 0 Debug On WLLogFile logs/ibpmweblogic_console.log WebLogicHost <SERVER>.<DOMAIN>.COM WebLogicPort 49901 </Location> f. To enable monitoring and status of the load balancer, add the ExtendedStatus On parameter and setting. g. To enable monitoring and status of the load balancer, set the location tags for server-status and server-info <Location /server-status> SetHandler server-status Order Deny,Allow Deny from all Allow from all </Location> <Location /server-info> SetHandler server-info 84 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Order Deny,Allow Deny from all Allow from all </Location> 5. Save and close the file. 6. Log on to the OpenPages cluster member, as a user with administrative privileges. 7. Open a Command Prompt window by using the Run as Administrator option. 8. Go to the OP_Home\aurora\conf directory and open the aurora.properties file in a text editor. a. Edit the application.url.path lines to point to the fully qualified domain name of the load balancer: application.url.path=http\://top-load-balancer.domain.com\: port/openpages b. Save and close the file. 9. Open each server_name-OpenPagesServer#-server.properties file in a text editor. a. Edit the url.path lines to point to the fully qualified domain name of the load balancer. url.path.workflow.admin=http\://<top-load-balancer.domain.com> \:<port>/ibpmconsole url.path.openpages=http\://<top-load-balancer.domain.com>\:<port>/openpages b. Save and close each server.properties file. 10. Open each server_name-OpenPagesServer#-sosa.properties file in a text editor. a. Edit the Application.url.path lines to point to the fully qualified domain name of the load balancer. application.url.path=https\://op-load-balancer.domain.com\: port/openpages b. Save and close each file. 11. Open each server_name-InterstageBPMCS#-server.properties file in a text editor. a. Edit the url.path lines to point to the fully qualified domain name of the load balancer. url.path.workflow.admin=http\://op-load-balancer.domain.com\: port/ibpmconsole url.path.openpages=http\://op-load-balancer.domain.com\:port/openpages b. Save and close each server.properties file. 12. Using the Windows Start menu, start Apache web server in a console window. This command opens a console window and starts the Apache Web Server running inside it. Closing this console window terminates the Apache Web Server. Customizing the load balancer in Windows environments for large data sets For databases with a large data set, some OpenPages reports might timeout before completion. If you experience problems with reports that are timing out, change configuration settings in the Apache Web Server configuration file. Change the following settings: Chapter 10. Configuring clustered environments 85 TimeOut The number of seconds Apache waits to receive a GET request, between receipt of TCP packets on a POST or PUT request and between ACKs on transmissions of TCP packets in responses. KeepAliveSecs The number of seconds that idle connections between the plug-in and WebLogic Server are kept open. KeepAliveTimeout The number of seconds Apache waits for a subsequent request before closing the connection. Note: A high value for the setting can cause performance problems, especially if the higher timeout causes server processes to wait for idle clients. Procedure 1. Log on to load balancing web server as a user with administrative privileges. 2. Open a Command Prompt window. 3. Open the Apache_Home\conf\httpd.conf file in a text editor 4. Add and then set the TimeOut property. Ensure that the setting prevents timeout errors. For example, TimeOut 1800 5. Change the KeepAliveTimeout property to a higher value. KeepAliveTimeout 1800 6. Find the <Location /opws> parameter and change the value of the KeepAliveSecs setting to a higher value. <Location /opws> WLCookieName opapp SetHandler weblogic-handler MaxPostSize 0 KeepAliveEnabled ON KeepAliveSecs 1800 Debug On WLLogFile logs/openpages_webservices.log WebLogicCluster <SERVER>.<DOMAIN>.COM:<PORT>, <SERVER>.<DOMAIN>.COM:<PORT> </Location> 7. Save and close the file. 8. Restart Apache Web Server. Load balancing the OpenPages reporting server OpenPages CommandCenter uses IBM Cognos Business Intelligence, which can scale horizontally. To scale OpenPages CommandCenter vertically within the same environment, increase the number of processes that are available to handle request. Depending on the load, you can configure additional dispatchers. To scale OpenPages CommandCenter horizontally, install additional environments and register the Cognos dispatchers. Incoming requests are distributed across the multiple environments. The number of dispatchers you need depends on the operating system, system resources, the number of users, and other factors. 86 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database For more information about configuring dispatchers for your environment, see the IBM Cognos documentation library (http://pic.dhe.ibm.com/infocenter/cbi/ v10r2m1/index.jsp). Adding OpenPages servers to the Cognos Application Firewall safe list By default, Cognos Application Firewall (CAF) is enabled. IBM Cognos Application Firewall validates domain and host names to protect URLs that are created. IBM Cognos Application Firewall considers domain names derived from the environment configuration properties as safe domain names. Use the IBM Cognos Configuration to add OpenPages application servers to the list of valid domains and host names. Procedure 1. Log on to the reporting server as a user with administrative privileges. 2. Start IBM Cognos Configuration. 3. In the Explorer pane, go to Local Configuration > Security > IBM Cognos Application Firewall. 4. In the Properties pane, click the Valid domain names or hosts field and click the pencil icon. 5. In the Valid domain or hosts window, click Add. 6. Enter the names of all OpenPages application servers. 7. Click OK. 8. Save the configuration and restart the Cognos service. If you use Windows Services to restart the Cognos service, the service is listed as CommandCenter. Communication between OpenPages CommandCenter servers If you install Cognos on more than one computer, you must configure the distributed installations to communicate with each other Configure the following communication paths: v Configure the primary Cognos server as the default active server. v All Cognos servers must know the location of the content store database. v All Cognos servers must know the location of the other Cognos servers. v All Cognos servers must use the same cryptographic settings. v All Cognos servers must have their system clock synchronized. Configuring the primary reporting server In a clustered environment, one reporting server acts as the primary server, or default active server, and one or more reporting servers act as secondary servers. Procedure 1. Ensure that OpenPages CommandCenter is not running on any server. 2. On the reporting server that is designated as the primary server, start IBM Cognos Configuration. Tip: Use the computer with the highest processor speed for the default active server. 3. In the Explorer pane, click Environment. Chapter 10. Configuring clustered environments 87 4. For the Gateway URI, change the localhost portion of the URL to the name of the primary reporting server. 5. For the Dispatcher URI for Gateway, click the pencil icon next to the Value box. 6. In the Current Values list, change the localhost portion of the URL to the name of the primary Cognos computer. a. For each additional Cognos computer, click Add. b. Change the localhost portion of the URL to the name of each additional Cognos computer. c. Click OK. 7. For the Content Manager URIs, click the pencil icon next to the Value box. a. In the Current Values list, change the localhost portion of the URL to the name of the primary Cognos computer. b. For each additional Cognos computer, click Add. c. Change the localhost portion of the URL to the name of each additional Cognos computer. d. Click OK. 8. In the Explorer pane, click Security > Cryptography. 9. In the Properties pane, under CSK settings, ensure that Store symmetric key locally? is set to True. The keystore must be created on the default active Cognos computer 10. Click File > Save. 11. Click Actions > Start. When the services start, this computer becomes the default active Cognos computer. Configuring secondary servers In a clustered environment, configure one or more reporting servers to act as secondary servers. Procedure 1. Ensure that Cognos is running on the primary Cognos server. 2. On the reporting server that is designated as secondary server, start IBM Cognos Configuration. 3. In the Explorer pane, click Environment. 4. In the Environment - Group Properties pane, click Gateway URI. 5. In the Value field, change the localhost portion of the URL to the name of the primary Cognos computer. 6. In the Environment - Group Properties pane, click Dispatcher URI for Gateway. a. Click the pencil icon next to the Value box. b. In the Current Values list, change the localhost portion of the URL to the name of the primary Cognos computer. c. For each additional Cognos computer, click Add. d. Change the localhost portion of the URL to the name of each additional Cognos computer. e. Click OK. 7. In the Environment - Group Properties pane, click Content Manager URIs. 88 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database a. Click the pencil icon next to the Value box. b. In the Current Values list, change the localhost portion of the URL to the name of the primary Cognos computer. c. For each additional Cognos computer, click Add. d. Change the localhost portion of the URL to the name of each additional Cognos computer. e. Click OK. 8. In the Explorer pane, under Security, click Cryptography. 9. In the Properties pane, under CSK settings, set Store symmetric key locally to False. 10. 11. 12. 13. Note: The keystore is created on the primary Cognos computer. There can be only one keystore in a load balanced Cognos installation. In the Explorer window, under Security, Cryptography, click Cognos. Under the Certificate Authority settings property group, set the Password property to match the one that you configured on the primary Cognos server. Ensure that all other cryptographic settings match the settings that you configured on the primary Cognos computer. In the Explorer pane, under Data Access > Content Manager, click Content Store. Ensure that the values for the content store match the primary Cognos computer 14. Click File > Save. 15. Click Actions > Start. Configuring an Apache load balancer or proxy server If you are using an external proxy server for load balancing, you must add a proxy redirection directive to the httpd.conf file on the proxy server. Requests sent to the proxy server are redirected to the server specified in the httpd.conf file. Procedure 1. Log on to the load balancer server as a user who has administrative privileges. 2. Go to the Apache_Home\conf\ directory, and open the httpd.conf file in an editor. 3. Add the following lines: <Location /ibmcognos/> ProxyPass http://primary_reporting_server/ibmcognos/ SetEnv force-proxy-request-1.0 1 SetEnv proxy-nokeepalive 1 </Location> Note: You must include the trailing forward slash in the ProxyPass directive when specifying the Cognos virtual directory (/ibmcognos/). 4. Save and close the file. Changing the OpenPages CommandCenter host settings You must update configuration files to use the OpenPages CommandCenter server name and port settings. Procedure 1. Log on to the OpenPages application server as a user with administrative privileges. Chapter 10. Configuring clustered environments 89 2. Open a browser window and go to the OpenPages application by typing the following URL: http://OP_server_name:port/openpages 3. Log on to the OpenPages application as a user with administrative privileges. 4. Under Administration, select Settings. a. Expand the OpenPages > Platform > Reporting Schema > Object URL Generator. b. Click Host. c. In the Value field, update the setting to point to the OpenPages server. 5. 6. 7. 8. Note: If you use the Cognos in a load-balanced environment, you must type the fully qualified domain name of the load balancing server. If required, change the port. Stop OpenPages services. On the application server, go to the OP_Home\aurora\conf directory. In the cognos.framework.refresh.servlet=http\://localhost\:8080/crfrefresher property, replace localhost\:8080 with the reporting server name and port. cognos.framework.refresh.servlet=http\://ccserver\:8080/crf-refresher In the cognos.server=http\://localhost:80/cognos8/cgi-bin/cognos.cgi property, replace localhost:80 with the reporting server name and port number. cognos.server=http\://ccserver:80/cognos8/cgi-bin/cognos.cgi 9. Add the following value to the logout.url.cognos= property: http\://CommandCenter_server_name\CommandCenter_port\/cognos/cgi-bincognos.cgi? b_action\=xts.run&m\=portal/logoff.xts&h_CAM_action\=logoff Example: logout.url.cognos=http\://ccserver\:8080/cognos/cgi-bincognos.cgi? b_action\=xts.run&m\=portal/logoff.xts&h_CAM_action\=logoff 10. Save your changes and exit the editor. 90 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Chapter 11. Single signon integration for OpenPages application server and the reporting server IBM OpenPages GRC Platform can integrate into a number of single sign-on solutions, such as CA SiteMinder. You can also configure the reporting server for single signon. Attention: OpenPages user names are case sensitive. If you are using single sign-on (SSO) or LDAP authentication, the user name you choose here must match the user name you enter in the SSO or LDAP system. Configuring OpenPages applications for single signon Integrate single signon for IBM OpenPages GRC Platform applications by configuring the settings in the OpenPages application interface. Procedure 1. Start the OpenPages services. 2. Log on to the OpenPages application interface as a user with administrative privileges. 3. Under Administration, select Settings. 4. Set the value of the Show Hidden Settings setting to true a. Expand the OpenPages > Applications > Common > Configuration. b. Click Show Hidden Settings to open its detail page. c. In the Value field on the setting detail page, change the value to true d. Click Save. 5. Set the value of the Session Attribute and Username Attribute settings: a. Expand the OpenPages > Platform > Security > Single Sign On > Implementations > Header-based. b. Click Class Name to open its detail page. c. In the Value field, enter com.openpages.singlesignon.HTTPHeaderBasedModule. d. Click Session Attribute to open the detail page. e. In the Value field, modify the value to match the session attribute for your single signon system. The following examples show values for the Session Attribute parameter. v Using SiteMinder 6.0, the value of the Session Attribute parameter is SMSERVERSESSIONID v Using Tivoli® Access Manager 6.1, the value of the Session Attribute parameter is iv_creds f. Click Save. g. Click Username Attribute to open its detail page. h. In the Value field on the setting detail page, modify the value to match the user name attribute for your single sign-on system. The following examples show values for the Username Attribute parameter. v Using SiteMinder 6.0, the value of the Username Attribute is SMUSER 91 v Using Tivoli Access Manager 6.1, the value of the Username Attribute is iv_user i. Click Save. 6. Enable single sign-on: a. Click OpenPages > Platform > Security > Single Sign On > Implementations > Header-based. b. Click OP to open its detail page. c. In the Value field on the setting detail page, set the value to true. d. Click Save. e. Click SOX to open its detail page. f. In the Value field on the setting detail page, set the value to true. g. Click Save. 7. Reset the value in the Show Hidden Settings setting to false. Configuring the single signon logout destination To securely log out from an OpenPages application session where single signon is enabled, configure the system to redirect the user. Logging out of the OpenPages application does not automatically log the user out of a single signon system. If you use Back in the web browser to reenter the OpenPages application, your session is re-created. The session uses the existing, valid third-party credentials. Procedure 1. Log on to the OpenPages application interface as a user with administrative privileges. 2. Under Administration, select Settings. 3. Expand the OpenPages > Platform > Security. 4. Click Logout URL to open the detail page. 5. In the Value box, type a fully qualified URL. 6. Click Save. Configuring the application server for single signon on Windows computers If you are using Apache web server as a load balancer, in addition to configuring the OpenPages application for single signon, you must configure additional settings. You must prevent specific files from going through the SSO application. When an authenticated user attempts to click a job remediation link, OpenPages authenticates the user. However, when OpenPages is connected to a single signon application, that application can block the authentication request and the remediation link does not function. Configure the application server to route two Java servlets, opLogin and securityHelper, directly to the OpenPages for internal authentication. Procedure 1. Log on to the application server as a user with administrative privileges. 2. Go to the Apache_Home\conf directory. 92 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database 3. Open the httpd.conf file in a text editor. Note: In an SSL environment, edit the httpd-ssl.conf file. 4. To create a path to route the opLogin and securityHelper servlets to the OpenPages without traversing the single signon application, add the following lines: <Proxy balancer://backend> BalancerMember <http://<server_name>.openpages.com:<port> route=1 BalancerMember <http://<server_name>.openpages.com:<port> route=2 Order Allow,Deny Allow from all </Proxy> ProxyPass /openpages/opLogin balancer://backend/openpages/opLogin ProxyPass /openpages/securityHelper balancer: //backend/openpages/securityHelper Note: In an SSL environment, enter the SSL address and port. For example <Proxy balancer://backend> BalancerMember <https://qe-vm07.openpages.com:7009> route=1 BalancerMember <https://qe-vm07.openpages.com:7011> route=2 Order Allow,Deny Allow from all </Proxy> ProxyPass /openpages/opLogin balancer://backend/openpages/opLogin ProxyPass /openpages/securityHelper balancer: //backend/openpages/securityHelper 5. To ensure that traffic to the OpenPages login page is routed the single signon application, add the following lines: <Proxy balancer://cluster> BalancerMember <http://<server_name>.openpages.com:<port> route=1 Order Allow,Deny Allow from all </Proxy> ProxyPass /openpages/ balancer://cluster/openpages/ stickysession=opapp|opapp ProxyPass /ibpmconsole/ balancer://cluster/ibpmconsole/ stickysession=JSESSIONID|jsessionid ProxyPass /ibpm/ balancer://cluster/ibpm/ stickysession=JSESSIONID|jsessionid Note: In an SSL environment, enter the SSL address and port. 6. Remove any references to /openpages and /ibpmconsole from the file. For example, remove the following sections that were added during the configuration of a cluster environment: <Location /openpages> WLCookieName opapp SetHandler weblogic-handler DynamicServerList ON MaxPostSize 0 Debug On WLLogFile /logs/openpages.log WebLogicCluster <SERVER>.<DOMAIN>.COM:<PORT>,<SERVER>.<DOMAIN>.COM:<PORT> </Location> <Location /ibpmconsole> WLCookieName opibpm SetHandler weblogic-handler DynamicServerList ON MaxPostSize 0 Chapter 11. Single signon integration for OpenPages application server and the reporting server 93 Debug On WLLogFile logs/ibpmconsole.log WebLogicCluster <SERVER>.<DOMAIN>.COM:<PORT>,<SERVER>.<DOMAIN>.COM:<PORT> </Location> Note: Do not remove the <Location /ibpmweblogicconsole> parameter: <Location /ibpmweblogicconsole>SetHandler weblogic-handlerMaxPostSize 0 Debug On WLLogFile logs/ibpmweblogic_console.log WebLogicHost <SERVER>.<DOMAIN>.COMWebLogicPort 49901 </Location> 7. Go to the OP_HOME\aurora\conf directory: 8. Open the aurora.properties file and ensure that application.url.path is pointing to the OpenPages application server: application.url.path=http\://server_name.openpages.com\: OpenPages_port/openpages Note: In a load balanced environment, enter the fully qualified domain name of the load balancer. In an SSL environment, enter the SSL address (https://) and port. 9. Save and close the file. 10. Open the server.properties file and ensure that the following paths are pointing to the OpenPages application server and workflow server: url.path.openpages=http\://server_name\: OpenPages_port/openpages url.path.workflow.admin=http\: //server_name\:IBPM_port/ibpmconsole Note: In an SSL environment, enter the SSL address (https://) and port. In a load balanced environment, enter the fully qualified domain name of the load balancer. 11. Save and close the file. 12. Open the sosa.properties file and ensure that the application.url.path is pointing to the OpenPages application server: application.url.path=http\://server_name\:port/openpages Note: In an SSL environment, enter the SSL address (https://) and port. In a load balanced environment, enter the fully qualified domain name of the load balancer. 13. Save and close the file. Disabling OpenPages single signon You must disable single signon registry settings before you upgrade OpenPages GRC Platform. After the upgrade, you can re-enable the settings. Procedure 1. 2. 3. 4. 5. 94 Start the OpenPages services. Open a web browser and go to the current OpenPages application. Log on as a user with administrative permissions. From the Administration menu, select Settings. In all versions, disable single sign-on as follows: a. Expand the OpenPages > Platform > Security > Single Sign On. b. Click OP to open its detail page. IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database c. d. e. f. g. In the Value field on the setting detail page, set the value to false. Click Save. Click SOX to open its detail page. In the Value field on the setting detail page, set the value to false. Click Save. Configuring single signon for a reporting server If you are using a single sign-on system such as CA SiteMinder with the OpenPages application, you must load an updated redirect JavaServer Pages (JSP). Load the JavaServer Pages through the ObjectManager tool by using the CommandCenter-integration-op-config.xml file. The file is located on the OpenPages installation DVD. Procedure 1. Log on to a computer that has SQL*Plus and access to the database server. 2. From the Installer DVD or on your network share location, copy the OP_version_Configuration\loader-data\commandcenter directory to the local system. 3. Go to the OP_Home/bin directory. 4. Run the following command: ObjectManager load config OpenPagesAdministrator password path-to-loader-file CommandCenter-integration Chapter 11. Single signon integration for OpenPages application server and the reporting server 95 96 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Chapter 12. Silent installations You can install the OpenPages GRC Platform components by using the installation program in silent mode. Silent mode installations are useful when you are installing identical configurations across several computers. Silent mode installations automate the installation and configuration process by specifying options. During the silent installation process, you are not prompted for information. Typically, an interactive installation is done first to capture user responses. To silently install components, the following tasks required: 1. Edit the response file to record your installation preference. 2. Run the installer in silent mode. Response files for silent installations Instead of prompting for installation options, the installation program installs the software using a predefined set of options, which are stored in a response file. You modify the response file for a component to record your installation preferences. Editing the response file for database server silent installations Modify the response file with your installation preferences. The installation program uses the information in the file to install the database software in silent mode. Before you begin Ensure that you completed the prerequisite installation tasks. See Chapter 3, “Preparing your system for installation,” on page 9. Procedure 1. Log on to the database server as a user with admin privileges. 2. On Windows computers, open a Command Prompt window by using the Run as Administrator option. 3. Go the OEI_SEVER_CLIENT_64bit_Win\Disk1\InstData\VM directory where you copied the repository files. 4. Open the ServerInstaller.properties file in a text editor. 5. Modify the parameters to suit your environment. For a description of the parameters, see “Response file parameters for 64-bit database server installations” on page 100. Note: Do not modify settings that are not listed. 6. Save and close the file. 97 Editing the response file for 32-bit database client silent installations Modify the response file with your installation preferences. The installation program uses the information in the file to install the database client software in silent mode. Before you begin Ensure that you completed the prerequisite installation tasks. Procedure 1. Log on to the reporting server as a user with administrative privileges. 2. On Windows computers, open a Command Prompt window by using the Run as Administrator option. 3. Go the OEI_SERVER_CLIENT_64bit_Win\Disk1\InstData\VM directory where you copied the repository files. 4. Open the ClientInstaller.properties file in a text editor. 5. Modify the parameters to suit your environment. For a description of the parameters, see “Response file parameters for 32-bit database client installations” on page 101. Note: Do not modify settings that are not listed. 6. Save and close the file. Editing the response file for 64-bit database client silent installations Modify the response file with your installation preferences. The installation program uses the information in the file to install the database client software in silent mode. Before you begin Ensure that you completed the prerequisite installation tasks. Procedure 1. Log on to the application server as a user with administrative privileges. 2. On Windows computers, open a Command Prompt window by using the Run as Administrator option. 3. Go the OEI_SERVER_CLIENT_64bit_Win\Disk1\InstData\VM directory where you copied the repository files. 4. Open the ClientInstaller.properties file in a text editor. 5. Modify the parameters listed in the following table to suit your environment. For a description of the parameters, see “Response file parameters for 64-bit database client installations” on page 102. Note: Do not modify settings that are not listed. 6. Save and close the file. 98 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Editing the response file for OpenPages application silent installations Modify the response file with your installation preferences. The installation program uses the information in the file to install the IBM OpenPages GRC Platform application server in silent mode. About this task Where indicated, do not change parameter values in the response files. These settings might be internal values required by installation program. The install kit contains a sample response file that contains default values for each parameter. You can use this file for examples of the values you can use. You can also edit this file directly. If you edit the file, save the it as op-silentInstallWL.properties or op-silentInstall-WAS.properties. Procedure 1. Log on to the application server as a user with administrative privileges. 2. On Windows computers, open a Command Prompt window by using the Run as Administrator option. 3. Go the following location: OP_version_Embedded_WIN64\OP_version_Configuration\Install\silentinstaller 4. Copy the parameter file to the installation location: v On Windows computers, copy the op-silentInstall-WL.properties file to the OP_version_Embedded_Installer\Disk1\InstData\VM directory. 5. Open the response file in a text editor. 6. Modify the parameters to suit your environment. For a description of the parameters, see “Response file parameters for OpenPages application installations” on page 102. Note: Do not modify settings that are not listed. 7. Save and close the file. Editing the response file for OpenPages CommandCenter silent installations Modify the response file with your installation preferences. The installation program uses the information in the file to install OpenPages CommandCenter in silent mode. About this task Where indicated, do not change parameter values in the response files. These settings might be internal values required by installation program. The install kit contains a sample response file that contains default values for each parameter. You can use this file for examples of the values you can use. You can also edit this file directly. If you edit the file, save the it as op-silentInstallWL.properties or op-silentInstall-WAS.properties. Procedure 1. Log on to the application server as a user with administrative privileges. Chapter 12. Silent installations 99 2. On Windows computers, open a Command Prompt window by using the Run as Administrator option. 3. Go the following location: OP_version_Embedded_WIN64\OP_version_Configuration\Install\silentinstaller 4. Copy the parameter file to the installation location: v On Windows computers, copy the cc-silentInstall-WLS.properties file to the OP_version_Embedded_Installer\Disk1\InstData\VM directory. 5. Open the response file in a text editor. 6. Modify the parameters to suit your environment. For a description of the parameters, see “Response file parameters for OpenPages CommandCenter installations” on page 108. Note: Do not modify settings that are not listed. 7. Save and close the file. Response file parameters for use with silent installations Instead of prompting for installation options, a silent installation installs the software using a predefined set of options, which are stored in a response file. The parameters in the response file vary depending on what type of installation you are doing. For information about editing response files, see “Response files for silent installations” on page 97. Response file parameters for 64-bit database server installations When editing the response file, do not modify settings that are not listed in the following table. Parameter Description INSTALL_ORACLE_SERVER Enter 1 to install the software. For example INSTALL_ORACLE_SERVER=1 SERVER_SOFTWARE_INSTALL_DRIVE Enter the Window drive used to install the database server. For Windows computers, a colon is required. For example, SERVER_SOFTWARE_INSTALL_DRIVE=C: 100 DB_INSTANCE_PORT Enter the port used by the database instance. The port must be in the range of 1024-65535. DB_INSTANCE_INSTALL_DRIVE Enter the drive or directory used for the database instance. IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Parameter Description DB_INSTANCE_NAME Enter the name of the OpenPages database instance. By default, the instance name is OP. The name must follow the standard guidelines for a database name: v Use alphanumeric characters, underscore (_), dollar sign ($), or hash symbol (#). v The first character must be a lower or uppercase letter. v Maximum length must not exceed 8 characters. ORACLE_SYS_PASSWORD Enter the passwords for the listed users. Reenter the password in the RECOFNIRM parameter. ORACLE_DBSNMP_PASSWORD The database includes the following users: ORACLE_SYSMAN_PASSWORD v SYSTEM (Oracle superuser.) ORACLE_SYSTEM_PASSWORD v SYS v DBSNMP v SYSMAN The passwords must follow these rules: v Maximum length cannot exceed 30 characters v Use alphanumeric characters, underscore (_), dollar sign ($), or hash symbol (#). v The first character must be a lower or uppercase letter. LICENSE_ACCEPTED Enter TRUE to accept the license agreement, otherwise the installation program terminates. Response file parameters for 32-bit database client installations When editing the response file, do not modify settings that are not listed in the following table. Parameter Description INSTALL_ORACLE_CLIENT Enter 1 to install the software. For example INSTALL_ORACLE_CLIENT=1 SERVER_SOFTWARE_INSTALL_DRIVE Enter the Window drive used to install the database server. For Windows computers, a colon is required. For example, SERVER_SOFTWARE_INSTALL_DRIVE=C: DB_INSTANCE_PORT Enter the port used by the OpenPages database instance. For example, DB_INSTANCE_PORT=1521 Chapter 12. Silent installations 101 Parameter Description DB_HOSTNAME Enter the address of the Oracle database and the name of the OpenPages database instance. DB_INSTANCE_NAME For example v DB_HOSTNAME=10.128.28.104 v DB_INSTANCE_NAME=OP LICENSE_ACCEPTED Enter TRUE to accept the license agreement, otherwise the installation program terminates. Response file parameters for 64-bit database client installations When editing the response file, do not modify settings that are not listed in the following table. Parameter Description INSTALL_ORACLE_CLIENT Enter 1 to install the software. For example INSTALL_ORACLE_CLIENT=1 SERVER_SOFTWARE_INSTALL_DRIVE Enter the Window drive used to install the database server. For Windows computers, a colon is required. For example, SERVER_SOFTWARE_INSTALL_DRIVE=C: DB_INSTANCE_PORT Enter the port used by the OpenPages database instance. For example, DB_INSTANCE_PORT=1521 DB_INSTANCE_INSTALL_ADDRESS Enter the address of the Oracle database and the name of the OpenPages database instance. For example v DB_HOSTNAME=10.128.28.104 v DB_INSTANCE_NAME=OP LICENSE_ACCEPTED Enter TRUE to accept the license agreement, otherwise the installation program terminates. Response file parameters for OpenPages application installations When editing the response file, do not modify settings that are not listed in the following tables. Table 51. Response file parameters and descriptions for Windows computers 102 Parameter Description LICENSE_ACCEPTED Enter true to accept the license agreement, otherwise the installation program terminates. IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Table 51. Response file parameters and descriptions for Windows computers (continued) Parameter Description SYSTEM_DRIVE_ROOT Enter the drive for installing the OpenPages application environment. Use the format Drive\:\\ format. For example: C\:\\ USER_INSTALL_DIR Enter the installation location of OpenPages software components. APPSERVER_ADMIN_PASSWORD Enter the Oracle WebLogic Server admin server password. This password must contain at least 8 alphanumeric characters, start with a letter and contain at least one number. APPSERVER_ADMIN_PASSWORD_CONFIRM Re-enter the password to confirm. APPSERVER_ADMIN_PORT Enter the port used internally to access the OpenPages admin server. Example: 7001 APPSERVER_ADMIN_SSLPORT Enter the port used internally to access a secure SSL connection to the OpenPages admin server. Example: 7002 OP_HTTP_PORT Enter the port used to access the OpenPages application. Default: 7009 OP_HTTPS_PORT Enter the port used for a secure SSL connection to the OpenPages application. Default: 7010 APPSERVER_HOME Enter the installation location of Oracle WebLogic Server Example: C:\\Oracle\\Middleware APPSERVER_WLHOME Enter the installation location of WebLogic Server. Example: C:\\Oracle\\Middleware\\ wlserver_version APPSERVER_JAVAHOME Enter the location where the Java Development Kit (JDK 1.6) is installed. If Oracle WebLogic Server is installed, this location must be the same Java instance used by Oracle WebLogic Server. Example: C:\\Program Files\\Java\\ jdk1.6.0_26 APPSERVER_NOOFSERVERS=1 Enter the number of managed servers to install. Default: 1 Chapter 12. Silent installations 103 Table 51. Response file parameters and descriptions for Windows computers (continued) Parameter Description SERVER_INSTANCE_COUNT=1 Enter the number of managed servers to install. Enter same value as APPSERVER_NOOFSERVERS. Default: 1 COGNOS_CRN_PORT Enter the port used by OpenPages to communicate with Cognos IBM Business Intelligence. COMMANDCENTER_HOSTNAME Enter the computer name of the Cognos BI server. COGNOS_CRN_CTXTROOT Enter the context root for the Cognos BI URL. Example: ibmcognos FRAMEWORK_GENERATOR_PORT Enter the port used by OpenPages to the Framework Model Generator service. Example: 8080 CORE_CONFIGURATION=1 This value controls whether the Level 0 configuration metadata required by OpenPages is installed. Must be set to 1. CORE_NOCONFIGURATION=0 This value controls whether the Level 0 configuration meta data required by OpenPages is installed. Must be set to 0. CUSTOMCODE_HOST_NAME= Enter the name of computer where OpenPages custom code is stored. APPSERVER_ADMIN_HOSTNAME Enter the name of the OpenPages admin server. Must be the same as CUSTOMCODE_HOST_NAME=. DB_CURRENCY_SELECTED Enter the three-letter ISO code for the base currency to use with OpenPages applications. For example USD IBPM_DB_USERNAME Enter the user name used by OpenPages to create and access the workflow database instance. Example: opworkflow 104 IBPM_DB_PASSWORD Enter the password for the workflow user account. IBPM_DB_PASSWORD_CONFIRM Re-enter the password to confirm. IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Table 51. Response file parameters and descriptions for Windows computers (continued) Parameter Description IBPM_INSTALL_DIR Enter the location of the InterstageBPM folder. Example: C:\\OpenPages\\Fujitsu\\ InterstageBPM IBPM_JDK_HOME Enter the installation of the Java Development Kit (JDK 1.6). If Oracle WebLogic Server is installed, this location must be the same Java instance used by Oracle WebLogic Server. The value must be the same as APPSERVER_JAVAHOME. Example: C:\\Program Files\\Java\\ jdk1.6.0_26 IBPMSERVER_ADMIN_PORT Enter the port used for the workflow server admin console. Example: 49901 IBPMSERVER_ADMIN_SSLPORT Enter the port used for secure SSL connections to access the workflow server admin console. Example: 49902 IBPM_HTTP_PORT Enter the port used to access the Oracle WebLogic Server admin console (workflow server). Example: 49951 IBPM_HTTPS_PORT Enter the port used for secure SSL connections to access the Oracle WebLogic Server admin console. Example: 49952 IBPM_MULTICAST_ADDR Enter the workflow server multicast IP address. Use the same multicast address on all servers. Do not use 224.0.0.0. IBPM_EMAIL_USERNAME Enter the display name of the e-mail address of the sender. Do not use spaces. Example: sysadmin IBPM_EMAIL_SENDADDRESS Enter the reply-to e-mail address used for sending messages from the OpenPages workflow notification service. Example: [email protected] Chapter 12. Silent installations 105 Table 51. Response file parameters and descriptions for Windows computers (continued) Parameter Description IBPM_MAIL_SERVER Enter the mail server to use for OpenPages workflow notifications. Example: yourserver.yourdomain.com INSTALL_LOG_DESTINATION Enter the location within the USER_INSTALL_DIR directory where OpenPages installation logs are stored. Example: C:\\OpenPages\\logs Note: If you specify a drive other than the default, the installer might also store log files in the default location. INSTALLER_DEBUG_LOG Enter the location within the USER_INSTALL_DIR directory where all OpenPages installation debug logs are stored. Example: C:\\OpenPages\\logs\\ openpages_installer_debug.log Note: If you specify a drive other than the default, the installer might also store log files in the default location. INSTALL_LOG_NAME Specify the name of the installation log that is crated during the install. Example: OpenPages_version_Install.log OP_BACKUP_RESTORE_LOCATION Enter the location within the USER_INSTALL_DIR directory where the Backup/Restore utility stores the files it creates. Example: C:\\OpenPages\\openpagesbackuprestore OP_STORAGE_DIR Enter the location within the USER_INSTALL_DIR directory where the attached files and forms associated with OpenPages objects are stored. Example: C:\\OpenPages\\openpagesstorage OP_PRIMARY_SERVER Enter 1 if this OpenPages server is the admin server. Enter 0 if the server is a not the admin server. OP_SECONDARY_SERVER Enter 1 if this OpenPages server is not the admin server. Enter 0 if the server is the admin server. OPENPAGES_ADMINISTRATOR_USERNAME Enter the user name for the OpenPages application Super Administrator. Default: OpenPagesAdministrator OPENPAGES_ADMINISTRATOR_PASSWD 106 Enter the password for the Super Administrator user account IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Table 51. Response file parameters and descriptions for Windows computers (continued) Parameter Description OPENPAGES_ADMINISTRATOR_CONFPASSWD Re-enter the password to confirm. ORACLE_HOME Enter the location of Oracle Home folder on the local computer. Example: C:\\OpenPages\\database\\ openpages_data\\repository\\ server112_se_x64\\software ORACLE_ALIAS Enter the TNS alias name for the Oracle database instance. ORACLE_DATA_HOME Enter the location of the Oracle data home directory on the database server. This location is where Oracle data is stored for OpenPages applications. Example: C:\\OpenPages\\database\\ openpages_data\\ repository\\ database112_se_x64\\oradata\\SID ORACLE_HOSTNAME Enter the computer name of the Oracle database server. ORACLE_PORT Enter the port used by the Oracle database listener. This port is the database instance port. Example: 1521 ORACLE_SYSTEM_USERNAME Enter the current Oracle system account user name. Example: system ORACLE_SYS_USERNAME Enter the current Oracle SYS account user name. Example: sys ORACLE_SYSTEM_PASSWORD Enter the password for the Oracle system user account. ORACLE_SYS_PASSWORD Enter the password for the Oracle sys user account. ORACLE_SYSTEM_CONFIRM_PASSWORD Re-enter the system user password to confirm. ORACLE_SYS_CONFIRM_PASSWORD Re-enter the sys user password to confirm. OP_DB_USERNAME Enter the user name used by OpenPages to create and access the OpenPages database instance. Example: openpages OP_DB_PASSWORD Enter the password for the OpenPages user account, OP_DB_PASSWORD_CONFIRM Re-enter the password to confirm. Chapter 12. Silent installations 107 Table 51. Response file parameters and descriptions for Windows computers (continued) Parameter Description IS_DB_SERVICENAME Enter 1 to specify that the instance name is a Service Name. Enter 0 if the instance name is an SID. Default: 0 IS_DB_SID Enter 1 to specify that the instance name is an SID. Enter 0 if the instance name is a Service Name. Default: 1 DB_IDENTIFIER_TYPE Enter either SID or Service Name to describe the OpenPages database identifier. DB_IDENTIFIER Enter the string in the tnsnames.ora file that is used to identify the OpenPages database. DB_SERVICENAME Enter the service name that is used for the OpenPages database instance. DB_SID Enter the SID of the OpenPages database. CUSTOMCODE_UNC_MACHINE_NAME Enter the name of the computer where OpenPages custom code is stored. CUSTOMCODE_UNC_STORAGE_LOCATION Enter the location within the USER_INSTALL_DIR directory where custom code associated with OpenPages objects is stored. Default: C:\\OpenPages\\openpages-storage CUSTOMCODE_OPSTORAGELOCATION Enter the location within the USER_INSTALL_DIR directory where the attached files and forms associated with OpenPages objects are stored. Default: C:\\OpenPages\\openpages-storage Response file parameters for OpenPages CommandCenter installations When editing the response file, do not modify settings that are not listed in the following tables. Table 52. OpenPages CommandCenter parameters and descriptions for Windows computers Parameter Description LICENSE_ACCEPTED Enter true to accept the license agreement, otherwise the installation program terminates. SYSTEM_DRIVE_ROOT Enter the drive for installing the OpenPages application environment. Use the format Drive\:\\ format. For example: C\:\\ 108 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Table 52. OpenPages CommandCenter parameters and descriptions for Windows computers (continued) Parameter Description USER_INSTALL_DIR Enter the directory to install OpenPages CommandCenter. Example: C:\\OpenPages\\CommandCenter. COGNOS_RN_ROOT Enter the installation location of Cognos IBM Business Intelligence. CC_URL Enter the Cognos dispatcher. Example: http://server_name:9300/p2pd/ servlet/dispatch. ORACLE_ROOT_INSTALL_FOLDER Enter the path to where the Oracle Admin Client is installed. Example: C:\\openpages_data\\ repository\\ client112_se_x64\\software Installation program in silent mode To run the installation program in silent mode, you must use a response file that has your installation options recorded. Running the installation program for the database server in silent mode Use the response file to run the installation program in silent mode. Procedure 1. Run the installation program in silent mode. v On Windows computers, type the following command: openpages_oei.exe -i silent -f ServerInstaller.properties 2. To determine whether the installation is successful, review the OP_Home\logs\OpenPages_version_install.log v If the installation is successful, you see a message similar to the following text: Summary Installation Successful v On Windows computers, if the installation is not successful, review the c:\openpages_data\repository\ia\server112_se_x64\ OpenPages_OEI_Install_Debug.log log file. v If the installation hangs when creating the database, ensure that there are no Java software (JRE or JDK) conflicts on the computer. Running the installation program for the database client in silent mode Use the response file to run the installation program in silent mode. Procedure 1. Run the installation program in silent mode. v On Windows computers, type the following command: Chapter 12. Silent installations 109 openpages_oei.exe -i silent -f clientinstaller.properties 2. To determine whether the installation is successful, review the OP_Home\logs\OpenPages_version_install.log v If the installation is successful, you see a message similar to the following text: Summary Installation Successful v On Windows computers, if the installation is not successful, review the c:\openpages_data\repository\ia\client112_ac_x64\ OpenPages_OEI_Install_Debug.log log file. v If the installation hangs when creating the database, ensure that there are no Java software (JRE or JDK) conflicts on the computer. Running the installation program for the OpenPages application in silent mode Use the OpenPages application response file to run the installation program in silent mode. Procedure 1. Go to the installation program location. v On Windows computers, go to path\OP_version_Embedded_WIN64\ OP_version_Embedded_Installer\Disk1\InstData\VM directory, run the installation program in silent mode. 2. Run the installation program in silent mode. v On Windows computers, type the following command: opinstall.exe -i silent -f op-silentInstall-WL.properties 3. To determine whether the installation is successful, review the OP_Home\logs. If the installation is not successful, the following message is displayed: Install failed. Exit Code [error code] If the installation is successful, the logs and operating system processes indicate that the installation succeeded. Running the installation program for the OpenPages CommandCenter in silent mode Use the OpenPages CommandCenter response file to run the installation program in silent mode. Procedure 1. Go to the installation program location. v On Windows computers, go to \path\OP_version_CommandCenter\ OpenPages_CommandCenter\Disk1\InstData\Windows\VM directory, run the installation program in silent mode. 2. Run the installation program. v On Windows computers, type the following command: CommandCenterSetup.exe -i silent -f cc-silentInstall-WLS.properties 3. To determine whether the installation is successful, review the OP_Home\logs. If the installation is not successful, the following message is displayed: Install failed. Exit Code [error code] 110 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database If the installation is successful, the logs and operating system processes indicate that the installation succeeded Chapter 12. Silent installations 111 112 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Chapter 13. OpenPages GRC Platform software uninstallations You can uninstall all, or parts, of IBM OpenPages GRC Platform. Use the OpenPages and OpenPages CommandCenter uninstallation programs to remove the OpenPages application and related software or to remove the OpenPages CommandCenter. To remove other software, use the vendor documentation. Uninstalling OpenPages applications Use the uninstallation program to remove IBM OpenPages GRC Platform. The OpenPagesUninstall.exe program also removes the workflow server during the OpenPages uninstall. However, if required, you can remove the workflow server independently. For example, if OpenPages did not fully install, you must remove the workflow server software before you reinstall OpenPages GRC Platform. Note: Removing OpenPages GRC Platform software does not affect the data that is contained in the Oracle database instance. To remove your OpenPages data, delete the contents of the database instance manually by using the IBM OpenPages GRC Platform Installer for Repository uninstallation program. About this task If you purchased WebLogic Server from IBM, WebLogic Server is also removed when you uninstall the OpenPages GRC Platform. If you used the silent installation option when you installed OpenPages GRC Platform, the uninstaller automatically starts in silent mode. Procedure 1. Log on to the application server as a user with administrative privileges and full access to the local server drives. 2. Stop all OpenPages servers. 3. To uninstall in a Windows environment, go to the OP_Home\OpenPages\ Uninstall directory. a. Right-click the OpenPagesUninstall.exe program and select Run as Administrator. b. Click Yes when prompted to start the uninstallation. 4. Optional: To uninstall workflow server in a Windows environment, from the Windows Start menu, click All Programs > Interstage Business Process Manager > Uninstall. a. Right-click Uninstall and select Run as Administrator. b. Click Yes when prompted to start the uninstallation. 5. Restart your computer to complete the uninstallation. 113 Results After the uninstall process is complete, a number of folders remain on the application server. Manually remove the remaining folders and files, such as the OP_Home directory. Note: A removal log file, OpenPages_uninstaller.log, is created in the OP_Home\logs directory. If the Cognos_HOME, CommandCenter_HOME, or Oracle_HOME directories are in the OP_HOME directory, do not delete them. Optional: Uninstalling the workflow server The OpenPagesUninstall.exe file removes the workflow server when you uninstall the OpenPages. If OpenPages does not fully install, you can remove the workflow server software before attempting to re-install OpenPages Procedure 1. Log on to the application server as a user with administrative privileges and full access to the local server drives. 2. For Windows computers, find the workflow server uninstall program using the Window Start menu. By default, Start > All Programs > Interstage Business Process Manager > Uninstall. a. Right-click Uninstall > Run as Administrator. b. When prompted to start the uninstall, click Yes c. Execute the uninstall.sh command. 3. When the uninstall process is finished, restart the machine. Removing the 64-bit Oracle Admin client Remove the Oracle Admin client software by using the interactive installation program. Procedure 1. Log on to the application server as a user with administrative privileges. 2. On Windows computers, use the Run as Administrator option to open a Command Prompt window. 3. Go to the OpenPages directory in the ORACLE_HOME directory openpages_data|repository|ia|client112_ac_X64| UninstallIBM_OpenPages_GRC_Platform\ 4. Uninstall the OpenPages repository. v On Windows computers, right-click UninstallIBM_OpenPages_GRC_Platform.exe and select Run as Administrator and then click Yes 5. Restart your computer to complete the uninstallation. 114 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Uninstalling the Oracle database software If you purchased the Oracle database software from IBM, use the IBM OpenPages GRC Platform Installer for Repository to remove the Oracle database. The installation program removes the server software, the listener, and the database instance. Procedure 1. Log on to the database server as a user with administrative privileges. 2. On Windows computers, use the Run as Administrator option to open a Command Prompt window. 3. Shut down all Oracle database services. 4. Remove the .com.zerog.registry.xml file. Important: The Installer for Repository uses InstallAnywhere (IA®) technology. InstallAnywhere stores a file on the system for storing product data. You must remove this file before you can uninstall the OpenPages database. v On Windows computers, check whether the file exists in the C:\Program Files\Zero G Registry directory. 5. Go to the following directory within the ORACLE_HOME directory: openpages_data|repository|ia|server112_se_X64| UninstallIBM_OpenPages_GRC_Platform\ 6. Uninstall the OpenPages database. v On Windows computers, right-click UninstallIBM_OpenPages_GRC_Platform.exe and select Run as Administrator and click Yes. 7. Restart your computer to fully complete the uninstallation. Results Uninstalling the OpenPages application does not remove all of the files and folder structures that are part of the OpenPages installation. You must manually remove the remaining folders and files, such as the Oracle Central Inventory directory. v On Windows computers, C:\Program Files\Oracle\Inventory Note: A removal log file, OpenPages_uninstaller.log, is created in the OP_Home\logs directory. Uninstalling OpenPages CommandCenter Use the uninstallation program to remove the OpenPages CommandCenter. Before you begin Note: If the application or reporting server components are on the same computer as the database server, you must remove the database before removing any server components. Procedure 1. Log on to the reporting server as a user with administrative privileges. 2. To uninstall on Windows computers, do the following steps: Chapter 13. OpenPages GRC Platform software uninstallations 115 a. In Windows Explorer, and go to the CommandCenter_HOME_Uninstall_OpenPages_CommandCenter directory. b. Right-click the Uninstall_OpenPages_version_CommandCenter.exe program and select Run as Administrator. c. Click Yes when prompted to start the uninstall. 3. Restart your computer to complete the uninstallation. Removing the 32-bit Oracle Admin Client Remove the 32-bit Oracle Admin Client by using the installation program. Procedure 1. Log on to the reporting server as a user with administrative privileges. 2. On Windows computers, use the Run as Administrator option to open a Command Prompt window. 3. Go to the following directory within ORACLE_HOME directory. openpages_data\repository\ia\client112_ac_X86\ UninstallIBM_OpenPages_GRC_Platform\ 4. Uninstall the OpenPages database. v On Windows computers, right-click UninstallIBM_OpenPages_GRC_Platform.exe and select Run as Administrator and then click Yes. 5. Restart your computer to complete the uninstallation. Results Uninstalling the Oracle Admin Client does not remove all of the files and folder structures that are part of the installation. You must manually remove the remaining folders and files, such as home directories. Remove Windows desktop or Windows Start menu shortcuts. 116 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Appendix. Troubleshooting problems Troubleshooting is a systematic approach to solving a problem. The goal of troubleshooting is to determine why something does not work as expected and how to resolve the problem. Review the following table to help you or customer support resolve a problem. Table 53. Troubleshooting actions to prevent problems Action Description Apply all known fix packs, service levels, or program temporary fixes (PTF). A product fix might be available to fix the problem. Ensure that the configuration is supported. Review the software and hardware requirements in the IBM OpenPages GRC Platform Installation and Deployment on WebSphere Application Server guide. Look up error message codes by selecting Error messages give important information to the product from the IBM Support Portal help you identify the component that is (www.ibm.com/support/entry/portal) causing the problem. and then typing the error message code into the Search support box. Reproduce the problem to ensure that it is not just a simple error. If samples are available with the product, you might try to reproduce the problem by using the sample data. Check the installation directory structure and file permissions. The installation location must contain the appropriate file structure and the file permissions. For example, if the product requires write access to log files, ensure that the directory has the correct permission. Review relevant documentation, such as release notes, technotes, and proven practices documentation. Search the IBM knowledge bases to determine whether your problem is known, has a workaround, or if it is already resolved and documented. Review recent changes in your computing Sometimes installing new software might cause environment. compatibility issues. If you still need to resolve problems, you must collect diagnostic data. This data is necessary for an IBM technical-support representative to effectively troubleshoot and assist you in resolving the problem. You can also collect diagnostic data and analyze it yourself. Troubleshooting resources Troubleshooting resources are sources of information that can help you resolve a problem that you have with a product. Many of the resource links provided can also be viewed in a short video demonstration. To view the video version, search for "troubleshooting" through either Google search engine or YouTube video community. 117 Support Portal The IBM Support Portal is a unified, centralized view of all technical support tools and information for all IBM systems, software, and services. Use IBM Support Portal to access all the IBM support resources from one place. You can adjust the pages to focus on the information and resources that you need for problem prevention and faster problem resolution. Familiarize yourself with the IBM Support Portal by viewing the demo videos (https://www.ibm.com/blogs/ SPNA/entry/the_ibm_support_portal_videos). Find the OpenPages GRC Platform content that you need by selecting your products from the IBM Support Portal (www.ibm.com/support/entry/portal). Service requests Service requests are also known as Problem Management Records (PMRs). Several methods exist to submit diagnostic information to IBM Software Technical Support. To open a service request, or to exchange information with technical support, view the IBM Software Support Exchanging information with Technical Support page (www.ibm.com/software/support/exchangeinfo.html). Service requests can also be submitted directly by using the Service requests (PMRs) tool (www.ibm.com/ support/entry/portal/Open_service_request) or one of the other supported methods that are detailed on the exchanging information page. OpenPages Customer Center The IBM OpenPages Customer Center provides specific information, updates, and troubleshooting resources for IBM OpenPages GRC Platform. To view OpenPages troubleshooting information, access the OpenPages Customer Center (www.ibm.com/software/analytics/openpages/customercenter). Fix Central Fix Central provides fixes and updates for your system software, hardware, and operating system. Use the pull-down menu to go to your product fixes on Fix Central (www.ibm.com/support/fixcentral). You might also want to view Getting started with Fix Central (www.ibm.com/systems/support/fixes/en/fixcentral/help/ getstarted.html). Knowledge bases You can often find solutions to problems by searching IBM knowledge bases. You can optimize your results by using available resources, support tools, and search methods You can find useful information by searching the information center for IBM Cognos, but sometimes you must look beyond the information center to resolve problems. IBM Support Portal The portal provides tools and information for all IBM systems, software, and services. The IBM Support Portal provides you with access to the IBM electronic support portfolio from one place. You can customize the pages to 118 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database focus on the information and resources that you need for problem prevention and faster problem resolution. Find the OpenPages GRC Platform content that you need by selecting your products from the IBM Support Portal (www.ibm.com/support/entry/ portal). From the IBM Support Portal, you can search technotes and APARs (problem reports). IBM masthead search Use the IBM masthead search by typing your search string into the Search field at the top of any ibm.com page. External search engines Search for content by using any external search engine, such as Google, Yahoo, or Bing. If you use an external search engine, your results are more likely to include information that is outside the ibm.com® domain. However, sometimes you can find useful problem-solving information about IBM products in newsgroups, forums, and blogs that are not on ibm.com. Tip: Include “IBM” and the name of the product in your search if you are looking for information about an IBM product. Installation log files The installation programs write errors and other information to the log files. Use log files to troubleshoot problems. The following logs are created during the installation. Database installer If you used OP_version_Embedded DVD for the installation, logs related to the database installer are created in the Oracle_Data_Home\ia\ server112_se_x64 directory. v OpenPages_Oracle_Embedded_Install_InstallLog.log v OpenPages_OEI_Install_Debug.log Oracle Admin Client If you used OP_version_Embedded DVD for the installation, logs related to the Oracle Admin Client installation are created in the Oracle_Data_Home\ia\server112_se_x64directory. v OpenPages_Oracle_Embedded_Install_InstallLog.log v OpenPages_OEI_Install_Debug.log Cognos Business Intelligence Logs related to the Cognos software installations are created in the Cognos_Home\instlog directory. Other log files are in the Cognos_Home\logs\cogserver.log file. Framework generation Logs related to the framework generator are stored in the OP_HOME\framework\logs directory on the reporting server: v framework-generator.log v script-player-error.log v script-player.log Appendix. Troubleshooting problems 119 Framework Manager action logs are stored in the OP_HOME\framework\ FrameworkGenerator\output directory on the application server. Framework Manager model files, such as model.xml are stored on the Cognos Business Intelligence server in the folder specified during the installation. Installation issues and solutions Error messages and log files provide you with information about errors that occur during the installation process. Use the error messages and log files to determine which part of the process failed. Review common problem scenarios, recovery methods, and ways to get help if you encounter a problem during software installation. You can diagnose problems when the installation and configuration is unsuccessful. Uninstalling OpenPages with an Oracle database before you reinstall In test or development environments, you might be required to uninstall OpenPages GRC Platform or remove the OpenPages database in Oracle database server before you reinstall. You must completely uninstall before you reinstall. Procedure 1. On a computer that has SQL*Plus, log on as a user, such as SYSTEM, who has database administration permissions. 2. Run the following SQL statements: drop user <workflow_user> CASCADE; drop user <openpages_user> CASCADE; drop user <cognos_user> CASCADE; Note: Drop the cognos_user if the OpenPages database and the Cognos content store schemas are in the same Oracle database. If you use a separate database for the Cognos content store, dropping the cognos_user is not required. 3. Run the following SQL statements to drop the default tablespaces and data files: drop drop drop drop drop drop drop drop drop drop drop tablespace tablespace tablespace tablespace tablespace tablespace tablespace tablespace tablespace tablespace tablespace AURORA including contents and datafiles; INDX including contents and datafiles; AURORA_SNP including contents and datafiles; AURORA_TEMP including contents and datafiles; AURORA_NL including contents and datafiles; AURORA_NLI including contents and datafiles; AURORA_CLOB_DATA including contents and datafiles; AURORA_DOMAIN_INDX including contents and datafiles; IFLOWDB including contents and datafiles; IFLOWTEMPDB including contents and datafiles; COGNOS including contents and datafiles; 4. Run the following script to drop the Oracle data pump storage directory. drop directory <OP_DATAPUMP_DIRECTORY>; 5. Uninstall IBM OpenPages GRC Platform Modules. For more information, see the IBM OpenPages GRC Platform Modules Installation Guide. 6. Use the uninstallation programs to uninstall IBM OpenPages GRC Platform. 7. If required, remove environment variables that reference OpenPages GRC Platform, or Cognos BI, or both products. 120 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database 8. Restart the servers. 9. Remove existing OpenPages application or Cognos BI installation directories. The following table lists examples of the installation directories for OpenPages and Cognos BI components Table 54. Example directory locations for OpenPages and Cognos BI components Installation directory Location on Windows operating system OpenPages C:\OpenPages (OP_HOME) Fujitsu Interstage BPM C:\Fujitsu\InterstageBPM (Workflow_HOME) OpenPages CommandCenter C:\OpenPages\CommandCenter (CC_HOME) Cognos BI C:\IBM\cognos\c10_64 (Cognos_HOME) 10. Review the TEMP or TMP directories for temporary installation files that might exist. The location of temporary directories varies. The location depends on the environmental variables that are set during the installation process. For Windows operating systems, common temporary directory locations include v C:\temp v C:\Users\<user_name>\AppData\Local\Temp 11. Remove OpenPages application shortcuts that still exist in the Start menu. Manually loading the configuration data after a new installation The installation program for OpenPages GRC Platform automatically loads the OpenPages GRC Platform data and enables user access to the standard Cognos Business Intelligence reports. In limited situations, you can manually load the level-0 schema. Before you begin OpenPages GRC Platform must be installed. The OpenPages and workflow (IBPM) services must be running. About this task When you install the OpenPages application, On the Storage and Configuration Information page, you are prompted to choose whether to load configuration data. If you select No, and the default configuration is not already loaded, you must manually load the level-0 schema and the OpenPages CommandCenter data. Appendix. Troubleshooting problems 121 Procedure To 1. 2. 3. manually load the level-0 schema, use the following steps: Log on to the OpenPages admin server as a user with administrative privileges. Go to the OP_HOME/addon_module/loaderdata directory. Make a backup copy of the schema_loader_properties.bat file. 4. Open the original schema_loader_properties file in a text editor. 5. In the following line, update the password for the OpenPages application Super Administrator. SET OPXUserName=Super_Administrator_user_name SET OPXUserPassword=******** The default user name is OpenPagesAdministrator. The password for the OPXUserName user is masked by asterisks (***). Replace the mask with clear text. After the default configuration data is loaded, you can manually mask the password value with asterisks (***). 6. Save and close the file. 7. To load the default OpenPages GRC Platform configuration, run the openpages-level0-loader-data.bat script. Tip: Redirect the output to a log file so that you can conveniently track the progress: openpages-level0-loader-data.bat > openpages-level0-loader-data.log The script takes some time to finish loading the data. For example, the data might take two hours to load. 8. Restart the OpenPages services. OP-03620: The Reporting Schema has not been instantiated error You log on to the OpenPages home page, and the following error message is displayed. The Home Page cannot be viewed without a valid Reporting Schema. Please contact your System Administrator. OP-03620: The Reporting Schema has not been instantiated. Please instantiate it before executing this operation. This error occurs if the reporting schema has not yet been created. To resolve the problem, enable System Admin Mode, and generate the reporting schema. Procedure 1. In a web browser, open the OpenPages application: http://openpages_server:port/openpages 2. Log on to the OpenPages application as a user with administrative privileges. 3. For System Admin Mode, switch from Disabled to Enabled. 4. From the menu bar, click Administration and select Reporting Schema. 5. Click Create. 6. After the create operation finishes, click System Admin Mode to switch from Enabled to Disabled. 122 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database 7. From the menu bar, click Administration > Reporting Framework > Generation. 8. On the Reporting Framework Operations page, click Update. 9. In the Reporting Framework Generation window, under Framework Generation, select the Framework Model and Labels and other options you want for the relational data model. 10. Click Submit. 11. To view the progress of the update, click Refresh. The Percent Complete column on the Reporting Framework Operations table updates the percentage of completion. Appendix. Troubleshooting problems 123 124 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Notices This information was developed for products and services offered in the U.S.A. IBM may not offer the products, services, or features discussed in this document in other countries. Consult your local IBM representative for information on the products and services currently available in your area. Any reference to an IBM product, program, or service is not intended to state or imply that only that IBM product, program, or service may be used. 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Notices 127 128 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database Index A D access-web-browser 73 add cluster members 4 administrator Super Administrator 9 Apache web server load-balancing (Windows) 83 Apache Web Server configuring 31 application server adding after install 4 configuring single sign-on 91 default port 13 installing 43 installing WebLogic 11 paging file size and 70 post-install tasks 68, 70 scaling and 79 server topology 5 software prerequisites 7 application servers prerequisite software 7 architecture platform 1 audience vii Data Execution Prevention (DEP) enabling 10 database client installing 39 installing in silent mode 20 database components creating 21 database schema manually creating 21 database schemas custom installations 41 database server copying installation files 15 default port 13 installing in interactive mode 18 OpenPages repository 5 prerequisites 7 server topology 5 database server connections testing 26, 51 debug log files 119 default definition values verifying 21 directories creating for AIX installations 16 documentation related information vii C certificates secondary OpenPages CommandCenter 89 client systems prerequisites 7 clustered environment about 79 add member to 4 configuring 79 load balancing and 86 member systems, adding 4 Cognos Business Intelligence installing 27 report server 6 command block creating for OpenPages data sources 61 concurrency conflict 69 configuration data manually loading after installation 121 configuring See also database client multicasting 12 Oracle Admin client software on application servers content store configuring a connection 32 manually creating tablespace and user 59 content store database overview 6 creating database schema 21 tablespaces and users 21 E environment variables ORACLE_HOME 26 reporting server on AIX or Linux operating systems 35 reporting server on Windows operating system 34, 53 setting 41 error messages OP-03620 122 F Fix Central getting fixes 118 Fujitsu Interstage BPM workflow server 5 H 39 horizontal scaling about 79 I IBM HTTP Server configuring 31 IIS web server configuring 29 129 installation default ports 13 setting environment variables 41 installation files database server 15 installing troubleshooting 120 interactive mode installing database software 18 OpenPages database database server 5 OpenPages repository database server 5 Oracle database clients installing on administrative and managed servers ORACLE_HOME setting 41 setting on reporting servers 26 K P knowledge bases masthead search 118 L LDAP disable 72 load balancing configurations 4 enabling XA transactions 82 raising the Oracle connection limit load-balancing about 86 configuring single signon 92 reporting server configuration 86 log files installation 119 M Microsoft Internet Information Services See IIS multicasting Fujitsu Interstage BPM 12 O OpenPages add new instance 4 cluster member, add 4 default ports 13 multicasting 12 scaling and 79 OpenPages application adding after install 4 concurrency conflict 69 configuring single sign-on 91 multiple users 69 post-install tasks 68, 70 OpenPages CommandCenter 53 creating installation directory 37 framework generator 7 host setting 60, 89 installation worksheet 54 installing 55 port setting 60, 89 port settings, changing 60, 89 post-installation tasks 58 scaling and 79 silent installations 110 OpenPages Customer Center troubleshooting resources 118 130 79 39 paging file size increasing on application server 70 increasing on reporting server 70 PATH variable modifying for installation 41 ORACLE_BASE, removing 15 ORACLE_HOME, adding to 41 ORACLE_HOME, removing 15 PERL5LIB, removing 15 TNS_ADMIN, removing 15 platform architecture 1 ports default 13 fixed 13 post-installation application server and 68, 70 OpenPages CommandCenter tasks 58 prerequisite software application servers 7 prerequisites client systems 7 software 7 Problem Management Records service requests See Problem Management Records R report server server topology 6 reporting schema creating 58 manually creating 59 reporting server configuring single signon 95 default port 13 environment variables on AIX or Linux operating systems 35 environment variables on Windows operating system 53 load balancing and 86 paging file size and 70 port settings, changing 60, 89 prerequisites 7 prerequisites tasks 34, 53 scaling and 79 software requirements 8 reports generating the framework 58 response files OpenPages application server installations 99 OpenPages CommandCenter installations 99 REST API 63 IBM OpenPages GRC Platform Version 7.0.0: Installation on WebLogic Application Servers with Database 34, S security securing access to the OpenPages CommandCenter 62 WebLogic 63 server topology application server 5 database server 5 report server 6 workflow server 5 servers topology 1 service requests opening Problem Management Records (PMR) 118 sharing network storage 81 silent installations OpenPages CommandCenter 110 response file for OpenPages application servers 99 response file for OpenPages CommandCenter 99 silent mode installing database software 20 single server configuring for DB2 64 configuring for Oracle databases 64 single signon configuring for logging out 92 configuring OpenPages interface 91 disabling 94 software requirements 7 software requirements reporting server 8 SSL with OpenPages 73 SSO See single signon starting OpenPages 73 OpenPages with Web browser 73 Super Administrator 9 Support Portal overview 118 third-party software requirements 7 topology servers 1 troubleshooting getting fixes 118 installation issues and solutions 120 installation log files 119 OpenPages Customer Center 118 reporting schema not instantiated error 122 resources 117 Support Portal 118 understanding symptoms of a problem 117 video documentation resources 117 trust enabling 72 U update-storage script 81 V vertical scaling about 79 video documentation YouTube 118 virtualization supported configurations 8 W web server configuration options WebLogic security 63 WebLogic Server installing 11 workflow server installing 43 server topology 5 29 T tablespaces and users creating 21 Index 131