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# 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. Stop all PPM Servers, including all nodes in a server cluster.

   Caution: If the REMOTE_ADMIN_REQUIRE_AUTH parameter is set to true, users running kStop.sh to shut down the PPM Server must provide a valid OpenText PPM user name and password. If the parameter is set to false, any user with access to the kStop.sh script can shut down the server. For information about the `REMOTE_ADMIN_REQUIRE_AUTH` parameter, see the Installation and Administration Guide.

   To stop a PPM Server:

   1. Go to the `<`PPM_Home`>/bin` directory.

   2. Run the `kStop.sh` script as follows:

      `sh ./kStop.sh -now -user <User_Name>`

      Make sure that you type a valid user name for a user who has Administrator privileges.

5. Create an empty reporting schema and grant necessary privileges to it by running the sample_setup_reporting_sys.sh script:

   1. Go to the `<Op_Report_Home>\install\sample` directory, and open the sample_setup_reporting_sys.sh 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.sh script.

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

      OpenText PPM database server SYS user password

   5. Go 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.sh 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.

6. Run the sample_setup_ppm_cdb_root_ogg.sh script.

   1. Go to the `<Op_Report_Home>\install\sample` directory, and open the sample_setup_ppm_cdb_root_ogg.sh 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.sh script.
   4. Navigate to the `<Op_Report_Home>\install\log` directory and check the setup_ppm_cdb_root_ogg.log file for errors.

7. Create userid aliases 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:

        `ALTER CREDENTIALSTORE ADD USER <OGG_OWNER>@<CDB_NAME> ALIAS <ALIAS_IN_CDB>`

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

            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:

     `ALTER CREDENTIALSTORE ADD USER <OGG_OWNER> ALIAS <ALIAS_IN_CDB>`

8. Run the sample_setup_ppm_pdb_ogg.sh script.

   1. Go to the `<Op_Report_Home>\install\sample` directory, and open the sample_setup_ppm_pdb_ogg.sh 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 | Name of OGG owner.
      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.sh script.
   4. Go to the `<Op_Report_Home>\install\log` directory and check the setup_ppm_pdb_ogg.log file for errors.

9. Run the sample_setup_cdc_ogg.sh script.

   1. Go to the `<Op_Report_Home>\install\sample` directory, and open the sample_setup_cdc_ogg.sh 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 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 | Name of OGG owner.
      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.sh` script.
   4. Go to the `<Op_Report_Home>\install\log` directory and check the setup_cdc_ogg.sh.log file for errors.
10. Copy the `*.prm` files from the `<Op_Report_Home>\DB\install\ogg` directory to the `<ogg_home>\dirprm` directory.
11. 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.

12. In the `<ogg_home>` directory, run the `./ggsci > info all` command to see whether the extract, data dump, and replicat jobs are running.

13. Run the sample_setup_all.sh script.

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

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

    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. Default value: OGG

    3. Run the sample_setup_all.sh 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.

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

    1. Go to the `<Op_Report_Home>/install/sample` directory, and open the sample_load_data.sh 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.sh 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.sh 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.

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

    - `STOP MANAGER`

    - `START MANAGER`

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