Install Operational Reporting for Oracle 12c/18c/19c (PDB) and Oracle 19c (non-CDB/PDB)

  1. Install Oracle GoldenGate (OGG) in Oracle server.

  2. Run the ./ggsci command in the <ogg_home> directory to start the OGG Manager.

  3. Configure Oracle server.

    1. Run the following command to switch to archive mode.

      SHUTDOWN;
      STARTUP MOUNT;
      ALTER DATABASE ARCHIVELOG;
      ALTER DATABASE OPEN;

    2. Run the following command to enable supplemental log.

      ALTER DATABASE ADD SUPPLEMENTAL LOG DATA;

  4. Create an empty reporting schema and grant necessary privileges to it by one of the following methods:

    • Connect to Report database as SYSDBA and run the SQL commands as follows:

      1. Create a new schema:

        CREATE USER <report_schema_name>
IDENTIFIED BY <report_shcema_password>
DEFAULT TABLESPACE <data_table_space>
TEMPORARY TABLESPACE <temp_table_space>
QUOTA UNLIMITED ON <data_table_space>
QUOTA UNLIMITED ON <index_table_space>
QUOTA UNLIMITED ON <DATA_NOLOGGING_TABLESPACE>
QUOTA UNLIMITED ON <INDEX_NOLOGGING_TABLESPACE>;

      2. Grant necessary privileges to the new schema:

        grant connect to <reporting_shcema_name>;
grant create procedure to <reporting_shcema_name>;
grant create session to <reporting_shcema_name>;
grant create sequence to <reporting_shcema_name>;
grant create synonym to <reporting_shcema_name>;
grant create table to <reporting_shcema_name>;
grant create view to <reporting_shcema_name>;
grant create materialized view to <reporting_shcema_name>;
grant create database link to <reporting_shcema_name>;
grant alter session to <reporting_shcema_name>;
grant analyze any to <reporting_shcema_name>;
        grant select on v_$parameter to <reporting_shcema_name>;
grant create job to <reporting_shcema_name>;
grant EXECUTE ANY PROGRAM to <reporting_shcema_name>;
grant MANAGE SCHEDULER to <reporting_shcema_name>;
grant select on dba_scheduler_programs to <reporting_shcema_name>;
grant select on dba_scheduler_schedules to <reporting_shcema_name>;
grant select on dba_scheduler_jobs to <reporting_shcema_name>;
        BEGIN
        DBMS_RULE_ADM.GRANT_SYSTEM_PRIVILEGE(DBMS_RULE_ADM.CREATE_RULE_OBJ,
'<reporting_shcema_name>');
DBMS_RULE_ADM.GRANT_SYSTEM_PRIVILEGE (DBMS_RULE_ADM.CREATE_RULE_SET_OBJ,
'<reporting_shcema_name>');
DBMS_RULE_ADM.GRANT_SYSTEM_PRIVILEGE (DBMS_RULE_ADM.CREATE_EVALUATION_CONTEXT_
OBJ, '<reporting_shcema_name>');
        END;

    • Run the sample_setup_reporting_sys.bat script:

      1. Navigate to the <Op_Report_Home>\install\sample directory, and open the sample_setup_reporting_sys.bat file in a text editor.

      2. Uncomment the parameters listed in the following table, replace the placeholders with valid values, and then save and close the file.

        Parameter

        Value

        SYS user name of Reporting DB

        SYS user name for the Operational Reporting database.

        Example value: sys

        Reporting DB Schema Name

        Operational Reporting database schema name.

        Example value: RPT_SCHEMA

        The PPM Center database schema name must be in all capital letters.

        Reporting DB data_tablespace_name

        Operational Reporting database to store data.

        Example value: RPT_DATA_TS

        The Operational Reporting database tablespace name must be in all capital letters.

        Reporting DB temp_tablespace_name

        Operational Reporting database temp tablespace.

        Example value: RPT_TEMP_TS

        The Operational Reporting database temp tablespace name must be in all capital letters.

        Reporting DB index_tablespace_name

        Operational Reporting database to store index.

        Example value: RPT_INDEX_TS

        The Operational Reporting database index tablespace name must be in all capital letters.

        Reporting DB TNS Name

        Identifies the Oracle instance that runs the Operational Reporting database schema. TNS name is configured in the tnsnames.ora file.

        Example value: RPT

        Reporting DB DATA_NOLOGGING_TABLESPACE

        Separate tablespace that requires no redo log for the Operational Reporting database to store data.

        Example value: RPT_DATA_TS_NL

        Reporting DB INDEX_NOLOGGING_TABLESPACE

        Separate tablespace that requires no redo log for the Operational Reporting database to store indexes.

        Example value: RPT_INDEX_TS_NL

      3. Run the sample_setup_reporting_sys.bat script.

      4. During the script run, provide the following information when prompted:

        OpenText PPM database server SYS user password

      5. Navigate to the <Op_Report_Home>\install\log directory and check the setup_reporting_sys.log file for errors.

    Note: Running the sample_setup_reporting_sys.bat script drops the old reporting schema and creates a new reporting schema. The new reporting schema is reusable, therefore, you do not need to run this script if you want to re-install the Operational Reporting package.

  5. Run the sample_setup_ppm_cdb_root_ogg.bat script.

    1. Navigate to the <Op_Report_Home>\install\sample directory, and open the sample_setup_ppm_cdb_root_ogg.bat file in a text editor.

    2. Uncomment the parameters listed in the following table, replace the placeholders with valid values, and then save and close the file.

      Parameter

      Value

      SYS user name of PPM DB

      SYS user name for the PPM Center database.

      Example value: sys

      OGG OWNER

      Name of OGG owner.

      For PDB, it should begin with c##. Example value: C##OGGOWNER.

      For non-CDB/PDB, it cannot begin with C##. Example value: OGGOWNER.

      Data Table Space of OGG Owner

      Data tablespace of the OGG owner.

      For CDB/PDB, the data tablespace should exist in all DBs.

      Recommended value: SYSTEM
      Temp Table Space of Ogg Owner

      Temp dataspace of the OGG owner.

      For CDB/PDB, the temp tablespace should exist in all DBs.

      Recommended value: TEMP
      DB TNS Name of CDB ROOT of PPM DB

      TNS name of CDB where PPM database exists.

      For non-CDB/PDB, TNS name of DB where PPM database exists.

    3. Run the sample_setup_ppm_cdb_root_ogg.bat script.
    4. Navigate to the <Op_Report_Home>\install\log directory and check the setup_ppm_cdb_root_ogg.log file for errors.

  6. Create alias for the OGG owner.

    • For PDB, create two aliases for the OGG owner:

      1. Run the following command to create userid alias for OGG owner in CDB:

        Example: ALTER CREDENTIALSTORE ADD USER <OGG_OWNER> ALIAS <ALIAS_IN_CDB>

      2. Run the following command to create userid alias for OGG owner in PDB: 

        Example: ALTER CREDENTIALSTORE ADD USER <OGG_OWNER>@<PDB_NAME> ALIAS <ALIAS_IN_PDB>

    • For non-CDB/PDB, run the following command to create userid alias for OGG owner in database: 

      • Example: ALTER CREDENTIALSTORE ADD USER <OGG_OWNER> ALIAS <ALIAS_IN_CDB>

  7. Run the sample_setup_ppm_pdb_ogg.bat script.

    1. Navigate to the <Op_Report_Home>\install\sample directory, and open the sample_setup_ppm_pdb_ogg.bat file in a text editor.

    2. Uncomment the parameters listed in the following table, replace the placeholders with valid values, and then save and close the file.

      Parameter

      Value

      SYS user name of PPM DB

      SYS user name for the PPM Center database.

      Example value: sys

      PPM DB Schema Name

      This value should exist in the Oracle tnsnames.ora entry.

      Example value: PPM_SCHEMA

      The PPM Center database schema name must be in all capital letters.

      OGG OWNER

      		 Ogg owner name.
      Full tnasame.ora entry to PPM schema

      Full tnasame.ora entry for the OpenText PPM database schema.

      • For HOST, specify the IP address of the OpenText PPM database server

      • For PORT, specify the OpenText PPM database port

      • For SERVICE_NAME, specify the SID in tnsname.ora file for the OpenText PPM database

      Example value:

      "(DESCRIPTION= (ADDRESS= (PROTOCOL=TCP) (HOST=16.89.27.63) (PORT=1522)) (CONNECT_DATA= (SERVER=dedicated) (SERVICE_NAME=MDB1106A)))"

    3. Run the sample_setup_ppm_pdb_ogg.bat script.
    4. Navigate to the <Op_Report_Home>\install\log directory and check the setup_ppm_pdb_ogg.log file for errors.

  8. Run the sample_setup_cdc_ogg.bat script.

    1. Navigate to the <Op_Report_Home>\install\sample directory, and open the sample_setup_cdc_ogg.bat file in a text editor.

    2. Uncomment the parameters listed in the following table, replace the placeholders with valid values, and then save and close the file.

      Parameter

      Value

      PPM DB Schema Name

      This value should exist in the Oracle tnsnames.ora entry.

      Example value: PPM_SCHEMA

      Important: The PPM Center database schema name must be in all capital letters.
      PPM DB data_tablespace_name

      PPM Center database tablespace name.

      Note: This refers to the existing data tablespace in PPM Center database schema. PPM Center schema store this in the KINS_TABLESPACES table.

      Example value: PPM_DATA_TS

      Important: PPM Center database data tablespace name must be in all capital letters.
      PPM DB temp_tablespace_name

      PPM Center database temp tablespace name.

      Note: This refers to the existing temp tablespace in PPM Center database schema. PPM Center schema store this in the KINS_TABLESPACES table.

      Example value: PPM_TEMP_TS

      PPM Center database temp tablespace name must be in all capital letters.
      PPM DB index_tablespace_name

      PPM Center database index tablespace name.

      Note: This refers to the existing index tablespace in PPM Center database schema. PPM Center schema store this in the KINS_TABLESPACES table.

      Example value: PPM_INDEX_TS

      PPM Center database index tablespace name must be in all capital letters.
      Full tnasame.ora entry to PPM schema

      Full tnasame.ora entry for the OpenText PPM database schema.

      • For HOST, specify the IP address of the OpenText PPM database server

      • For PORT, specify the OpenText PPM database port

      • For SERVICE_NAME, specify the SID in tnsname.ora file for the OpenText PPM database

      Example value:

      "(DESCRIPTION= (ADDRESS= (PROTOCOL=TCP) (HOST=16.89.27.63) (PORT=1522)) (CONNECT_DATA= (SERVER=dedicated) (SERVICE_NAME=MDB1106A)))"

      Ogg OWNER

      		 Ogg owner name.
      USERIDALIAS of Ogg Owner with CDB ROOT

      The userid alias you created for OGG owner in CDB.

      For non-CDB/PDB, the userid alias you created for OGG owner in database.

      USERIDALIAS of Ogg Owner with PDB

      The userid alias you created for OGG owner in PDB.

      For non-CDB/PDB, the userid alias you created for OGG owner in database.

      Container name

      Name of PDB where PPM database exists.

      For non-CDB/PDB, it must be NULL.

      extract name

      Name of the extract job.

      Extract name cannot be longer than 8 characters.
      data pump name

      Name of the data pump job.

      Data pump name cannot be longer than 8 characters.
      replicat name

      Name of the replicat job.

      Replicat name cannot be longer than 8 characters.
      SID of CDB of PPM DB

      SID of the CDB where PPM database exists.

      For non-CDB/PDB, SID of the DB where PPM database exists.

      ogg port

      OGG port number.

      Example value: 7809
      File Name of Local Trail

      Name of the local trail that stores the changes captured by the Extract process.

      The file name should have and only have two characters.
      File Name of Remote Trail

      Name of the remote trail.

      The file name should have and only have two characters.
    3. Run the sample_setup_cdc_ogg.bat script.
    4. Navigate to the <Op_Report_Home>\install\log directory and check the setup_cdc_ogg.log file for errors.
  9. Copy the *.prm files from the <Op_Report_Home>\DB\install\ogg directory to the <ogg_home>\dirprm directory.
  10. Copy the ggsci_input.txt file from the <Op_Report_Home>\DB\install\ogg directory to the <ogg_home> directory, and run the ./ggsci < ggsci_input.txt command.

  11. In the <ogg_home> directory, run the ./ggsci > info all command to see whether ogg jobs are running.

  12. Run the sample_setup_all.bat script.

    1. Navigate to the <Op_Report_Home>/install/sample directory, and open the sample_setup_all.bat file in a text editor.

      Note: Make sure that you make the file as an executable.
      For example: chmod +x sample_setup_all.bat

    2. Uncomment the parameters listed in the following table, replace the placeholders with valid values, and then save and close the file.

      Parameter

      Description

      Reporting DB Schema Name

      Operational Reporting database schema name.

      Example value: RPT_SCHEMA

      The Operational Reporting database schema name must be in all capital letters.

      Reporting DB data_tablespace_name

      Name of the data tablespace for the Operational Reporting database.

      Example value: RPT_DATA_TS

      The Operational Reporting database data tablespace name must be in all capital letters.

      Reporting DB temp_tablespace_name

      Name of the temp tablespace for the Operational Reporting database.

      Example value: RPT_TEMP_TS

      The Operational Reporting database temp tablespace name must be in all capital letters.

      Reporting DB index_tablespace_name

      Name of the index tablespace for the Operational Reporting database.

      Example value: RPT_INDEX_TS

      The Operational Reporting database index tablespace name must be in all capital letters.

      Reporting DB TNS Name

      Identifies the Oracle instance that runs the Operational Reporting database schema. TNS name is configured in the tnsnames.ora file.

      Example value: RPT

      PPM DB Schema Name

      OpenText PPM database schema name.

      This value should exist in the Oracle tnsnames.ora entry.

      Example value: PPM_SCHEMA

      The OpenText PPM database schema name must be in all capital letters.

      PPM DB data_tablespace_name

      OpenText PPM database data tablespace name.

      Note: This refers to the existing data tablespace in the OpenText PPM database schema. The OpenText PPM schema stores this in KINS_TABLESPACES table.

      Example value: PPM_DATA_TS

      Important: The OpenText PPM database data tablespace name must be in all capital letters.

      PPM DB temp_tablespace_name

      OpenText PPM database temp tablespace name.

      Note: This refers to the existing temp tablespace in the OpenText PPM database schema. The OpenText PPM schema stores this in KINS_TABLESPACES table.

      Example value: PPM_TEMP_TS

      The OpenText PPM database temp tablespace name must be in all capital letters.

      PPM DB index_tablespace_name

      OpenText PPM database index tablespace name.

      Note: This refers to the existing index tablespace in the OpenText PPM database schema. The OpenText PPM schema stores this in KINS_TABLESPACES table.

      Example value: PPM_INDEX_TS

      The OpenText PPM database index tablespace name must be in all capital letters.

      Full tnsnames.ora entry to PPM schema

      Full tnsnames.ora entry for the OpenText PPM database schema.

      • For HOST, specify the IP address of the OpenText PPM database server

      • For PORT, specify the OpenText PPM database port

      • For SERVICE_NAME, specify the SID in tnsnames.ora file for the OpenText PPM database

      Example value:

      "(DESCRIPTION= (ADDRESS= (PROTOCOL=TCP) (HOST=16.89.27.63) (PORT=1522)) (CONNECT_DATA= (SERVER=dedicated) (SERVICE_NAME=MDB1106A)))"

      DB_LINK_NAME to PPM

      Name of the link to the OpenText PPM database.

      This value is generated in the Operational Reporting database schema.

      Example value: PPM_DB_LINK

      The name of the link to the OpenText PPM database must be in all capital letters.

      Reporting DB DATA_NOLOGGING_TABLESPACE

      Separate tablespace that requires no redo log for the Operational Reporting database to store data.

      Example value: PPM_DATA_TS_NL

      Reporting DB INDEX_NOLOGGING_TABLESPACE

      Separate tablespace that requires no redo log for the Operational Reporting database to store indexes.

      Example value: RPT_INDEX_TS_NL
      INSTALLATION_TYPE

      What is used to install the Content Pack, Oracle GoldenGate or Oracle Streams.

      Default value: OGG

      If you use Oracle Streams, set the value to STREAMS.

    3. Run the sample_setup_all.bat script.

    4. During the script run, provide the following passwords when prompted:

      • OpenText PPM database server schema password

      • Operational Reporting database server schema password

    5. The script performs a sanity check on PPM database. Do one of the following:

      • If the sanity check fails, an error message pops up. You must fix the errors by the suggestions on the error message.

      • If the sanity check passes, continue with step f.

    6. The script run creates a log file in the <Op_Report_Home>/install/log directory and check the setup_all.log file to make sure that no errors occurred. If the setup_all.log file indicates that compilation errors occurred, run the following:

      Select * from user_objects where status = 'INVALID'

      If no rows are returned, you can safely ignore the warning.

  13. Run the script to import the OpenText PPM data into the Operational Reporting database.

    1. Navigate to the <Op_Report_Home>/install/sample directory, and open the sample_load_data.bat file in a text editor.

    2. Uncomment the parameters listed in the following table, replace the placeholders with valid values, and then save and close the file.

      Parameter

      Description

      Reporting DB Schema Name

      Operational Reporting database schema name.

      Example value: RPT_SCHEMA

      The Operational Reporting database schema name must be in all capital letters.

      Reporting DB TNS Name

      Identifies the Oracle instance running the Operational Reporting database schema. the TNS name is configured in the

      tnsnames.ora file.

      Example value: RPT

      Reporting DB index_tablespace_name

      Name of the index tablespace for the Operational Reporting database.

      Example value: RPT_INDEX_TS

      The Operational Reporting database index tablespace name must be in all capital letters.

      DB_LINK_NAME to PPM

      Name of the link to the PPM Center database. This link is created automatically during the setup_all script run.

      Example value: PPM_DB_LINK

      ETL start date (mm-dd-yyyy)

      Start date (in mm-dd-yyyy format) for the PPM Center data to load into the Operational Reporting database schema.

      Example value: 01/01/2009

      ETL end date (mm-dd-yyyy)

      End date (in mm-dd-yyyy format) for the PPM Center data to load into the Operational Reporting database schema.

      Example value: 01/01/2011

      Note: The ETL end date you specify is converted based on the fiscal year. For details, see the Installation and Administration Guide.

      Reporting DB data_tablespace_name

      Name of the data tablespace for the Operational Reporting database.

      Example value: RPT_DATA_TS

      The Operational Reporting database data tablespace name must be in all capital letters.

      Request dimension ETL start date (mm-dd-yyyy)

      Start date (in mm-dd-yyyy format) for the PPM Center request data to load into the Operational Reporting database schema.

      Example value: 01/01/2009

      Note: If your PPM Center database contains data for old, but active requests, you can include that data without importing all data from that time period.

      Reporting DB DATA_NOLOGGING_TABLESPACE

      Separate tablespace that requires no redo log for the Operational Reporting database to store data.

      Example value: PPM_DATA_TS_NL

      Reporting DB INDEX_NOLOGGING_TABLESPACE

      Separate tablespace that requires no redo log for the Operational Reporting database to store indexes.

      Example value: PPM_INDEX_TS_NL
    3. Run the sample_load_data.bat script.

    4. During the load script run, provide Operational Reporting database schema password and the Operational Reporting SYS user password, as prompted.

    5. The script creates a load_data.log file in the <Op_Report_Home>/install/log directory. Check the log file to make sure that no errors occurred.

      Note: You can run the sample_load_data.bat only once. If you discover any incorrect data, you have to re-install the Operational Reporting package. To re-install the package, you start from step 12 and then run the load script.

  14. Run the following commands in the <ogg_home> directory to restart the OGG Manager:

    • STOP MANAGER

    • START MANAGER