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RMS Setup March 27, 2009 2170 Georgina Avenue Santa Monica, CA 90402 800-972-3027 or 310-451-3735 www.rco.com Table of Contents 1 Introduction ................................................................................................................. 1 2 Document History ....................................................................................................... 1 3 RMS Sever Setup ........................................................................................................ 2 3.1 Windows Server ................................................................................................... 4 3.1.1 New Setup ..................................................................................................... 5 188.8.131.52 Install Java ............................................................................................. 5 126.96.36.199 Install Tomcat ........................................................................................ 5 126.96.36.199 RMS Server ........................................................................................... 9 220.127.116.11 Database............................................................................................... 16 18.104.22.168 Installing Services................................................................................ 18 184.108.40.206 ISAPI Redirector ................................................................................. 18 18.104.22.168 Full Text Search................................................................................... 28 126.96.36.199 Active Directory .................................................................................. 32 126.96.36.199 Server Properties.................................................................................. 33 184.108.40.206 Restart Services ................................................................................... 36 3.1.2 Update ......................................................................................................... 36 3.1.3 Remove Components .................................................................................. 37 18.104.22.168 Apache Tomcat .................................................................................... 37 18.104.22.168 Java SDK ............................................................................................. 38 220.127.116.11 Java runtime environment ................................................................... 38 3.2 Unix Server ........................................................................................................ 38 3.2.1 Unix Commands ......................................................................................... 39 3.2.2 Unix Solaris ................................................................................................ 44 3.2.3 Unix Connectivity ....................................................................................... 48 3.2.4 Unix Import ................................................................................................. 50 3.2.5 Patch............................................................................................................ 51 3.2.6 Copy Files (Windows to Unix) ................................................................... 52 3.2.7 Samba.......................................................................................................... 53 3.2.8 Solaris9 Install ............................................................................................ 54 3.3 Database Functions ............................................................................................ 62 3.3.1 Running Patches.......................................................................................... 62 3.3.2 Export Oracle – Import to SQL .................................................................. 62 3.3.3 Export Oracle Windows – Import to Oracle Unix ...................................... 71 3.3.4 Export a Microsoft SQL database ............................................................... 74 3.3.5 Restore a Microsoft SQL database ............................................................. 75 3.3.6 Create I2K Database in Microsoft SQL ...................................................... 80 3.3.7 Run Create Scripts on Microsoft SQL ........................................................ 81 3.3.8 Run Create Scripts on Oracle Windows ..................................................... 86 3.3.9 Run Create Scripts on Oracle Unix ............................................................. 89 3.3.10 Running Oracle Statistics ............................................................................ 90 3.3.11 Running Microsoft Statistics....................................................................... 97 3.4 Setting up Forms ................................................................................................ 98 3.5 Installation Problems .......................................................................................... 99 3.5.1 Can't Browse to Login Screen .................................................................... 99 3.5.2 MS SQL Database Error ........................................................................... 100 3.5.3 Unable to Install InstallShield Scripting ................................................... 100 3.6 SQL Database Size Estimates .......................................................................... 101 4 Workstation Setup................................................................................................... 102 4.1 Java Runtime .................................................................................................... 102 4.2 Configure the Java Plug-In ............................................................................... 103 4.3 Internet Explorer .............................................................................................. 105 4.4 Desktop Shortcuts ............................................................................................ 106 5 Devices .................................................................................................................... 108 5.1 Barcode Readers ............................................................................................... 108 5.2 Printers ............................................................................................................. 109 6 Workflow ................................................................................................................ 109 6.1 Hibernate .......................................................................................................... 110 6.2 SQL Server Setup ............................................................................................. 110 6.3 JBPM Setup ...................................................................................................... 110 6.4 Efile Destruction Coding.................................................................................. 110 6.5 Physical Destruction Coding ............................................................................ 112 7 Mobile ..................................................................................................................... 113 8 Mail Setup ............................................................................................................... 115 9 Summary ................................................................................................................. 119 1 Introduction This document presents the procedure used for installing RMS Pro on a Windows 2003 Server. A sample installation is performed on the c: drive. There are several steps to installing the records management server. The setup program automates many of the tasks but you may have to run several manual processes after running the setup such as: • Run additional database script patches • Run the forms setup. • Setup the security. • Run the database statistics • Setup your peripherals • Setup the workstation browsers. Note that you need to disable all the popup blockers like Google, AIM, XP SP2, AOL. Create a test list and perform this against the server. If your workstations are all different then you have to test the connection and operations from each workstation. 2 Document History The following table lists the modifications that have occurred on this document. REVISIONS Author Date Version Description Roy Nabel 1Jan2000 1 Created RmsSetup.doc Steve Babbitt 9Sep2003 2 Taken from RmsSetup.doc Roy Nabel 9Feb2004 3 Added import section Steve Babbitt 3Mar2004 4 Added Upgrade section Roy Nabel 4Mar2004 5 Organized manual added ant description Steve Babbitt 24Mar2004 6 Describe Image2000 version 6.8 install and upgrade Roy Nabel 6May2004 7 Added SQL requirements; changed footer Roy Nabel 28Jul2004 8 Added Database section Roy Nabel 5Aug2004 9 Added Database statistics for Oracle and SQL Roy Nabel 23Aug2004 10 Added printer section for zebra label printer driver install Steve Babbitt 28Sep2004 11 Config Java plugin, Import Solaris database. Roy Nabel 13Nov2004 12 Added Microsft SQL database restore Roy Nabel 14Apr2005 13 Added running patches and setting up forms Roy Nabel 26May2005 14 Added samba section Steve Babbitt 28July2005 15 ms sql install, and some solutions to common errors Randy Nichols 28Oct2005 16 Added Full Text search section Roy Nabel 15Nov2005 17 Added ASP.NET to IIS section for Windows 2003 Servers Roy Nabel 19Nov2006 18 Redid outline and added label and image scanner Roy Nabel 25Nov2006 19 Added active directory login and Server Properties Roy Nabel 26Nov2006 20 I don't know what I changed Added desktop internet explorer icon setup; mobile setup; mail Roy Nabel 04Jan2007 21 relay setup using Microsoft Exchange Roy Nabel 26Apr2007 23 Modified Mobile setup for jdk1.6 and tomcat6 Roy Nabel 10July2008 24 Added workflow setup RCO / SetupGuide.doc 3/27/2009 1 of 11 3 RMS Server Setup From a hardware perspective the server has to service several different types of clients. Each client may have a different operating system and hardware requirements. The following table discusses each type of user and a possible scenario for each. User Type Description Normal User This person will be making requests for physical records. They will normally have a standard machine configuration running a win98 or win2k operating system with Internet Explorer v5.5 and 128mb or ram and a standard 800x600x256 color display. They will make occasional searches and run a simple report. They can use a simple 10mb network card although 100mb is preferred. Power User Power users have the latest and greatest bar none. They may have a signature panel, PDA, a win2k workstation. This person will be make lots of searches, reports, and probably need a high speed printer to handle the volume requests. Scan This person requires lots of local storage a heavy duty workstation running win2k and needs a large display for reviewing and coding images. Record Center There may be multiple workstations at different file rooms or record centers. The workstation is similar to a normal user. The only difference is the active synchronization software installed on local workstation. RCO / SetupGuide.doc 3/27/2009 2 of 11 RCO / SetupGuide.doc 3/27/2009 3 of 11 The Image 2000 software system requires Microsoft Internet Explorer version 5.5 or latter on the "normal" client workstations. The server requires installing several modules and adding some new registry values. Client Server Image 2000 Record Management Server Modules Operating Internet System Tomcat Server Browser Information RMS Server Windows 2000 (jsp pages) Service IIS Server Middleware IP Server Corba File System NTFS Other Database Applications Microsoft SQL Server 2000 Client browsers make html and jsp requests of the operating system. The operating system passes these requests to the IIS system, which in turn sends the request to the Record Management Software using the TCP/IP protocol. Database requests are made using a CORBA middleware module that uses a JDBC connection to the SQL Server database. In terms of memory requirements the server requires about 150mb or disk space for the Server Modules. Network designers have several different approaches to working with the NTFS and SQL database. Separate disk partitions are allocated for the file system and for the database files. The help system if uploaded consumes about 150mb of disk space. For 50,000 physical records with 64 characters per record you would need approximately 5gb of disk space. 3.1 Windows Server The following is a list of prerequisites that must be installed prior to beginning the installation: RCO / SetupGuide.doc 3/27/2009 4 of 11 Windows2003 Internet Explorer 6.0 IIS or Tomcat Web Server Oracle 9 (or above) Oracle Client (if database server in on another machine) Microsoft SQL 2000 (sp3 and above) All old versions of Tomcat and the RMS must be removed prior to installing this version. 3.1.1 New Setup 220.127.116.11 Install Java Select the Java 1.6 item from the Image2000 Setup Console to begin the JVM installation. Verify the default installation directory is on the correct drive as shown in the figure below then click next. Accept the rest of the defaults to complete the installation. 220.127.116.11 Install Tomcat Select the Tomcat 6 option form the Image2000 Setup Console. You will see the following screen. Press next to start the Tomcat installation. RCO / SetupGuide.doc 3/27/2009 5 of 11 The figure below shows the Tomcat Component Options. Check the Service box to force the Tomcat service to automatically start when the computer boots. Pressing the plus sign on the left expands the Tomcat options. Pick an installation directory. Normally the default is to put Tomcat in the Program Files Folder, but some of the more advanced Image2000 functions cannot tolerate spaces in the Tomcat path. Please pick a directory named something similar to C:/Tomcat5 as shown below. RCO / SetupGuide.doc 3/27/2009 6 of 11 RCO / SetupGuide.doc 3/27/2009 7 of 11 Be sure to select an available TCP port number. Image2000 is configured to use port 8081 by default. You will also need to select a password for the Tomcat administration web page. This web page should be disabled after all the configuration steps are completed to reduce access to the web server. The following step is critical and easily missed. Please follow the instructions closely. Tomcat must use the full JDK. The Tomcat setup will now prompt you where the java virtual machine is located. This location was determined when you setup the java software development kit in the previous setup. Sometimes Tomcat tries to use the Java Runtime Directory as the default, but this is incorrect. Please change this by browsing to the j2sdk directory shown below. RCO / SetupGuide.doc 3/27/2009 8 of 11 Accept the rest of the defaults and press Finish to complete the Tomcat installation. 188.8.131.52 RMS Server Select Image2000 from the Image2000 Setup Console. Press next to see the Feature selection box shown below. Ensure that all of the selection boxes are checked. The next screen shown below requires you to browse to the JVM directory that was just created during the Java installation described above. Once again, verify that the j2sdk directory shown below is selected, and not the Java Runtime directory. RCO / SetupGuide.doc 3/27/2009 9 of 11 RCO / SetupGuide.doc 3/27/2009 10 of 11 Next browse to the Tomcat directory. The final directory we need to specify is the destination of the Image2000 Server files. RCO / SetupGuide.doc 3/27/2009 11 of 11 Verify the computer name is correct as shown in the figure below. Then enter the internal domain name of your company's network. This will be used to authenticate user logons. Next enter the external domain of your company. This will allow external clients to upload electronic files. RCO / SetupGuide.doc 3/27/2009 12 of 11 RCO adds custom functionality to Image2000 for some customers. Entering your company or project acronym here will enable advanced features. Some examples are RCO, OCSD, FDAPPF. Next enter information that will be used to build the directory tree. Enter your company name then the name of the directory you would like to use for the root of the tree. RCO / SetupGuide.doc 3/27/2009 13 of 11 Select the appropriate database type and version. Enter the name of the computer hosting the database and the name of the database service. (The name of the database service is not always the same as the SID). Note that for SQL server, the DB Name above is typically Image2000. RCO / SetupGuide.doc 3/27/2009 14 of 11 Image2000 can store user passwords within the database, or it can use validate the user from an external source. Select the authentication source as shown in the example below. The user information may be synchronized with an external database. Enter the database name, user and password. These will typically be the same as the main Image2000 database. If this function is not used, just press next to accept the defaults. RCO / SetupGuide.doc 3/27/2009 15 of 11 Browse to a directory where all the electronic files will be stored on the hard disk. This directory should not be within the web directory. If large volumes of electronic images or files are going to be stored, we recommend placing this directory in its own volume or disk. Click next to verify the disk locations then finish to complete this section of the install. The screen may flicker a few times as new services are added to the system. 126.96.36.199 Database 188.8.131.52.1 Oracle Database Install Image2000 uses an oracle database back end. You can create a separate database instance specifically for Image2000, or simply add the Image2000 namespace to an existing database instance. The following table lists a few of the non-default parameters required for the database. shared_pool_size = 81 828 352 large_pool_size = 64 603 008 open_cursors = 1300 In Oracle 8, these can be added to init.ora file. RCO / SetupGuide.doc 3/27/2009 16 of 11 In oracle 9, these values can be set using the Oracle Enterprise Manager Console. Navigate to the Configuration Tab, then press the All Initialization Parameters button. Be sure to select the SPFile option to make the changes permanent. 18.104.22.168.2 Oracle Database Initialize Start SQLPlus and connect to the destination Image2000 database using the System account. Create the RMSADMIN namespace by typing the following commands into SQLPlus CREATE USER RMSADMIN IDENTIFIED BY ADMIN; GRANT DBA TO RMSADMIN; GRANT CREATE ANY TABLE TO RMSADMIN Connect to the new namespace (mailbert is an example database name). CONNECT RMSADMIN/ADMIN@MAILBERT Select the Open option of the File menu and find empty.sql in the following directory: RCO / SetupGuide.doc 3/27/2009 17 of 11 F:/Program Files/RCO/Image2000/Server/Oracle/empty.sql Select open then press enter. Run the SQL scripts by typing the following commands: start CreateRmsOracle.sql; start InitRmsOracle.sql; start CreateRmsOracleProcs.sql; 188.8.131.52.3 Microsoft SQL 2003 Database This is described in the "Database Functions" chapter of this document. 220.127.116.11 Installing Services There are 3 rms services you need to install by running batch files located in the c:\Image2000\Server\bin directory. IpServer-Install-NTWrapper.bat NamingService-Install-NTWrapper.bat RmsServer-Install-NTWrapper.bat 22.214.171.124 ISAPI Redirector The ISAPI Redirector is used to relay all the JSP processing from Microsoft IIS to Apache Tomcat. Do the following steps after you have installed the java sdk and tomcat. You have to do the sdk and tomcat first because the isapi needs the path to these in the configuration file. 1. Install redirector 2. Setup registry 3. Add IIS Virtual Directory 4. Add Extensions 5. Restart IIS *** Note that prior to restarting IIS we strongly suggest you stop the Apache Tomcat services otherwise you will get a red arrow pointing down when you click the ISAPI filters tab in IIS. You can get information about the tomcat redirection process at http://tomcat.apache.org/ and then clicking on the Tomcat Connectors link. 188.8.131.52.1 Install Redirector You can download the tomcat redirector from www.rco.com/down. Unzip all the files the directory c:\Image2000\Tomcat Redirector RCO / SetupGuide.doc 3/27/2009 18 of 11 Open the file c:\Image2000\Tomcat Redirector\conf\workers.properties and make sure the paths to the tomcat and jdk are correct. # workers.tomcat_home should point to the location where you # installed tomcat. This is where you have your conf, webapps and lib # directories. # workers.tomcat_home="C:\tomcat6" # # workers.java_home should point to your Java installation. Normally # you should have a bin and lib directories beneath it. # workers.java_home="C:\jdk1.6.0" 184.108.40.206.2 Setup the Windows Registry After you install the tomcat redirector please run the regedt32 from the start run command and import the c:\Image2000\Tomcat Redirector\Registry\tomcat.reg. After you import the registry file please check all the directory paths and driver letters are correct. 126.96.36.199.3 Add Virtual Directory Start the Internet Services Manager located within the Administrative Tools folder. Right Click the Default Web Site to create a new Virtual Directory. RCO / SetupGuide.doc 3/27/2009 19 of 11 This begins the creation wizard. Use the name jakarta for the alias. RCO / SetupGuide.doc 3/27/2009 20 of 11 Browse to Tomcat Redirector directory within your Image2000 directory. Check the Execute box. Press Next a few times to finish the wizard. 184.108.40.206.4 Web Services Extensions We need to give IIS permission to use the isapi dll. Begin by selecting the Web Service Extensions folder from the bottom left side of the Internet Services Manager. RCO / SetupGuide.doc 3/27/2009 21 of 11 Next enter the • Enter the extension name Tomcat ISAPI • Browse to the isapiredirector.dll • Select the Set extension status to Allowed • Press OK RCO / SetupGuide.doc 3/27/2009 22 of 11 Finally verify that the Tomcat ISAPI Extension is in the allowed state. This is shown in the figure below. Note that you should have the ASP.NET installed. The ASP.NET is a windows component. To install the ASP.NET start the control panel and then click on Add or Remove Programs. Chose Windows Components and then choose the Application Server. Click on the Detail button and then check the ASP.NET. Click Ok and then the Next button on the main screen to install the component. RCO / SetupGuide.doc 3/27/2009 23 of 11 18.104.22.168.5 ISAPI Filter Once again, right click on the Default Website then select properties. Select the ISAPI Filters Tab. RCO / SetupGuide.doc 3/27/2009 24 of 11 Hit the add button to add a filter. Use jakarta for the name, then browse to the dll located within the bin folder we previously selected. {e.g. c:\Image2000\Tomcat Redirector\bin\isapi_redirect.dll } RCO / SetupGuide.doc 3/27/2009 25 of 11 Note that sometimes the redirector does not want to get active (you get a red down arrow when you click the isapi filters tab in IIS) so we suggest that you restart the Tomcat services. If everything is working you will get a green up arrow. To stop the Apache Tomcat Service click the Start button and then click run, type in services.msc and then click the Ok button. Right click on the Apache Tomcat and select Stop. RCO / SetupGuide.doc 3/27/2009 26 of 11 22.214.171.124.6 Restart IIS Right click the name of the server and select Restart IIS. When it has restarted, check the ISAPI Filter tab in the web server's property page again. If all is well there will be a green arrow next to the filter. RCO / SetupGuide.doc 3/27/2009 27 of 11 Close the Internet Services Manager. 184.108.40.206 Full Text Search Microsoft and Oracle implement full-text search differently. 22.214.171.124.1 Microsoft Microsoft SQL Server requires the text to be loaded into a blob field to be indexed. The full-text index catalog is located outside the database. There is a way to use the Indexing Service to index documents in their home locations, but it seems to be less flexible, more difficult to use, and probably performs slower. SQL Server 2000 does not seem to have built-in indexing for PDF files, but an Adobe IFilter is available for download that can be installed and enables indexing of PDF files. The text search table in the Microsoft version of Image2000 is the FileProps table – it contains a column for the text blob and a column that holds the file extension of the document so the indexer knows what kind of document it is. 220.127.116.11.1.1 Adobe Filter Adobe PDF IFilter v6.0 Need help with downloading? See our Downloading Help documents. 1. Download PDF IFilter. 2. Stop all appropriate clients. 3. Uninstall any previous version of Adobe PDF IFilter. 4. Double-click the downloaded file and follow the on-screen instructions. 5. After the installation completes, start all appropriate clients. 6. (SharePoint only) Add PDF as a file type to be included in the content index. 7. Re-index your system with the appropriate clients. Detailed installation instructions are in the ReadMe file, which is included with the Adobe PDF IFilter download. RCO / SetupGuide.doc 3/27/2009 28 of 11 Some information on the web indicated the following to install it for SQL Server 2005, but we did not need to do it for SS2000. http://weblogs.asp.net/wallym/archive/2005/02/28/382060.aspx Full-Text Indexing a PDF with SQL Server 2005 I just got finished installing and setting up the full-text indexing of a pdf file for Sql Server 2005 December CTP Build. Here are the steps to getting it working (assuming you have a functioning table to store BLOB data). 1. Remember that your table must have a BLOB field, such as a varbinary(max), and a column to specify the file type to the full-text index create index commands or the full-text index wizard in Sql Server Management Studio. 2. Download and install the Adobe Acrobate PDF Filter. It is available at http://www.adobe.com/support/downloads/detail.jsp?ftpID=2611. 3. Execute the following commands against your Sql Server 2005 instance. o sp_fulltext_service 'load_os_resources',1. This command tells the Microsoft Search Service to load OS specific wordbreakers, stemmers, and such. o sp_fulltext_service 'verify_signature', 0. Do not verify that the binaries are signed. 4. Bounce the Sql Server Service and MSFTESQL. 5. Create your full-text index. 6. Issue the necessary command(s) to (re)index. Wally posted on Monday, February 28, 2005 9:26 PM Feedback # re: Full-Text Indexing a PDF file with Sql Server 2005 December CTP (aka Yukon) 3/1/2005 12:15 AM John Kane Hi Wally, This was posted by a Dev Lead when simalar advise was given on a fulltext newsgroup thread: "This will work, but beware that making this change makes your SQL instance a little less secure. Be sure to read the documentation for these flags so you understand the risk." From the Yukon BOL title "sp_fulltext_service" - "Enabling use of OS resources provides access to resources for languages and document types RCO / SetupGuide.doc 3/27/2009 29 of 11 registered with Microsoft Indexing Service that do not have an instance- specific resource installed." Basicly, you need to set this when adding a new IFilter, but should disable it when you're finished, i.e., set it backe to: sp_fulltext_service 'verify_signature', 1 sp_fulltext_service 'load_os_resources',0 Even FTS, now has to keep SQL Server secure ;-) John # re: Full-Text Indexing a PDF file with Sql Server 2005 December CTP (aka Yukon) 3/11/2005 9:18 AM Flores When will be released the Yukon version for the public? Is there any way to index pdf files in SQL2000? thanks Nacho Flores # re: Full-Text Indexing a PDF file with Sql Server 2005 December CTP (aka Yukon) 3/11/2005 2:14 PM Wallym It works basically the same except that you have use an image column instead of a varbinary(max). # re: Full-Text Indexing a PDF file with Sql Server 2005 December CTP (aka Yukon) 3/16/2005 8:50 AM Vijay Hi, I have to search through six PDF documents stored in a particular location. The input for the search is a keyword text and the output should be the bookmarks under which the text is present(for each section and subsection a bookmark will be present in the PDF). Preferably, the percentage of match also needs to be displayed against each bookmark link. How do I achieve the same? Any help would be greatly appreciated. Thanks, Vijay # re: Full-Text Indexing a PDF file with Sql Server 2005 December CTP (aka Yukon) 3/16/2005 6:05 PM Wallym Use Index Server if you are looking at indexing the so RCO / SetupGuide.doc 3/27/2009 30 of 11 220.127.116.11.1.2 Setup The following script is run in SQL Analyzer connected to the Image2000 database to setup full-text search for Image2000: USE Image2000 PRINT '---- drop and disable any preexisting fulltext table, catalog' exec sp_fulltext_table 'dbo.FileProps', 'drop' GO exec sp_fulltext_catalog 'cat_fileprops', 'drop' GO exec sp_fulltext_database 'disable' GO PRINT '-------- Enabling Image2000 database for full-text search --------' exec sp_fulltext_database 'enable' GO PRINT '-------- Creating fulltext catalog cat_fileprops --------' exec sp_fulltext_catalog 'cat_fileprops', 'create' GO PRINT '-------- Marking table FileProps for full-text indexing --------' exec sp_fulltext_table 'dbo.FileProps', 'create', 'cat_fileprops', 'IX_FileProps_FileVerId' GO PRINT '-------- Marking column FileProps.DocContents for full-text indexing and DocType to indicate the document type (file extension). --------' exec sp_fulltext_column 'dbo.FileProps', 'DocContents', 'add', null, 'DocType' GO PRINT '-------- Starting change-tracking for FileProps . --------' --exec sp_fulltext_table 'dbo.FileProps', 'start_change_tracking' --GO PRINT '-------- Starting background-update for FileProps . --------' --exec sp_fulltext_table 'dbo.FileProps', 'start_background_updateindex' --GO PRINT '-------- Activating full-text index for FileProps . --------' exec sp_fulltext_table 'dbo.FileProps', 'activate' GO PRINT '-------- Done!' Issues http://support.microsoft.com/default.aspx?scid=kb;en-us;323324 RCO / SetupGuide.doc 3/27/2009 31 of 11 18.104.22.168.2 Oracle Oracle stores the URL to files in columns of tables to be full-text indexed, so the actual files reside outside the database. Oracle 9 comes with filters for PDF files. It can also do a sometimes crude HTML "Highlighted" image of files that are text-searched. The Oracle version of Image2000 database has a table called "TextSearch" which is dynamically built and maintained during a full-text index update operation. Eventually, it probably can be merged with the FileProps table. It has a column for the URL pointer to the file to be indexed and also has a column for the file extension so the indexer knows what kind of document it is. The full-text index is kept in the oracle database itself in contrast to the Microsoft method. The TextSearch table and index is created by the "CreateRmsOracle.sql" script, which also enables the feature. 188.8.131.52 Active Directory If you want to use the active directory security so that your users can login to the RMS with their regular NT accounts you must configure the ServerProperties.txt Active Directory RMS Server Server If the domain is for example rco.local then in the ServerProperties.txt file you will have the following lines. #Authentication Domain Authentication.Domain = rco.local Authentication.NtPwEnabled = true If your RMS is currently not part of the domain right click the My Computer icon on your server's desktop. Click on the Computer Name tab and then click the Change button. Click the radio button Domain and enter the Active Directory Name. Click the Ok button and then the Ok button in the main page to submit the change. You will have to restart the RMS server for the change to take affect. RCO / SetupGuide.doc 3/27/2009 32 of 11 188.8.131.52 Server Properties While the Server setup does configure many of the items you need in the ServerProperties.txt file you may want to manually change some of these settings. The following is a typical listing of the ServerProperties.txt file which you can edit with any text editor like Notepad. RCO / SetupGuide.doc 3/27/2009 33 of 11 #Preferences for Image2000 RMS Server Application = RMS #Naming Service Location CORBA.NameService.Port = 1501 CORBA.NameService.Host = DUCK CORBA.Host = DUCK CORBA.External = www.rco.com CORBA.Port = 1500 CORBA.MaxXfrBytes = 4000000 Web.Port = 80 Web.Dir.ClientData = C:\\Image2000\\webapps\\Image2000/ClientData Web.Host = www.rco.com Tomcat.Port = 8081 Tomcat.Directory = C:\\Program Files\\Apache Software Foundation\\Tomcat 5.0 #Directory Information Tree.RootTitle = NM State Records Image.Directory = C:\\Image2000\\Files\\ObjectFiles Image.Directory.Personal = C:\\Image2000\\Files\\UserImages Image.FilesPerDirectory = 500 Image.DirectoriesPerLevel = 100 Image.DirectoryLevelDepth = 3 Image.Directory.Base = C:\\Image2000\\webapps\\Image2000 Image.UploadDirectory.Base = C:\\Image2000\\webapps\\Image2000\\upload Image.DownloadDirectory.Base = C:\\Image2000\\webapps\\Image2000\\download Label.Directory = C:\\Image2000\\webapps\\Image2000\\zz ServerLog.Directory = C:\\Image2000\\server\\logs ClientLog.Directory = C:\\Program Files\\Apache Software Foundation\\Tomcat 5.0\\logs Form.Directory = C:\\Image2000\\webapps\\Image2000\\pdfForms FileSeparatorCharacter = / LDAP.Enable = false LDAP.ServerType = NONE ServerLogMaxRecords = 10000 JDBCtimeoutSeconds = 9999 Uploader.TempDir = C:\\UploadTemp Uploader.MaxRamBytes = 10000 Uploader.MaxHdBytes = 10000 Database.Server = DUCK Database.Name = Image2000 RCO / SetupGuide.doc 3/27/2009 34 of 11 Database.Type = SQL Database.Vendor = Microsoft Database.Version = 2000 Database.SystemUserID = rmsadmin Database.SystemPassword = admin Database.ConnectionPoolSize = 6 #Logging Information SMTP.Host = postal Log.EmailAddress = email@example.com;firstname.lastname@example.com Log.Active = true #Authentication Domain Authentication.Domain = rco.local Authentication.NtPwEnabled = true textsearch = true moderan = devel cadserver = false eReview = false accounting = true InstalledFeature.TextSearch = false InstalledFeature.Cold = false InstalledFeature.Workflow = false InstalledFeature.Email = false ObjectType.RequestForm = FormRT2 ObjectType.RetentionForm = FormRT4 ObjectType.Org = Company ObjectType.SubOrg = Department CustomReport.MaxColumns = 10 CustomReport.MaxGroupBy = 5 CustomReport.MaxSortBy = 3 CustomReport.UserSecurityCodingField = Department Number SearchFilter.ReplaceRows = 6 SearchFilter.CategoryRows = 5 CodingField.RecordLocator = HomeAddress2Web.Host = www.rco.com CodingField.LinkedRetention = Record Series Code CodingField.OrgNum = Department Number RCO / SetupGuide.doc 3/27/2009 35 of 11 CodingField.OrgName = Department Name CodingField.Customer = Customer CodingField.DestroyedDate = Destroyed Date CodingField.OrgNum = Department Number CodingField.SubOrgNum = Department Number CodingField.SubOrgName = Department Name CodingField.SubOrgNum = Department Number CodingField.ElectronicDocId = RMS Document Number CodingField.RecordSeries = RMS Document Number Property Description Tree.RootTitle You may want to change the name of the directory root. CORBA.External If you have an RMS server on the Internet you need to put in your public URL. SMTP.Host = postal If you want to use the physical record alerts you need to put in your SMTP server name. Tomcat.Directory Verify this is where you tomcat is installed Textsearch This should be TRUE if you do full text searching for electronic files. 18.104.22.168 Restart Services A folder full of shortcuts named rms is created on the desktop of the server. Open this and select the green rms restart shortcut. A command window will appear while the services are being started. At this point you can test the admin and portal interfaces. 3.1.2 Update Run the setup.exe that you can get from www.rco.com/down under the description setup. RCO / SetupGuide.doc 3/27/2009 36 of 11 3.1.3 Remove Components Before you remove components for Image2000 you want to make sure that the common components are not used by other applications. Please consult your system administrator if you are unsure. If you don't have an administrator you can do the removal and then add the components back if you find an application requires them. 22.214.171.124 Apache Tomcat Before you run the tomcat uninstall from the windows control panel (add/remove) selection you will need to first stop the tomcat. From the start menu click the Run command and then type in services.msc and then press the enter key on your keyboard. Right click on the Apache Tomcat and then click the Stop menu command. RCO / SetupGuide.doc 3/27/2009 37 of 11 After you have shut down the tomcat console monitor you can remove the Tomcat directory using the file explorer. 126.96.36.199 Java SDK Select the Start button in the Windows tray and select the control panel. Then choose Add / Remove programs. Click on the remove button for the Java 2 SDK. 184.108.40.206 Java runtime environment Select the Start button in the Windows tray and select the control panel. Then choose Add / Remove programs. Click on the remove button for the Java 2 Runtime Environment. 3.2 Unix Server 1. Copy Image2000 installation files from CD (copy files from cd to a temp install directory) cp -r /cdrom/sun /install/sun (open up permissions) chmod -R 777 /install 2. build the jvm (move to temp install directory) cd /install/sun RCO / SetupGuide.doc 3/27/2009 38 of 11 (execute 32 bit jdk install script) ./j2sdk-1_4_2_03-solaris-sparc.sh (execute 64 bit jdk install script) ./j2sdk-1_4_2_03-solaris-sparc9.sh (the previous two commands build a /install/sun/j2sdk-1.4.2_03 directory) 3. move files and update the link (navigate to the final resting place for jvm) cd /usr (remove link to old jvm) rm /usr/java (copy jvm to new location) cp /install/sun/j2sdk-1.4.2_03 /usr/j2sdk-1.4.2_03 (create static link to new jvm) ln -s /usr/j2sdk1.4.2_03 /usr/java 3.2.1 Unix Commands ----------------- shutdown solaris box ----------------- open a console and type shutdown -g5 -i0 -y ----------------- FILE COMMANDS ----------------- cat display file chown change user or group chown -R user:group file chmod change permissions owner,group,everyone chmod -R 777 dirname cp copy file/dir source target -r recursive /i prompt -p preserve owner, timestamp ... cp -r /scr /bkup -copies files to bkup if /bkup doesnt exist copies to /bkup/src if it does exist /usr/xpg4/bin/cp find find . -name 'ff*' -print => curdir to screen ls lists dir contents RCO / SetupGuide.doc 3/27/2009 39 of 11 -l info -a disp all files (hidden) -R recursive -lt filename.txt (to show permissions of a file) -li to show links lrwxrwx ~ home directory pwd print working dir mkdir -p creates all sub dirs . filename hidden mv move src dest (always recursive) (-i prompt) ln hard link (can delete either file) ln /path/shortcut.ext /origpath/origfile.txt ln -s shortcut - soft link - only one copy of file rm remove (-R recursive) rmdir which use to find path to a file | redirect to program > redirect to file >> append to file ----------------- NETWORK/SYSTEM COMMANDS ----------------- # halt - gives OK prompt # stop A - gives OK prompt ok go - resume ok boot -a interactive boot boot -r reconfiguration boot boot -s single user state netstat -i shows interfaces ifconfig -a all interfaces ifconfig lo0 loopback or 1e0 for ethernet shutdown - BEST METHOD brings to runlevel 0, single user do this before power off. -g5 wait 5 seconds -y no continue prompt -i0 % boot su switch user poweroff same as init 5 (power down state) reboot RCO / SetupGuide.doc 3/27/2009 40 of 11 bring single user to multi user does not run shutdown scripts (fast) -- -rs who -r display run level 0 = ok to shutdown s,1 single user 2 = no NFS 3 = normal netstat -an | grep ".389" (port busy ??) ----------------- misc ----------------- man help (manual) man passwd | col -b -x > ~/my.password.cmd.notes (copy a manual page) more space B touch /reconfigure - check for new hw restart metadb no opts displays metadevice databasae replicas # metadb -d -f c3t10d0s0 (delete bad replicas) prtconf|grep -i mem (i = case insensitive) fsck - file system check # fsck -F ufs -y /dev/md/dsk/d0 # fsck -F ufs -y /dev/rdsk/c1t0d0s0 # fsck -F ufs -y /dev/rdsk/c1t0d0s7 more (in text files press s to skip) To unmount a local CD-ROM drive, as root, enter: # cd # umount /cdrom/cdrom0 # eject dtpad Text Editor dtpad filename & ----------------- vi ----------------- RCO / SetupGuide.doc 3/27/2009 41 of 11 ESC - back to command mode /aa search for aa / search again n search again ( no return needed ) N search back navigate h j k l scroll ctl d u f b ^ line start $ eol :1 first line :$ last line a append (after cursor) A append to end of line i insert (before current character) o,c,s,R I insert at line start r overwrite single char R overwrite characters x delete char d0 delete from beginning of line dw delete to end of line dd delete line <n>dd delete <n> lines u undo /text search ctl l refresh screen :set showmode ZZ save quit :x save quit (also :wq) :w save (:w filename) (w! to force overwrite) :q! quit NO save ----------------- shell ----------------- > /dev/null send output to trashcan #!/bin/sh first line of script file exit last line #? result of last operatoin << EOF USE the follwing lines of text as input EOF >& digit stdout redirected to file digit = 0 stdin, 1=stdout, 2=stderr su - oracle -c "ORACLE_SID=rmsppf ; export ORACLE_SID ; \ sqlplus /nolog" << EOF > /dev/null 2>&1 connect / as sysdba startup RCO / SetupGuide.doc 3/27/2009 42 of 11 exit EOF ----------------- Packages and patches ----------------- pkginfo package_name (SUNWarc) verify package installed -i display only if fully installed -x show version (whole list shown if no name given) pkgadd copy pkgs to /var/spool/pkg first (default pkg dir) patchadd showrev -d > patches.txt ----------------- telnet and ftp ----------------- telnet 192.168.1.99 user iflow iflow22 su root ----------------- xterm ----------------- del = backspace ----------------- Solaris Apps ----------------- /usr/sbin/Solaris Mangemenent Console /usr/sbin../sadm/bin/smc ----------------- Shortcuts ----------------- aF4 close Solaris Managaement Console ----------------- SOLARIS paths ----------------- /sbin/sh shell directory /etc/hosts ip address /etc/vfstab disk volumes /usr/java12 /usr/j2se java 1.3 and 1.4 sdk /usr/inetd.conf autostart services here (huh ?? only apache maybe ) /etc/init.d lots of statup scripts RCO / SetupGuide.doc 3/27/2009 43 of 11 3.2.2 Unix Solaris ----------------- shutdown solaris box ----------------- open a console and type shutdown -g5 -i0 -y ----------------- FILE COMMANDS ----------------- cat display file chown change user or group chown -R user:group file chmod change permissions owner,group,everyone chmod -R 777 dirname cp copy file/dir source target -r recursive /i prompt -p preserve owner, timestamp ... cp -r /scr /bkup -copies files to bkup if /bkup doesnt exist copies to /bkup/src if it does exist /usr/xpg4/bin/cp find find . -name 'ff*' -print => curdir to screen ls lists dir contents -l info -a disp all files (hidden) -R recursive -lt filename.txt (to show permissions of a file) -li to show links lrwxrwx ~ home directory pwd print working dir mkdir -p creates all sub dirs . filename hidden mv move src dest (always recursive) (-i prompt) ln hard link (can delete either file) ln /path/shortcut.ext /origpath/origfile.txt ln -s shortcut - soft link - only one copy of file rm remove (-R recursive) rmdir which use to find path to a file RCO / SetupGuide.doc 3/27/2009 44 of 11 | redirect to program > redirect to file >> append to file ----------------- NETWORK/SYSTEM COMMANDS ----------------- # halt - gives OK prompt # stop A - gives OK prompt ok go - resume ok boot -a interactive boot boot -r reconfiguration boot boot -s single user state netstat -i shows interfaces ifconfig -a all interfaces ifconfig lo0 loopback or 1e0 for ethernet shutdown - BEST METHOD brings to runlevel 0, single user do this before power off. -g5 wait 5 seconds -y no continue prompt -i0 % boot su switch user poweroff same as init 5 (power down state) reboot bring single user to multi user does not run shutdown scripts (fast) -- -rs who -r display run level 0 = ok to shutdown s,1 single user 2 = no NFS 3 = normal netstat -an | grep ".389" (port busy ??) ----------------- misc ----------------- man help (manual) man passwd | col -b -x > ~/my.password.cmd.notes (copy a manual page) RCO / SetupGuide.doc 3/27/2009 45 of 11 more space B touch /reconfigure - check for new hw restart metadb no opts displays metadevice databasae replicas # metadb -d -f c3t10d0s0 (delete bad replicas) prtconf|grep -i mem (i = case insensitive) fsck - file system check # fsck -F ufs -y /dev/md/dsk/d0 # fsck -F ufs -y /dev/rdsk/c1t0d0s0 # fsck -F ufs -y /dev/rdsk/c1t0d0s7 more (in text files press s to skip) dtpad Text Editor dtpad filename & ----------------- vi ----------------- ESC - back to command mode /aa search for aa / search again n search again ( no return needed ) N search back navigate h j k l scroll ctl d u f b ^ line start $ eol :1 first line :$ last line a append (after cursor) A append to end of line i insert (before current character) o,c,s,R I insert at line start r overwrite single char R overwrite characters x delete char d0 delete from beginning of line dw delete to end of line dd delete line <n>dd delete <n> lines u undo /text search ctl l refresh screen :set showmode RCO / SetupGuide.doc 3/27/2009 46 of 11 ZZ save quit :x save quit (also :wq) :w save (:w filename) (w! to force overwrite) :q! quit NO save ----------------- shell ----------------- > /dev/null send output to trashcan #!/bin/sh first line of script file exit last line #? result of last operatoin << EOF USE the follwing lines of text as input EOF >& digit stdout redirected to file digit = 0 stdin, 1=stdout, 2=stderr su - oracle -c "ORACLE_SID=rmsppf ; export ORACLE_SID ; \ sqlplus /nolog" << EOF > /dev/null 2>&1 connect / as sysdba startup exit EOF ----------------- Packages and patches ----------------- pkginfo package_name (SUNWarc) verify package installed -i display only if fully installed -x show version (whole list shown if no name given) pkgadd copy pkgs to /var/spool/pkg first (default pkg dir) patchadd showrev -d > patches.txt ----------------- telnet and ftp ----------------- telnet 192.168.1.99 user iflow iflow22 su root ----------------- xterm ----------------- RCO / SetupGuide.doc 3/27/2009 47 of 11 del = backspace ----------------- Solaris Apps ----------------- /usr/sbin/Solaris Mangemenent Console /usr/sbin../sadm/bin/smc ----------------- Shortcuts ----------------- aF4 close Solaris Managaement Console ----------------- SOLARIS paths ----------------- /sbin/sh shell directory /etc/hosts ip address /etc/vfstab disk volumes /usr/java12 /usr/j2se java 1.3 and 1.4 sdk /usr/inetd.conf autostart services here (huh ?? only apache maybe ) /etc/init.d lots of statup scripts 3.2.3 Unix Connectivity ------------------------- map a drive to solaris ------------------------- used to copy files between computers this maps to the /install directory on solaris box net use r: \\192.168.0.45\public admin22 /user:steve ------------------------- humming bird terminal ------------------------- used to type commands at terminal prompt start vpn Start/Humming Bird/Exceed/X Client Wizard host: 192.168.0.45 type: SUN method: rexec xterm application (use default) parameters (use default) user steve pw admin22 name it and create a shortcut RCO / SetupGuide.doc 3/27/2009 48 of 11 ------------------------- image2000 services ------------------------- start a humming bird terminal to execute these commands map a drive to copy files starting services /opt/Image2000/restart.sh stopping services /opt/Image2000/stop.sh get logfiles to /install/Image2000/logs /opt/Image2000/stop.sh /opt/Image2000/movelogs.sh copy r:/Image2000/logs folder to workstation start oracle ORACLE_SID=rmsppf export ORACLE_SID sqlplus /nolog connect / as sysdba startup exit -------------------- to update roo jsp -------------------- map a drive to copy files copy new jsp's to R:\Image2000\jakarta\webapps\Image2000\jsp R:\Image2000\jakarta\webapps\Image2000 copy jars to R:\Image2000\jakarta\webapps\Image2000\WEB-INF\lib R:\Image2000\Server\lib start a humming bird terminal to execute these commands su root cd / chmod -R 777 /install/Image2000 /opt/Image2000/stop.sh cp install/Image2000/Server/lib/* /opt/Image2000/Server/lib cp install/Image2000/jakarta/webapps/Image2000/WEB-INF/lib/* RCO / SetupGuide.doc 3/27/2009 49 of 11 /opt/Image2000/jakarta/webapps/Image2000/WEB-INF/lib cp install/Image2000/jakarta/webapps/Image2000/jsp/* /opt/Image2000/jakarta/webapps/Image2000/jsp cp install/Image2000/jakarta/webapps/Image2000/* /opt/Image2000/jakarta/webapps/Image2000 /opt/Image2000/restart.sh 3.2.4 Unix Import FYI here is what I had to do for a fresh import on unix running as UNIX user account oracle: (note that actual passwords in the syntax below have been replaced with "<pw>" --- Restart db Lsnrctl status sqlplus Enter user-name: sys/<pw>@rmsppfp as sysdba SQL> drop user rmsadmin cascade; SQL> create user rmsadmin identified by "<pw>" (note that the double quotes are needed for our stricter password rules) 2 default tablespace rms 3 quota unlimited on rms; SQL> grant all privileges to rmsadmin; (note that just doing this one didn't work; Oracle complained and I needed to add the next two as well) SQL> grant create session to rmsadmin; SQL> grant dba to rmsadmin; ./imp0206.sh & (run the import script in the background in case your shell session gets disconnected) Here is the import script: [root@turtle]:/u04/import_from_roy/0206 #cat imp0206.sh #imp0206 import script date=`date +%d%b%y_%T` echo "date = $date" imp system/<pw> fromuser=rmsadmin touser=rmsadmin file=rms9eagl_020604.dmp log=imp_$date.log Which was based on doing and export on the NT box in a .bat file like this: ECHO "RUNNING ORACLE EXPORT 020604 SCRIPT NOW...." C:\oracle\ora92\bin\EXP.EXE system/<pw> full=n owner=rmsadmin statistics=none file=e:\oracle_exports\rms9eagl_020604.dmp log=e:\oracle_exports\rms9eagl_020604.log ECHO "ORACLE EXPORT SCRIPT COMPLETE" RCO / SetupGuide.doc 3/27/2009 50 of 11 We never got these to work running them as user rmsadmin but doing as oracle system user and using owner parameter in the export and the fromuser/touser in import seems to work. Roo import session 9/28/2004 1. STOP IMAGE2000 SERVICES su root admin22 /opt/Image2000/erase.sh exit 2. DROP OLD USER su oracle admin22 cd /opt/Image2000/Server/scripts/Oracle sqlplus sys/admin22@rmsppf as sysdba drop user rmsadmin cascade; 3. CREATE NEW USER start CreateRmsadminUser.sql; admin USERS exit 4. IMPORT DATABASE cd /install/aa ls –ltr imp userid=rmsadmin/admin@rmsppf file=rms.dmp log=rms.log 3.2.5 Patch -------------------------------------------- Patching Image2000 on Solaris 9 this updates jars, jsp's and scripts -------------------------------------------- 1. Check all code into starteam 2. pc-Anywhere to Eagle RCO / SetupGuide.doc 3/27/2009 51 of 11 3. Build new Jars run StarteamBuild.bat on eagle desktop Make sure you see the BUILD SUCCESSFUL message *** Do not forget to look for the SUCCESSFUL message *** 4. Required components rms/code/application folder rms/code/deploy folder map a drive to ROO/public net use r: \\192.168.1.45\public admin22 /user:steve copy the above two folders to r:/patch/application r:/patch/deploy 5. Log onto roo stop services opt/Image2000/stop.sh wait run patch install/patch/deploy/patch.sh start services opt/Image2000/restart.sh 3.2.6 Copy Files (Windows to Unix) You have to be careful when you copy files from a Windows system to a Unix System because the security permission settings get changed on a direct copy. A solution to this problem is to copy to a temporary directory and then have a unix script file that copies the files to the final destination directory. Copy Window's files (Image2000, jsp, client jars, server jars) to Unix temporary directory Start Xterm $ su root RCO / SetupGuide.doc 3/27/2009 52 of 11 Password: xxxxxxxx # /opt/Image2000/erase.sh # /install/Image2000/update.sh # /opt/Image2000/restart.sh 3.2.7 Samba In working with the Sun server we keep two directories on windows that point to the sun server. One directory is readonly and used for diagnostics while the public is used to update files. Once files have been updated on the public directory they a script /install/Image2000 ./update.sh is run using xterm. On the sun in the directory the samba configuration files located at /etc/sfw/smb.conf has the following arguments that allow the above windows file configuration. # A publicly accessible directory, but read only, except for people in # the "staff" group [public] comment = Install-public path = /install public = yes writable = yes printable = no create mask = 777 # A publicly accessible directory, read/write to all users. Note that all files # created in the directory by users will be owned by the default user, so # any user with access can delete any other user's files. Obviously this # directory must be writable by the default user. Another user could of course # be specified, in which case all files would be owned by that user instead. [readonly] path = / public = yes writable = no RCO / SetupGuide.doc 3/27/2009 53 of 11 printable = no create mask = 777 3.2.8 Solaris9 Install ------------------------------------- Image2000 - Solaris Installation Babbitt Jan 19, 2004 ------------------------------------- Required Base System Solaris 9 Complete Installation Solaris 9 software supplement (default install) Solaris 9 software companion (defaults install) File System Configuration /opt - Image2000 Base directory /u01 - Oracle Home /u04 - Oracle Data, Image2000 Data (eFile Storage) /u05 - Oracle Logs /install - local copy of Installation software and notes Copy Image2000 installation files from CD cp -r /cdrom/oracle-configs /install/oracle-configs cp -r /cdrom/Image2000 /install/Image2000 cp -r /cdrom/sun /install/sun cp -r /cdrom/gnu /install/gnu cp -r /cdrom/gnu /install/tomcat cp -r /cdrom/configs /install/configs chmod -R 777 /install --------------------------------- Java Install JDK 1.4.2_03 --------------------------------- build the jvm cd /install/sun RCO / SetupGuide.doc 3/27/2009 54 of 11 ./j2sdk-1_4_2_03-solaris-sparc.sh ./j2sdk-1_4_2_03-solaris-sparc9.sh move files and update the link cd /usr rm /usr/java cp /install/sun/j2sdk-1.4.2_03 /usr/j2sdk-1.4.2_03 ln -s /usr/j2sdk1.4.2_03 /usr/java test by typing which java /usr/java/java --------------------------------- GNU Tools --------------------------------- We use GNU tools to build and install apache and tomcat. All files are included on the Image2000 CD Files were downloaded from (Reference Only): gcc.gnu.org www.sunfreeware.com console ftp ftp.sunfreeware.com Name: anonymous pw: email address bin cd pub/freeware cd sparc/9 Set Root Environment Variables edit /.profile JAVA_HOME=/usr/JAVA export JAVA_HOME PATH=/usr/local/bin:$PATH:usr/ccs/bin export PATH logoff and logon to use new environment Install GNU Tools compilers RCO / SetupGuide.doc 3/27/2009 55 of 11 (if prompted, allow overwriting of existing files and atributes) cd /install/gnu pkgadd -d gcc-3.3.2-local pkgadd -d m4-1.4-local pkgadd -d autoconf-2.57-local pkgadd -d automake-1.7.2-local pkgadd -d libtool-1.5-local pkgadd -d make-3.90-local Create a link to perl to fix M4 bug ln -s /usr/bin/perl /usr/local/bin/perl --------------------------------- Image2000 Install --------------------------------- copy files to destination directory cp /install/Image2000 /opt/Image2000 edit config files /opt/Image2000/Server/ServerProperties.txt CORBA.Host = 127.0.0.1 CORBA.External = ROY Database.Server = 127.0.0.1 Database.Name = rmsppf JMS.DbServer = 10.29.0.30 JMS.DbName = furls1 JMS.InputQueueOwner = ffrmjms JMS.InputQueueName = PPFQueue JMS.OutputQueueOwner = ffrmjms JMS.OutputQueueName = FFRMQueue JMS.DbServerPort = 1526 set IMAGE2000_HOME environment variable Edit Statup script IMAGE2000_HOME=/usr/tomcat export IMAGE2000_HOME ----------------------- RCO / SetupGuide.doc 3/27/2009 56 of 11 rms server ----------------------- wrappers added add jvm path to config files test to see if our nt jars work ok create symbolic links ln -s /opt/Image2000/Server/bin/rmsserver /etc/init.d/rmsserver ln -s /opt/Image2000/Server/bin/namingservice /etc/init.d/namingservice ln -s /etc/init.d/rmsserver /etc/rc0.d/K18rmsserver ln -s /etc/init.d/namingservice /etc/rc0.d/K19namingservice ln -s /etc/init.d/oracle /etc/rc0.d/K20oracle ln -s /etc/init.d/oracle /etc/rc3.d/S91oracle ln -s /etc/init.d/namingservice /etc/rc3.d/S92namingservice ln -s /etc/init.d/rmsserver /etc/rc3.d/S93rmsserver SWITCH TO 60,61,62 ensure scripts to not have any dos chars cd /opt/Image2000/Server/bin dos2unix rmsserver rmsserver dow2unix namingservice namingservice --------------------------------- Oracle --------------------------------- Install Oracle Version 9.2 per instructions increase system memory and semephores if required edit /etc/system set semsys:seminfo_semmns=1024 set semsys:seminfo_semmni=100 set semsys:seminfo_semmsl=256 set shmsys:shminfo_shmmax=4294967295 add environment variables to oracle user profile /export/home/oracle/.profile ORACLE_DATA=/u04/oracle/ora9201 export ORACLE_DATA ORACLE_LOGS=/u05/oracle/ora9201 export ORACLE_LOGS RCO / SetupGuide.doc 3/27/2009 57 of 11 ORACLE_HOME=/u01/oracle/ora9201 export ORACLE_HOME ORACLE_BASE=/u01/oracle export ORACLE_BASE ORACLE_SID=rmsppf export ORACLE_SID edit root profile /.profile ORACLE_SID=rmsppf export ORACLE_SID create oracle database name = rmsppf password = admin22 open_cursors = 1300 manually start database ORACLE_SID=rmsppf export ORACLE_SID sqlplus /nolog connect / as sysdba startup copy and link oracle statup script cp /install/oracle-configs /etc/init.d/oracle ln -s /etc/init.d/oracle /etc/rc0.d/K19oracle ln -s /etc/init.d/oracle /etc/rc3.d/S91oracle test oracle startup script ./etc/init.d/oracle stop ./etc/init.d/oracle start run Image2000 scripts (we will import the Image2000 database later) --------------------------------- Upgrade to Apache 2.0 RCO / SetupGuide.doc 3/27/2009 58 of 11 --------------------------------- stop apache service ./etc/init.d/apache stop remove old links rm /etc/init.d/apache rm /etc/rc0.d/*apache rm /etc/rc1.d/*apache rm /etc/rc2.d/*apache rm /etc/rc3.d/*apache Create Apache configuration file (type the entire command on a single line without \'s ) CC="gcc" CFLAGS="-O2" \ ./configure --prefix=/usr/apache2 \ --enable-rewrite=shared \ --enable-speling=shared \ --localstatedir=/var \ --enable-so Compile and Install Apache (warnings about option 2 are ok) make make install Verify nogroup exists examine etc/group, to find nogroup entry Configure Apache edit /usr/apache2/conf/httpd.conf ServerName turtle User nobody Group nobody Test /usr/apache2/bin/apachectl stop RCO / SetupGuide.doc 3/27/2009 59 of 11 /usr/apache2/bin/apachectl start browse to http://localhost/ look for apache login screen --------------------------------- Tomcat 5.0.16 update --------------------------------- Extract and install Tomcat directory cd /install/tomcat tar xvf jakarta-tomcat-5.0.16.tar cp -r jakarta-tomcat-5.0.16 /usr/tomcat5.0.16 ln -s /usr/tomcat5.0.16 /usr/tomcat Configure Tomcat server.xml edit /usr/tomcat/conf/server.xml change http port to 9955 <!-- Define a non-SSL Coyote HTTP/1.1 Connector on port 8080 --> <Connector port="9955" add image2000 context (after last </Context> in file) <!-- Image2000 Root Context --> <Context path="/Image2000" docBase="/opt/Image2000/jakarta/webapps/Image2000" debug="0"> <Logger className="org.apache.catalina.logger.FileLogger" prefix="Image2000." suffix=".txt" timestamp="true"/> </Context> Edit Statup script (not needed ?) edit usr/tomcat/bin/catalina.sh #add just after first batch of comments JAVA_HOME=/usr/java export JAVA_HOME CATALINA_HOME=/usr/tomcat export CATALINA_HOME Add links for auto startup RCO / SetupGuide.doc 3/27/2009 60 of 11 ln -s /usr/tomcat/bin/tomcat.sh /etc/init.d/tomcat ln -s /etc/init.d/tomcat /etc/rc0.d/K16tomcat ln -s /etc/init.d/apache /etc/rc0.d/K17apache ln -s /usr/apache2/bin/apachectl /etc/init.d/apache ln -s /etc/init.d/tomcat /etc/rc3.d/S63tomcat ln -s /etc/init.d/apache /etc/rc3.d/S64apache ---------------------------- jk2 connector -- connect apache to tomcat ---------------------------- Copy jk2 connector files to tomcat bin directory cd /install/tomcat tar xvf jakarta-tomcat-connectors-jk2.0.2-solaris8-apache2.0.43.tar chmod -R 777 install cp jakarta-tomcat-connectors-jk2.0.2-solaris8-apache2.0.43/jkjni.so usr/apache2/modules/jkjni.so cp jakarta-tomcat-connectors-jk2.0.2-solaris8-apache2.0.43/mod_jk2-2.0.43.so usr/apache2/modules/mod_jk2-2.0.43.so cd /install/configs/tomcat/bin cp tomcat.sh /usr/tomcat/bin/tomcat.sh cp jsvc /usr/tomcat/bin/jsvc Attach to connector to apache edit /usr/apache2/conf/httpd.conf Add this line after other LoadModule commands LoadModule jk2_module modules/mod_jk2.0.43.so cp /install/config/workers2.properties /usr/apache2/conf ---------------------------- install ant ---------------------------- install ant1.6 set ANT_HOME environment variable copy Image2000/Ant/lib jars to ant lib directory. starteam53.jar xmltask.jar RCO / SetupGuide.doc 3/27/2009 61 of 11 3.3 Database Functions There are many database administrator functions you need to perform. This section talks about a few of the more common operations you may have to perform. On oracle remember to allow tables to dynamically extend. On oracle remember to regularly check and clean log files. 3.3.1 Running Patches You have to run all the patches that you currently don't have. In addition you may have to run patches that apply to your particular installation. One patch that is very important is called "patch-ora-01.02.26-DepartmentNM.sql". This creates the table that holds all the department names which is crucial to creating new records and making the requests. Each customer will have a patch for them to fill the table. For example the following patch called "patch-ora-01.02.31-sd-DepartmentNMdata.sql" fills the company sd departments. 3.3.2 Export Oracle – Import to SQL One. Directory path: Enterprise Manager->Databases->Image 2000 Action: Delete directory "Image 2000" 1) Path: Enterprise Manager->Database Action: Right Click directory "Database" and click "New Database" RCO / SetupGuide.doc 3/27/2009 62 of 11 Two. Path: Databases->Image2000->User Action: Right Click directory "User" and select "New Database User" Check the User Properties: "db-owner" and "public" RCO / SetupGuide.doc 3/27/2009 63 of 11 Set up login properties and password (password = "performance") RCO / SetupGuide.doc 3/27/2009 64 of 11 RCO / SetupGuide.doc 3/27/2009 65 of 11 Three. Path: Program Files\RCO\Image2000\Servver\Scripts\Microsoft\SetupPostDataMicrosoft.bat Action: run executable "SetupPreDataMicrosoft.bat". The following picture is highlighting the wrong file and needs to be updated. Wrong File Highlighted – Use SetupPreDataMicrosoft.bat Four. Path: Enterprise Manager->Data Transformation Services Action: Right click "Open Package" RCO / SetupGuide.doc 3/27/2009 66 of 11 Seven. Select path: c:/DTS RCO / SetupGuide.doc 3/27/2009 67 of 11 Import package: "ImportRms9sealRmsadminData"->4/20/2004 (or most recent version) RCO / SetupGuide.doc 3/27/2009 68 of 11 Five. Runs DTS Processing by clicking the "Play" button (green arrow in upper right hand corner) Six. Path: Program Files\RCO\Image 2000\Server\Scripts\Microsoft Action Run: "SetupPostDataMicrosoft.bat" RCO / SetupGuide.doc 3/27/2009 69 of 11 Restart the RMS RCO / SetupGuide.doc 3/27/2009 70 of 11 3.3.3 Export Oracle/Windows – Import to Oracle/Unix or Windows Export 1. On the server hosting the source database, open a command window. 2. For convenience, change directory to the directory you want to put the export file in. 3. At the "DOS" command line run a similar to the following example run on day 07/04/2004 (type it all in one command): C:\aa> exp userid=rmsadmin/admin@rms9seal file=rms9seal070404.dmp log=rms9seal070404.log Syntax: exp userid={user}/{password}@{database} file={exported data file name}.dmp log={log file name}.log where: {user} is the name of the Oracle schema (user) to be exported. {password} is the password of the Oracle schema (user) to be exported. {database} is the name of the Oracle database, probably the SID (as opposed to the service name, which may be mapped to a SID in the tnsnames.ora file). {exported data file name} is any name you want to make up for the exported data file. A useful choice is the user (schema) name followed by the date. {log file name} is any name you want to make up for the data file log file holding the messages displayed during export (particularly any errors). A useful choice is the user (schema) name followed by the date. The export will work without any log file specified. Note: the ".dmp" and ".log" extensions can be changed to another choice, but these extensions are recommended. Import 1. For the import you want to start an xterm session to your UNIX server. 2. Start SQL*Plus and Log in as sys/{password}@{database} as sysdba 3. Drop the user (schema) you are about to import as follows: DROP USER rmsadmin CASCADE; RCO / SetupGuide.doc 3/27/2009 71 of 11 @{pathprefix}/Image2000/Server/scripts/Oracle/CreateRmsadminUser.sql where {pathprefix} is the path to the Image2000 directory from the root. The script will prompt you for a user name (ex. admin) and a table space (ex. users). It is a good policy to pick a difficult user name but then you have to remember this because you will need when do SQL*Plus maintenance work. You may now exit from SQL*Plus. 4. Somehow copy the "exported data file" (.dmp file) to the UNIX server. 5. Change directory to the directory you copied the exported data ".dmp" file. 5. Run a command like the following example (type it all in one command): imp userid=rmsadmin/admin@{database} file=rmsadmin070404.dmp log=rmsadmin070404import.log ***While the import may work without the database add this if you get a TNS Protocol error. If there is more than one database, you can add the database specifier to the userid parameter (example where database = rms9roo): imp userid=rmsadmin/admin@rms9roo file=rmsadmin070404.dmp Syntax: exp userid={user}/{password}@{database} file={import data file name}.dmp log={log file name}.log where: {user} is the name of the Oracle schema (user) to be imported. {password} is the password of the Oracle schema (user) to be imported. {database} is the name of the Oracle database, probably the SID (as opposed to the service name, which may be mapped to a SID in the tnsnames.ora file). {import data file name} the name of the previously exported and copied data file. {log file name} is any name you want to make up for the data file log file holding the messages displayed during import (particularly any errors). A useful choice is the user (schema) name followed by the date. The import will work without any log file specified. RCO / SetupGuide.doc 3/27/2009 72 of 11 6. The data should import and you should see messages on the screen. However, sometimes importing has problems. Troubleshooting Import 1. Sometimes the import command doesn't work if the tablespace of the import user is different from the tablespace that the exporting user was in. Usually you can make the import work in this case by just typing "imp" and answering the prompts the best you can. If you don't understand a prompt, just press enter to accept the default value. Somehow it will (should) import to whatever tablespace the rmsadmin user is "in" (default tablespace for the user). If that doesn't work, you could try creating a tablespace with the same name as the exported data tablespace, and create the "rmsadmin" user in that tablespace (type in the name for the default tablespace prompt when running the "CreateRmsadminUser.sql" script with SQL*Plus). Unfortunately, that is too involved to describe here. Just remember to make the tablespace infinitely expandable. 2. Sometimes a database administrator exports a schema while logged in as sysdba. Then you may need to use the following command: Syntax: exp userid=sys/{sys password}@{database} fromuser=rmsadmin touser=rmsadmin file={import data file name}.dmp log={log file name}.log If that doesn't work, just type "imp" and answer the prompts. Use "sys" for the userid prompt and "{password} as sysdba" for the password prompt where {password} is the sys password. Use "rmsadmin" for the touser and fromuser prompts. Sometimes when you export from another system and then are trying to import on a server the import command fails. You can try the following imp line where the system logon is used and you specify a fromuser and a touser. imp system/admin fromuser=rmsadmin touser=rmsadmin file=rms28jan2009.dmp Otherwise, call the DBA that exported the data and ask how to import the data. RCO / SetupGuide.doc 3/27/2009 73 of 11 3.3.4 Export a Microsoft SQL database This is just a backup and restore operation using Enterprise Manager. Backup 1. Start Enterprise Manager for SQL Server. 2. Drill down in the tree to the Image2000 database. 3. Click on the Image2000 database node to highlight it. 4. Select the menu choice Tools | Backup Database In the "General" tab, choose: Database: Image2000 Name: {invent a name for your backup file} RCO / SetupGuide.doc 3/27/2009 74 of 11 [x] Database complete. Destination – Backup To: {enter a file pathname for your backup file} [x] Overwrite existing media. 5. Click OK button – backup runs. 3.3.5 Restore a Microsoft SQL database In the event your hard disk fails and you have to rebuild the system or you had some person gain access to the system and corrupt the database you will need to restore the database. The following gives the steps you need to perform to restore a Microsoft SQL database. 1. Start Enterprise Manager for SQL Server. 2. Drill down in the tree to the Image2000 database. 3. Right-click on the Image2000 database and select the "Delete" menu choice to delete the database. It may take a while. RCO / SetupGuide.doc 3/27/2009 75 of 11 4. Select the menu choice "Tools | Restore Database". 5. In the dialog box, enter or choose the following controls: Make sure that you enter data in the edit box called "Restore as database:" Image2000. 6. Click "Select Devices Button" 7. In the dialog box, enter or choose the following controls: Restore from: [x] Disk RCO / SetupGuide.doc 3/27/2009 76 of 11 If the "Device Name" list is blank or does not include the file with your backup data, click the "Add" button, and enter or choose the following controls: [x] File name Use the "..." button and locate and select your file. Then click "OK". 8. Select the file name with the data you want to restore. 9. Click "OK" and the restore should commence. It make take a long time, even longer than the export did. After you restore the database you may have to recreate the Image2000 user. Under the Image2000 database select the Users and then delete Image2000 if it is there. RCO / SetupGuide.doc 3/27/2009 77 of 11 When you recreate the User make sure that it has the following properties. RCO / SetupGuide.doc 3/27/2009 78 of 11 You may have to recreate the Image2000 user in the Security section under logins. The password is "performance" all lower case. RCO / SetupGuide.doc 3/27/2009 79 of 11 In the server Roles tab you only need to select System Administrator. After you finish restoring the database you will need to restart the Image2000 system. 3.3.6 Create I2K Database in Microsoft SQL First use the windows explorer to create a storage folder for the database datafiles. The example below uses a folder named SqlData. Next start the Enterprise Manager and expand the tree branches until you find the Databases folder. Right click and select New Database. Give it the name Image2000 RCO / SetupGuide.doc 3/27/2009 80 of 11 Select the Data Files tab the browse to the folder we just created for database data storage. Next, select the Transaction Log tab and find the same folder. Finally press the FINISH button. Before closing the Enterprise manager, let's verify that SQL authentication is enabled. Select your server from the tree on the left (or local). Right click and choose Properties. Now hit the security tab and verify that the "sql Server and Windows" option is selected. 3.3.7 Run Create Scripts on Microsoft SQL If you are an administrator, odds are you will be able to see the computer running SQL and will not need to make a remote connection. However, in the even that the Database Administrator is not around or you do not have direct access to the computer running SQL you may have to remotely restart the service. Microsoft has made this task very RCO / SetupGuide.doc 3/27/2009 81 of 11 simple. The local admin may or may not allow you to establish a "remote connection" with the SQL server for a number of reasons. However, if you were to be given permission these are the steps you should follow: First we need to make a "remote connection" with the Server running SQL. The "remote connection" configuration menu is located under Start>Settings>Control Panel. This needs to be done ON THE COMPUTER WHERE SQL IS RUNNING!! Once you're in Control Panel menu, double click on the "System" icon. In the "System" options select the "Remote" tab. RCO / SetupGuide.doc 3/27/2009 82 of 11 Click the "Allow users to connect remotely to this computer" box and configure the remote users and you are good to go. Now go back to your workstation and try to logon to the server by going to C:\WINNT\System32 (this is the location for Windows Sever 2003, see below for information on Windows XP) and double clicking the file mstsc.exe (Hint, there are many files in the system32 directory. To make life much easier on you and your eyes press ctrl-f to bring up a "find" menu and enter mstsc.exe. Also, to make life even simpler you could create a shortcut to this file and place it on the desktop.). RCO / SetupGuide.doc 3/27/2009 83 of 11 ***BE AWARE, the directory in which mstsc.exe is located depends on your operating system. In Windows XP, mstsc.exe is located in the C:\WINDOWS\system32 directory The feature was introduced with the release of Windows XP so all previous operating systems do not have this feature available. After executing the file a very nice looking "Remote Connection" menu box should appear that will allow you to enter the IP address of the machine running SQL and where "remote connection" was set up and press "Connect" After pressing "Connect" a desktop screen should pop up that looks strikingly similar to your own. Congratulations you are looking at the desktop of the remote computer. Open the directory C:\Program Files\RCO\Iamge2000\Server\Scripts\Microsoft on the remote machine RCO / SetupGuide.doc 3/27/2009 84 of 11 And run the batch file named, SetupMicorosoft.bat After the batch file has finished running, go to the desktop and open the folder called: C:\Documents and Settings\All Users\Desktop\Image2000 RCO / SetupGuide.doc 3/27/2009 85 of 11 And double click on the Restart Image2000 icon Congratulations SQL Server has now been restarted. That wasn't so bad was it? 3.3.8 Run Create Scripts on Oracle Windows Before you can begin, you need to make sure that the server running Oracle has "Remote Connection" enabled (see above on how to configure "Remote Connection" Once that has been setup, you will be looking at the desktop of the remote computer. On the desktop there is a shortcut called "SQL Plus". After you have found the shortcut double click on the icon. This will bring up Oracle. It will look like this: RCO / SetupGuide.doc 3/27/2009 86 of 11 The Default User Name is: rmsadmin The Default Password is: admin The Host String is: rms9MACHINENAME (MACHINENAME being whatever the name of the machine the Oracle is running on) After entering those fields you should be looking at a screen that looks similar to DOS. RCO / SetupGuide.doc 3/27/2009 87 of 11 In the SQL window, go to File>Open and open the sql file: C:\Inetpub\wwwroot\Image2000\Server\Scripts\Oracle\empty.sql This is a precautionary measure to ensure that no preexisting tables complicate our restart of the Oracle Server. After empty.sql has been loaded, at the command line type these commands one after the other, waiting until each one has fully executed before entering the next one: (the @ sign is included) @creatermsoracle.sql and press enter @createprocsoracle.sql and press enter @initrmsoracle.sql and press enter After the last command finishes executing you can close the SQL window. Now return to the desktop and double click the shortcut named: (1) Restart RMS.bat RCO / SetupGuide.doc 3/27/2009 88 of 11 Congratulations Oracle and Image2000 has been successfully restarted. 3.3.9 Run Create Scripts on Oracle Unix ------------------- Running Image2000 Oracle - Solaris scripts ------------------- start new xterm or console cd / su oracle admin22 cd /opt/Image2000/Server/scripts/Oracle check dates of the scripts (show the latest last) ls -ltr start sql plus sqlplus rmsadmin admin run the scripts start CreateRmsOracle.sql; start InitRmsOracle.sql; start CreateProcsOracle.sql; commit; clean exit (must type 3 times) exit RCO / SetupGuide.doc 3/27/2009 89 of 11 exit exit 3.3.10 Running Oracle Statistics In the Image2000 directory expand the Server directory and then scripts and then Oracle and finally click on the Util directory. 1. Log in to SQL*Plus as sys/admin@rms9seal as sysdba. 2. Use the file open and select empty.sql to set your directory 3. At the prompt, enter: exec dbms_stats.gather_schema_stats(ownname => 'rmsadmin'); When the prompt returns, the statistics are updated. You want to run statistics if you add or delete many records from the record management system. Running the Oracle statistics does make a difference. The following is an interesting article. RCO / SetupGuide.doc 3/27/2009 90 of 11 Understanding System Statistics by Jonathan Lewis Understanding the optimizer's use of system statistics can make a big difference when migrating to a new version of the Oracle Database. What is the most important component of the Oracle Database engine? My vote goes to the optimizer. Everything the database does is SQL, and every piece of SQL has to be translated into something that can work efficiently. Whatever you do with your data, the optimizer gets involved. The Cost-Based Optimizer (CBO) is a subtle and complex piece of code, so when it first appeared in Oracle7 it wasn't too surprising that a few problems existed. However, it didn't take many patch releases before it was perfectly viable to implement a purely cost-based system. I recall setting up several such systems in 7.1, and at least one major system in 7.2. Nevertheless, a surprising number of sites avoided the CBO for quite a long time—the reason being that many developers and DBAs were still thinking in a "rule-based" manner, and therefore doing things that make life difficult for the CBO. Basically, they were "lying" to their optimizer and then wondering why it made poor decisions. I suspect the reason for my early success was that I happened to notice something that is now well understood: the fact that the CBO "likes" to do tablescans when the value for parameter db_file_multiblock_read_count is big, and "prefers" to use indexes when the value is small. As we now know, a few other parameters display similar characteristics—that is, RBO liked them big but CBO needed them small. And, of course, there was the little detail that in a '"tie-break" the CBO will work down the list of tables in the from clauses, whereas the RBO works up that list. CBO is very different from RBO — but there are just a few particularly critical differences that you must know about, because if you don't understand them and keep treating CBO as you would treat the RBO, you can give yourself a number of unnecessary problems. History Repeats Itself The CBO keeps evolving. Some releases of Oracle introduce minor enhancements, some releases introduce major enhancements, and some releases change the paradigm. Unless you spot the major enhancements and paradigm shifts, you can end up fighting the CBO for years, trying to work around remembered weaknesses instead of playing to new strengths — just as many people did in the shift from RBO to CBO. So are there any recent changes in the CBO that could have as much impact on our thinking as the change from the RBO? The answer is "yes." In Oracle9i Database, Oracle added system statistics (which I rate as a new paradigm) and automatic workarea sizing (which I rate as a major enhancement). In Oracle Database 10g, we get various tuning advisors that optimize your developers' time by helping them produce more efficient SQL, indexing, materialized views or PL/SQL more quickly. We also get query profiles, a major enhancement that stores statistical information in the database for the purpose of helping the optimizer make better decisions. This information is particularly useful when you have to deal with untouchable third-party SQL. Across both versions we get dynamic_sampling, a very useful feature introduced in 9i that is particularly beneficial for data warehouse and decision support systems. But if you haven't paid any attention to dynamic sampling in 9i, it can become a nuisance if you're running an OLTP system on 10g because dynamic sampling is effectively enabled by default, and it's probably an unnecessary overhead. The most important of all these changes is the introduction of system statistics. In fact, I would go so far as to say that one of the key steps in migrating from Oracle8 to Oracle9i is enabling system statistics and working through the impact they have on your system. Similarly, system statistics are really quite critical to getting the most out of the optimizer in 10g, and the best time to get familiar with system statistics is the moment you decide to migrate from 8i. RCO / SetupGuide.doc 3/27/2009 91 of 11 This feature is so significant that I'll devote the rest of this article to nothing else, saving dynamic_sampling and profiles as topics for another day. System Statistics Prior to Oracle9i, the CBO based its calculations on the number of I/O requests that would be needed to satisfy a query, using various constants to massage figures for tablescans and throwing in a few rules to account for things such as caching of small indexes. (See my DBAzine.com article "Why isn't Oracle using my index?" [for an introduction to this topic.) Initially some of the assumptions built into the optimizer were a little naive, but as time passed assumptions were refined, algorithms improved, and new features implemented. However, the side effect of estimating I/O requests became a persistent limitation. In 9i, Oracle introduced cpu_costing, a mechanism that allows the CPU cost of an operation to be included as part of the overall estimate. This feature is enabled in 9i only if you collect system statistics; in 10g, it's enabled by default. So what does cpu_costing do, and what are system statistics exactly? Let's start with system statistics, using a couple of calls to the dbms_stats package to demonstrate. (This example uses 184.108.40.206, and your account will need to be granted the role gather_system_statistics for it to work.) execute dbms_stats.gather_system_stats('Start'); -- some time delay while the database is under a typical workload execute dbms_stats.gather_system_stats('Stop'); To see what you have done, you can query a table (owned by the SYS schema) called aux_stats$. After gathering system statistics, this table will contain a few critical numbers used by the new optimizer algorithms to calculate costs. (You have to flush the shared_pool to invalidate existing execution plans, though.) The following query will show you the current settings: select pname, pval1 from sys.aux_stats$ where sname = 'SYSSTATS_MAIN'; The exact list of results is version dependent (the code is still evolving, some versions of Oracle gather more statistics than others) but you will probably see something like this: PNAME PVAL1 ------------------------------ ---------- CPUSPEED 564 MAXTHR 13899776 MBRC 6 MREADTIM 10.496 SLAVETHR 182272 SREADTIM 1.468 10g also introduces a few extra rows with values that are set as the database starts up: CPUSPEEDNW 904.86697 IOSEEKTIM 10 IOTFRSPEED 4096 RCO / SetupGuide.doc 3/27/2009 92 of 11 I've quoted the SQL for convenience; in fact, the approved method for viewing this information is the get_system_stats procedure in the dbms_stats package. There is also a set_system_stats procedure if you want to "adjust" the values without gathering them properly. Tablescans There are two significant changes that apply to the optimizer cost calculations when system statistics are available. You will note first that sys.aux_stats$ holds values for the following: • sreadtim: Average time for a single-block read request in milliseconds • mreadtim: Average time for a multi-block read request in milliseconds • MBRC: Average number of blocks in a multi-block read. Using this information, Oracle can estimate how long it will take to do a tablescan (or index fast full scan). The arithmetic is easy: it's just the number of multi-block reads needed to do the scan, multiplied by the average time to do a multi-block read. Ignoring the minor changes due to automatic segment space management, we just take the high- water mark, and work from there: Time to completion = mreadtim * HWM / MBRC. Rather then reporting this "time to completion" as the cost of the query, Oracle restates the time in terms of the equivalent number of single block reads. To do this, simply divide the time to completion by the average time for a single-block read. Cost = time to completion / sreadtim Or, putting the two formulae together and rearranging terms: Cost of tablescan = (HWM / MBRC) * (mreadtim / sreadtim) From this example, you can see that the cost of a query is the time to completion of a query, but expressed in units of single block reads rather than in proper time units. When you start using system statistics, the optimizer automatically starts to be more "sensible" when choosing between tablescans and indexed access paths because the cost of the multiblock reads used for tablescans will include a proper and appropriate time component. Historically, the cost of a tablescan was simply: Cost of tablescan = HWM / (modified db_file_multiblock_read_count). This formula made little allowance for the fact that your choice of value for the parameter db_file_multiblock_read_count could be unrealistic, nor did it allow for the extra time that an extremely large db_file_multiblock_read_count would take compared to a single block read. This weakness is largely why Oracle created the optimizer_index_cost_adj parameter in 8.1.6 to allow you to introduce a factor that was similar in intent to the mreadtim that you collect in system statistics. (You may have spotted the similarity between the mreadtim/sreadtim element in the new cost formula, and the common method for estimating a sensible optimizer_index_cost_adj.) But there are some unexpected side effects to using the optimizer_index_cost_adj parameter that can cause problems and the mechanisms that come into play when you start using system statistics are much more robust. It is still meaningful, by the way, to use optimizer_index_cost_adj as a clue to table caching effects (specifically, what percentage of single block table reads are likely to turn into real read requests) even when using RCO / SetupGuide.doc 3/27/2009 93 of 11 system statistics. There are some indications in 10g, though, that even this clue will become unnecessary in the not too distant future. CPU Costs System statistics do more than correct for the I/O and time trade-off between single-block and multi-block reads. They also cater for two further enhancements (or corrections) to costing: first, Oracle can be even better at balancing tablescans against indexed access paths; second, Oracle can be smart about rearranging predicate order. Note how the statistics include the apparent CPU speed, nominally in MHz. Don't be alarmed if this is nothing like the actual CPU speed of your system — the figure is probably just an internal calibration of a baseline operation that Oracle uses to produce relative CPU costs of other operations. On one machine running at 2.8GHz, I typically come up with an apparent CPU speed of a few hundred MHz. (Bear in mind that what you see is the nominal speed of a single CPU, not the sum of all the CPUs in a multi-CPU system.) So why does it help the optimizer to know the (apparent) speed of your CPU? Consider an example where you have a choice: • Option 1: use an index on a simple date column to find 20 scattered rows in a table. • Option 2: use a tablescan to examine every row in the table, checking every single row in the table to see if the date column falls in the correct range. Oracle may decide, based purely on the number and speed of single-block and multi-block reads, that a tablescan would be quicker. But how much CPU will this take if the tablescan requires a test like the following on 10,000 rows: date_col between to_date('01-Jan-2004') and to_date('02-Jan-2004); CPU operations take time as well, and if the number and nature of the tests that have to be performed on a tablescan require a lot of CPU, Oracle factors this cost into the equation and might switch a query from a CPU-intensive tablescan to an index range scan. You can see this from the formula in the Oracle9i Database Performance Tuning Guide and Reference (A96533 p. 9-22): Cost = ( #SRds * sreadtim + #MRds * mreadtim + #CPUCycles / cpuspeed ) / sreadtim The #CPUCycles value in this equation is visible in the cpu_cost column of the newer versions of the plan_table used by the Explain Plan facility. (Here's another small, but important, detail of optimizer enhancements: always check to see how the explain plan facility has evolved.) In fact, if you use this column in the cost equation, the formula needs a fudge factor thrown in—cpuspeed is recorded in MHz, and the other timings are given in milliseconds, so the CPU component of the formula looks as if it should be adjusted by a factor of 1,000: #CPUCycles / (cpuspeed * 1000) Predicate Order Apart from the high-level choices, knowledge of CPU operations and the complexity of predicates can allow Oracle to do things that you might never consider in a manual tuning exercise. The best demonstration of this principle comes from a (slightly contrived) worked example. For the purposes of a repeatable test, the following code ran under 184.108.40.206 and used a locally managed tablespace with a uniform extent size of 1MB, and manual segment space allocation. RCO / SetupGuide.doc 3/27/2009 94 of 11 create table t1 as select trunc(sysdate-1) + rownum/1440 d1, rownum n1, rpad('x',100) padding from all_objects where rownum <= 3000 ; alter table t1 add constraint t1_pk primary key (d1,n1) using index (create index t1_pk on t1(d1,n1)) ; execute dbms_stats.gather_table_stats(user,'t1',cascade=>true) Based on this data set, here are two virtually identical queries. Which one of them will be faster? The index hint is there just in case your test database has some unexpected parameter settings that push the optimizer into doing a tablescan: select /*+ index(t1) */ padding from t1 where n1 = 2800 and d1 >= trunc(sysdate) ; select /*+ index(t1) */ padding from t1 where d1 >= trunc(sysdate) and n1 = 2800 ; Notice that the only difference between the two queries is the order of the predicates. If you run the queries through autotrace (set autotrace on), you'll find that they both produce the same plan and the same number of consistent gets to execute. Execution Plan ---------------------------------------------------------- 0 SELECT STATEMENT Optimizer=CHOOSE (Cost=8 Card=1 Bytes=112) 1 0 TABLE ACCESS (BY INDEX ROWID) OF 'T1' (Cost=8 Card=1 Bytes=112) 2 1 INDEX (RANGE SCAN) OF 'T1_PK' (NON-UNIQUE) (Cost=7 Card=1562) Statistics ---------------------------------------------------------- 0 recursive calls 0 db block gets 9 consistent gets 0 physical reads RCO / SetupGuide.doc 3/27/2009 95 of 11 So when I put each query in turn into a PL/SQL loop that executed it 10,000 times, why did the first query take 4.34 CPU seconds to run 10,000 times (at 2.8GHz) and the second query take 13.42 CPU seconds if system statistics were not enabled? And why, when I enabled system statistics, did both queries run in the shorter time? The answer isn't visible in autotrace, but if you run the two queries through Oracle's dbms_xplan package to get the full execution plan, you see the following for the faster query when system statistics are not enabled: Id Operation Name Rows Bytes Cost ----- ---------------------------- ------------ ------ ------- ------- 0 SELECT STATEMENT 1 110 8 1 TABLE ACCESS BY INDEX ROWID T1 1 110 8 * 2 INDEX RANGE SCAN T1_PK 1562 7 Predicate Information (identified by operation id): --------------------------------------------------- 2 - access("T1"."D1">=TRUNC(SYSDATE@!) AND "T1"."N1"=2800) filter("T1"."N1"=2800 AND "T1"."D1">=TRUNC(SYSDATE@!)) Note: cpu costing is off If you swap the order of the predicates (still without system statistics) to check the slower query, you will spot a small change in the Predicate Information section: Predicate Information (identified by operation id): --------------------------------------------------- 2 - access("T1"."D1">=TRUNC(SYSDATE@!) AND "T1"."N1"=2800) filter("T1"."D1">=TRUNC(SYSDATE@!) AND "T1"."N1"=2800) However, when you enable system statistics (specifically it's the cpu_costing component that counts), then it doesn't matter which way round you write the predicates in your query—the execution plan shows that the filter() line operates the numeric check before the date test, and the query runs in the shorter time. There are two important points to address here. First, why is there a significant difference in the run time, and second, what was Oracle doing when it found the quicker path automatically? The difference in run time depends on the fact that I engineered the data set and the query to force Oracle to check both columns (d1 and n1) for every index entry covered by the index range scan, and the specific predicate values required Oracle to check 1,560 rows. Of those 1,560 rows, every single one will pass the date test, but only one will pass the numeric test. So, by switching the order of the predicates manually, I was actually choosing between executing: 1,560 date tests that pass, followed by 1,560 numeric tests and 1,560 numeric tests of which one passes, and one subsequent date test. The difference in run time is entirely due to the absence of 1,559 date tests (multiplied by the 10,000 iterations of the loop). How did Oracle find the optimal order of predicate evaluation when cpu_costing was enabled? First, as part of its "traditional" optimization mechanism, the optimizer always works out the selectivity (fraction of rows that will be returned) for each of the predicates on a table. Second, Oracle keeps an internal reference list of basic operations with their costs in the form: "operation X requires N cpu units," and this list is calibrated against the cpuspeed element of system statistics. RCO / SetupGuide.doc 3/27/2009 96 of 11 Combining these two sets of figures, the optimizer can work out figures for "number of tests required for this predicate * CPU cost of test" and "number of rows for next predicate because of this predicate" as it re-arranges the order of predicates—all it has to do is minimize the total CPU cost across all tests. In summary, when CPU costing is enabled, a new code path comes into play that may improve the performance of some of your queries without affecting the visible execution path, and you will only understand what's going on if you check the new explain plan output. (This re-arrangement of predicate order can be stopped by using the hint /*+ ordered_predicates */, but the hint is deprecated in 10g.) Conclusion Although system statistics haven't yet achieved much popularity, they are not only important overall but actually critical to certain optimization options in 10g. System statistics give the optimizer more of the "truth" about how your system really performs, and therefore allow the optimizer to produce a better match between estimated and actual query execution time. System statistics also include details that allow the optimizer to trade I/O costs against CPU costs. At a gross level, knowledge of CPU speeds allow even better decisions on execution paths; at a finer level of detail, Oracle even allows for re-arranging the order of predicate testing to minimize CPU time after the path has been decided. If you are still running 8i and plan to migrate to Oracle9i, you should include system statistics as part of your migration plan. If you are running 9i without using system statistics, you should enable them as soon as possible. If you are migrating to 10g without first implementing system statistics on 9i, then make some allowances for investigating system statistics in your test plans. If you don't, you may spend a lot of time trying to understand why odd things are happening in those places where you've put in a workaround for a problem that wouldn't have existed if you had been doing the right thing in the first place. 3.3.11 Running Microsoft Statistics When running Microsoft statistics you want to make sure you run the full statistics to see any affects. The path to the script is located on the RMS server in the Server / Scripts / Microsoft / Maintenance directory. The script is called UpdateStats as shown in the following figure. RCO / SetupGuide.doc 3/27/2009 97 of 11 You can read a short article regarding running statistics from the Microsoft web site at the following address. http://support.microsoft.com/kb/q195565/ 3.3.12 Odbc Access to Oracle Setup If you receive the following message "Unable to connect SQLState=IM004 [[Microsoft]][[ODBC Driver Manager]] Driver's SQLAllocHandle on SQL_HANDLE_ENV failed" while trying to setup an odbc connection from access to oracle try the following. Setup an ORACLE_HOME environment variable pointing to the oracle home directory in your environment variables. Set permissions on the oracle home directory as follows: 1)Opened up Windows Explorer RCO / SetupGuide.doc 3/27/2009 98 of 11 2)Navigated to Oracleora92 (or whatever your Oracle home dir is) 3)Right clicked and selected properties 4)Clicked on Securities tab 5)Clicked on Authenticated Users 6)Unchecked Read and Execute 7)Rechecked Read and Execute 8)Clicked ok to close window 9)Restarted web server 10)No longer get the error message 3.4 Setting up Forms From the administrator interface select the tools menu / request form / request form creator. Click on this menu command and wait awhile since there is no feedback. This only works on Oracle! When you run tools / coding setup check that the coding fields for each of the forms is in the right hand list box for each form. If you see any forms coding fields in the left hand list box then you need to manually add them to the right hand list box. The form coding fields have the form number followed by an underline and then the form coding field name (i.e. Form1590_FormNumber). 3.5 Installation Problems There are many problems that can occur and we have documented the following. 3.5.1 Can't Browse to Login Screen If the apache tomcat service is started, try to go to its base website by opening a brower and typing http://localhost:8081 RCO / SetupGuide.doc 3/27/2009 99 of 11 If you get an error, try the following steps: 1. Ensure that localhost is recognized to be a either a local or trusted site. 2. Check the browser's proxy server settings. 3. Verify that no other applications are using port 8081. (TCPView is a good tool for this. It can be downloaded as freeware) Ping localhost to verify the network does not have serious errors. 3.5.2 MS SQL Database Error Login to Image2000 browser, and it says "Rms server not started" ServerLog file Database Error... ([]Login failed for user 'Image2000'. Reason: Not associated with a trusted SQL Server connection.) error code (18452) Solution: Ensure that database is set for mixed mode authentication. See the brief reference in this document labeled "Creating Image2000 Databse in Microsoft SQL" for information on how to set the authentication mode. Solution #2 from Randy If you restore an Image2000 database, you need to delete the "Image2000" user IN THE DATABASE (not in the Sql Server Security logins). Then create a new "Image2000" database user by selecting the "Image2000" login, and give it ownership of the database. 3.5.3 Unable to Install InstallShield Scripting Rebooting will most likely resolve this problem. Retry the install when computer comes back up. Virus protection software may prevent programs from being installed. Disable it, then retry the Image2000 installation. This information was taken from the InstallShield website. RCO / SetupGuide.doc 3/27/2009 100 of 11 Document ID: Q108393 Last Revised On: 3/20/2003 Description Installation issues may arise if the same installation has two instances running simultaneously. This may cause conflict between the two instances of the installation engine. Procedure Detect if another installation process is running 1. Press Ctrl + Alt + Del and select Task Manager. 2. Go to the Processes tab. 3. Check the running processes for any or some of these names: • setup.exe • isetup.exe • ikernel.exe • msiexec.exe • idriver.exe • IsUninst.exe • IsUn16.exe • Uninst.exe • Uninst16.exe End previously running installation processes Follow these steps for any of the above processes that are found running on the system. 1. Select each process. Select End Process. 3.6 SQL Database Size Estimates The database stores the links to everything and is really the brain of the program. Install Microsoft SQL Server 2000. For version of SQL Server prior to SQL 2000 Do not perform a default installation – a default installation does not allow full-text indexing. You must select a custom installation, so that you can activate full-text indexing. Create a SQL database; suggested name is Image2000. Estimating the size of the SQL database: Although the database disk space requirements will vary according to the number of items to be tracked (and associated records such as security and coding), a good estimate for the database size is: 1,000 times the number of items to be tracked. For example, if you plan to track 10,000,000 items, then create the SQL database at 10 gigabytes. Also keep in mind that full-text indexing (if activated), will consume from about 2 to 3 times the space that the database consumes. Using the above example, the space required RCO / SetupGuide.doc 3/27/2009 101 of 11 for full-text indexing will be from 20 to 30 GB (in addition to the space required by the database). This disk space does not include the space required by the Indexing Service. Estimating the size required by Tracked Items and Indexing Service Item such as images (i.e. TIF, JPG, BMP, etc), OCR files associated with the images, Acrobat PDF, Word Documents, Spreadsheets, email, etc. that are tracked by Image 2000 consume disk space and must be included in the estimate of total disk usage. These files can range in size from 4,000 to 10,000,000 bytes. If the Indexing Service is activated, then estimate an additional 40% against the total size of all indexable files (everything except images). For example, if you track 1,000,000 images (at an average size of 10,000 bytes), each image has an associated OCR file (with a size of 2,000 bytes), 100,000 PDF files (average 20,000 bytes), and 100,000 Word Documents (average 1,000 bytes), then the disk space requirements are: Type Items Avg Item Items' Disk Index Space Total Tracked Size Space Images 1,000,000 10,000 10,000,000,000 OCR 1,000,000 2,000 2,000,000,000 800,000,000 PDF 100,000 20,000 2,000,000,000 800,000,000 Word 100,000 1,000 100,000,000 40,000,000 Total 2,200,000 14 GB 2 GB 16 GB Run the SQL script, CreateImage2000DB.SQL, to create the database tables. 4 Workstation Setup There are a few things you need to setup on the workstation so that it runs correctly. You will need to install the latest Java Runtime engine from Sun and you should check the browser version and settings. 4.1 Java Runtime The latest sun java runtime is required since Microsoft no longer distributes the Sun java virtual machine. You can get the java runtime engine for free by using the browser and typing in the address line (http://www.sun.com). Look for the java download icon as shown in the next figure. RCO / SetupGuide.doc 3/27/2009 102 of 11 This will automatically take you to the following link http://www.java.com/en/index.jsp and you should click on the following icon to install the java runtime version. There may be times when you have to first download the java runtime engine as a file and then run a manual installation. Click on the ">> Manual Download " in the figure above. 4.2 Configure the Java Plug-In Open the Control Panel and select the Java Plug-In Icon. Click the advanced tab, and select the latest java version that appears in the list. RCO / SetupGuide.doc 3/27/2009 103 of 11 Next select the Proxies tab and clear the "Use Browser Settings" check box. Select the Cache Tab the n press the clear button. Then finally press the Apply button. RCO / SetupGuide.doc 3/27/2009 104 of 11 4.3 Internet Explorer Upgrade to Internet Explorer version 6.0. The web page needs to be refreshed every time the page is visited. To do this, begin Internet Explorer and select Internet Options from the Tools menu. Select the Setting Button to see the following dialog RCO / SetupGuide.doc 3/27/2009 105 of 11 Select the Every visit to page button. You may want to instruct users to clear the cache on a regular basis if they are encountering problems. 4.4 Desktop Shortcuts Users like to click an icon to start the record management applications. There are two icons that you may want to create depending on whether you have an administrator or end user. For the people that need to use the administrator interface create an rms admin icon where you have the following internet explorer properties with the Shortcut tab selected. RCO / SetupGuide.doc 3/27/2009 106 of 11 Target: "c:\Program Files\Internet Explorer\IEXPLORE.EXE" http://servername/Image2000/checklogin.jsp?txtID=admin&txtPass=admin Start in: "C:\Program Files\Internet Explorer" For the people that need to use the administrator interface create an rms portal icon where you have the following internet explorer properties with the Shortcut tab selected. Target: "C:\Program Files\Internet Explorer\IEXPLORE.EXE" http://servername/Image2000/pchecklogin.jsp?txtID=admin&txtPass=admin Start in: "C:\Program Files\Internet Explorer" When you configure the browser you want people to be able to click and start and have both interfaces running at the same time. Make sure you have the Reuse Windows checked. RCO / SetupGuide.doc 3/27/2009 107 of 11 5 Devices There are many devices that can get used in a records management environment. We have listed some of the common things that need to be addressed. While the manufacturers have good manuals on the web you may have to call product support since devices tend to be hardware and software dependent. Installing and configuring the drivers is not always straight forward. 5.1 Barcode Readers For barcode readers you want to program the device so that it automatically inserts a carriage return (CR) and a line feed (LF) after each scan. Some of these devices have problems uploading data from the scanner to the computer so make sure you call the vendor about any work arounds. RCO / SetupGuide.doc 3/27/2009 108 of 11 5.2 Printers Some label printers require special installation procedures depending on the operating system. The zebra printer when getting installed on a windows 2003 server operating system requires certain preparation prior to installing the printer driver. Microsoft has made some changes in the default policies on this platform, and there is one that affects the installation of drivers: * By default the server has a policy that will not allow Kernel Mode NT4.0 or Win2K driver to be installed. The current Zebra Universal Driver is Kernel Mode a kernel mode driver, and has always been that way. This policy must be changed to install the driver. To change the policy from the default state the administrator must do the following; 1. Goto Start Menu and select "Run" 2. Type the following and hit enter "gpedit.msc". This will load the Group Policy Object Editor. 3. Select "Computer Configuration" and then "Administrative Templates". 4. Under the "Printer Section" select "Disallow installation of printers using kernel- mode drivers" and set it to disabled in the properties page. Once the above is completed the driver can be installed. Microsoft has removed the need for a Digital Signature to install the driver. It is the same behavior as Win 2K, it will warn you but will still allow you to install. Below is a link to a MS Knowledge Base article that talks about this issue. http://support.microsoft.com/default.aspx?scid=kb;en-us;282011 Zebra Technical Support Knowledge Base email@example.com 6 Workflow There are several predefined workflows. You need to setup the hibernate, jbpm, database scripts, create record types and add all the associated coding fields. You have to create 2 record types Process and Process Record Stat. RCO / SetupGuide.doc 3/27/2009 109 of 11 6.1 Hibernate 6.2 SQL Server Setup 6.3 JBPM Setup 6.4 Efile Destruction Coding You must have a Monitor node for each suborg that has a workflow process. The Monitor, eFile Destroyed Stats and the year nodes are all of type Storage. RCO / SetupGuide.doc 3/27/2009 110 of 11 For soft eFile destruction you need to create an eFiles Destroyed node. RCO / SetupGuide.doc 3/27/2009 111 of 11 6.5 Physical Destruction Coding Under the Monitor node in each suborg create a Physical Destruction Process node that is of Record Type Process. RCO / SetupGuide.doc 3/27/2009 112 of 11 For the soft destruction process box records are moved into a Destroyed node that you need to create for each suborg. The year month and day nodes are created by the program during the destruction process. 7 Mobile You can manually install the Image2000 rms application on an xp pro laptop computer by doing the following steps. 1.) Copy image 2000 and i2kdata directories to the c drive. RCO / SetupGuide.doc 3/27/2009 113 of 11 2.) Download tomcat 6.0 from www.rco.com/down item#5 install to c:\tomcat6; install the tomcat as a service by running the service.bat install in the tomcat6\bin directory 3.) Download jdk1.6.0 from www.rco.com/down item #4 install to c:\jdk1.6.0 and add to your path (at the start before any other jre paths) 4.) Set java_home in environment variables to point to the java c:\jdk1.6.0 5.) Install the 3 services by running install programs in \Image2000\server\bin 6.) Install the adobe ifilter60.exe from www.rco.com/down 8.) Copy ifilter.bat to the \oracle\bin directory copy filtdump.exe and testForPDF.exe in addition to ifilter.bat to the <oracle home>/bin directory. All three files are in StarTeam under Developer | Image2000 | code | support | Adobe. 9.) Install oracle 10grel2 using all the defaults 10.) Pick enterprise and use rms10MachineName admin for password 11.) Create rms_data tablesapce from sqlplus 12.) Create rmsadmin user running \server\scripts\oracle\creatermsuser.sql 13.) Import database from a dos cmd prompt where import file located The oracle import file is in the i2kdata directory at the root. From a dos command prompt change directory to the c:\i2kdata and run the following command line. imp rmsadmin/admin@rms10MachineName file='ocwddec2006.dmp' Note that if the import single command line does not work you can type imp and then let the system prompt you. 14.) Test the admin interface using a browser http://localhost/Imag2000 15.) Test the portal interface using a browser http://localhost/Image2000/plogon.htm To see images you probably need to see a loopback network connection if you operate the laptop not connected to your local area network. http://support.microsoft.com/kb/839013 The Microsoft Loopback adapter is a testing tool for a virtual network environment where network access is not available. Also, you must use the Loopback adapter if there are conflicts with a network adapter or with a network adapter driver. You can bind network clients, protocols, and other network configuration items to the Loopback adapter, and you can install the network adapter driver or network adapter later while retaining the network configuration information. You can also install the Loopback adapter during the unattended installation process. Manual installation To manually install the Microsoft Loopback adapter in Windows XP, follow these steps: 1. Click Start, and then click Control Panel. 2. If you are in Classic view, click Switch to Category View under Control Panel in the left pane. 3. Double-click Printers and Other Hardware, and then click Next. 4. Under See Also in the left pane, click Add Hardware,and then click Next. 5. Click Yes, I have already connected the hardware, and then click Next. RCO / SetupGuide.doc 3/27/2009 114 of 11 6. At the bottom of the list, click Add a new hardware device, and then click Next. 7. Click Install the hardware that I manually select from a list, and then click Next. 8. Click Network adapters, and then click Next. 9. In the Manufacturer box, click Microsoft. 10. In the Network Adapter box, click Microsoft Loopback Adapter, and then click Next. 11. Click Finish. Personally, I think it is easier to just plug in a small 4 port switch to simulate a network. 8 Mail Setup In order to send external mail attachments using Microsoft Exchange server you need to enable the smtp relay. On the server where you have Exchange start the Exchange system manager application. Open the Administrative Groups and then navigate down to Protocols and the SMTP like the following figure. Right click the SMTP server and click the Access tab. Now click the relay button. Click the "Only the list below" radio button and then add the ip address of where the RMS server is located. !!! Make sure you have the bottom check box unchecked otherwise the spammers can use your system to send out junk mail. RCO / SetupGuide.doc 3/27/2009 115 of 11 !!! Now select Message Delivery in the Global Settings and then right click and select properties. Now select the Recipient Filtering tab and make sure the check box at the bottom is checked. If you have Active Directory then it will get rid of sending out bogus Non deliverable emails. RCO / SetupGuide.doc 3/27/2009 116 of 11 You can enable logging and then use the run command to view the logs for suspicious activities. RCO / SetupGuide.doc 3/27/2009 117 of 11 You can test the mail relay using telnet. The following is a good reference for using telnet to test the Exchange SMTP connectivity. 153119 XFOR: Telnet to Port 25 to Test SMTP Communication http://support.microsoft.com/default.aspx?scid=kb;EN-US;153119 You should test the email configuration by creating an external email account and then running the RMS email and then selecting a file from the results list and then click the email button. The following are useful references. 310380 How To Prevent Exchange 2000 from Being Used as a Mail Relay in Windows 2000 http://support.microsoft.com/default.aspx?scid=kb;EN-US;310380 842851 SMTP tar pit feature for Microsoft Windows Server 2003 http://support.microsoft.com/default.aspx?scid=kb;EN-US;842851 RCO / SetupGuide.doc 3/27/2009 118 of 11 823866 How to configure connection filtering to use Realtime Block Lists (RBLs) and how to configure recipient filtering in Exchange 2003 http://support.microsoft.com/default.aspx?scid=kb;EN-US;823866 823019 How to Help Secure SMTP Client Message Delivery in Exchange 2003 http://support.microsoft.com/default.aspx?scid=kb;EN-US;823019 9 Summary Congratulations on setting up your new system. Please contact support and get yourself a help desk account so you can monitor any problems or issues you may encounter. We recommend the following actions you may want to consider performing on a regular basis. 1. Database backups 2. RMS file backups (if you do electronic files) 3. Security audit reports 4. Clean the tree for orphan records 5. Destruction reports RCO / SetupGuide.doc 3/27/2009 119 of 11
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