Local Oracle Enterprise

Allocate at least 1GB of memory as the Oracle System Global Area (SGA) target size. Oracle recommends allocating 40-50% of available memory for the SGA.

Oracle instance with a previous Dimensions schema

If your Oracle Enterprise database already contains an Oracle instance with a previous schema, the server installer detects and upgrades the schema.

Create the Dimensions Oracle instance

Before you can install Dimensions CM with your own Oracle Enterprise, you must create an Oracle instance for the Dimensions CM schema.

Create a fresh Oracle instance

To create a fresh instance in your Oracle Enterprise database, install the supplied template file and run the Oracle Database Configuration Assistant (DBCA) using the template file to create an instance.

  1. Copy the database template file from db_preinstall/oracle/unix to $ORACLE_HOME/assistants/dbca/templates.

    The template files are:

    • 11gR2.0.3: SerenaOracle11g.dbt

    • 12.1.0.1: SerenaOracle12c.dbt

    • 12c: SerenaOracle12102.dbt

    • 12.1.0.2: SerenaOracle12102.dbt

    • 12.1.0.2 (CM and SBM in the same Oracle instance): SerenaOracle12102CMSBM.dbt

    • PDB (for creating multitenant container databases with any version of Oracle): MicroFocusOraclePDB.dbt

  2. Open the Oracle Database Configuration Assistant:

    cd $ORACLE_HOME/
    ./bin/dbca

    Note: The instructions below are applicable to the version of DBCA in Oracle 12c.

  3. On the Database Operation page, select Create Database.

  4. On the Creation Mode page, select Advanced Mode.

  5. On the Database Template page, select the required template.

    To create a pluggable database (PDB), select the pdb_dim14 template.

  6. On the Database Identification page, enter the Global Database Name and the Oracle SID (Oracle System ID). The former is limited to eight characters the first of which must be alphabetic. If the Oracle SID is eight characters or less, you can assign the same name to both fields.

    To create a container database:

    1. Verify that the Create as Container database option is selected.

    2. Select Use Local Undo tablespace for PDBs.

    3. Select the Create a Container database with one or more PDBs option.

    4. Set the Number of PDBS to 1.

    5. Enter a name for the PDB, for example, pdb_dim14.

  7. On the Management Options page specify options for managing the database.

  8. On the Database Credentials page, specify passwords for the user accounts. Set the passwords in accordance with your site policies and log the values for future reference.

  9. On the Network Configuration page, select a current Oracle listener or create a new one.

  10. On the Storage Locations page:

    • Select the storage type and locations for database files. From the Database files Storage Type list, select File System.

    • Accept the defaults for the common location of all database files or specify values supplied by your DBA.

    • Accept the default database recovery options and deselect Specify Fast Recovery Area or specify values supplied by your DBA.

  11. On the Database Options page, optionally select database components, sample schemas, and custom scripts.

  12. On the Initialization Parameters page, accept the default values for Memory, Sizing, Character Sets, and Connection Mode or specify values supplied by your DBA.

  13. On the Create Options page, check that Create Database is selected.

  14. On the Prerequisite Checks page, check the database validation results and any warnings.

  15. On the Summary page, review the settings and click Finish to create the database instance.

Verify the connection to the instance

After the instance is created, verify the connection to your database:

  1. Open a command prompt and enter the following:

    sqlplus system/<password>@<ora_instance>

    For the container database, specify the <ora_instance> as the PDB name, for example, pdb_dim14.

  2. Check that the output confirms a successful connection.

    If sqlplus fails to connect to the container database, verify that a connector for the PDB name is defined in the tnsnames.ora file, for example:

    PDB_DIM14 = 
     (DESCRIPTION =
    (ADDRESS = (PROTOCOL = TCP)(HOST = <host name>)(PORT
    = 1521)) (CONNECT_DATA =
    (SERVER = DEDICATED) (SERVICE_NAME = PDB_DIM14)
    )
    )
  3. To exit SQL, enter exit.

Container database: After the connection is established, save the access states and create tablespaces.

Save the container database access states and create tablespaces

A container database is created with Open, Read, and Write access, but these access states are not stored as the default. Before you stop or restart the database, make sure to save the access state.

Additionally, when you create a container database, the tablespaces are not created by the Oracle Database Configuration Assistant (DBCA). You need to create them manually.

To preserve the access state after a database restart, and create tablespaces, connect to the instance as the administrator and run the following commands:

  1. Save access states:

    $ sqlplus system/<system_password>@<dsn> 
    SQL> connect / as sysdba;
    SQL> ALTER PLUGGABLE DATABASE pdb_dim14 OPEN READ 
         WRITE;
    SQL> ALTER PLUGGABLE DATABASE pdb_dim14 SAVE STATE;
  2. Create tablespaces, modifying the DATAFILE paths to suit your system:

    $ sqlplus system/<system_password>@<pdb_name> 
    SQL> CREATE BIGFILE TABLESPACE "PCMS_DATA" LOGGING
      DATAFILE '/var/opt/oracle/oradata/DIM14/ 
      pcms_dat_8xxc593z.dbf' SIZE 512M REUSE AUTOEXTEND 
      ON NEXT 100M MAXSIZE 65535M EXTENT MANAGEMENT LOCAL 
      SEGMENT SPACE MANAGEMENT AUTO BLOCKSIZE 16384;
    SQL> CREATE SMALLFILE TABLESPACE "PCMS_IDX" LOGGING
      DATAFILE '/var/opt/oracle/oradata/DIM14/
      pcms_idx_8xxc6ox9.dbf' SIZE 512M REUSE AUTOEXTEND 
      ON NEXT 100M MAXSIZE 65535M EXTENT MANAGEMENT LOCAL 
      SEGMENT SPACE MANAGEMENT AUTO BLOCKSIZE 16384
    SQL> CREATE SMALLFILE TABLESPACE "PCMS_RBS" LOGGING DATAFILE '/var/opt/oracle/oradata/DIM14/ pcms_rbs_8xxc7no8.dbf' SIZE 512M REUSE AUTOEXTEND ON NEXT 100M MAXSIZE 65535M EXTENT MANAGEMENT LOCAL SEGMENT SPACE MANAGEMENT AUTO;
    SQL> CREATE SMALLFILE TEMPORARY TABLESPACE "PCMS_TEMP" TEMPFILE '/var/opt/oracle/oradata/ DIM14/pcms_tem_8xxc4qdz.tmp' SIZE 512M REUSE AUTOEXTEND ON NEXT 100M MAXSIZE 65535M EXTENT MANAGEMENT LOCAL UNIFORM SIZE 1024K BLOCKSIZE 16384;

Log the creation of an Oracle instance

It is good practice to keep a log of the creation of the Oracle instance using the UNIX command script. Remember to exit from the log session after the pre-installation or installation.

Connect, resource, and create view privileges.

Monitor the creation of an Oracle instance

During the Oracle instance creation the Oracle template file is checked for integrity. This check takes time to complete. Fast completion may indicate that instance creation has failed, regardless of any "success" messages you may receive. The checks described in Prepare the Oracle environmentfails in such circumstances. You must check the logs that Oracle generates in $ORACLE_HOME/cfgtoollogs/dbca/<ora_sid> (especially <ora_sid>.log) or ask your DBA.

When instance creation is complete, stop logging the installation using script (if applicable), exit, and proceed to the next section.

Use an existing Oracle instance

To use an existing instance in your Oracle Enterprise database that is not based on a Serena-supplied database template, manually install the following Oracle tablespaces into your Oracle database:

PCMS_DATA
PCMS_IDX
PCMS_TEMP
PCMS_RBS
USERS

Note: The Oracle database also requires either an UNDO tablespace or a tablespace dedicated to rollback segments (for example, PCMS_RBS).

  1. Connect to the Oracle instance where you want to install the schema:

    $ sqlplus system/<system_password>@<dsn_name>
  2. Create the Oracle tablespaces with minimum sizes indicated using the following sqlplus commands (substituting the folder pathnames appropriate to your system and sizes appropriate to PCMS_TEMP on your system):

    SQL> CREATE TABLESPACE "PCMS_DATA" DATAFILE
    'D:\Oracle\Database\PCMS_DATA.DBF' SIZE 1000M REUSE AUTOEXTEND
    ON;
    SQL> CREATE TABLESPACE "PCMS_IDX" DATAFILE
    'D:\Oracle\Database\PCMS_IDX.DBF' SIZE 1000M REUSE AUTOEXTEND
    ON;
    SQL> CREATE TABLESPACE "USERS" DATAFILE
    'D:\Oracle\Database\USERS.DBF' SIZE 100M REUSE AUTOEXTEND ON;
    SQL> CREATE TEMPORARY TABLESPACE "PCMS_TEMP" TEMPFILE
    'D:\Oracle\Database\PCMS_TEMP.DBF' SIZE 200M AUTOEXTEND ON NEXT
    160M MAXSIZE 2048M EXTENT MANAGEMENT LOCAL;
  3. Create the following tablespace and rollback segments.

    Note: These commands are only applicable if you are using rollback segments rather than automatically managed UNDO tablespaces.

    SQL> CREATE TABLESPACE "PCMS_RBS" DATAFILE
    'D:\Oracle\Database\PCMS_RBS.DBF' SIZE 160M REUSE;
    SQL >CREATE ROLLBACK SEGMENT "R0" TABLESPACE "SYSTEM" STORAGE (
    INITIAL 20K NEXT 20K OPTIMAL NULL MINEXTENTS 2 MAXEXTENTS 20);
    SQL> ALTER ROLLBACK SEGMENT "R0" ONLINE;SQL> CREATE ROLLBACK SEGMENT "R01" TABLESPACE "PCMS_RBS" STORAGE (
    INITIAL 1024K NEXT 1024K OPTIMAL 2048K MINEXTENTS 2 MAXEXTENTS
    121);
    SQL> ALTER ROLLBACK SEGMENT "R01" ONLINE;
    SQL> CREATE ROLLBACK SEGMENT "R02" TABLESPACE "PCMS_RBS" STORAGE (
    INITIAL 1024K NEXT 1024K OPTIMAL 2048K MINEXTENTS 2 MAXEXTENTS
    121);
    SQL> ALTER ROLLBACK SEGMENT "R02" ONLINE;
    SQL> CREATE ROLLBACK SEGMENT "R03" TABLESPACE "PCMS_RBS" STORAGE (
    INITIAL 1024K NEXT 1024K OPTIMAL 2048K MINEXTENTS 2 MAXEXTENTS
    121);
    SQL> ALTER ROLLBACK SEGMENT "R03" ONLINE;
    SQL> CREATE ROLLBACK SEGMENT "R04" TABLESPACE "PCMS_RBS" STORAGE (
    INITIAL 1024K NEXT 1024K OPTIMAL 2048K MINEXTENTS 2 MAXEXTENTS
    121);
    SQL> ALTER ROLLBACK SEGMENT "R04" ONLINE;
  4. Exit sqlplus:

    SQL> exit

Verify the Oracle user‌

For Dimensions CM to successfully install with a UNIX Oracle RDBMS, the Oracle user PCM_SYS must exist.

  1. Check if PCMS_SYS exists:

    $ sqlplus system/<system_passwd>@<dsn>
    SQL> select * from all_users where 
       username='PCMS_SYS';

    If user PCMS_SYS exists, a confirmation is displayed with the date it was created.

  2. If PCMS_SYS does not exist, create it:

    $ sqlplus /nolog
    $ SQL> connect / as sysdba
    $ SQL> create user pcms_sys identified by
       <pcms_sys_password> default tablespace PCMS_DATA 
       temporary tablespace PCMS_TEMP;
    $ SQL> grant connect, resource, create view to pcms_sys;
    $ SQL> commit;
    $ SQL> exit;

    For example:

    $ sqlplus /nolog
    $ SQL> connect / as sysdba
    $ SQL> create user pcms_sys identified by pcms_sys 
      default tablespace PCMS_DATA temporary tablespace PCMS_TEMP;
    $ SQL> grant connect, resource, create view to pcms_sys;
    $ SQL> commit;
    $ SQL> exit;

    The pcms_sys user needs additional access rights for Oracle12c. Use the following sqlplus command to create the user:

    create user pcms_sys identified by pcms_sys default
      tablespace PCMS_DATA temporary tablespace PCMS_TEMP QUOTA UNLIMITED 
      ON PCMS_DATA QUOTA UNLIMITED ON PCMS_IDX;

Prepare the Oracle environment

After you have created an Oracle instance for the Dimensions CM schema installation you need to ensure that your Oracle environment is ready for the installation.

Check Oracle services

A number of services as well as the Oracle listener should display. The services appear as follows:

ra_ckpt_<orasid> 
ora_dbw0_<orasid> 
ora_lgwr_<orasid> 
ora_pmon_<orasid> 
ora_psp0_<orasid> 
ora_mman_<orasid> 
ora_mmnl_<orasid> 
ora_mmon_<orasid> 
ora_q000_<orasid> 
ora_q001_<orasid> 
ora_qmnc_<orasid> 
ora_reco_<orasid> 
ora_smon_<orasid>

where <orasid> is the Oracle SID (System Identifier) supplied by the installer.

The Oracle listener appears as follows:

tnslsnr LISTENER

If the services and the listener do not appear you must manually start them.

Manually start Oracle services

After you have installed a server run the following to start the Oracle services:

dm_control rdbms_start

If you have rebooted your system before performing an installation, you must manually restart the Oracle services as detailed below. In this example, Oracle Enterprise version 12c is installed in /opt/oracle/12.0 and the Oracle SID is dim14.

  1. Log in as the Oracle owner (by default UNIX user-id oracle). Do not try and start the Oracle services as UNIX user root.

  2. Set up the Oracle environment and specify the ORACLE_HOME that is specific to your installation.

    • Bourne and K shells:

      dmsys]$ cd /opt/oracle/12.0/bin
      $ . ./oraenv
      ORACLE_SID = [oracle] ? dim14
    • C shell

      dmsys]$ cd /opt/oracle/12.0/bin
      $ . .source coraenv 
      ORACLE_SID = [oracle] ? dim14
  3. Start the Oracle services:

    $ sqlplus /nolog
    SQL> connect / as sysdba 
    SQL> shutdown
    SQL> startup SQL> exit
  4. Confirm that the Oracle services have started:

    ps -eaf | grep ora

Start the listener on an Oracle Enterprise

  1. Log in as the Oracle owner (by default UNIX user-id oracle). Do not try and start the Oracle services as UNIX user root. Set up your Oracle environment as described above.

  2. Check that the file /etc/tnsnames.ora (on Solaris, /var/opt/ oracle/tnsnames.ora) has been updated with the new Oracle service name (DIM14 by default). If not, manually edit it using the following file as a template:

    $ORACLE_HOME/network/admin/tnsnames.ora
  3. Start the Oracle listener with the following command:

    lsnrctl start
  4. Check for the existence of any listener services with the following command:

    LSNRCTL > services

    The services summary displays information for the new instance.

  5. If the listener is not running or has not been updated with the new Oracle Service name run the commands below.

    Note: If you are running multiple Oracle instances on the database server, you must manually update the file

    LSNRCTL > stop 
    LSNRCTL > start 
    LSNRCTL > services 
    LSNRCTL > exit
  6. Check that the listener has started:

    ps -eaf | grep tnslsnr
  7. To check that you are ready to install, enter the following command. (If you are not installing as Oracle user SYSTEM change the command appropriately):

    $ sqlplus system/<system_password>@<dsn_name>

    For example:

    $ sqlplus system/manager@dim14

    This command connects to the instance that is used by Dimensions and results in a SQL> prompt.

  8. Exit sqlplus.