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SmartPlant Materials

Installation and Migration Guide

Version 2007. 3 (6.2.4)

January 2007 / September 2007

DMAR1-PE-200006H-Updated

Copyright
Copyright 2000-2007, Intergraph Corporation. All Rights Reserved. Including software, file formats, and audiovisual displays; may be used pursuant to applicable software license agreement; contains confidential and proprietary information of Intergraph and/or third parties which is protected by copyright law, trade secret law, and international treaty, and may not be provided or otherwise made available without proper authorization.

Restricted Rights Legend


Use, duplication, or disclosure by the government is subject to restrictions as set forth below. For civilian agencies: This was developed at private expense and is restricted computer software submitted with restricted rights in accordance with subparagraphs (a) through (d) of the Commercial Computer Software - Restricted Rights clause at 52.227-19 of the Federal Acquisition Regulations (FAR) and its successors, and is unpublished and all rights are reserved under the copyright laws of the United States. For units of the Department of Defense (DoD): This is commercial computer software as defined at DFARS 252.227-7014 and the rights of the Government are as specified at DFARS 227.7202-3. Unpublished rights reserved under the copyright laws of the United States. Intergraph Corporation Huntsville, Alabama 35894-0001

Warranties and Liabilities


All warranties given by Intergraph Corporation about equipment or software are set forth in your purchase contract, and nothing stated in, or implied by, this document or its contents shall be considered or deemed a modification or amendment of such warranties. Intergraph believes the information in this publication is accurate as of its publication date. The information and the software discussed in this document are subject to change without notice and are subject to applicable technical product descriptions. Intergraph Corporation is not responsible for any error that may appear in this document. The software discussed in this document is furnished under a license and may be used or copied only in accordance with the terms of this license. No responsibility is assumed by Intergraph for the use or reliability of software on equipment that is not supplied by Intergraph or its affiliated companies. THE USER OF THE SOFTWARE IS EXPECTED TO MAKE THE FINAL EVALUATION AS TO THE USEFULNESS OF THE SOFTWARE IN HIS OWN ENVIRONMENT. Intergraph is not responsible for the accuracy of delivered data including, but not limited to, catalog, reference and symbol data. Users should verify for themselves that the data is accurate and suitable for their project work.

Trademarks
Intergraph, the Intergraph logo, PDS, SmartPlant, SmartSketch, FrameWorks, INtools, MARIAN, and IntelliShip are registered trademarks and SupportModeler and SupportManager are trademarks of Intergraph Corporation. Microsoft and Windows are registered trademarks of Microsoft Corporation. Other brands and product names are trademarks of their respective owners.

Table of Contents

Table of Contents
Overview .............................................................................................................................6 Three-Tier Architecture ................................................................................................6
Service Packs ...................................................................................................................... 8 Internationalization ............................................................................................................. 8

SmartPlant Materials Hardware and Software Requirements ...................................10 SmartPlant Materials Application Server (iAS) .........................................................11 SmartPlant Materials Database Server .......................................................................15 Installing SmartPlant Materials Software.....................................................................17 Part 1: Oracle 10g iAS Release 2 Installation ...............................................................28 Printer Installation on SmartPlant Materials Application Server ...............................28
Pre-Installation Tasks........................................................................................................ 32 Set the User to Belong to the Administrators Group ........................................................ 33 Check Environment Variables .......................................................................................... 34 Check to see if Port 1521 is in Use ................................................................................... 34 Regional and Language Options During Installation........................................................ 35

Installation of Oracle 10g Infrastructure ....................................................................36


Check and Update Windows System Files (wsf).............................................................. 36

Infrastructure Installation ...........................................................................................38


Starting the Oracle Universal Installer (OUI) ................................................................... 38

iAS Installation ...........................................................................................................52


Installation of Oracle 10g Business Intelligence and Forms............................................. 52 Managing the iAS using the Enterprise Manager ............................................................. 62 SQL-Net Configuration on the iAS .................................................................................. 64

SmartPlant Materials 2007 Application Server Wizard .............................................70


Starting the SmartPlant Materials Application Server Wizard ......................................... 70

Part 2: iAS SmartPlant Materials Specific Post-Installation ......................................75 Starting and Stopping 10g iAS ...................................................................................75 Part 3: Oracle Database Server Installation .................................................................77 SmartPlant Materials Database Server .......................................................................77
Database Server Software Installation .............................................................................. 79 Installing the Oracle 10g Database Patchset 10.2.0.2 (Patch #4547817).......................... 88 Installing the Oracle 10g Database Patchset 10.2.0.3 (Patch #p5337014)........................ 91 Installing the Oracle 10g Database One Off Patchset 10.2.0.3 (Patch # p5731535) ........ 98

Part 4: SmartPlant Materials Database Installation and Configuration .................101 Creating a SmartPlant Materials 6.2 Basic Database ...............................................101
Important SmartPlant Materials Settings in the init.ora File........................................... 102

SmartPlant Materials Installation and Migration Guide 3

Table of Contents Executing Prepared Database Creation Scripts ........................................................103


Creating the Database ..................................................................................................... 104

Administration of the 10g Database .........................................................................106


SQL-Net Configuration on the DB-Server ..................................................................... 107 Listener Configuration on the DB-Server....................................................................... 107 SQL*Plus Connection to your SmartPlant Materials Database...................................... 112 Configuration of the Oracle XML Database................................................................... 113 Applying the SmartPlant Materials DTD Files............................................................... 118 Uninstall Oracle XDB..................................................................................................... 121

Part 5: SmartPlant Materials Database Fresh Installation .......................................122 Installing SmartPlant Materials into an Empty Database.........................................122 Part 6: SmartPlant Materials Database Migration from 6.1.....................................127 Migrating MARIAN 6.1 SP19 to SmartPlant Materials 2007 (6.2).........................127
Backing up the Database................................................................................................. 127

Importing a Database Export Dump File..................................................................129 Prerequisites for the Migration .................................................................................130 Migrating the Database to ORACLE 10g Release 2 ................................................132 Starting the Migration of SmartPlant Materials .......................................................133
Analyzing the Schema .................................................................................................... 137

Part 7: Setting up SmartPlant Materials 2007 (6.2) License Keys............................138 Part 8: Logging On To Your SmartPlant Materials Database..................................139 Application Server Manual Installation Steps ..........................................................140 Manual Installation of SmartPlant Materials Reports Service .................................141
Maintain Settings Related to Forms-Java Classes .......................................................... 144 Copy Java-Servlet Classes and Maintain Settings .......................................................... 145 Copy the Applet JAR File............................................................................................... 145 Maintain the Registry...................................................................................................... 146 Change Keyboard Mapping ............................................................................................ 147 Map the Icons.................................................................................................................. 147 Create Path-Mappings..................................................................................................... 148 Create an Entry for the SmartPlant Materials Starter Page............................................. 148 Updating the Repository ................................................................................................. 149 Online Reference Library ............................................................................................... 150 Webhelp Server Name .................................................................................................... 150 Client Browser Issues ..................................................................................................... 150

Part 9: SmartPlant Materials 2007 (6.2) Module-Specific Settings ..........................153 Transferring Files to and from SmartPlant Materials in a Web Environment..........153
Comparing Client/Server to Web Environment.............................................................. 153 Downloading (Receiving) Files from SmartPlant Materials 2007 (6.2) ......................... 156 Uploading (Sending) Files to SmartPlant Materials 2007 (6.2)...................................... 170 Missing Modules for Upload/Download ........................................................................ 178

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Table of Contents Part 10: Low Usage Integrated SmartPlant Materials Server ..................................179 SmartPlant Materials Integrated Server....................................................................180
Database Server Software Installation ............................................................................ 180 Installing the Oracle 10g Database Patchset 10.2.0.2 (Patch #4547817)........................ 190 Installing the Oracle 10g Database Patchset 10.2.0.3 (Patch #p5337014)...................... 194 Installing the Oracle 10g Database One Off Patchset 10.2.0.3 (Patch # p5731535) ...... 200

Printer Installation on SmartPlant Materials Application Server .............................204


Set the User to Belong to the Administrators Group ...................................................... 208 Check Environment Variables ........................................................................................ 208 Check to see if Port 1521 is in Use ................................................................................. 209 Regional and Language Options During Installation...................................................... 210

Installation of Oracle 10g Infrastructure ..................................................................211


Check and Update Windows System Files (wsf)............................................................ 211

Infrastructure Installation .........................................................................................215


Starting the Oracle Universal Installer (OUI) ................................................................. 215

iAS Installation .........................................................................................................229


Installation of Oracle 10g Business Intelligence and Forms........................................... 229 Managing the iAS using the Enterprise Manager ........................................................... 240 SQL-Net Configuration on an Integrated SmartPlant Materials Server ......................... 249 Listener Configuration on the DB-Server....................................................................... 250

Upgrading a Release 10.2 Database to 10.2.0.3 using Oracle Database Upgrade Assistant ..........................................................................................................................................257 SmartPlant Materials and Microsoft Vista .................................................................272 Vista-Specific Settings on the Application Server ...................................................272
Changes in formsweb.cfg: .............................................................................................. 272 Vista Playground in formsweb.cfg ................................................................................. 273 Vista-Specific Settings on the SmartPlant Materials Client ........................................... 273

SmartPlant Materials Installation Pitfalls...................................................................279 Known Problems during SmartPlant Materials Login .............................................279
Case 1 FRM-40735: WHEN-NEW-FORM ORA-06502 .......................................... 279

SmartPlant Materials on Citrix....................................................................................282 Citrix Server Settings................................................................................................282 SmartPlant Materials Citrix Client Installation ........................................................293 User Comments Form ...................................................................................................307 Index................................................................................................................................308

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Overview

Overview
This document describes how to install SmartPlant Materials version 2007.3 (6.2.4). Note

The following name changes are taking effect in this version of the software: "MARIAN" is changing to "SmartPlant Materials" and "MLCL" is changing to "SmartPlant Reference Data".

Three-Tier Architecture
SmartPlant Materials uses three-tier-architecture technology with Oracle 10g iAS R2.

Client Tier The user accesses the application server through an HTTP request. That is, he enters a URL or bookmark in an Internet browser. The GUI (graphical user interface) is run as a Java-Applet. The Applet communicates with the application server by HTTP or a socket connection, sending user input to the application server and receiving representation instructions from the application server.

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Overview Middle Tier The application server runs the ORACLE Forms and Reports modules that contain one part of the SmartPlant Materials business logic. The application server receives user input from the Client Tier and returns instructions to the user. The client and middle tiers upload and download functionality to exchange complete files from one file system to the other. The application server connects via SQL*Net to a database to receive user data or system messages, and to send requests or user data to update the database. With Release 2 of Oracle10giAS, the middle tier consists of two installations: 1. The Oracle10giAS Infrastructure installation creates a combination of a metadata repository database, single sign-on server, LDAP directory server, and management server that supports Oracle10giAS deployment. The infrastructure database contains a collection of schemas and metadata that enable Oracle10giAS components. If you use a farm of application servers to serve your users, the infrastructure server will be the capital of all application servers that connect to the infrastructure like clients to a server. 2. The Application Server installation, where SmartPlant Materials software is located. You may choose to install the infrastructure and application server on two different machines, because either you plan to have multiple application servers running a load balanced SmartPlant Materials or to improve performance. In this installation guide we assume, that you will have one application server for SmartPlant Materials and that you install infrastructure and application server on the same machine. Database Tier The database contains objects to store the SmartPlant Materials data, the user and system data itself, as well as the second part of the SmartPlant Materials business logic.

For Support or Services in the U.S., call (800) 766-7701. For Support or Services outside the U.S., contact: Intergraph SmartPlant Materials Service Center Martin-Schmeier-Weg 18 D-44227 Dortmund Germany Phone: ++49-231/72596-111 Fax: ++49-231/72596-100 E-mail: MSC-DE@intergraph.com

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Overview

Service Packs
SmartPlant Materials is one of the tools in SmartPlant Enterprise and is now using the service pack versioning associated with SmartPlant Enterprise. The following table lists the service packs for 6.1 and 6.2: Version 6.1 MARIAN 6.1 Service Pack 1, 2, 3, 4, 5, 6 MARIAN 6.1.2 Service Pack 7, 8, 9, 10, 11, 12 MARIAN 6.1.3 Service Pack 13 Version 6.2 MARIAN 2007 6.2.1 Initial release MARIAN 2007 6.2.1 SP1 MARIAN 2007 6.2.2 SP2, 3

SmartPlant MARIAN 6.1.4 Materials 2007 Service Pack 14, 6.2.3 SP4, 5, 6 15 SmartPlant MARIAN 6.1.5 Materials 2007 Service Pack 16, 6.2.4 17, 18, 19, 20, 21, 22, 23, 24, 25 For more information about service packs, see the How to Install a SmartPlant Materials Service Pack document.

Internationalization
Database creation in SmartPlant Materials is done through the use of scripts, which specify the character set options. SmartPlant Materials supports a homogeneous configuration. For more information, see the Multi-Language Support document that is delivered with SmartPlant Materials.

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Overview

Applying Oracle Versions or Patches on Oracle 10giAS R2


SmartPlant Materials is tested and deployed for the version and patchset combination that was used during development of the SmartPlant Materials released version. This is usually the latest version/patchset available at the point in time when the development of a new SmartPlant Materials version started. Intergraph checks on a regular basis for new patches from Oracle for any of the components SmartPlant Materials uses. We download those patches and install them for evaluation purposes. If they offer a great advantage over the previous versions or if they fix severe issues, we will upgrade our development environment and recommend this version to our customers. If it makes sense to upgrade the Oracle software after the release of a SmartPlant Materials version, Intergraph will schedule a complete SmartPlant Materials test cycle with the new Oracle versions, and recommend this versions to customers. Some reasons why you should use only the recommended versions from Intergraph:

Oracle release notes often state that you should not install patches, except when you have problems with the base version. Reference environments exist at Intergraph to reproduce problems at your site. Development is done on the recommended versions/patchsets and we have the broadest experience with this versions/patchsets. Oracle issues with newer versions/patchsets can affect Oracle functions that are important for SmartPlant Materials. Independent implementations of the latest patches on Oracle 10giAS R2 are more complicated and time consuming than using patches Intergraph recommends.

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SmartPlant Materials Hardware and Software Requirements

SmartPlant Materials Hardware and Software Requirements


Before beginning an installation of SmartPlant Materials, verify that your server computers meet the following hardware and software requirements. The following graphic shows the configuration of the application server, database server, and client.

SmartPlant Materials Client

Windows-based operating system supporting Microsoft Internet Explorer 5.x, 6.x, or 7.0. To run the Vista operating system, you must install a Java Add-On, and you must have Administrative access on the client. Notes Configure the application server and database server to be in the same domain. The computers should also be physically close to each other. The application server must have a fixed TCP/IP address. During installation, turn off virus scanners and virtual machine services. Restart these services after the installation.

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SmartPlant Materials Hardware and Software Requirements

SmartPlant Materials Application Server (iAS)


Important

Intergraph highly recommends the following minimal configuration for SmartPlant Materials application server: the SmartPlant Materials Database Server must be installed on a single, dedicated server without other production applications running on the same server hardware.

You will have to run two servers minimum as the 10giAS (SmartPlant Materials application server) and the 10g Database (SmartPlant Materials database server) will not be supported by Intergraph to run on a single machine. The application server and database server cannot be on the same machine, and other applications cannot be run on the SmartPlant Materials servers. To use SmartPlant Materials with Redwood Cronacle, your server must be supported by Redwood. In order to avoid port conflicts with Oracle iAS, no other web servers (IIS or others) should run on a SmartPlant Materials application server. The configuration is tightly related to the number of concurrent users working on the system. Refer to ORACLE documentation for detailed information.

Pentium 4 double processor XEON, 3 GHz or higher 4 GB RAM on the Application Server (1 GB RAM for infrastructure, 3 GB for application server) 80 GB hard disk for SmartPlant Materials and Oracle (approximate) DVD-ROM drive access, either locally or through a network connection Note All products and components except OracleAS Infrastructure are certified on AMD64 and Intel EM64T processors.

Printer for iAS Install the default printer before invoking the Oracle Universal Installer (OUI). You can use any printer supported by the operating system.

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SmartPlant Materials Hardware and Software Requirements Other System Requirements The following table shows other system requirements. J2EE and Web Cache Memory1 Disk Space Space in TEMP directory Total pagefile size (virtual memory) Notes

Portal and Wireless 1 GB 760 GB 256 MB3 1.54 GB

Business Intelligence and Forms 1 GB 1.5 GB 256 MB3 1.54 GB

OracleAS Infrastructure 1 GB 3.2 GB2 256 MB3 1.54 GB

512 MB 400 MB 256 MB3 1.54 GB

(1) If you plan to install OracleAS Infrastructure plus either Business Intelligence and Forms or Portal and Wireless on the same computer, you need to have at least 1.5 GB of memory and 2.0 GB total pagefile size. (2) The OracleAS Infrastructure includes OracleAS Identity Management and OracleAS Metadata Repository. You can install the data files for the OracleAS Metadata Repository database on a disk that is different from the disk where you are installing OracleAS Infrastructure. If you do this, make sure the disk for the data files has at least 1.6 GB of free space. (3) 55 MB of free space in the TEMP directory are required to run the installer in addition to the 256 MB of space required for the installation. Oracle recommends 3.3 GB free space on hard disk for infrastructure, 1.6 GB for application server, 1 GB swap pagefile on hard disk for infrastructure, 1 GB for application server, and additionally 300 MB temp directory space. Warning

Important Settings

If your virtual memory is set to a value of less than 1 GB, the installation will stop with an error, complaining about lack of space.

Disk space for each of both installations must be available on a single drive. Oracle 10g iAS R2 does not support spanning the installation over multiple drives. Of course, you may install infrastructure and application server instance on two different drives, for example, infrastructure on C:\ and application server on D:\.

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SmartPlant Materials Hardware and Software Requirements Supported Database Servers

Oracle 10giAS Release 2 (10.1.2.0.2) for Microsoft Windows (Internet Application Server Enterprise Edition). Application Server 10g Release 2 (10.1.2.0.2) CD Media Pack B23149-14 10g (10.1.2.0.2) Quick Installation Guide B15908-01 10g (10.1.2.0.2) for Microsoft Windows (32-bit) (CD 1 of 3) B24453-01 10g (10.1.2.0.2) for Microsoft Windows (32-bit) (CD 2 of 3) B24454-01 10g (10.1.2.0.2) for Microsoft Windows (32-bit) (CD 3 of 3) B24455-01 P5174901 (You can download the patch from Oracle Metalink) Note The installation process was tested on an English Windows 2003 Server R2 installation. Total Pagefile size (Virtual Memory) 1.5 GB. Oracle requires a static IP before installation of 10g iAS. On the ORACLE Application Server, we require Excel 2002 SP3 or 2007. Excel is required for all Import/Export features of SmartPlant Materials. Microsoft Windows XP is supported for J2EE and Web Cache middle tier without OracleAS Infrastructure 10g Important

Media Packs

Media for SmartPlant Materials installation:


Required Oracle Patchsets:

Installation Prerequisites

Microsoft Excel

Supported Operating System

You can install other Oracle Application Server installation types on Windows XP (the installer displays a warning, but allows you to continue), but they are not supported on Windows XP.

Microsoft Windows 2000 with Service Pack 3 or higher Microsoft Windows Server 2003 (32-bit) Important SmartPlant Materials is installed with an infrastructure and Windows XP is not officially supported by Oracle.

SmartPlant Materials Installation and Migration Guide 13

SmartPlant Materials Hardware and Software Requirements The Oracle Application Server is not supported on Windows operating systems that include Terminal Services. For example, Windows 2000 with Terminal Services is not supported. Oracle provides 32-bit and 64-bit versions of Oracle Application Server for Windows. The 32-bit version runs on Intel x86, AMD64, and Intel EM64T processors. For additional information, visit OracleMetaLink at http://metalink.oracle.com. Additional Information for the Application Server

To install and configure the SmartPlant Materials Discoverer Business Areas and Workbooks, you must install Oracle 10g Developer Suite Release 2 on the application server. This product is optional. To set up email functionality for SmartPlant Materials, the application server must have access to email servers. Backup software should not touch the Oracle 10iAS or Oracle infrastructure directories.

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SmartPlant Materials Hardware and Software Requirements

SmartPlant Materials Database Server


Each database server must meet the following recommendations: Important

The SmartPlant Materials Database Server must be installed on a single, dedicated server without other production applications running on the same server hardware. You must run two servers minimum as the 10giAS (SmartPlant Materials application server) and the 10g Database (SmartPlant Materials database server) will not be supported by Intergraph to run on a single machine. To use SmartPlant Materials with Redwood Cronacle, your server must be supported by Redwood. The configuration is tightly related to the number of concurrent users working on the system. Refer to ORACLE documentation for detailed information. Pentium 4 double processor XEON, 3 GHz or higher 4 GB RAM 80 GB hard disk space for Oracle 200 GB hard disk for the SmartPlant Materials database files or more (Raid 5 recommended) DVD-ROM drive access, either locally or through a network connection

Hardware Recommendations

Supported Database Servers Oracle 10g Database Server Standard Edition Release 2 (10.2.0.1.0) Media Pack v4 for Windows B23862-01 Media for SmartPlant Materials Installation

Oracle Database Quick Installation Guide for Microsoft Windows B14318-01 10g Release 2 (10.2.0.1.0) for Microsoft Windows (32-bit) DVD (Part 1 of 6) B24558-01 10g Release 2 (10.2.0.1.0) for Microsoft Windows (32-bit) DVD (Part 2 of 6) B24558-01 10g Release 2 (10.2.0.1.0) for Microsoft Windows (32-bit) DVD (Part 3 of 6) B24558-01 10g Release 2 (10.2.0.1.0) for Microsoft Windows (32-bit) DVD (Part 4 of 6) B24558-01

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SmartPlant Materials Hardware and Software Requirements

10g Release 2 (10.2.0.1.0) for Microsoft Windows (32-bit) DVD (Part 5 of 6) B24558-01 10g Release 2 (10.2.0.1.0) for Microsoft Windows (32-bit) DVD (Part 6 of 6) B24558-01 Patchset 4547817 (p4547817_10202_WINNT.zip. You can download the patch from Oracle Metalink) Patchset 5337014 (p5337014_10203_WINNT.zip You can download the patch from Oracle Metalink) Patchset 5731535 (p5731535_10203_WINNT.zip You can download the patch from Oracle Metalink) Note

Required Oracle Patchsets:

The installation process was tested on an English Windows 2003 Server installation.

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Installing SmartPlant Materials Software

Installing SmartPlant Materials Software


To set up the SmartPlant Materials software, complete the steps explained in this section. Important

The installation of SmartPlant Materials on a Windows system must be performed as a local administrator or member of the local admin group.

Insert the SmartPlant Materials Installation CD-ROM. If the CD does not start automatically, run the CD_Browser.exe file. If any problems with the CD-browser occur, you can also start the SmartPlant Materials setup routine by running the setup.exe directly. Note

If you are using SmartPlant Enterprise, insert Disk 2 of the SmartPlant Enterprise 2007 DVD set.

SmartPlant Materials Installation and Migration Guide 17

Installing SmartPlant Materials Software Click one of the following CD-Browser options.

SmartPlant Materials Installation Guide. Opens the PDF file. This requires Acrobat Reader, version 7. Adobe Reader Installation. Starts the installation of Adobe Reader, version 7. Install SmartPlant Materials 2007. Starts the software installation of SmartPlant Materials 6.2. SmartPlant Materials 2007 (6.2) New Features. Opens the corresponding PDF file. This requires Acrobat Reader. Browse SmartPlant Materials Online Reference Library. Starts the Online Reference directly from the CD-ROM. Requires Internet Explorer. Our Web Site. Opens a link to Intergraph SmartPlant Materials web site. Requires Internet Explorer.

Click SmartPlant Materials Installation Guide to review or print installation instructions in this PDF file. (If you do not have Adobe Reader version 7 installed, click Adobe Reader Installation first.) Click Install SmartPlant Materials 2007 to start the installation.

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Installing SmartPlant Materials Software

Click Yes to start the Acrobat Reader version 7 installation. If you have Adobe Reader installed, you do not receive this prompt. Adobe Reader is required to view the license agreement. If not already installed, you will be prompted if you wish to install Adobe Reader now. In this case, follow Adobes installation instructions. After successful installation, you can continue with the License Agreement step of the SmartPlant Materials installation.

A progress bar displays the Acrobat Reader installation process.

SmartPlant Materials Installation and Migration Guide 19

Installing SmartPlant Materials Software

Click Next on the following dialog box.

Click Next to start the installation.

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Installing SmartPlant Materials Software

Choose your installation folder or leave the default directory, and click Next afterwards.

Click Install to begin the installation.

SmartPlant Materials Installation and Migration Guide 21

Installing SmartPlant Materials Software

You will see the screen above.

Click Finish when the setup has completed.

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Installing SmartPlant Materials Software

The SmartPlant Materials install wizard will now prepare your machine for the installation.

Click Next.

SmartPlant Materials Installation and Migration Guide 23

Installing SmartPlant Materials Software

Enter your name and the name of your company, and then click Next.

Review the information. If it is correct, click Yes to continue.

Choose a setup type and click Next.

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Installing SmartPlant Materials Software The Complete setup type installs SmartPlant Materials completely. If you choose the Custom setup type and click Next, you can select the specific features of the SmartPlant Materials software that you want to install. The setup procedure asks for a disk drive and folder in which to install SmartPlant Materials. Important

Click Change, and specify an installation path that does NOT include spaces, for example, c:\marian. Do not use the default installation destination. Oracle Application Server requires an installation path that does not contain any spaces.

Click Next. Choose from the available features, and click Next. The features are:

Online Reference Library installs necessary resources for the SmartPlant Materials Online Reference Library. Select this feature also if you want the Online Reference Library to be available from the SmartPlant Materials application server. SmartPlant Materials 2007 Application Server files contains all necessary components to set up the application server for SmartPlant Materials. Note that the Online Reference Library is not included automatically. SmartPlant Materials 2007 Database Server files contains all necessary components to set up the SmartPlant Materials database. SmartPlant Materials 2007 MTI files contains all necessary files to set up the Tool for Integration. PDMS macros installs some additional macros to load PDMS files into SmartPlant Materials.

SmartPlant Materials Installation and Migration Guide 25

Installing SmartPlant Materials Software

Name the program folder in which SmartPlant Materials will be installed, and click Next to continue.

The SmartPlant Materials setup application installs all applicable files.

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Installing SmartPlant Materials Software When the installation process is complete, the following screen appears. Click Finish to end the installation program.

Depending on the version of MS Windows Installer currently installed on your machine, it might be necessary to reboot your system after the installation. In this case, you will be prompted to do so. If MS Windows Installer is already present in the required version, you wont be prompted at all.

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Part 1: Oracle 10g iAS Release 2 Installation

Part 1: Oracle 10g iAS Release 2 Installation


Printer Installation on SmartPlant Materials Application Server
Intergraph highly recommends installing a default printer on the application server before the Oracle installation is performed. The following screenshots are an example on how to install a default printer.

Click Add Printer.

Click Next. 28 SmartPlant Materials Installation and Migration Guide

Part 1: Oracle 10g iAS Release 2 Installation

Uncheck the Automatically detect option, and click Next.

Select FILE: (Print to File), and click Next.

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Part 1: Oracle 10g iAS Release 2 Installation

Select a printer, and click Next.

Click Next.

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Part 1: Oracle 10g iAS Release 2 Installation

Click Do not share this printer, and then click Next.

You will find this default printer in the Printers and Faxes on the Control Panel when this configuration has finished successfully.

SmartPlant Materials Installation and Migration Guide 31

Part 1: Oracle 10g iAS Release 2 Installation

Pre-Installation Tasks

The TEMP system environment variable should point to a folder with a minimum of 800 MB of free space. Oracle requires a static IP before installation of 10g iAS Release. Intergraph recommends installing iAS on a machine with no other prior Oracle installations, so that this is the first Oracle home. Intergraph strongly recommends a configuration where the database and the application server are on separate machines. SmartPlant Materials web-enabled software is built on ORACLE 10g iAS, but the SmartPlant Materials installation process does not need Oracle 10g iAS preinstalled. Please install SmartPlant Materials (client) before installing the application server, so you can complete all manual post installation steps described in this manual. If you have iAS installed without SmartPlant Materials, you dont need to uninstall the iAS. Just install SmartPlant Materials and complete the post-installation steps that configure the application for the use with SmartPlant Materials. SmartPlant Materials database-server installation requires a running Oracle 10gR2 database. The database-server installation is a second step after the installation with InstallShield. The 10g iAS installation does not require the installation of SmartPlant Materials on the database, nor does it require the installation of the database tier at all. Intergraph recommends the installation of the database server, but if you have iAS installed without the database tier, you dont need to uninstall the iAS.

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Part 1: Oracle 10g iAS Release 2 Installation

Set the User to Belong to the Administrators Group


The operating system user performing the installation must belong to the Administrators group. Note

The user must be listed directly in the Administrators group. The user cannot belong to the group indirectly (for example, by being a member of a group that is part of the Administrators group). To check if you belong to the Administrators group:

Windows 2000, Windows 2003 1. Display the Computer Management screen:

Windows 2000 or Windows XP: On the desktop, right-click My Computer, and then click Manage.

Windows 2003: On the desktop, right-click the local computer icon, and then click Manage. 2. On the left side, expand Local Users and Groups, and click Users.

3. On the right side, right-click the user, and click Properties. This displays the Properties dialog box. 4. On the Properties dialog box, click the Member Of tab. If you are not a member of the Administrators group, get an administrator to add you to the group or log in as a user who is a member of the Administrators group.

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Part 1: Oracle 10g iAS Release 2 Installation

Check Environment Variables


The operating system user who will be installing Oracle Application Server needs to set (or unset) the following environment variables.

How to Set Environment Variables This section describes how to set environment variables in Windows: 1. Display the System Control Panel.

Windows 2000: Click Start > Settings > Control Panel > System.

Windows 2003: Click Start > Control Panel > System. 2. Select the Advanced tab. 3. Click Environment Variables. 4. To change the value of a variable, select the variable, and click Edit.

Check to see if Port 1521 is in Use


This section is applicable only if you are installing the OracleAS Infrastructure. The OracleAS Infrastructure installs an Oracle database, which uses port 1521 by default. To check if port 1521 is in use: C:\> netstat -an | find "1521" If port 1521 is in use by a third-party application, you need to configure the application to use a different port. If port 1521 is in use by an existing Oracle database listener, you need to stop the listener before installing the OracleAS Infrastructure. See the Oracle Application Server Installation Guide for details.

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Regional and Language Options During Installation

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Installation of Oracle 10g Infrastructure


Check and Update Windows System Files (wsf)

Oracle Application Server requires minimum versions of some system files in the Windows system directory (typically, C:\Windows\system32 or C:\Winnt\system32). When you run the installer for Oracle Application Server, the installer checks the Windows system files on your computer. If it finds old versions of these files, and the files are in use by other processes, then it prompts you to exit the installer and run wsf.exe to install the latest Windows system files. (If it finds old versions of the files, but the files are not in use by other processes, then it just replaces the files and you do not have to run wsf.exe.) You can find wsf.exe in the same directory as the installer. To run wsf.exe, which you need to do only if prompted by the installer, perform these steps: 1. Start wsf.exe, which starts up Oracle Universal Installer to install the Windows system files. CD-ROM (assumes E: is the CD-ROM drive): E:\> wsf.exe DVD-ROM (assumes E: is the DVD-ROM drive): E:\> cd application_server E:\application_server> wsf.exe 2. At the Welcome screen, click Next. 3. On the File Locations screen , specify the following information: Destination Name: Enter a name for the Oracle home for wsf. Destination Path: Enter any full path. The installer installs the files in the proper system directories, regardless of the value you enter in this field. Click Next. 4. Warning: System Reboot Required screen If you see this screen, the installer will reboot your computer automatically at the end of this installation to complete the Windows system files installation. Save and close applications (other than this installer) that you have running on your computer. Click Next. 5. At the Summary screen, click Next to start installing the Windows system files. 6. At the End of Installation screen, click Exit to exit the installer.

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Part 1: Oracle 10g iAS Release 2 Installation 7. If the installer displayed the "Warning: System Reboot Required" screen during installation, the installer will now reboot your computer. If not, please reboot your computer before continuing.

Click Next to reboot the machine. 8. After Windows restarts or at the end of the Windows System Files installation, restart the Oracle10g iAS installation.

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Infrastructure Installation
Starting the Oracle Universal Installer (OUI)
If the autorun feature is active, the welcome-screen automatically pops up when you insert the CD. If not, start the setup.exe from the root directory of your installation CD. After the welcome screen appears, click Next. The load procedure requires that the machines virtual memory be set to 1024MB.

Click setup.exe to start the Oracle Installer.

The Oracle Universal Installer will check the OS, display properties, and CPU speed, and then you see the OUI welcome screen.

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Click Next to continue the installation process.

Choose your first Oraclehome, which will become the home where your Oracle infrastructure instance will be stored. This is recommended to be done on a separate server for better performance. Anyway, we want to place it on the same machine, so please define C:\Oracle\oraInfra as your first Oraclehome on this application server. The home name must be within 16 characters and may only contain alphanumeric and underscores. Do not use blanks in the Home name or for the path. Please choose your first Oraclehome, which will become the home where your Oracle infrastructure instance will be stored.

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Part 1: Oracle 10g iAS Release 2 Installation Click Next to continue.

OUI loads the products list and displays a new window.

Under Available Languages, click English to be your preferred language, and then click OK.

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Click Oracle Application Server Infrastructure 10g (the second, middle option). Click Next. Click Identity Management and Metadata Repository (the first option).

Click Next. OUI displays a progress bar in the upper left corner.

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Set the Administrator privileges as shown above, and then click Next.

Select OCA on the following selection screen, and click Next.

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Click Automatic for the port configuration, and then click Next.

Click Next. Do not change the suggested namespace, as shown above.

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Fill in the OCA fields similar to what is shown above, and then click Next.

Specify the key length, and then click Next.

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Enter a password, and write it down for possible later usage. We have chosen manager1 as the password on this reference environment.

Rename the global database name to INFRA, and specify a database file location using the browse button to create a new oradata-directory in the infrastructure home.

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Use the same password for all accounts. Enter a password and confirmation. Write down this password for possible later usage.

Specify an Instance name and enter the ias_admin password. This password will be used later to log on to the administration web pages. Click Next.

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Your installation summary appears. Click Install to start the Infrastructure installation.

A progress window appears during the installation. This installation procedure will take a while. You can switch to the database server installation during this time on your second server.

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The OUI configuration assistant screen appears.

The Infrastructure database will be created by the database configuration assistant.

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Click Exit to end the installation of the first Oraclehome for the Infrastructure.

Click Yes. Now you can reach the new Infrastructure environment via an internet address, for example : http://dor-msc-as62:18100. To reach this link from inside Windows 2003 Server, you may have to change the security options of Internet Explorer to medium level.

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A logon dialog box appears. Use ias_admin and your password to enter the Enterprise Manager web site.

Click INFRA.xxx to access the services overview page.

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iAS Installation
Installation of Oracle 10g Business Intelligence and Forms
This part of the installation will create a new Oraclehome including the Forms and Reports services, which are needed for the SmartPlant Materials installation.

Run setup.exe from Disk 1 again to invoke the Oracle Universal Installer (OUI).

Click Next.

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Specify an new Oraclehome named oraIAS. Important: Do not use the existing Oraclehome for this installation. Click Next.

Under Available Languages, click English to be your preferred language, and then click OK.

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Click Oracle Application Server 10g, the first option. Click Next.

Click Business Intelligence and Forms. Click Next.

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Set Administrator privileges as shown above, and then click Next.

Click the following options on the screen, and then click Next:

Oracle Application Server 10g Discoverer Oracle Application Server 10g Reports Services Oracle Application Server 10g Forms Services

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You must check Reports and Forms. Intergraph recommends that you also select Discoverer to minimize possible later configuration, even if you arent using Discoverer now. Selecting Reports and Forms is sufficient if you are never going to use Discoverer. Refer to the SmartPlant Materials Discoverer documentation.

Click Automatic for the ports configuration. Click Next.

Enter your hostname (server name) and port 389 for the OID. Click Next.

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Enter a password for orcladmin, and make sure that you remember it. Click Next.

Select your Metadata Repository, and click Next. The Metadata Repository is stored in the Infrastructure database, which was already created in your first Oraclehome.

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Specify an Outgoing Mail Server, and click Next. If you dont know this information, request it from your local network administration team. This information may be used for Reports configuration. You can leave this field blank and configure this later.

Specify an Instance Name for your IAS-Instance, and enter the password. Click Next.

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The product summary appears next. Click Install to start the installation.

A progress window appears.

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The Oracle configuration assistants will configure your components automatically.

When the installation is finished, click Exit.

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Click Yes to exit the Oracle Universal Installer. To check the new services that were created during the IAS-Installation, open the OracleoraIASASControl service.

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Managing the iAS using the Enterprise Manager


The OracleoraIASASControl service must be started and running.

Use the browser to access it: http://<your-appserver>:18101

This is the Enterprise manager. Enter ias_admin as the username, and use the password you defined during installation.

You will now have two standalone instances displayed in OEM. Click the name of the IAS instance, not the INFRA instance, to have all components displayed. The linked page appears.

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If there are errors here, click Restart all to start the components. Pass the warning and confirmation window. All components should be displayed as running afterwards.

Possible Errors
On the ias_home page in EM, the CPU usage and MEM usage sections may report a problem:

"The underlying data for the CPU usage chart is unavailable". "The underlying data for the memory usage chart is unavailable.

The problem is related to the locale settings, namely the decimal character (must be '.' for use in java). The problem is that the program used to collect the operating system statistics (in Windows) is sensitive to the locale settings used. But as the EM is launched as a service using LocalSystem as logon credentials, you have to go to the registry to modify the settings. Go to 'My Computer\HKEY_USERS\.DEFAULT\Control Panel\International', and modify the sDecimal setting to '.'.

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SQL-Net Configuration on the iAS


Copy sqlnet.ora and tnsnames.ora from the following location: %MARIAN%\samples\oradata\MAR62\scripts\useful\specials\ to your 10g OracleHome <ORACLE_iAS_HOME>\network\admin.

Modify tnsnames.ora in <ORACLE_iAS_HOME>\network\admin as follows:


MAR62.world = (DESCRIPTION = (ADDRESS_LIST = (ADDRESS = (COMMUNITY = TCP.world) (PROTOCOL = TCP) (Host = Your_Database_Servername) (Port = 1521) ) ) (CONNECT_DATA = (SID = MAR62) (GLOBAL_NAME = MAR62.world) ) )

General Test of Forms


To test to see if forms services are working, access the following site: http://your_servername/forms/frmservlet

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The screen above displays to let you know that the forms service is running properly.

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Installation of Oracle Patchset p5174901


#-------------------------------------------------------------------------# Interim Patch: 5174902 Base Bug: 4606463 5023537 #-------------------------------------------------------------------------# # DATE: 28th April 2006 # -------------------# Platform Patch for : Windows # Product Version # : 10.1.2.0.2 # Product Patched : FORMS # # Bugs Fixed by this patch: # ------------------------# # 5174901 : MERGE LABEL REQUEST ON TOP OF 10.1.2.0 FOR BUGS 4606463 5023537

Stopping your Application Server Services


Use the browser to access http://<your-appserver>:18101

This is the Enterprise manager. Enter ias_admin as the username, and use the password you defined during installation.

You will now have two standalone instances displayed in OEM. Click the name of the IAS instance, not the INFRA instance, to have all components displayed.

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Part 1: Oracle 10g iAS Release 2 Installation The linked page appears.

Click Stop All to shut down all components of your IAS.

Click Yes when you are prompted to really stop this Application server.

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Part 1: Oracle 10g iAS Release 2 Installation The Components appear as follows:

Unzip the 5174901 folder to your application server.

Set the Oracle environment variable C:\5174901>set oracle_home Environment variable oracle_home not defined C:\5174901>set oracle_home=C:\oracle\as_10gR2 Set the path variable to the opatch-directory. C:\5174901>set path=%path%;C:\oracle\as_10gR2\opatch Execute the patch installation C:\ 5174901>opatch apply

Enter Y, and then enter the following information.

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Enter N, and then enter the following information.

If you see the message above, your patch installation has finished successfully.

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SmartPlant Materials 2007 Application Server Wizard


With SmartPlant Materials 2007, Intergraph introduces the SmartPlant Materials Application Server Wizard, which configures the application server settings more easily. Important

Before you start this configuration tool, all chapters before must be completed and all Services must be started. Please use the Oracle Enterprise Manager (OEM) to check these prerequisites. If you want to configure all settings manually, you may skip this chapter and perform all actions without using the wizard.

Starting the SmartPlant Materials Application Server Wizard


The SmartPlant Materials 6.2 <MARIAN_HOME>\bin\mitfoas folder contains the executable named mitfoas.exe, which runs the Application Server Wizard.

Click Next on the welcome screen.

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The wizard checks for required prerequisites. Click Next.

1. Specify your download folder name. 2. Enter your SmartPlant Materials database name (if it exists, the default is MAR62).

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Part 1: Oracle 10g iAS Release 2 Installation 3. Choose a name for the reports server, which will be installed by the wizard. Warning

Choose a reports server name that does not exist on the network. If the reports server you use exists, the installation wizard will fail as shown on the next page.

4. Set the number of reports to run in parallel. The default is 20 reports. 5. Replacing FMX-files should be checked (forms_m_map will be set to yes in this case).

Click Next on the configuration information screen.

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The wizard starts the configuration of your application server. This may take a few minutes.

Click Next.

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A log file of this configuration is saved and will be stored in the %SPMat%\bin\mitfoas\log directory.

After the wizard has finished and if the database on the Database Server is already installed completely, you can click the link above to start SmartPlant Materials.

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Part 2: iAS SmartPlant Materials Specific Post-Installation

Part 2: iAS SmartPlant Materials Specific Post-Installation


Starting and Stopping 10g iAS

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With Oracle 10g iAS, you can start and stop the Instances using shortcuts in the Oracle program groups as shown above. We have linked them to the desktop.

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Part 3: Oracle Database Server Installation

Part 3: Oracle Database Server Installation


SmartPlant Materials Database Server
Each database server must meet the following requirements: Important

The SmartPlant Materials Database Server must be installed on a single, dedicated server without other production applications running on the same server hardware. You must run two servers minimum as the 10giAS (SmartPlant Materials application server) and the 10g Database (SmartPlant Materials database server) will not be supported by Intergraph to run on a single machine. To use SmartPlant Materials with Redwood Cronacle, your server must be supported by Redwood. The configuration is tightly related to the number of concurrent users working on the system. Refer to ORACLE documentation for detailed information. Pentium 4 double processor XEON, 3 GHz or higher 4 GB RAM 80 GB hard disk space for Oracle 200 GB hard disk for the SmartPlant Materials database files or more (Raid 5 recommended) DVD-ROM drive access, either locally or through a network connection

Hardware Minimum Requirements


Supported Database Servers Oracle 10g Database Server Standard Edition Release 2 (10.2.0.1.0) Media Pack v4 for Windows B23862-01 Media for SmartPlant Materials Installation

Oracle Database Quick Installation Guide for Microsoft Windows B14318-01 10g Release 2 (10.2.0.1.0) for Microsoft Windows (32-bit) DVD (Part 1 of 6) B24558-01 10g Release 2 (10.2.0.1.0) for Microsoft Windows (32-bit) DVD (Part 2 of 6) B24558-01

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10g Release 2 (10.2.0.1.0) for Microsoft Windows (32-bit) DVD (Part 3 of 6) B24558-01 10g Release 2 (10.2.0.1.0) for Microsoft Windows (32-bit) DVD (Part 4 of 6) B24558-01 10g Release 2 (10.2.0.1.0) for Microsoft Windows (32-bit) DVD (Part 5 of 6) B24558-01 10g Release 2 (10.2.0.1.0) for Microsoft Windows (32-bit) DVD (Part 6 of 6) B24558-01 Patchset 4547817 (p4547817_10202_WINNT.zip. You can download the patch from Oracle Metalink) Patchset 5337014 (p5337014_10203_WINNT.zip You can download the patch from Oracle Metalink) Patchset 5731535 (p5731535_10203_WINNT.zip You can download the patch from Oracle Metalink) Note

Required Oracle Patchsets:

The installation process was tested on an English Windows 2003 Server installation.

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Database Server Software Installation


1. Run the Oracle 10g DVD setup executing setup.exe as follows.

Run setup.exe in the database folder of your DVD.

Please check Advanced Installation, and click Next.

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Click Available Languages to display the Language Selection dialog box.

2. Select Custom as the type of installation you want to perform, and then click Next. 3. Type a name and location for a new Oracle Home. You can use the Browse button to find the applicable location on your machine. When you have entered the necessary information, click Next to continue.

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Warning

When defining a new Oracle-Home, do not use any old values. Use the Ora10g and path name provided to simplify the installation process and eliminate the need to edit SQL scripts, which are available as samples on the SmartPlant Materials CD in the following folder: \program files\Intergraph\MARIAN6\samples. Name: Path: Ora10g %drive%\oracle\Ora10g

(If you choose a different drive letter or path for your installation, you must edit the SQL scripts provided on the SmartPlant Materials CD accordingly.)

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Part 3: Oracle Database Server Installation Product Components

- Select Oracle Database 10g 10.2.0.1.0. - Select Oracle Database 10g 10.2.0.1.0. - Select Oracle Enterprise Manager Console DB 10.2.0.1.0. - Disable Enterprise Edition Options 10.2.0.1.0. - Select Oracle Net Services 10.2.0.1.0. - Select Oracle Net Listener 10.2.0.1.0. - Select Oracle Connection Manager 10.2.0.1.0.

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Part 3: Oracle Database Server Installation - Select Oracle Call Interface (OCI) 10.2.0.1.0. - Deselect Oracle Programmer 10.2.0.1.0. - Select Oracle XML Development Kit 10.2.0.1.0. Scroll down for further options.

Select Oracle Windows Interfaces and disable


Oracle Services for Microsoft Transaction Server Oracle Counters for Windows Performance Monitor

Click Next when all Components have been chosen, as described before. Select the components as shown in the illustrations for installation. Click Next to open the next window.

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Click Next.

4. Select No when asked if you want to create a new database, and then click Next to continue. Important

Click No when asked to create a database. You can create the SmartPlant Materials database by using sample scripts provided to you on the SmartPlant Materials CD.

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Part 3: Oracle Database Server Installation Note Creating a database automatically is not recommended at this time. You will do this task later in the SmartPlant Materials installation because of some special database settings that are necessary for proper installation. If you are familiar with this task, or you are an OracleDBA, you can create the database using your own scripts as you did in former SmartPlant Materials installations (review sample init.ora in this case).

Click Install to begin the installation process.

The Oracle Installer copies files to your selected installation path.

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This installation will take a few minutes.

Write down the http-links shown above for later usage. You can also look in the file %ORACLE%\ora10g\install\portlist.ini to check the assigned ports later. 5. Click Exit to leave the Oracle installer.

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Click Yes. Important

Continue with the installation of the Patchset 10.2.0.2 before creating the database.

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Installing the Oracle 10g Database Patchset 10.2.0.2 (Patch #4547817)


(Use p4547817_10202_WINNT.zip, which you can download from Oracle Metalink.) Important

Before you start this procedure, stop all ORACLE-Services under Control Panel > Services.

Stop the Oracleora10gSQL*Plus service in order to proceed with the patch installation.

Run setup.exe in the Patchset folder.

Click Next.

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Warning

Define your existing Oracle-Home. Do not use any other values that may be displayed here. Name: Ora10g Path: %drive%\oracle\Ora10g

Click Install.

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Click Exit.

Click Yes to exit the installer. The Oracle database software installation is finished.

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Installing the Oracle 10g Database Patchset 10.2.0.3 (Patch #p5337014)


(Use p5337014_10203_WINNT.zip, which you can download from Oracle Metalink.) Important Before you start this procedure, stop all ORACLE-10g Database-Services under Control Panel > Services.

Click setup.exe to start the installation.

The above screen will open, followed by the Installer window.

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Click Next.

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Specify your Oracle 10g database home. Do not use the default displayed values. Click Next.

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Click Install.

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The installation will start, and a progress bar will appear.

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Oracle Configuration Assistants will configure the components.

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Click Exit when the installation process has finished.

Click Yes.

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Installing the Oracle 10g Database One Off Patchset 10.2.0.3 (Patch # p5731535)
Patch Installation Instructions
Follow these steps: Cleanly shut down all processes running from the ORACLE_HOME. Go to the directory where you downloaded the patch: > cd 5731535 Set the ORACLE_HOME clear environment variable to the correct Oracle home that needs to be patched.
> set ORACLE_HOME=<Oracle Home Path>

Ensure that the directory containing the OPatch script appears in your PATH setting. Enter the following command to run OPatch:
> opatch apply

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Opatch will start the installation.

Type Y, and press Enter.

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Opatch will patch the database directory.

Inspect the opatch-<timestamp>.log file generated in %ORACLE_HOME%\cfgtoollogs\opatch for any errors. This marks the end of the Oracle database software installation.

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Part 4: SmartPlant Materials Database Installation and Configuration

Part 4: SmartPlant Materials Database Installation and Configuration


Creating a SmartPlant Materials 6.2 Basic Database
Important

The Oracle Software 10g 10.2.0.2.0 must be installed as described when performing the next steps. A database was not created when using the Oracle Installation Wizard; it will be done using the manual steps as described below. Intergraph highly recommends the usage of the prepared sample scripts and all initialization parameters used in the provided init.ora file (%MARIAN%\samples\oradata\MAR62\pfile\init.ora). Changes to the default recommended settings should not be done without consultation of the SmartPlant Materials Service Center as changes to the settings may harm the SmartPlant Materials functionality. Tips Create the folder structure by copying files from the SmartPlant Materials CD to your database installation. On the CD, navigate to \program files\Intergraph\MARIAN2007\samples\oradata, and copy the files. Remove write protection after the files are copied. To simplify this task, work at the top level of the folder structure (for example, D:\). The oradata folder contains the standard folder structure for the SmartPlant Materials database files. By using a standard folder structure, supporting the SmartPlant Materials installation will be much easier, and you can manipulate the database more easily.

All files used to create the database will be stored in the scripts folder of this tree. Note

The <MAR62> that is used in our sample scripts represents the Oracle SID and can be anything that you need. You should change this to a value to fit your needs (for example, MAR62). We recommend that it have no more than six characters. For consistencys sake, rename the MAR62 folder to match the sid-name. Throughout the following steps, <MAR62> represents the Oracle SID name.

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Important SmartPlant Materials Settings in the init.ora File


Important

Some initialization parameters are very important and should not be changed in the SmartPlant Materials database instance. compatible=10.2.0.2.0 utl_file_dir=C:\oradata\MAR62\utl hash_join_enabled=TRUE java_pool_size=50M shared_pool_size=130M max_enabled_roles=80 (minimum) O7_DICTIONARY_ACCESSIBILITY=TRUE dispatchers="(PROTOCOL=TCP) (SERVICE=dbnameXDB)" open_cursors=1200 Job_queue_processes=10 recyclebin=OFF

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Executing Prepared Database Creation Scripts


You will have to edit the following scripts/files to have the directory structure mapped to your installation. 1. Create10g_MAR62.bat must be modified. (Use the Replace function of an editor to modify all settings.) set ORACLE_SID=MAR62 c:\oracle\ora10g\bin\oradim.exe -new -sid MAR62 -startmode m c:\oracle\ora10g\bin\orapwd.exe file=c:\oracle\ora10g\database\PWDMAR62.ora password=manager1 c:\oracle\ora10g\bin\sqlplus /nolog @d:\oradata\MAR62\scripts\Create10g_MAR62.sql c:\oracle\ora10g\bin\oradim.exe -edit -sid MAR62 -startmode a a) Change MAR62 to your database name. b) Check that the path of your 10g-home fit your environment. c) Check the path of your ORADATA-directory. 2. Create10g_MAR62.sql must be modified (use the Replace-function of an editor to modify all settings in the same way as for the file create9i_MAR6.bat). 3. Open initMAR62.ora in %\oradata\MAR62\pfile\, and modify/check all settings.

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Part 4: SmartPlant Materials Database Installation and Configuration The parameter file that is placed in %\oradata\MAR62\pfile\ holds the database settings for the database creation. Note that using the sample scripts will create an spfile in folder \%ORACLE-Home%\database from the specified parameter file. This spfile stores the database parameters, which will be used by the startup command, if no other parameter file is specified. Now you have modified the following three files and completed all preparations to create the new instance: File create10g_MAR62.ba t Folder %\oradata\MAR62\script s check check check

create10g_MAR62.sql %\oradata\MAR62\script s initMAR62.ora %\oradata\MAR62\pfile

Creating the Database


If all files were changed and checked, execute create10g_MAR62.bat to start the database installation.

execute create10g_MAR62.bat

Log files of the database creation process are written to %\oradata\MAR62\logs. First of all, the new service will be created.

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Depending on the performance of your server, this will take some time (maybe an hour or even more).

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Administration of the 10g Database


The servermanager (svrmgrl.exe) that was provided with Oracle 8i no longer exists in Oracle 10g. Also, the internal user is no longer available in Oracle 10g. To start up and shut down the database, we have provided a batch file that you will find in: %\oradata\MAR62\scripts\useful\SQLplus_nolog_MAR62.bat set ORACLE_SID=MAR62 c:\oracle\ora10g\bin\sqlplus /nolog After execution, you need to connect as follows: connect sys/your_password as sysdba

Use startup to start the database as follows:

Use shutdown to stop the database:

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SQL-Net Configuration on the DB-Server


Copy the sqlnet.ora and tnsnames.ora files from the %\oradata\MAR62\scripts\useful\specials\ folder to your 10g OracleHome %\oracle\ora10g\network\admin folder. Modify tnsnames.ora in %\oracle\ora10g\network\admin as follows:
MAR62.world = (DESCRIPTION = (ADDRESS_LIST = (ADDRESS = (COMMUNITY = TCP.world) (PROTOCOL = TCP) (Host = Your_Servername) (Port = 1521) ) ) (CONNECT_DATA = (SID = MAR62) (GLOBAL_NAME = MAR62.world) ) )

Listener Configuration on the DB-Server


Configure the Oracle tnslistener to add MAR6 to the listener.ora: Use the Net Configuration Assistant from the Oracle programs menu.

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Click Next.

Choose Add, and click Next.

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Click Next.

Choose TCP as protocol, and click Next.

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Keep standard port 1521, and click Next.

Choose No, and click Next.

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Click Next.

Click Finish. The Net Configuration Assistant window will terminate now.

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Part 4: SmartPlant Materials Database Installation and Configuration Open the Services tab, and click Refresh. Check to see if the Oracleora10gTNSListener has been created and is started.

SQL*Plus Connection to your SmartPlant Materials Database


After these actions, it is now possible to use SQL*Plus on the Oracle programs menu. Check to determine if you can log on to an available database on the network using Oracle SQL*Plus.

Now you can enter SQL*Plus to connect to your new database. You can perform this test as user SYS.

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Part 4: SmartPlant Materials Database Installation and Configuration The following graphic shows an example of an unsuccessful tnsping followed by a successful tnsping. To check if your configuration has succeeded, please open a command window and enter the following command: C:\tnsping MAR62

Check SQLnet.ora and tnsnames.ora again if these steps fail.

Configuration of the Oracle XML Database


Note

Skip this section if you have used the database creation script from the SmartPlant Materials CD (Create10g_MAR62.sql).

If you have used the recommended Create10g_MAR62.sql and initmar62.ora, go to the Applying the SmartPlant Materials DTD Files section. Open SQL*Plus as SYS and perform the following steps: 1) Define the XML directory Create or replace directory XMLDIR AS 'C:\oradata\MAR62\utl\'; Example: SQL> connect sys/password@database Connected. SQL> create or replace directory XMLDIR AS 'D:\oradata\utl\'; Directory created. 2) Apply grant on XMLDIR to public grant read,write on directory XMLDIR to public with grant option;

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Part 4: SmartPlant Materials Database Installation and Configuration Example: SQL> grant read,write on directory XMLDIR to public with grant option; Grant succeeded. 3) Display the defined Oracle directories select * from ALL_DIRECTORIES; Example: SQL> select * from ALL_DIRECTORIES; OWNER DIRECTORY_NAME DIRECTORY_PATH ----------------------------------------------------------------------------------------SYS XMLDIR C:\oradata\MAR62\utl To activate the FTP port inside the database, do the following in SQLPLUS as SYS: 4) Check to see if a dispatcher is configured in the pfile/spfile. For example: dispatchers='(PROTOCOL=TCP) (SERVICE=MAR62XDB)' Restart the database and listener to enable Oracle XML DB protocol access in case you had to add the dispatcher. 5) Check if the XDB option is already installed correctly: select comp_name, status, version from DBA_REGISTRY where comp_id='XDB'; Example 1: SQL> connect sys/manager1@msc62 Connected. SQL> select comp_name, status, version from DBA_REGISTRY where comp_id='XDB'; no rows selected Example 2: SQL> select comp_name, status, version from DBA_REGISTRY where comp_id='XDB'; COMP_NAME STATUS VERSION ----------- ----------------------------------------------------Oracle XML Database VALID 10.2.0.2.0

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Part 4: SmartPlant Materials Database Installation and Configuration 6) Install CATQM If the output is no rows selected, you will have to proceed as follows: Log on to SQL*Plus as user SYS and execute catqm.sql as described below. The catqm.sql file creates the tables and views needed to run the XDB system. Run this script like this: Example: SQL> show user USER is "SYS" SQL> @catqm.sql password xdb temp You can determine whether or not Oracle XML DB is already installed. If it is installed, then the following information is true:

User XDB exists. To check: SELECT * FROM ALL_USERS where username like 'X%';

View RESOURCE_VIEW exists. To check: DESCRIBE RESOURCE_VIEW

For a manual installation or un-installation of Oracle XML DB, see Chapter 28, "Administering Oracle XML DB". (http://downloaduk.oracle.com/docs/cd/B19306_01/appdev.102/b14259/appaman.htm#g645751) Unlock the Database user XDB, and change the password. alter user xdb account unlock; alter user xdb identified by xdb;

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Check to see if the XDB option is installed correctly: select comp_name, status, version from DBA_REGISTRY where comp_id='XDB'; 7) Configuring the current FTP port select extractvalue(dbms_xdb.cfg_get(), '/xdbconfig/sysconfig/protocolconfig/ftpconfig/ftp-port') "FTP-Port" from dual;

If the returned port number is 0, you can set it to port 21 as follows: You can copy these instructions line by line as shown in the hardcopy below. DECLARE newconfig XMLType; BEGIN SELECT updateXML(DBMS_XDB.cfg_get(), '/xdbconfig/sysconfig/protocolconfig/ftpconfig/ftp-port/text()',21) INTO newconfig FROM DUAL; DBMS_XDB.cfg_update(newconfig); END; / COMMIT;

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Applying the SmartPlant Materials DTD Files


1. To verify if the port is working correctly, please refer to the listener status: Open a cmd window, and execute the following command: lsnrctl status Look for the entries under Listening Endpoints Summary... Example: (DESCRIPTION=(ADDRESS=(PROTOCOL=tcp)(HOST=myhost)(PORT=21))( Presentation=FTP)(Session=RAW)) (DESCRIPTION=(ADDRESS=(PROTOCOL=tcp)(HOST=myhost)(PORT=8080 ))(Presentation=HTTP)(Session=RAW)) Example:

2. Start a command window and go to the directory where the SmartPlant Materials dtd files are located.

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Part 4: SmartPlant Materials Database Installation and Configuration The graphic below shows the commands and responses explained in this step. Connect via ftp to the database server: DOS>ftp <your-db-server> Log on as user XDB with the oracle password for xdb

Enter the following commands: bin <ENTER> mput *.dtd <ENTER> Answer y (Yes) to the questions shown in the example graphic. To test the result type: dir <ENTER> This shows you the uploaded dtd files.

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Type quit or bye to exit the ftp program. 3. Disable the ftp server, and execute the following in SQLPLUS as SYS: DECLARE newconfig XMLType; BEGIN SELECT updateXML( DBMS_XDB.cfg_get(), '/xdbconfig/sysconfig/protocolconfig/ftpconfig/ftp-port/text()',0) INTO newconfig FROM DUAL; DBMS_XDB.cfg_update(newconfig); END; / COMMIT; You can use the prepared scripts ftp_disable and ftp_enable to manage your active ftp (%\oradata\MAR62\scripts\useful\specials).

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Part 4: SmartPlant Materials Database Installation and Configuration Use the following SQL*Plus statement to see if your DTD files were uploaded to the database (please connect as SYS): SELECT a.path FROM path_view a where path like '%.dtd'; As a result, you will get a list of available datatype definitions.

Uninstall Oracle XDB


If you want to uninstall Oracle XDB, please proceed via SQL*Plus as follows:
<ORACLE_10g>\RDBMS\ADMIN\catnoqm.sql

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Part 5: SmartPlant Materials Database Fresh Installation


Installing SmartPlant Materials into an Empty Database
Note If you are importing a best practices database or converting an existing database, do not follow this procedure. Skip to Part 6. Before installing SmartPlant Materials, make sure that an empty database already exists, as described in the previous chapters. 1. Connect to the target database as SYS, and run @inst_marian6200.sql. 2. Follow the screen instructions. Enter your connect string and your SYS password.

SmartPlant Materials schema M_SYS will be created with an initial password of manager. Press Enter.

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Press Enter.

Press Enter to import the data for the Administration module.

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Press any key to begin importing data. Continue pressing any key on the following screens until all data is imported.

Press any key to continue.

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Press Enter when you have successfully performed the import.

The script loads the java classes.

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Leave the SQL*Plus session by typing exit, and check the log files for errors during installation. The files are located in the installation folder and in the UTL-Directory (\\ORADATA\MAR62\utl). It is a best practice to keep these log files for later analysis. Therefore, we recommend that you not use the same migration directory twice in order to not overwrite existing log files by newer migrations on different databases. This installation step is complete. Next, you can install the licenses for the software. For information about licensing, please refer to the SmartPlant Materials License Handling Guide, available from the Online Reference Library.

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Part 6: SmartPlant Materials Database Migration from 6.1

Part 6: SmartPlant Materials Database Migration from 6.1


Migrating MARIAN 6.1 SP19 to SmartPlant Materials 2007 (6.2)
This chapter contains complete instructions for migrating from MARIAN 6.1 SP19 to SmartPlant Materials 2007 (6.2.x). Important

For successful migration, you need the Oracle 10.2.0.2.0 import and export tool programs, and the loadjava utility installed on your client PC (or on the machine you use to perform the migration). Additionally, the Oracle Java Virtual Machine (JServer JVM) needs to be correctly installed on the database server. If you currently have installed a version other than MARIAN 6.1 SP19, you must first migrate to MARIAN 6.1 SP19 or higher before you can migrate to SmartPlant Materials 6.2.x. These migration procedures are not part of the SmartPlant Materials 6.2.x CD-ROM. Contact the SmartPlant Materials Service Center to get the related migration procedures.

Backing up the Database


Before you begin the actual migration procedure, you must perform a database backup. The backup procedure most appropriate for your situation depends on your environment, database configuration, and the migration path you choose. The steps described in this section should be regarded as a recommendation to achieve a secure backup. If you have questions, do not hesitate to refer to the ORACLE Server Administrators Guide. 1. Have all connected users log out of your SmartPlant Materials database. 2. Launch ORACLE Server Manager or Instance Manager. 3. Shut down the database consistently, using either normal or immediate mode. 4. Restart the instance using the restrict option to prevent normal users from connecting. 5. Perform a full database export with the ORACLE tool exp. 6. Shut down the database.

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Part 6: SmartPlant Materials Database Migration from 6.1 7. Perform a full cold backup, using redundant backup media (that is, do not use the same tape or hard disk that will contain the export dump file created during the migration). Make sure to include all data files, all control file mirrors, all archived and online redo log files, and the instance initialization files. 8. Store all backup media in a safe place. 9. Perform the client-tools exp and imp to test both tools, because the SmartPlant Materials installation wizard will use them.

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Importing a Database Export Dump File


1. Prepare a new empty database as described in the Creating a SmartPlant Materials 6.2 Basic Database section of this guide without performing the fresh installation (SmartPlant Materials Database Fresh Installation). Warnings

The M_SYS schema should not yet exist on this database.

The dump source must be at least MARIAN 6.1 SP19. 2. Run the following import command: imp system/your_password@sid file=dump_file.dmp log=log_file.log full=y ignore=y commit=y buffer=60000000 3. Invoke SQL+, connect as M_SYS, and install the following packages: 00_coresys62.sql 1st_grmsys62.sql 4. As SYS in SQL+, run c:\your_Oracle_Home\rdbms\admin\utlrp.sql. 5. Now, run the following scripts: 2nd_re_comp62.sql, 3rd_grmar62.sql, and 4th_grmlogin62.sql. 6. As M_SYS in SQL+, run 2nd_re_comp62.sql. Execute this a few times until the amount of invalid objects stops decreasing. Check the spool file invalid_objects.log for errors and db_info.log for your database settings. 7. As M_SYS in SQL+, run 3rd_grmar62.sql, 4th_grmlogin62.sql, and 5th_analyze.sql.

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Prerequisites for the Migration

1. The database server must have Oracle 10.2.0.2.0 with Patch #4547817 installed. 2. You must have access to the database Sys account. 3. The database COMPATIBLE parameter must be set to 10.2.0 or later. 4. A MARIAN 6.1 Service Pack 19 installation must be present in this database. 5. The database shared pool size must be 50 MB or more. 6. The database Java pool size must be 20 MB or more. 7. The instance initialization parameter O7_DICTIONARY_ACCESSIBILITY must be set to TRUE. 8. The instance initialization parameter JOB_QUEUE_PROCESSES must be set to 0 during the migration; that is, there must not be any background jobs currently active. 9. The instance initialization parameter DML_LOCKS must be 300 or greater. 10. The instance initialization parameter OPEN_CURSORS must be 1000 or greater. 11. The SmartPlant Materials tablespaces MARIAN, M_INDEX, M_TEMP, and USERS must have sufficient free space: MARIAN: 500 MB free M_INDEX: 2400 MB free M_TEMP: 1000 MB free USERS: 50 MB free. 12. The SmartPlant Materials tablespaces must be online. 13. There must be 300 MB free space in the SYSTEM tablespace.

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Part 6: SmartPlant Materials Database Migration from 6.1 14. The tablespace where this rollback segment is stored must have at least 1.4 * size of largest table segment MB free, but not less than 1200 MB. This tablespace must be created with the parameter SEGMENT SPACE MANAGEMENT MANUAL. (For further information about rollback tablespaces, refer to the ORACLE documentation). You can find sample scripts for database creation in the <MARIANHOME>\samples\oradata\MAR62\scripts\useful\migration\ folder. For successful migration, you furthermore need the Oracle 10.2.0.2.0 import and export tool programs, and the loadjava utility installed on your client PC (or on the machine you use to perform the migration). Additionally, the Oracle Java Virtual Machine (JServer JVM) needs to be correctly installed on the database server. 15. The SmartPlant Materials application schema user M_SYS must not be currently connected to the database. 16. No database logon/logoff triggers (other than the RDBMS standard ones) that could possibly interfere with the SmartPlant Materials installation must exist in the database.

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Migrating the Database to ORACLE 10g Release 2


MARIAN 6.1 is based on ORACLE database server 9i. SmartPlant Materials 2007 (6.2) requires ORACLE database server 10g Release 2. Warning

It is not possible to run SmartPlant Materials 6.2 with prior ORACLE database server releases. Therefore, this is a necessary step to fulfill the migration prerequisites.

There are two migration paths: 1) Using the ORACLE Database Upgrade Assistant. 2) Importing a dump file into a newly created ORACLE 10g database. Choose the best migration path for your needs. If you decide to use the ORACLE Upgrade Assistant, you will have to install ORACLE 10g software on the server where the database to migrate resides. For more information, refer to the ORACLE documentation. If you decide to use the second migration path, the procedure can be described as follows: a. Create a dump file from your MARIAN 6.1 Service Pack 19 database. b. Transfer the dump file to your database server with ORACLE 10g installed. c. Create a database for SmartPlant Materials 6.2. Please refer to the Creating SmartPlant Materials Basic Database section for an example of how to create a database. You can find sample scripts and an init.ora parameter file to create a database for migration purposes in the following folder: <MARIAN-HOME>\samples\oradata\MAR62\scripts\useful\migration\ Replace the current files create10g_MAR62.bat, Create10g_MAR62.sql in the folder <MARIAN-HOME>\samples\oradata\MAR6\scripts\ and the parameter file <MARIAN-HOME>\samples\oradata\MAR62\pfile\initMar62.ora with the corresponding files from the migration folder. Customize the data file locations and dimensions in the scripts, if you need to. d. Start the import into the new database. After you have managed to migrate your database to ORACLE 10g Release 2 by one or the other migration path, you should backup the database before starting the migration of SmartPlant Materials.

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Starting the Migration of SmartPlant Materials


Back up your database before migration. - Create a shortcut to SQL*Plus on your desktop. Assign your local copy folder, \\<MARIAN-HOME>\ sql\migration, as the working folder to this shortcut.

Invoke SQL*Plus via this shortcut. Connect as SYS.

Start the migration script by entering @ mig_marian6200.sql on the SQL*Plus command line. Follow the instructions on the screen.

Press Enter to continue.

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Enter the database connect string, and press Enter. Enter the SYS password, and press Enter. Enter the M_SYS password, and press Enter. Enter the DISCO password, and press Enter.

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Press Enter to start the migration process. During this process, an import window will open and perform some database imports automatically. Please do not close these windows. The migration will continue without any action to be taken from the users side.

After all imports have terminated, please check the log files for errors, and press Enter to continue.

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When the migration is complete, check all log files for possible Oracle errors. The log files are located in the installation_logs and import folders. Logs will have the following extensions: *.log, *.lst, and *.tmp. You can safely ignore all errors that refer to index creation with a specified indexed column combination that is already indexed. It is a best practice to keep these log files for later analysis. Do not use the same folder for more than one migration but copy it for each separate database migration. To allow Java access to local files, open a SQL*Plus session, and connect as SYS. Enter the following command: EXEC dbms_java.grant_permission(M_SYS,java.io.FilePermission,<your PDB_REPORT_DEST_DB directory>,read,write,delete); Example: EXEC dbms_java.grant_permission('M_SYS','java.io.FilePermission','C:\oradata\mar62\utl' ,'read,write, delete'); PL/SQL procedure successfully completed. The path must match the PDB_REPORT_DEST_DB entered on the SmartPlant Materials screen A.60.04 DBA Settings. If you do not know this setting, you can perform this step at any time later on.

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Customer CIPs are saved to the installation_logs folder during migration. You may have to modify and reapply these procedures to the new SmartPlant Materials release. The migration of your database is now finished and you can log on to your database.

Analyzing the Schema


The installation routines automatically analyzes the database schema. It is highly recommended to do an analyze periodically. To do this task, issue the following command from within SQL*Plus as user SYSTEM:
Execute DBMS_UTILITY.ANALYZE_SCHEMA ( 'M_SYS', 'COMPUTE' ); You will also find a script to perform this. This script is called 5th_analyze.sql.

SmartPlant Materials has been tested using the ORACLE cost-based optimizer mode.

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Part 7: Setting up SmartPlant Materials 2007 (6.2) License Keys

Part 7: Setting up SmartPlant Materials 2007 (6.2) License Keys


For information about licensing, please refer to the SmartPlant Materials License Handling Guide, available from the Online Reference Library.

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Part 8: Logging On To Your SmartPlant Materials Database

Part 8: Logging On To Your SmartPlant Materials Database

Display the SmartPlant Materials web page. At the Logon screen, enter your username, password, and a database alias. Typically, you use LOGIN with the password LOGIN that was created on installation. After authentication, you can select a project / product group. The default (preinstalled) project is named M_PROJECT. Click OK.

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Application Server Manual Installation Steps


Skip this section if you have successfully used the SmartPlant Materials 2007 Application Server Installation wizard. If you have not used the SmartPlant Materials Application Server Wizard, you may have decided to configure the application server manually. This section explains how to configure the application server manually instead of using the Wizard.

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Manual Installation of SmartPlant Materials Reports Service


Important

Skip this section if you have already created a reports server using the SmartPlant Materials Application Server Wizard.

Configuring Reports Server with the Oracle Process Manager and Notification Server and Oracle Enterprise Manager 10g The best way to start, shut down, monitor, and manage Reports Server is through the Oracle Process Manager and Notification Server (OPMN) and Oracle Enterprise Manager 10g. OPMN provides a centralized mechanism for initializing, maintaining, and shutting down your Oracle Application Server components, including Reports Server. Oracle Enterprise Manager 10g, included with Oracle Application Server, provides managing and monitoring services to OracleAS Reports Services. You can conveniently monitor your Reports Servers through Oracle Enterprise Manager 10g and, if the process fails for any reason, OPMN restarts Reports Server for you automatically. During installation of Oracle Application Server, Reports Servers are automatically configured in OPMN and registered with Oracle Enterprise Manager 10g. If you add any Reports Servers after installing Oracle Application Server, you should register the new server(s) in two places:

The Oracle Process Manager and Notification Server's opmn.xml file. The Oracle Enterprise Manager 10g's targets.xml file.

To register a new Reports Server in both opmn.xml and targets.xml, run the following command line: On Windows: ORACLE_HOME\bin\addNewServerTarget.bat reports_server_name After running this command line, reload the OPMN configuration file for the change to take effect (for example, opmnctl reload). Run Reports in Parallel (Optional) Per default, the reports server allows only one report engine to be used by the reports server. This means that, if one report is running, the next report will be put in the queue and processed sequentially. We recommend to allow multiple users to run their reports in parallel. Change the maxEngine parameter from 1 to the "number of licenses" or the "number of SmartPlant Materials Installation and Migration Guide 141

Part 8: Logging On To Your SmartPlant Materials Database potential report users" in the <repservername>.conf file in <ORACLE_iAS_HOME>\reports\conf. Note that the maxEngine parameter may occur more than once, so simply change each occurrence.

Disconnect Reports from Portal


After you complete the installation, and SmartPlant Materials is running correctly, you must separate the reports server from the portal. By default, reports servers are secure and are integrated with the portal. To remove the portal dependency, comment out these tags from the <reports-server-name>.conf file located in the Oracle_iAS_Home/Reports/Conf directory.

Edit both files: <reports-server-name>.conf and rep_<servername_oracledir>.conf a) security b) uncomment the following lines as shown below in both conf-files:

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Part 8: Logging On To Your SmartPlant Materials Database Refer to other examples in this file for the syntax to comment out the tags. In the example above, the html comment syntax is used: <!--commented text-->. Stop all services in your iAS-Home after this step.

Pointing to the SmartPlant Materials Reports (*.rdf Files)


Maintain the REPORTS_PATH in the correct ORACLE home of registry on the application server. Alternatively, you can uncomment the sourceDir property in the <repservername>.conf file in <ORACLE_iAS_HOME>\reports\conf, and set it to the path where your report definition files reside. Example:

If the default SmartPlant Materials installation path (or any other path containing a space) is used, the reports server service will start and immediately stop. Uninstall SmartPlant Materials, and then re-install it using an installation path that does not contain any spaces. Note that you have to comment the security and destination tag (as described above for the in-process report server that comes with the installation).

Allowing for More than One Report Running in Parallel (Optional)


Per default, the reports server allows only one report engine to be used by the reports server. This means that, if one report is running, the next report will be put in the queue and processed sequentially. Example: To allow all 10 users to run their reports in parallel, change the maxEngine parameter to from 1 to 10 in your <repservername>.conf file in <ORACLE_iAS_HOME>\reports\conf. Note that the maxEngine parameter may occur more than once, so simply change each occurrence.

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Maintain Settings Related to Forms-Java Classes


Make sure the following directories of the classpath variable in the file <ORACLE_iAS_HOME>\forms\server\default.env are set: <ORACLE_iAS_HOME>\jlib\importer.jar;<marian_home>\java\iAS\ora_java; The entry may look this way for example:
CLASSPATH=D:\ora9ias\jlib\importer.jar;D:\marian\java\iAS\ora_java ;D:\ora9ias\jlib\debugger.jar;D:\ora9ias\jlib\ewt3.jar;D:\ora9ias\ jlib\share.jar;D:\ora9ias\jlib\utj90.jar

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Copy Java-Servlet Classes and Maintain Settings


Modify the web.xml file in the <10giAS HOME>\j2ee\home\default-web-app\WEBINF folder. If you use the default OC4J application, it has this path. Add the following lines in the <web-app> section to register the appropriate classes:
<servlet> <servlet-name>UploadReceive</servlet-name> <servlet-class>mar_jserv.UploadReceive</servlet-class> </servlet> <servlet> <servlet-name>UploadFileForm</servlet-name> <servlet-class>mar_jserv.UploadFileForm</servletclass> </servlet> <servlet> <servlet-name>UploadQsDocForm</servlet-name> <servlet-class>mar_jserv.UploadQsDocForm</servletclass> </servlet> <servlet> <servlet-name>DeleteUploadedFile</servlet-name> <servlet-class>mar_jserv.DeleteUploadedFile</servletclass> </servlet>

You can preserve the sample SNOOP-entries in the file. Copy the mar_jserv folder (directory and the contents) from <MARIAN_HOME>\java\iAS to your appropriate application folder. If you use the default OC4J application, it is <10giAS HOME>\j2ee\home\default-web-app\WEBINF\classes. Check HTTP-Server Listen to Port 80 (Optional)

Click Ports.

Copy the Applet JAR File


A file named frmall_jinit.jar resides in the <MARIAN_HOME>\java\iAS\applet_classes directory . Copy this file into <ORACLE_iAS_HOME>\forms\java\ frmall_jinit.jar, replacing the files that are already in this directory.

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Maintain the Registry


The following actions are needed if you transfer data to PDS or PDMS. 1. Open the ORACLE branch of the registry. You may find one or more subbranches named HOME0, HOME1, HOME2... Enter the sub-branch that contains a ORACLE_HOME_NAME parameter set to the name of your IAS_HOME (not infrastructure or others). Extend the SQLPATH variable with a semicolon and then type <MARIAN_HOME>\sql\pds; <MARIAN_HOME>\sql\pdms. 2. If you often change your FMXs and you want to do so without having the user leave the screen, set or add FORMS_MMAP=FALSE to FALSE in the <iashome>\forms\server\default.env. Example:

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Change Keyboard Mapping


Complete the following procedure to ensure that the key mapping resembles the old client/server mode, that is, to have the same key mapping in a web-environment and on the client/server: 1. Go to <ORACLE_HOME>\forms. 2. Rename (or delete) the fmrweb.res file. 3. Rename (or copy) the fmrpcweb.res file to fmrweb.res. If you install a language other than the default language, you may get the message "Error opening Oracle*Terminal file fmrweb." Make a backup of the resource file named fmrweb<lang>.res. Copy the file fmrweb<lang>_utf8.res over fmrweb<lang>.res. For example: If your forms server named NLS_LANG is: TRADITIONAL CHINESE_TAIWAN.UTF8, then copy the fmrwebzht_utf8.res file over fmrwebzht.res.

Map the Icons


Open the following file: <ORACLE_iAS_HOME>\forms\java\oracle\forms\registry\registry.dat Navigate to the default.icons.iconpath parameter. Set it to be /marian_webentry. Example:
default.icons.iconpath=/marian_webentry

or
default.icons.iconpath=http://dor-mds-as06/marian_webentry

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Create Path-Mappings
The SmartPlant Materials download functionality requires path mapping for virtual paths to physical paths. These mappings are carried out in the <ORACLE_iAS_HOME>\forms\server\forms.conf file. You can add mappings any time you need one. The mapping for the marian_webentry and marian_webhelpvirtual paths is required. The other mappings depend on your usage of download directories. Here is an example beginning of forms.conf:
# MARIAN Aliases Alias /marian_webentry/ "C:\<MARIAN_HOME>\web_entry/" Alias /marian_webhelp/ "C:\<MARIAN_HOME>\web_help/" Alias /marian_download/ "C:\<MARIAN_HOME>\download/"
# Virtual path mapping for Forms Java jar and class files (codebase) AliasMatch ^/forms/java/(..*) "C:\ORACLE\iAS_HOME/forms/java/$1" ...

Create an Entry for the SmartPlant Materials Starter Page


The SmartPlant Materials homepage, which contains the applet calling the SmartPlant Materials application, will be created dynamically at runtime. To use this for SmartPlant Materials, you need to modify the <ORACLE_iAS_HOME>\forms\server\formsweb.cfg file. This file contains numerous general parameters that are valid for all kinds of applets being created, and it contains some sections at the end, which are called named configurations and are used for special purposes. A configuration can be recognized by its name enclosed in brackets [named_configuration1]. Below this config name is a set of parameters for the special case that you want to configure. You can have multiple named configs in formsweb.cfg.

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Part 8: Logging On To Your SmartPlant Materials Database Here are two examples for SmartPlant Materials-specific configs in formsweb.cfg:
[mar62] pageTitle=MARIAN 6.2.1 - JInitiator HTMLbeforeForm=<CENTER><IMG SRC = "/marian_webentry/Marian_splash.jpg" width=500 height=300 ALT="INTERGRAPH MARIAN 2007 (c)2006"> <BR> Please be patient while MARIAN loads. <BR> Note: Closing this Browser window will end your MARIAN session.<BR> </CENTER> form=logon.fmx userid=m_login/m_login@mar62 separateFrame=True lookandfeel=Generic width=1024 height=768 workingDirectory=C:\MARIAN\fmx splashScreen=no

After you have made these entries, you can start SmartPlant Materials in your internet browser, using the following link: http://<your_hostmane>/forms/frmservlet?config=mar62 In this case, FormsServlet will read the marian_jinit-configuration and create an appropriate html-page with the applet-call. As a result, SmartPlant Materials will be started with JInitiator (and you will be prompted to install JInitiator if not yet done). If this doesnt work and the software returns an OR-000 error (a time out error), turn off the Windows Firewall in Windows XP SP2. In the <marian_home>\web_entry directory is a file named MARIAN6i.lnk. Edit the properties of this file to match your hostname accordingly.

Updating the Repository


After modifying the configuration files, you must update the repository of your application server. Please open a command window and switch to your iAS-directory: Example: c: cd C:\oracle\oraIAS\dcm\bin dcmctl updateconfig

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Online Reference Library


Access the Online Reference Library via a start page that points to the documents that are available online. Configure the dba-setting on A.60.04 and enter your value for the ONLINE_REFERENCE_LIBRARY_URL as follows:
http://<your_servername>/marian_webentry/default.htm

Check your entry as you need to have SmartPlant Materials running to accomplish this task.

Webhelp Server Name


Webhelp means the context-sensitive online help, which is available by clicking the ? button in the SmartPlant Materials application. Configure the dba-setting on A.60.04 and enter your value for the WEBHELP_SERVER as in the following example:
DOR-MAS-IAS1.INGR.COM

You need to have SmartPlant Materials running to accomplish this task.

Client Browser Issues


Copy/Paste Issues
Using Microsoft JVM, you can also try to cut and paste text to and from your SmartPlant Materials 2007 fields on the screens, but in some cases, nothing or old data is copied. Refer to the Removing the Message Line about Applets Running section to get this standard Windows function to work.

Print Screen Issues


SmartPlant Materials includes a function to create screen shots. If you use IE5 as a browser with the Microsoft-owned Java Virtual Machine (MS JVM), it may happen that you click the Print button in SmartPlant Materials and nothing happens. Refer to the section Removing the Message Line about Applets Running to get a screen print. With MS JVM, screen prints sometimes have an unreadable font. Use Windows capabilities to copy a screenshot to a program like Wordpad and use it to print the screen shot. 150 SmartPlant Materials Installation and Migration Guide

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Removing the Message Line about Applets Running


If you use Internet Explorer 5 as your browser with the Microsoft Java Virtual Machine (MS JVM), you may see an additional message at the bottom of the SmartPlant Materials application screen that tells you that an applet is running. This has happened because the browser applies its security restrictions to prevent applets from using your resources such as your printer and network. This prevents programs from accessing your machine in undesirable ways. SmartPlant Materials is running in a protected mode, also known as sandbox. To change this mode, use the following procedure. 1. Open your browser, and select the Tools -> Internet Options from the top-level menu. 2. On the Security tab, set the following: 3. Choose Local Intranet Zone from the list. 4. Click Custom level. Select Java Permissions -> Custom from the list. 5. Click Java Custom Settings button. 6. On the Edit Permissions tab, set the following: 7. Choose Enable for Unsigned Content. 8. Choose Enable for Run Signed Content. If you are using Internet Explorer 5 or Netscape Navigator as your browser with the JInitiator plugin, you will not have to do anything, because JInitiator is certified from Oracle Corporation and will properly handle the signed Java classes from Oracle that are needed to run SmartPlant Materials as an applet.

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Preventing SmartPlant Materials from Terminating Unintentionally


While running the SmartPlant Materials applet in its browser, closing its browser or changing the page displayed in it will terminate the SmartPlant Materials session. To minimize the risk of unintentional termination of SmartPlant Materials, set your machines Internet Explorer options as shown in the following graphic. Especially ensure that the following option is not checked: Reuse windows for launching shortcuts.

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Part 9: SmartPlant Materials 2007 (6.2) Module-Specific Settings

Part 9: SmartPlant Materials 2007 (6.2) Module-Specific Settings


Transferring Files to and from SmartPlant Materials in a Web Environment
Comparing Client/Server to Web Environment
Client/Server Environment
Client/server architecture design followed mainframe/host architecture. Client/server architecture gives the clients more power and possibilities. Clients are tending to become fat clients, while the servers purpose is to run the database and respond to client database requests.

Downloading (Receiving) Files from SmartPlant Materials


There are files (mainly plain text) generated by the application, such as log files or files containing application data, which can be used for further processing/ interfaces. SmartPlant Materials puts these files on the server and the client. Server Files from SmartPlant Materials These files are written to the local drives of the database server by database server processes. Most of the log files are written this way. To view the log files, there is a screen in SmartPlant Materials, A.60.72, that can be called from modules where such files are produced. It gives you reading access to their contents, or if you were processing a JCS (by Redwood) batch job, you can use the A.60.41 or the Redwood tool. To move or manipulate the files stored on the database server, use FTP or a network share to copy the file to where you need it. Client Files from SmartPlant Materials These files are written to the local drives of the user's client PC by Oracle Forms. To view log files, use the SmartPlant Materials A.60.72 screen that can be called from modules where such files are produced. It gives you reading access to their contents. For further usage, these files can easily be accessed using the File Manager/ Windows Explorer. The same is true for files that are not log files, such as image files exported from SmartPlant Materials.

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Part 9: SmartPlant Materials 2007 (6.2) Module-Specific Settings Users can place document files on the client, with only the file reference stored in SmartPlant Materials. The document can be opened with an application such as Acrobat Reader or Word with a button implemented on a SmartPlant Materials screen.

Uploading (Sending) Files to SmartPlant Materials


There are files (mainly plain text) read by the application, such as files containing application data from other systems. These files are on the server and on the client. Server Files to SmartPlant Materials Most of the files to be processed by SmartPlant Materials have to be placed on the database server. Use FTP or a network share to copy the file to where you need it. Client Files to SmartPlant Materials Some import jobs, which transfer data into the database, can read files from the client. For that purpose, the file is stored on the client, and loaded into the database with the SQL*Loader, which is a part of Oracle 9iAS that is installed on the application server. Graphic files can be imported and stored in the database with a button implemented on a SmartPlant Materials screen. This is done with Forms functionality.

Web Environment
Web environment has (in the most simple configuration) inserted a new instance between database server and client PC. While the database server remains, there is now an application server where Oracle Forms is running the application that ran on the client PC in client/server topology. The user sits at a third computer with only a browser, which is Java-enabled. This is the reason why this topology is sometimes called three-tier technology. Considering the transfer of files, files coming to and from the database server will be there independent of the architecture, while files that were coming to and from the client PC in C/S mode, are now coming to and from the application server in web mode. There is another step needed for exchanging files between the application server and browser client.

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Downloading (Receiving) Files from SmartPlant Materials


There are files (mainly plain text) generated by the application, such as log files or files containing application data, which can be used for further processing/ interfaces. SmartPlant Materials puts these files on the database server and the application server. Database Server Text Files from SmartPlant Materials These text files are written to the local drives of the database server by the database server processes. Most of the log files are written this way. To view the log files, use the SmartPlant Materials A.60.72 screen that can be called from modules where such files are produced. It gives you read access to their contents. If you are processing a JCS (by Redwood) batch job, you can use the A.60.41 screen. To move or manipulate the files stored on the database server, use FTP or a network share to copy the file to where you need it. Application Server Text Files from SmartPlant Materials These files are written to the local drives of the application server by Oracle Forms. To view log files, use the SmartPlant Materials A.60.72 screen that can be called from modules where such files are produced. It gives you read access to their contents. For other files (such as image files) that are not log files and that are exported from SmartPlant Materials, the user is automatically prompted to download the files from the application server to the browser PC. Other files, placed on the client, are documents put there by the user. Only the reference is stored in SmartPlant Materials, so that a document can be opened/downloaded in an additional browser window with a click of a button on a SmartPlant Materials screen.

Uploading (Sending) Files to SmartPlant Materials


There are files (mainly plain text) read by the application, such as files containing application data from other systems. In general, the files are on the database server or the application server. Database Server Files to SmartPlant Materials Most of the files to be processed by SmartPlant Materials have to be placed on the database server. Use FTP or a network share to copy the file to where you need it. Application Server Files to SmartPlant Materials Some import jobs transfer data into the database and can read files from the client. For that purpose, the file is stored on the client and loaded into the database with the SQL*Loader. The SQL*Loader is an ORACLE tool that must be installed on the client PC.

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Part 9: SmartPlant Materials 2007 (6.2) Module-Specific Settings Other files, placed on the client, are graphics that can be imported and stored within the database with a click of a button on the associated screens. This is done with Forms functionality.

Downloading (Receiving) Files from SmartPlant Materials 2007 (6.2)


Overview
When a user wants to access files on the application server, SmartPlant Materials typically opens a second browser window on the users client. To do that, SmartPlant Materials calls the standard Internet browser and supplies a path and the requested file name to get from the application server. On the application server, there is a listener program (Oracle HTTP Listener powered by Apache), also known as a web server. This program waits for requests from browsers. If it receives a request, it searches the supplied path for the supplied document name, and if it is accessible, returns it to the browser, where it can be displayed. If there is no usable program to display the type of file, the browser offers to download the file to the file system of the user's client. The listener does not use the UNC or other path notation but the URL (Unified Resource Locator) syntax. This is the syntax you can see in your browser address line:
http://www.intergraph.com

The path information you typically append to the part of the URL is a virtual path, which means that it doesn't have to be physically represented on the file system. Here is the URL from above with a virtual subfolder and a file name:
http://www.intergraph.com/ppo/marian/MARIAN-us.pdf

Enabling the Web Server on the Application Server


Set up these settings and mapping to enable the web server to find SmartPlant Materials documents on the application server.

Maintain the appropriate dba setting (A.60.04) or project defaults (A.20.11/12/13), so that SmartPlant Materials can supply the path information to the second browser window mentioned in the Overview in this section. Maintain a mapping on the application server between the physical folder and the virtual path contained in the URL.

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Part 9: SmartPlant Materials 2007 (6.2) Module-Specific Settings If you use the Oracle Internet Application Server (10g iAS) Enterprise Edition, you can define the mapping in the forms90.conf file of your Oracle 806 home. You could, for example, find it on D:\oracle\%\conf\forms90.conf. The mapping could also be made in the httpd.conf file that is the main configuration file. However, the forms server settings are also in this file and to keep the overview, it is better to do all settings in the same file. Here is a line to declare a valid mapping name (alias) for documents (for the example above):
alias /ppo/marian/ "c:\web_docs\ppo\marian/"

Note that the virtual path and the physical path end with a slash in the configuration file, independently of working under NT or UNIX platform.

OMI Export in Online Mode (B.20.01.44)


The Online button creates an OMI-formatted file with SQL*PLUS. Specify the DBA setting for BOM_DOWNLOAD_DEST on the A.60.04 screen to determine the destination of the OMI file on the application server. The value will look like this:
c:\marian\bom_downloads

The user can define the path, but it must exist on the application server. The path cannot have an ending backslash. After creating the file in the destination folder, SmartPlant Materials opens a new browser window displaying the result. Specify the DBA setting for BOM_DOWNLOAD_URL on A.60.04 to enable the web server to find the OMI file on the application server. This is a valid entry for the setting:
your_web_server/bom_downloads

The name of your web server is followed by a virtual folder name. Don't append an ending slash. Note that you have to define an alias in the web server configuration. The forms90.conf file on the application server must have a line such as this:
alias /bom_downloads/ "c:\marian\bom_downloads/"

The right-hand entry must match the BOM_DOWNLOAD_DEST, except that it has a slash at the end. The left- hand entry must match the BOM_DOWNLOAD_URL, but the server name is omitted and it has an ending slash. The PLUS_EXECUTABLE DBA setting has to be set to make the download happen. The b200144.sql script can be placed in a folder other than OMI_DOWNLOAD_DEST. The SQLPATH variable in the registry of the application server must point to it (for example, %\MARIAN61\sql\omi\utl). This must also occur in the other files (B40R01.sql, B200144B.sql, example.dat,

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OII Export in Online Mode (S.80.14)


The Online button creates an OMI formatted file with SQL*. as the destination of the OMI file on the application server. The value will look like this:
c:\mar\ident_downloads\

The user can define the path, but it must exist on the application server. The path must have an ending backslash. After creating the file in the destination folder, SmartPlant Materials opens a new browser window displaying the result. Specify the DBA setting or OII_DOWNLOAD_URL on A.60.04 f to enable the web server to find the OMI file on the application server. This is a valid entry for the setting:
your_web_server/marian_oii_down

The name of your web server is followed by a virtual folder name. Don't append an ending slash. Note that you have to define an alias in the web server configuration. In the forms90.conf file on the application server, there should be a line looking like this:
alias /marian_oii_down/ "c:\mar\ident_downloads/"

The right-hand entry must match the OII_DOWNLOAD_DEST, except that the backslash is replaced by a slash. The left-hand entry must match the OII_DOWNLOAD_URL, but the server name is omitted and an ending slash is added. Note that the DBA setting PLUS_EXECUTABLE has to be set to make the download happen. The script oie_*.sql has to be placed in the folder specified in OII_DOWNLOAD_DEST.

Graphic Export (G.10.01, G.10.02, G.10.03)


The Save on OS button causes SmartPlant Materials to write the file to the application server. Specify the DBA setting for GRAPHIC_DOWNLOAD_DEST on A.60.04 to determine the destination of the image file on the application server. The value will look like this:
c:\marian\image_downloads\

The path can be chosen deliberately, but it must exist on the application server. Append an ending backslash here.

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Part 9: SmartPlant Materials 2007 (6.2) Module-Specific Settings Then, you are prompted to download the file. Confirming, you get a new browser window that supplies the file. Specify the DBA setting for GRAPHIC_DOWNLOAD_URL on A.60.04 to enable the web server to find the image file on the application server. This is a valid entry for the setting:
your_web_server/marian_images

The name of your web server is followed by a virtual folder name. Don't append an ending slash. Note that you have to define an alias in the web server configuration. In the forms90.conf file on the application server, there must be a line looking like this:
alias /marian_images/ "c:\marian\image_downloads/"

The right-hand entry must match the GRAPHIC_DOWNLOAD_DEST except that the backslash is replaced by a slash. The left-hand entry must match the GRAPHIC_DOWNLOAD_URL, but the server name is omitted and an ending slash is added.

Displaying External Documents to Users


Remote Quotation by Supplier (A.60.57)
This B2B feature enables a supplier to log on to SmartPlant Materials with his own user account, maintain his quote online, and upload documents to the EPC. Refer to associated documentation for more information. The View button opens a new browser window displaying an upload form. Specify the DBA setting on A.60.04 for QS_DOC_DOWNLOAD_URL The value will look like this:
your_web_server/qs_doc

The name of your web server is followed by a virtual folder name. Don't append an ending slash. Note that you have to define an alias in the web server configuration. In the forms90.conf file on the application server, there should be a line looking like this:
alias /qs_doc/ "d:\marian6\qs_supplier_docs/"

The right-hand entry must represent a valid folder on the application server. Most likely, it is the one defined in the project default ZP_QSD_UPP. The left-hand entry must match the QS_DOC_DOWNLOAD_URL, but the server name is omitted and an ending slash is added.

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Documents (D.10.11)
The Open button opens a new browser window displaying the actual document. Specify the project default ZI_WEB_DOC on A.20.11/12/13. The value will look like this:
your_web_server/marian_docs

The name of your web server is followed by a virtual folder name. Don't append an ending slash. Note that you have to define an alias in the web server configuration. In the forms90.conf file on the application server, there should be a line looking like this:
alias /marian_docs/ "c:\marian\docs/"

The right-hand entry must be a local folder on the application server and must be concluded by a slash. The left-hand entry must match the ZI_WEB_DOC, but the server name is omitted and an ending slash is added.

Document Sets (D.10.12)


The Open button opens a new browser window displaying the actual document. Specify the project default ZI_WEB_DOC on A.20.11/12/13. The value will look like this:
your_web_server/marian_docs

The name of your web server is followed by a virtual folder name. Don't append an ending slash. Note that you have to define an alias in the web server configuration. In the forms90.conf file on the application server, there should be a line looking like this:
alias /marian_docs/ "c:\marian\docs/"

The right-hand entry must be a local folder on the application server and must be concluded by a slash. The left-hand entry must match the ZI_WEB_DOC, but the server name is omitted and an ending slash is added.

Attached Documents (D.10.21)


The Open button opens a new browser window displaying the actual document. Specify the project default ZI_WEB_DOC on A.20.11/12/13. The value will look like this:
your_web_server/marian_docs

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Part 9: SmartPlant Materials 2007 (6.2) Module-Specific Settings The name of your web server is followed by a virtual folder name. Don't append an ending slash. Note that you have to define an alias in the web server configuration. In the forms90.conf file on the application server, there should be a line like this:
alias /marian_docs/ "c:\marian\docs/"

The right-hand entry must be a local folder on the application server and must be concluded by a slash. The left-hand entry must match the ZI_WEB_DOC, but the server name is omitted and an ending slash is added.

Text and Terms (D.20.11)


The Open button opens a new browser window displaying the actual document. Specify the project default ZI_WEB_TT on A.20.11/12/13. The value will look like this:
your_web_server/marian_docs

The name of your web server is followed by a virtual folder name. Don't append an ending slash. Note that you have to define an alias in the web server configuration. In the forms90.conf file on the application server, there should be a line looking like this:
alias /marian_docs/ "c:\marian\docs/"

The right-hand entry must be a local folder on the application server and must be concluded by a slash. The left-hand entry must match the ZI_WEB_TT, but the server name is omitted and an ending slash is added.

Attached Text and Terms (D.20.21)


The Open button opens a new browser window displaying the actual document. Specify the project default ZI_WEB_TT on A.20.11/12/13. The value will look like this:
your_web_server/marian_docs

The name of your web server is followed by a virtual folder name. Don't append an ending slash. Note that you have to define an alias in the web server configuration. In the forms90.conf file on the application server, there should be a line looking like this:
alias /marian_docs/ "c:\marian\docs/"

The right-hand entry must be a local folder on the application server and must be concluded by a slash. The left-hand entry must match the ZI_WEB_TT, but the server name is omitted and an ending slash is added.

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Comm Eval Cklsts (P.10.41)


The Open button opens a new browser window displaying the document. Specify the project default ZI_WEB_CEC on A.20.11/12/13. The value will look like this:
your_web_server/marian_cecs

The name of your web server is followed by a virtual folder name. Don't append an ending slash. Note that you have to define an alias in the web server configuration. In the forms90.conf file on the application server, there should be a line looking like this:
alias /marian_cecs/ "c:\marian\cecs/"

The right-hand entry must be a local folder on the application server and must be concluded by a slash. The left-hand entry must match the ZI_WEB_CEC, but the server name is omitted and an ending slash is added.

Material Groups (P.10.42)


The Open button opens a new browser window displaying the actual document. Specify the project default ZI_WEB_TEC on A.20.11/12/13. The value will look like this:
your_web_server/marian_tecs

The name of your web server is followed by a virtual folder name. Don't append an ending slash. Note that you have to define an alias in the web server configuration. In the forms90.conf file on the application server, there should be a line looking like this:
alias /marian_tecs/ "c:\marian\tecs/"

The right-hand entry must be a local folder on the application server and must be concluded by a slash. The left-hand entry must match the ZI_WEB_TEC, but the server name is omitted and an ending slash is added.

Ident Tech Eval Cklsts (P.10.42)


The Open button opens a new browser window displaying the actual document. Specify the project default ZI_WEB_ITC on A.20.11/12/13. The value will look like this:
your_web_server/marian_itcs

The name of your web server is followed by a virtual folder name. Don't append an ending slash. Note that you have to define an alias in the web server configuration. In

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Part 9: SmartPlant Materials 2007 (6.2) Module-Specific Settings the forms90.conf file on the application server, there should be a line looking like this:
alias /marian_itcs/ "c:\marian\itcs/"

The right-hand entry must be a local folder on the application server and must be concluded by a slash. The left-hand entry must match the ZI_WEB_ITC, but the server name is omitted and an ending slash is added.

PO Closeout Activities (P.10.51)


The Open button opens a new browser window displaying the actual document. Specify the project default ZI_WEB_COA on A.20.11/12/13. The value will look like this:
your_web_server/marian_coas

The name of your web server is followed by a virtual folder name. Don't append an ending slash. Note that you have to define an alias in the web server configuration. In the forms90.conf file on the application server, there should be a line looking like this:
alias /marian_coas/ "c:\marian\coa_uplds/"

The right-hand entry must be a local folder on the application server and must be concluded by a slash. The left-hand entry must match the ZI_WEB_COA, but the server name is omitted and an ending slash is added.

Inquiry Commercial Evaluation (P.30.15)


The Open button opens a new browser window displaying the actual document. Specify the project default ZI_WEB_CEC on A.20.11/12/13. The value will look like this:
your_web_server/marian_cecs

The name of your web server is followed by a virtual folder name. Don't append an ending slash. Note that you have to define an alias in the web server configuration. In the forms90.conf file on the application server, there should be a line looking like this:
alias /marian_cecs/ "c:\marian\cecs/"

The right-hand entry must be a local folder on the application server and must be concluded by a slash. The left-hand entry must match the ZI_WEB_CEC, but the server name is omitted and an ending slash is added.

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Commercial Evaluation Checklist (P.30.46)


The Open button opens a new browser window displaying the actual document. Specify the project default ZI_WEB_CEC on A.20.11/12/13. The value will look like this:
your_web_server/marian_cecs

The name of your web server is followed by a virtual folder name. Don't append an ending slash. Note that you have to define an alias in the web server configuration. In the forms90.conf file on the application server, there should be a line looking like this:
alias /marian_cecs/ "c:\marian\cecs/"

The right-hand entry must be a local folder on the application server and must be concluded by a slash. The left-hand entry must match the ZI_WEB_CEC, but the server name is omitted and an ending slash is added.

Quote Detail Tec Eval (P.30.47)


The requirements of P.10.42 and P.10.43 must be fulfilled. See the documentation about those screens.

Attached PO Closeout Activities (P.50.13)


The Open button opens a new browser window displaying the actual document. Specify the project default ZI_WEB_COA on A.20.11/12/13. The value will look like this:
your_web_server/marian_coas

The name of your web server is followed by a virtual folder name. Don't append an ending slash. Note that you have to define an alias in the web server configuration. In the forms90.conf file on the application server, there should be a line looking like this:
alias /marian_coas/ "c:\marian\coa_uplds/"

The right-hand entry must be a local folder on the application server and must be concluded by a slash. The left-hand entry must match the ZI_WEB_COA, but the server name is omitted and an ending slash is added.

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Files Created for PDMS (PDMS 10.02, PDMS 20.01)


Specify the DBA setting on A.60.04 for PDMS_DOWNLOAD_DEST to determine the destination of the text file on the application server. The value will look like this:
d:\marian6\pdms_files\

The path can be chosen deliberately, but it must exist on the application server. Append an ending backslash here. After the file is created, you are prompted if you want to download the file. Confirming, you get a new browser window, which supplies the file. Specify the DBA setting for PDMS_DOWNLOAD_URL on A.60.04 The value will look like this:
your_web_server/pdms

The name of your web server is followed by a virtual folder name. Don't append an ending slash. Note that you have to define an alias in the web server configuration. In the forms90.conf file on the application server, there should be a line looking like this:
alias /pdms/ "d:\marian6\pdms_files/"

The right-hand entry must match the PDMS_DOWNLOAD_DEST except that the backslash is replaced by a slash. The left-hand entry must match the PDMS_DOWNLOAD_URL, but the server name is omitted and an ending slash is added.

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Files Created for PDS


Print Project-wide Codelists (PDS 10.10)
Specify the DBA setting for PDS_DOWNLOAD_DEST on A.60.04 to determine the destination of the text file on the application server. The value will look like this:
d:\marian6\pds_files

The path can be chosen deliberately, but it must exist on the application server. Do not append an ending backslash here. After the file is created, you are prompted if you want to download the file. Confirming, you get a new browser window, which supplies the file. Specify the DBA setting for PDS_DOWNLOAD_URL on A.60.04 The value will look like this:
your_web_server/pds

The name of your web server is followed by a virtual folder name. Don't append an ending slash. Note that you have to define an alias in the web server configuration. In the forms90.conf file on the application server, there should be a line looking like this:
alias /pds/ "d:\marian6\pds_files/"

The right-hand entry must match the PDS_DOWNLOAD_DEST except that a slash is appended. The left-hand entry must match the PDS_DOWNLOAD_URL, but the server name is omitted and an ending slash is added.

Print PCD and Associated Codelists (PDS 10.12)


Before clicking the ASCII button, specify the DBA setting for PDS_DOWNLOAD_DEST on A.60.04 to determine the destination of the text file on the application server. The value will look like this:
d:\marian6\pds_files

The path can be chosen deliberately, but it must exist on the application server. Do not append an ending backslash here. After the file is created, you are prompted if you want to download the file. Confirming, you get a new browser window, which supplies the file. Specify the DBA setting for PDS_DOWNLOAD_URL on A.60.04.

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your_web_server/pds

The name of your web server is followed by a virtual folder name. Don't append an ending slash. Note that you have to define an alias in the web server configuration. In the forms90.conf file on the application server, there should be a line looking like this:
alias /pds/ "d:\marian6\pds_files/"

The right-hand entry must match the PDS_DOWNLOAD_DEST except that a slash is appended. The left-hand entry must match the PDS_DOWNLOAD_URL, but the server name is omitted and an ending slash is added.

Print PMC (PDS 10.14)


Specify the DBA setting for PDS_DOWNLOAD_DEST on A.60.04 to determine the destination of the text file on the application server. The value will look like this:
d:\marian6\pds_files

The path can be chosen deliberately, but it must exist on the application server. Do not append an ending backslash here. After the file is created, you are prompted if you want to download the file. Confirming, you get a new browser window, which supplies the file. Specify the DBA setting for PDS_DOWNLOAD_URL on A.60.04. The value will look like this:
your_web_server/pds

The name of your web server is followed by a virtual folder name. Don't append an ending slash. Note that you have to define an alias in the web server configuration. In the forms90.conf file on the application server, there should be a line looking like this:
alias /pds/ "d:\marian6\pds_files/"

The right-hand entry must match the PDS_DOWNLOAD_DEST except that a slash is appended. The left-hand entry must match the PDS_DOWNLOAD_URL, but the server name is omitted and an ending slash is added.

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Print PDL (PDS 20.10)


Specify the DBA setting for PDS_DOWNLOAD_DEST on A.60.04 to determine the destination of the text file on the application server. The value will look like this:
d:\marian6\pds_files

The path can be chosen deliberately, but it must exist on the application server. Do not append an ending backslash here. After the file is created, you are prompted to download the file. Confirming, you get a new browser window, which supplies the file. Specify the DBA setting for PDS_DOWNLOAD_URL on A.60.04.
your_web_server/pds

The name of your web server is followed by a virtual folder name. Don't append an ending slash. Note that you have to define an alias in the web server configuration. In the forms90.conf file on the application server, there should be a line looking like this:
alias /pds/ "d:\marian6\pds_files/"

The right-hand entry must match the PDS_DOWNLOAD_DEST except that a slash is appended. The left-hand entry must match the PDS_DOWNLOAD_URL, but the server name is omitted and an ending slash is added.

Print Screen Data to a File


The Print to File button opens a screen where you can configure the output and view the destination file name. Specify the DBA setting for PRINT_TO_FILE_DEST on A.60.04 to determine the destination of the text file on the application server. The value will look like this:
d:\marian6\print_to_file\

The path can be chosen deliberately, but it must exist on the application server. Append an ending backslash here. Click OK to create the file. You are prompted to download the file. Confirm and you get a new browser window that displays the file. Specify the DBA setting for PRINT_TO_FILE_URL on A.60.04. The value will look like this:
your_web_server/ptf

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Part 9: SmartPlant Materials 2007 (6.2) Module-Specific Settings The name of your web server is followed by a virtual folder name. Don't append an ending slash. Note that you have to define an alias in the web server configuration. In the forms90.conf file on the application server, there should be a line looking like this:
alias /ptf/ "d:\marian6\print_to_file/"

The right-hand entry must match the PRINT_TO_FILE_DEST except that the backslash is replaced by a slash. The left-hand entry must match the PRINT_TO_FILE_URL, but the server name is omitted and an ending slash is added.

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Uploading (Sending) Files to SmartPlant Materials 2007 (6.2)


Overview
When the user wants to send files to the application server, SmartPlant Materials typically opens a second browser window on the users client, which displays an upload form. To achieve that, SmartPlant Materials calls the standard Internet browser and supplies a path and the name of a java program on the application server, which generates the upload form and returns it to the client browser, which displays it. Those server-side java programs are called servlets. The user can pick up a file from his file system and send it to the application server. On the application server, there is another servlet that reads the incoming file, stores it to the file system, and replies with a confirmation. Generally, SmartPlant Materials will not keep the file name. The name of the file will be changed to make sure that no duplicate file names occur that could overwrite each other. A usage indicator, a sequential number, and the suffix that is needed for SmartPlant Materials prefix the uploaded file. For example, an OMI import text file named my_actual_omi_data.txt might be saved to the application server with the name OMIJID8923.DAT. There is an additional feature to save time uploading large files. For the OMI import, it could be that the import file is 20 MB. In this case, use a ZIP program to compress the file before you upload it. This will reduce the size of the file down to 1% of the uncompressed version. For small files that are transmitted in a few seconds, the time needed to zip/unzip will make compression unattractive. SmartPlant Materials will recognize compressed files by the ZIP file extension on the file the user picks up in his upload form. Zipped files will be uploaded and decompressed automatically on the application server. Only add one file to the archive you want to upload. Uploading multiple files in one ZIP is not supported. This following process allows those modules to upload to an application server and a database server. 1. The database connects to the application server, as if it were a browser on a clients PC. 2. Requests a file. 3. Downloads (receives) it. 4. Saves it to the file system of the database server.

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Part 9: SmartPlant Materials 2007 (6.2) Module-Specific Settings Refer to the Downloading (Receiving) Files from SmartPlant Materials 2007 (6.2) section for background information on how a file is read on the application server. The other headings in this section explain modules. Also, see the following sections about modules that explain what you must do in special cases.

Procedure
1. To make the web server find the servlets in its repository, set the DBA setting called SERVLET_PATH on A.60.04. If you install Oracle 10g iAS as described in the installation guide, the value will be this:
your_server_name/j2ee/servlet

The first part is your real server name. It could also be a domain name such as marian.epc.com. The second part is a constant string that you simply append to your server name. It is a virtual path to the servlet classes, within the repository of the web server. Don't use an ending slash. 2. To tell the servlet where the document shall be stored, set the DBA setting for destination path information on A.60.04 . The setting name depends on the SmartPlant Materials screen you are on. Refer to Online Help to find out the name. This is an example for the value:
d:\marian552\uploaded_tags_and_terms\

You can use any path that exists on the application server. Directories that dont exist are not created during upload.

OMI Import (B.40.01)


The Upload button opens a new browser window displaying an upload form. Make sure that the A.60.04 screen has the SERVLET_PATH DBA setting set, and check to see if the SmartPlant Materials servlets are configured correctly. (See File Upload Requires Servlets.) The value of the SERVLET_PATH DBA setting will look like this:
your_web_server/j2ee/servlet

The name of your web server is followed by the string /j2ee/servlet. Don't append an ending slash. When the user gets the file from his file system, he can click the Submit button to send the file to the server. The destination path on the application server, where the file is stored, must be specified in the DBA setting named BOM_UPLOAD_DEST on A.60.04. This is a valid format for the value:
c:\mar_5\bom_uploads\

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Part 9: SmartPlant Materials 2007 (6.2) Module-Specific Settings When the upload is finished, the user can close the additional browser window. The folder and file name of the uploaded file are automatically stored in the appropriate fields of B.40.01. The file name is concatenated with the string OMIJID and the ID of the actual OMI job.

Online Mode
The folder stored in BOM_UPLOAD_DEST has to contain the OMI- control (*.ctl) and .parameter (*.par) file that are needed by the SQL*Loader. After entering the remaining parameters on B.40.01, the user can click the Start Online button to run the job.

Batch Mode
There is a special solution when the user wants to start the import in batch mode. Normally, a user uses FTP or another program to send a file to the database server, where it is needed for batch processing. However, in this case, the database downloads the file from the application server to the file system of the database server. To activate this mode, configure the following: 1. The DBA setting for BOM_UPLOAD_URL on A.60.04 enables the web server to find the OMI file on the application server. This is a valid entry for the setting:
your_web_server/bom_uploads

The name of your web server is followed by a virtual folder name. Don't append an ending slash. Note that you have to define an alias in the web server configuration. In the forms90.conf file on the application server, there should be a line looking like this:
alias /bom_uploads/ "c:\mar_5\bom_uploads/"

The right-hand entry must match the DBA setting BOM_UPLOAD_DEST, except that there is a slash instead of a backslash at the end. The left-hand entry must match the BOM_UPLOAD_URL, but the server name is omitted and an ending slash is added. 2. The DBA setting for BOM_IMPORT_GET_FILE on A.60.04 must be Y. 3. The DBA setting for BOM_IMPORT_PATH on A.60.04 is used to find the import file on the database server, independent of a web or client/server environment. Note that the folder stored in BOM_IMPORT_PATH has to contain the OMI- control (*.ctl) and .parameter (*.par) files that are needed by the SQL*Loader. 4. Click the Start Batch button to check to see if a file with this name already exists, and download the one on the application server to the database server.

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OII Import in Online Mode (S.80.11)


The Upload button opens a new browser window displaying an upload form. Make sure the DBA setting called SERVLET_PATH on A.60.04 is set, and check if the SmartPlant Materials servlets are configured correctly (see File Upload Requires Servlets). The value for the DBA setting will look like this:
your_web_server/j2ee/servlet

The name of your web server is followed by the string /j2ee/servlet. Don't append an ending slash. When the user picks up the file from his file system, he can click the Submit button to send the file to the server. The destination path on the application server, where the file is stored, must be specified in the DBA setting called OII_UPLOAD_DEST on A.60.04. This is a valid format for the value (with trailing backslash):
c:\mar_5\oii_uploads\

When the upload is finished, the user can close the additional browser window. The folder and file name of the uploaded file are automatically stored in the appropriate fields of B.40.01. The file name is concatenated with the string 'OIJID' and the ID of the actual OII job. The folder stored in OII_UPLOAD_DEST has to contain the OII- control (*.ctl) and parameter (*.par) files that are needed by the SQL*Loader. After entering the remaining parameters on B.40.01, click the Start Online button to run the job. Batch processing is the same as in client/server.

Graphic Import (G.10.01, G.10.02, G.10.03)


The Upload button opens a new browser window displaying an upload form. Make sure the DBA setting called SERVLET_PATH on A.60.04 is set. The value will look like this:
your_web_server/j2ee/servlet

The name of your web server is followed by the string /j2ee/servlet. Don't append an ending slash.

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Part 9: SmartPlant Materials 2007 (6.2) Module-Specific Settings When the user picks up the file from his file system, he can click the Submit button to send the file to the server. The destination path on the application server, where the file is stored, must be specified in the DBA setting called GRAPHIC_UPLOAD_DEST on A.60.04. This is a valid format for the value (with trailing backslash):
c:\mar_5\image_uploads\

When the upload is finished, the user can close the additional browser window. The folder and file name of the uploaded file are automatically stored in the appropriate fields of the screen. Concatenating the ID of the actual graphic symbol and the following strings creates the file name: 'CS' in G.10.01 'PS' in G.10.02 'CC' in G.10.03

PDMS Import (PDMS 20.02)


The Upload button opens a new browser window displaying an upload form. Make sure the DBA setting called SERVLET_PATH on A.60.04 is set. The value will look like this:
your_web_server/j2ee/servlet

The name of your web server is followed by the string /j2ee/servlet. Don't append an ending slash. When the user picks up the file from his file system, he can click the Submit button to send the file to the server. The destination path on the application server, where the file is stored, must be specified in the DBA setting called PDMS_UPLOAD_DEST on A.60.04. This is a valid format for the value (without trailing backslash):
c:\mar_5\pdms_uploads

When the upload is finished, the user can close the additional browser window. The folder and file name of the uploaded file are automatically stored in the appropriate fields of PDMS 20.02. The file name is concatenated with the string 'PCC' and the ID of the actual PDMS job. Click Load File to run the job.

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OPI Import (OPI 10.01)


The Upload button opens a new browser window displaying an upload form. Make sure the DBA setting called SERVLET_PATH on A.60.04 is set. The value will look like this:
your_web_server/j2ee/servlet

The name of your web server is followed by the string /j2ee/servlet. Don't append an ending slash. When the user picks up the file from his file system, he can click the Submit button to send the file to the server. The destination path on the application server, where the file is stored, must be specified in the DBA setting called OPI_UPLOAD_DEST on A.60.04. This is a valid format for the value (without trailing backslash):
c:\mar_5\opi_uploads

The folder and file name of the uploaded file are automatically stored in the appropriate fields. The file name is concatenated with the string 'OPIJID' and the ID of the actual OPI job. When the upload to the application server is finished, the user can close the additional browser window. He is prompted that the file is now transferred to the database server. Specify the DBA setting for OPI_UPLOAD_URL on A.60.04 to enable the web server to find the OPI file on the application server. This is a valid entry for the setting:
your_web_server/marian_opi_up

The name of your web server is followed by a virtual folder name. Don't append an ending slash. Note that you have to define an alias in the web server configuration. In the forms90.conf file on the application server, there should be a line that looks like this:
alias /marian_opi_up/ "c:\mar_5\opi_uploads/"

The right-hand entry must match the OPI_UPLOAD_DEST except that the trailing backslash is replaced by a slash. The left-hand entry must match the OPI_UPLOAD_URL, but the server name is omitted and an ending slash is added. Make sure that you have set the DBA setting called OPI_IMPORT_PATH on A.60.04 to point to a path on the database server. This setting is always needed whether or not you perform an upload and is the same for a web or client/server environment. Now you can import online or in batch.

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Linelist Import (L.10.08)


The Upload button opens a new browser window displaying an upload form. Make sure the DBA setting called SERVLET_PATH on A.60.04 is set. The value will look like this:
your_web_server/j2ee/servlet

The name of your web server is followed by the string /j2ee/servlet. Don't append an ending slash. When the user picks up the file from his file system, he can click the Submit button to send the file to the server. The destination path on the application server, where the file is stored, must be specified in the DBA setting called PLL_UPLOAD_DEST on A.60.04. This is a valid format for the value (without an ending backslash):
c:\marian\pll_uploads

The folder and file name of the uploaded file are automatically stored in the appropriate fields. The file name is concatenated with the string 'PLLJID' and the ID of the actual PLL job. When the upload to the application server is finished, the user can close the additional browser window. He is prompted that the file is now transferred to the database server. Specify the DBA setting for PLL_UPLOAD_URL on A.60.04 to enable the web server to find the PLL file on the application server. This is a valid entry for the setting:
your_web_server/marian_pll_upld

The name of your web server is followed by a virtual folder name. Don't append an ending slash. Note that you have to define an alias in the web server configuration. In the forms90.conf file on the application server, there should be a line looking like this:
alias /marian_pll_upld/ "c:\marian\pll_uploads/"

The right-hand entry must match the PLL_UPLOAD_DEST except that the trailing backslash is replaced by a slash. The left-hand entry must match the PLL_UPLOAD_URL, but the server name is omitted and an ending slash is added. Make sure that you have set the DBA setting called PLL_IMPORT_PATH on A.60.04 to point to a path on the database server. This setting is always needed whether or not you perform an upload and is the same for a web or client/server environment. Now you can import online or in batch.

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Remote Quotation by Supplier (A.60.57)


This B2B feature allows a supplier to log on to SmartPlant Materials with his own user account, maintain his quote online, and upload documents to the EPC. Refer to associated documents for general information. The Upload button opens a new browser window displaying an upload form. Specify the QS_DOC_SERVLET DBA setting on A.60.04. The value will look like this:
your_web_server/j2ee/servlet

The name of your web server is followed by the string /j2ee/servlet. Don't append an ending slash. When the user picks up the file from his file system, he can click the Submit button to send the file to the server. The destination path on the application server, where the file is stored, must be specified in the project default ZP_QSD_UPP on A.20.11/12/13. This is a valid format for the value (without trailing backslash):
d:\mar\qs_doc_upload

When the upload is finished, the user can close the additional browser window. The physical file name on the application server is concatenated with the string 'UFID' and the ID of the actual document. The extension is derived from the associated value on A.10.36.

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Missing Modules for Upload/Download


Some possible reasons for missing modules for upload/download include:

Your module is reading/writing only on the database server. Log files on the database server can be displayed by means of a forms screen called in the associated module. To transfer files, use FTP or open a network share to access the files. Your module is reading/writing on the application server, but upload/download functionality was not yet implemented at the time this document was created, or the module did not yet exist at this time. Ask the SmartPlant Materials Service Center for detailed information.

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Part 10: Low Usage Integrated SmartPlant Materials Server

Part 10: Low Usage Integrated SmartPlant Materials Server


This section describes the Low Usage installation of Smart Plant Materials on a single server machine. For this special case, all Oracle components (database server and application server) are installed on a single server. This installation is not recommended for high performance productive systems with more than five concurrent users.

Warnings Five users should be the maximum number of users working in this kind of low usage environment. Simultaneous SmartPlant Materials jobs may slow down the performance of other SmartPlant Materials transactions. After a reboot of an integrated server, it will take around 30 minutes to start up all services and databases needed for SmartPlant Materials. Please do not stop the startup scripts. Performance may not reach the same level as the recommended configuration described in the first chapters of this guide.

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SmartPlant Materials Integrated Server


To install SmartPlant Materials on a single server, you must start with the database server installation. All software requirements are the same as described in Part 3 of this guide.

Important On this single server, 4 GB of memory are needed to host the database server and application server on one server machine.

Database Server Software Installation


1. Run the Oracle 10g DVD setup executing setup.exe as follows.

Run setup.exe in the database folder of your DVD.

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Please check Advanced Installation, and click Next.

Click Product Languages to display the Language Selection dialog box.

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2. Click Custom as the type of installation you want to perform, and then click Next. 3. Type a name and location for a new Oracle Home. You can use the Browse button to find the applicable location on your machine. When you have entered the necessary information, click Next to continue.

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Warning

When defining a new Oracle-Home, do not use any old values. Use the Ora10g and path name provided to simplify the installation process and eliminate the need to edit SQL scripts, which are available as samples on the SmartPlant Materials CD in the following folder: \program files\Intergraph\MARIAN6\samples. Name: Ora10g Path: %drive%\oracle\Ora10g

(If you choose a different drive letter or path for your installation, you must edit the SQL scripts provided on the SmartPlant Materials CD accordingly.)

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- Select Oracle Database 10g 10.2.0.1.0. - Select Oracle Database 10g 10.2.0.1.0. - Select Oracle Enterprise Manager Console DB 10.2.0.1.0. - Disable Enterprise Edition Options 10.2.0.1.0. - Select Oracle Net Services 10.2.0.1.0. - Select Oracle Net Listener 10.2.0.1.0. - Select Oracle Connection Manager 10.2.0.1.0. - Select Oracle Call Interface (OCI) 10.2.0.1.0. - Deselect Oracle Programmer 10.2.0.1.0. - Select Oracle XML Development Kit 10.2.0.1.0. Scroll down for further options.

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Select Oracle Windows Interfaces. and disable


Oracle Services for Microsoft Transaction Server. Oracle Counters for Windows Performance Monitor.

Click Next when all Components have been chosen, as described before. Select the components as shown in the illustrations for installation. Click Next to open the next window.

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4. Select No when asked if you want to create a new database, and then click Next to continue. Important

Click No when asked to create a database. You can create the SmartPlant Materials database by using sample scripts provided to you on the SmartPlant Materials CD. Note Creating a database automatically is not recommended at this time. You will do this task later in the SmartPlant Materials installation because of some special database settings that are necessary for proper installation. If you are familiar with this task, or you are an OracleDBA, you can create the database using your own scripts as you did in former SmartPlant Materials installations (review sample init.ora in this case).

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Click Install to begin the installation process.

The Oracle Installer copies files to your selected installation path.

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This installation will take a few minutes.

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Write down the http-links shown above for later usage. You can also look in the file %ORACLE%\ora10g\install\portlist.ini to check the assigned ports later. 5. Click Exit to leave the Oracle installer.

Click Yes. Important

Continue with the installation of the Patchset 10.2.0.2 before creating the database.

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Installing the Oracle 10g Database Patchset 10.2.0.2 (Patch #4547817)


(Use p4547817_10202_WINNT.zip, which you can download from Oracle Metalink.) Important

Before you start this procedure, stop all ORACLE Services under Control Panel > Administrative Tools > Services.

Stop the Oracleora10giSQL*Plus service in order to proceed with the patch installation.

Run setup.exe in the Patchset folder.

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Click Next.

Warning

Define your existing Oracle-Home. Do not use any other values that may be displayed here. Name: Ora10g Path: %drive%\oracle\Ora10g SmartPlant Materials Installation and Migration Guide 191

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Click Install.

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Click Exit.

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Click Yes to exit the installer. The Oracle database software installation is finished.

Installing the Oracle 10g Database Patchset 10.2.0.3 (Patch #p5337014)


(Use p5337014_10203_WINNT.zip, which you can download from Oracle Metalink.) Important

Before you start this procedure, stop all ORACLE-10g Database-Services under Control Panel > Administrative Tools > Services.

Click setup.exe to start the installation.

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Part 10: Low Usage Integrated SmartPlant Materials Server The above screen will open followed by the Installer window.

Click Next.

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Specify your Oracle 10g database home. Do not use the default displayed values. Click Next.

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Click Install.

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The installation will start, and a progress bar will appear.

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Oracle Configuration Assistants will configure the components.

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Click Exit when the installation process has finished.

Click Yes.

Installing the Oracle 10g Database One Off Patchset 10.2.0.3 (Patch # p5731535)
Patch Installation Instructions
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Part 10: Low Usage Integrated SmartPlant Materials Server Cleanly shut down all processes running from the ORACLE_HOME. Go to the directory where you downloaded the patch: > cd 5731535 Set the ORACLE_HOME clear environment variable to the correct Oracle home that needs to be patched.
> set ORACLE_HOME=<Oracle Home Path>

Ensure that the directory containing the OPatch script appears in your PATH setting. Enter the following command to run OPatch:
> opatch apply

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Opatch will start the installation.

Type Y, and press Enter.

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Opatch will patch the database directory.

Inspect the opatch-<timestamp>.log file generated in %ORACLE_HOME%\cfgtoollogs\opatch for any errors. This marks the end of the Oracle database software installation. Please continue with Part 1: Oracle 10g iAS Release 2 Installation, or follow the next pages to install the application server on the same machine.

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Printer Installation on SmartPlant Materials Application Server


Intergraph highly recommends installing a default printer on the application server before the Oracle installation is performed. The following screenshots are an example on how to install a default printer.

Click Add Printer.

Click Next.

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Select FILE: (Print to File), and click Next.

Select a printer, and click Next.

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Click Next.

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Click Do not share this printer, and then click Next.

You will find this default printer in the Printers and Faxes on the Control Panel when this configuration has finished successfully.

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Set the User to Belong to the Administrators Group


The operating system user performing the installation must belong to the Administrators group. Note

The user must be listed directly in the Administrators group. The user cannot belong to the group indirectly (for example, by being a member of a group that is part of the Administrators group). To check if you belong to the Administrators group:

Windows 2000, Windows 2003 1. Display the Computer Management screen:

Windows 2000 or Windows XP: On the desktop, right-click My Computer, and then click Manage.

Windows 2003: On the desktop, right-click the local computer icon, and then click Manage. 2. On the left side, expand Local Users and Groups, and click Users.

3. On the right side, right-click the user, and click Properties. This displays the Properties dialog box. 4. On the Properties dialog box, click the Member Of tab. If you are not a member of the Administrators group, get an administrator to add you to the group, or log in as a user who is a member of the Administrators group.

Check Environment Variables


The operating system user who will be installing Oracle Application Server needs to set (or unset) the following environment variables.

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Part 10: Low Usage Integrated SmartPlant Materials Server How to Set Environment Variables This section describes how to set environment variables in Windows: 1. Display the System Control Panel.

Windows 2000: Click Start > Settings > Control Panel > System.

Windows 2003: Click Start > Control Panel > System. 2. Select the Advanced tab. 3. Click Environment Variables. 4. To change the value of a variable, select the variable, and click Edit.

Check to see if Port 1521 is in Use


This section is applicable only if you are installing the OracleAS Infrastructure. The OracleAS Infrastructure installs an Oracle database, which uses port 1521 by default. To check if port 1521 is in use: C:\> netstat -an | find "1521" If port 1521 is in use by a third-party application, you need to configure the application to use a different port. If port 1521 is in use by an existing Oracle database listener, you need to stop the listener before installing the OracleAS Infrastructure. See the Oracle Application Server Installation Guide for details.

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Regional and Language Options During Installation

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Installation of Oracle 10g Infrastructure


Check and Update Windows System Files (wsf)

Oracle Application Server requires minimum versions of some system files in the Windows system directory (typically, C:\Windows\system32 or C:\Winnt\system32). When you run the installer for Oracle Application Server, the installer checks the Windows system files on your computer. If it finds old versions of these files, and the files are in use by other processes, then it prompts you to exit the installer and run wsf.exe to install the latest Windows system files. (If it finds old versions of the files, but the files are not in use by other processes, then it just replaces the files and you do not have to run wsf.exe.) You can find wsf.exe in the same directory as the installer. To run wsf.exe, which you need to do only if prompted by the installer, perform these steps: 1. Start wsf.exe, which starts up Oracle Universal Installer to install the Windows system files. CD-ROM (assumes E: is the CD-ROM drive): E:\> wsf.exe DVD-ROM (assumes E: is the DVD-ROM drive): E:\> cd application_server E:\application_server> wsf.exe 2. At the Welcome screen, click Next. 3. On the File Locations screen , specify the following information: Destination Name: Enter a name for the Oracle home for wsf. Destination Path: Enter any full path. The installer installs the files in the proper system directories, regardless of the value you enter in this field.

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Click Next. 4. Warning: System Reboot Required screen If you see this screen, the installer will reboot your computer automatically at the end of this installation to complete the Windows system files installation. Save and close applications (other than this installer) that you have running on your computer. Click Next. 5. At the Summary screen, click Next to start installing the Windows system files.

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6. At the End of Installation screen, click Exit to exit the installer.

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7. If the installer displayed the "Warning: System Reboot Required" screen during installation, the installer will now reboot your computer. If not, please reboot your computer before continuing.

Click Next to reboot the machine. 8. After Windows restarts or at the end of the Windows System Files installation, restart the Oracle10g iAS installation.

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Infrastructure Installation
Starting the Oracle Universal Installer (OUI)
If the autorun feature is active, the welcome-screen automatically pops up when you insert the CD. If not, start the setup.exe from the root directory of your installation CD. After the welcome screen appears, click Next. The load procedure requires that the machines virtual memory be set to 1024 MB.

Click setup.exe to start the Oracle Installer.

The Oracle Universal Installer will check the OS, display properties, and CPU speed, and then you see the OUI welcome screen.

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Click Next to continue the installation process.

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Part 10: Low Usage Integrated SmartPlant Materials Server Choose your first Oraclehome, which will become the home where your Oracle infrastructure instance will be stored. This is recommended to be done on a separate server for better performance. Anyway, we want to place it on the same machine, so please define C:\Oracle\oraInfra as your first Oraclehome on this application server. The home name must be within 16 characters and can only contain alphanumeric and underscores. Do not use blanks in the Home name or for the path. Choose your first Oraclehome, which will become the home where your Oracle infrastructure instance will be stored. Click Next to continue.

OUI loads the products list and displays a new window.

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Under Available Languages, click English to be your preferred language, and then click OK.

Click Oracle Application Server Infrastructure 10g (the second, middle option). Click Next. Click Identity Management and Metadata Repository (the first option).

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Click Next. OUI displays a progress bar in the upper left corner.

Set the Administrator privileges as shown above, and then click Next.

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Select OCA on the following selection screen, and click Next.

Click Automatic for the port configuration, and then click Next.

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Click Next. Do not change the suggested namespace, as shown above.

Fill in the OCA fields similar to what is shown above, and then click Next.

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Specify the key length, and then click Next.

Enter a password, and write it down for possible later usage. We have chosen manager1 as the password on this reference environment.

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Rename the global database name to INFRA, and specify a database file location using the Browse button to create a new oradata-directory in the infrastructure home.

Use the same password for all accounts. Enter a password and confirmation. Write down this password for possible later usage.

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Specify an Instance name, and enter the ias_admin password. This password will be used later to log on to the administration web pages. Click Next.

Your installation summary appears. Click Install to start the Infrastructure installation.

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A progress window appears during the installation. This installation procedure will take a while. You can switch to the database server installation during this time on your second server.

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The OUI configuration assistant screen appears.

The Infrastructure database will be created by the database configuration assistant.

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Click Exit to end the installation of the first Oraclehome for the Infrastructure.

Click Yes. Now you can reach the new Infrastructure environment via an internet address, for example : http://dor-msc-ms01:18100. To reach this link from inside Windows 2003 Server, you may have to change the security options of Internet Explorer to a medium level.

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A logon dialog box appears. Use ias_admin and your password to enter the Enterprise Manager web site.

Click INFRA.xxx to access the services overview page.

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iAS Installation
Installation of Oracle 10g Business Intelligence and Forms
This part of the installation will create a new Oraclehome including the Forms and Reports services, which are needed for the SmartPlant Materials installation.

Run setup.exe from Disk 1 again to invoke the Oracle Universal Installer (OUI).

Click Next.

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Specify an new Oraclehome named oraIAS. Important: Do not use the existing Oraclehome for this installation. Click Next.

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Under Available Languages, click English for your preferred language, and then click OK.

Click Oracle Application Server 10g, the first option. Click Next.

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Click Business Intelligence and Forms. Click Next.

Set Administrator privileges as shown above, and then click Next.

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Click the following options on the screen and then click Next:

Oracle Application Server 10g Discoverer Oracle Application Server 10g Reports Services Oracle Application Server 10g Forms Services Important You must check Reports and Forms. Intergraph recommends that you also select Discoverer to minimize possible later configuration, even if you arent using Discoverer now. Selecting Reports and Forms is sufficient if you are never going to use Discoverer. Refer to the SmartPlant Materials Discoverer documentation.

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Click Automatic for the ports configuration. Click Next.

Enter your hostname (server name) and port 389 for the OID. Click Next.

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Enter a password for orcladmin, and make sure that you remember it. Click Next.

Select your Metadata Repository, and click Next.

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Part 10: Low Usage Integrated SmartPlant Materials Server The Metadata Repository is stored in the Infrastructure database, which was already created in your first Oraclehome.

Specify an Outgoing Mail Server, and click Next. If you dont know this information, request it from your local network administration team. This information may be used for Reports configuration. You can leave this field blank and configure this later.

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Specify an Instance Name for your IAS-Instance, and enter the password. Click Next.

The product summary appears next. Click Install to start the installation.

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A progress window appears.

The Oracle configuration assistants will configure your components automatically.

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When the installation is finished, click Exit.

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Click Yes to exit the Oracle Universal Installer. To check the new services that were created during the IAS-Installation, open the OracleoraIASASControl service.

Managing the iAS using the Enterprise Manager


The OracleoraIASASControl service must be started and running.

Use the browser to access it: http://<your-appserver>:18101

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This is the Enterprise manager. Enter ias_admin as the username, and use the password you defined during installation.

You will now have two standalone instances displayed in OEM. Click the name of the IAS instance, not the INFRA instance, to have all components displayed. The linked page appears.

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If there are errors here, click Restart all to start the components. Pass the warning and confirmation window. All components should be displayed as running afterwards.

Possible Errors
On the ias_home page in EM, the CPU usage and MEM usage sections may report a problem:

"The underlying data for the CPU usage chart is unavailable". "The underlying data for the memory usage chart is unavailable.

The problem is related to the locale settings, namely the decimal character (must be '.' for use in java). The problem is that the program used to collect the operating system statistics (in Windows) is sensitive to the locale settings used. But as the EM is launched as a service using LocalSystem as logon credentials, you have to go to the registry to modify the settings. Go to 'My Computer\HKEY_USERS\.DEFAULT\Control Panel\International', and modify the sDecimal setting to '.'.

General Test of Forms


To test to see if forms services are working, access the following site: http://your_servername/forms/frmservlet

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Part 10: Low Usage Integrated SmartPlant Materials Server You may be prompted to install an ActiveX control. Install the Oracle JInitiator.

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Part 10: Low Usage Integrated SmartPlant Materials Server Click Next.

Click OK.

The screen above appears to let you know that the forms service is running properly.

Installation of Oracle Patchset p5174901


#-------------------------------------------------------------------------# Interim Patch: 5174902 Base Bug: 4606463 5023537 #-------------------------------------------------------------------------# # DATE: 28th April 2006 # -------------------# Platform Patch for : Windows # Product Version # : 10.1.2.0.2 # Product Patched : FORMS # # Bugs Fixed by this patch: # ------------------------# # 5174901 : MERGE LABEL REQUEST ON TOP OF 10.1.2.0 FOR BUGS 4606463 5023537

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Stopping your Application Server Services


Use the browser to access: http://<your-appserver>:18101

This is the Enterprise manager. Enter ias_admin as the username, and use the password you defined during installation.

You will now have two standalone instances displayed in OEM. Click the name of the IAS instance, not the INFRA instance, to have all components displayed. The linked page appears.

Click Stop All to shut down all components of your IAS.

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Click Yes when you are prompted to really stop this application server.

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Part 10: Low Usage Integrated SmartPlant Materials Server The Components appear as follows:

Unzip the 5174901 folder to your application server.

Set the Oracle environment variable C:\5174901>set oracle_home Environment variable oracle_home not defined C:\5174901>set oracle_home=C:\oracle\oraIAS Set the path variable to the opatch-directory. C:\5174901>set path=%path%;C:\oracle\as_10gR2\opatch Execute the patch installation C:\ 5174901>opatch apply

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Enter Y, and then enter the following information.

Enter N, and then enter the following information.

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Part 10: Low Usage Integrated SmartPlant Materials Server If you see the message above, your patch installation has finished successfully. Next steps: Install the SmartPlant Materials software as described in the Installing SmartPlant Materials Software section. Please skip to the Creating a SmartPlant Materials 6.2 Basic Database section to continue the installation. Then, go to the SmartPlant Materials 2007 Application Server Wizard section.

SQL-Net Configuration on an Integrated SmartPlant Materials Server


Please add the following line to your init.ora located in %ORACLE%\ora10g\database: local_listener="LISTENER_DB10G"

In %MARIAN%\samples\oradata\MAR62\scripts\useful\specials\, you will find a file named sqlnet.ora, which needs to be copied to all your Oracle-homes. Because there are three homes existing in an integrated environment, please copy the sqlnet.ora to all three Oracle homes <%ORACLE_HOME%>\network\admin.

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Part 10: Low Usage Integrated SmartPlant Materials Server Modify tnsnames.ora in all 3 three Oracle homes <%ORACLE_HOME%>\network\admin as follows:
MAR62.WORLD = (DESCRIPTION = (ADDRESS_LIST = (ADDRESS = (PROTOCOL = TCP)(Host = your_servername )(Port = 1522))) (CONNECT_DATA = (SID = MAR62))) LISTENER_DB10G.WORLD = (ADDRESS = (PROTOCOL = TCP)(HOST = your_servername)(PORT = 1522)) tnsnames_integrated_environment.ora is stored as a sample in %MARIAN%\samples\oradata\MAR62\scripts\useful\specials\

Important

Please watch out that this configuration uses Port 1522 because the application server has already blocked this port for the Infrastructure database. Please do not delete/replace the existing tnsnames-files because there are entries that may be missing if you just replace these files. Please prepare a backup of any file before you modify the values.

Listener Configuration on the DB-Server


Configure the Oracle tnslistener to add MAR6 to the listener.ora: Before invoking the Net Configuration Assistant, please copy the %SPMat_HOME%\samples\oradata\mar62\scripts\useful\specials\listener.ora file to your %oracle%\ora10g\NETWORK\ADMIN Oracle 10G database home, and modify the file:
DB10G = (DESCRIPTION_LIST = (DESCRIPTION = (ADDRESS = (PROTOCOL = TCP)(HOST = Your_Servername)(PORT = 1522)) ) )

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Part 10: Low Usage Integrated SmartPlant Materials Server Use the Net Configuration Assistant from the Oracle 10G programs menu.

Click Next.

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Choose Add, and click Next.

Use a Listener name that is different from LISTENER. We recommend to name it DB10G so that it is different from the existing Listener for the application server.

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Choose TCP as protocol, and click Next.

Select Use another port number, type 1522, and click Next.

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Choose No, and click Next.

Click Next.

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Click Finish. The Net Configuration Assistant window will terminate now.

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Part 10: Low Usage Integrated SmartPlant Materials Server Open the services tab, and click Refresh. Check to see if the Oracleora10gTNSListener has been created and is started.

A command window will show you if the listener is configured correctly:

The installation of Low Usage Integrated SmartPlant Materials Server concludes with this step. Please continue with Logging On To Your SmartPlant Materials Database, and follow the standard installation for further configuration procedures.

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Upgrading a Release 10.2 Database to 10.2.0.3 using Oracle Database Upgrade Assistant

Upgrading a Release 10.2 Database to 10.2.0.3 using Oracle Database Upgrade Assistant
This chapter describes how to upgrade an existing Oracle 10.2.0.2 database to 10.2.0.3.0. The software installation is decribed in Part 3 of this guide. After you install the patch set, you must perform the following steps on every database associated with the upgraded Oracle home: Note

If you do not run the Oracle Database Upgrade Assistant script as described in this section, then the following errors appear:
ORA-01092: ORACLE instance terminated. ORA-39700: database must be opened with UPGRADE option.

Log in with administrator privileges. Set the values for the environment variables ORACLE_HOME, ORACLE_SID, and PATH. For single-instance installations, if you are using Automatic Storage Management, start the Automatic Storage Management instance. For Oracle single-instance installations, start the listener as follows:
C:\> lsnrctl start

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Upgrading a Release 10.2 Database to 10.2.0.3 using Oracle Database Upgrade Assistant If necessary, set the value of the SHARED_POOL_SIZE initialization parameter to at least 150 MB:
SQL> ALTER SYSTEM SET SHARED_POOL_SIZE='150M' SCOPE=spfile;

Run Oracle Database Upgrade Assistant either in the interactive or noninteractive mode: Interactive mode: Start the Oracle Database Upgrade Assistant: From the Start menu, select Programs, then Oracle - HOME_NAME, then Configuration and Migration Tools, and then Database Upgrade Assistant to start the Oracle Database Upgrade Assistant.

Complete the following steps displayed on the Oracle Database Upgrade Assistant screen:

On the Welcome screen, click Next.

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Upgrading a Release 10.2 Database to 10.2.0.3 using Oracle Database Upgrade Assistant

On the Databases screen, select the name of the Oracle database that you want to update, and then click Next.

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Upgrading a Release 10.2 Database to 10.2.0.3 using Oracle Database Upgrade Assistant Note

For Oracle RAC, enter the SYS password to do the upgrade.

On the Recompile Invalid Objects screen, select the Recompile the invalid objects at the end of upgrade option, and then click Next.

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Upgrading a Release 10.2 Database to 10.2.0.3 using Oracle Database Upgrade Assistant If you have not taken the backup of the database earlier, on the Backup screen, select the I would like to take this tool to back up the database option, enter the Path, and then click Next.

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Upgrading a Release 10.2 Database to 10.2.0.3 using Oracle Database Upgrade Assistant On the Summary screen, check the summary, and then click Finish.

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At the End of upgrade screen, click Exit, and then click Yes to exit from the Oracle Database Upgrade Assistant.

Manually Upgrading a Release 10.2 Database to 10.2.0.3


Complete the following sections to upgrade an Oracle Database 10g release 10.2.0.x to Oracle Database 10g release 10.2.0.3:

Required Preupgrade Checks


Check the SYSTEM tablespace size and set the initialization parameters.

Check the SYSTEM Tablespace Size If JServer is part of the installation, ensure that there is at least 50 MB of free space allocated to the SYSTEM tablespace or autoextend space in your SYSTEM tablespace prior to upgrading. Set the SHARED_POOL_SIZE and JAVA_POOL_SIZE initialization parameters

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Upgrading a Release 10.2 Database to 10.2.0.3 using Oracle Database Upgrade Assistant Set the value of the SHARED_POOL_SIZE and the JAVA_POOL_SIZE initialization parameters as follows: 1. Start the OracleService SID service and Oracle Listener service from the Control Panel by selecting Administrative Tools and then Services. 2. Start the database with the NOMOUNT option:
SQL> STARTUP NOMOUNT

3. If necessary, enter the following command to determine whether the system uses an initialization parameter file (initsid.ora) or a server parameter file (spfiledbname.ora):
SQL> SHOW PARAMETER PFILE;

This command displays the name and location of the server parameter file or the initialization parameter file. 4. Determine the current values of these parameters:
SQL> SHOW PARAMETER SHARED_POOL_SIZE SQL> SHOW PARAMETER JAVA_POOL_SIZE

5. If the system is using a server parameter file: If necessary, set the value of the SHARED_POOL_SIZE initialization parameter to at least 150 MB:
SQL> ALTER SYSTEM SET SHARED_POOL_SIZE='150M' SCOPE=spfile;

If necessary, set the value of the JAVA_POOL_SIZE initialization parameter to at least 150 MB:
SQL> ALTER SYSTEM SET JAVA_POOL_SIZE='150M' SCOPE=spfile;

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Upgrading a Release 10.2 Database to 10.2.0.3 using Oracle Database Upgrade Assistant 6. If the system uses an initialization parameter file, if necessary, change the values of the SHARED_POOL_SIZE and the JAVA_POOL_SIZE initialization parameters to at least 150 MB in the initialization parameter file (initsid.ora). 7. If you use Automatic Shared Memory Management, ensure that the value of the SGA_TARGET initialization parameter size is at least 50 MB greater than the sum of the values of the SHARED_POOL_SIZE and the JAVA_POOL_SIZE initialization parameters. 8. Shut down the database:
SQL> SHUTDOWN

Upgrading a Release 10.2 Database


After you install the patch set, you must perform the following steps on every database associated with the upgraded Oracle home. To keep this installation instruction as simple as possible, we have not described special configurations as RAC, .NET, Recovery Manager, and so forth. For these configurations, please refer to the Oracle documentation that is in the patchset directory. Note

If you do not run the catupgrd.sql script as described in this section and you start up a database for normal operation, then ORA-01092: ORACLE instance terminated. Disconnection forced errors will occur, and the error ORA-39700: database must be opened with UPGRADE option will be in the alert log.

Log in with administrator privileges. For single-instance installations, start the listener as follows:
C:\> lsnrctl start

For single-instance installations, use SQL*Plus to log in to the database as the SYS user with SYSDBA privileges:
C:\> sqlplus /NOLOG SQL> CONNECT SYS/SYS_Password AS SYSDBA

Shut down the database:


SQL> SHUTDOWN

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Upgrading a Release 10.2 Database to 10.2.0.3 using Oracle Database Upgrade Assistant
SQL> SQL> SQL> SQL> STARTUP MIGRATE SPOOL patch.log @ORACLE_BASE\ORACLE_HOME\rdbms\admin\catupgrd.sql SPOOL OFF

Review the patch.log file for errors and inspect the list of components that is displayed at the end of catupgrd.sql script. This list provides the version and status of each SERVER component in the database. If necessary, rerun the catupgrd.sql script after correcting any problems. Restart the database:
SQL> SHUTDOWN SQL> STARTUP

Run the utlrp.sql script to recompile all invalid PL/SQL packages now instead of when the packages are accessed for the first time. This step is optional but recommended.
SQL> @ORACLE_BASE\ORACLE_HOME\rdbms\admin\utlrp.sql

Note

When the 10.2.0.3 patch set is applied to an Oracle Database 10g Standard Edition database or Standard Edition One database, there may be 42 invalid objects after the utlrp.sql script runs. These objects belong to the unsupported components and do not affect database operation. Ignore any messages indicating that the database contains invalid recycle bin objects similar to the following:
BIN$4lzljWIt9gfgMFeM2hVSoA==$0

Due to the hardware limitations on an Integrated Server Environment , you must start all Oracle services with a batch file. Set all Oracle-Services listed below to Manual on the Services tab:

Please copy the start_as.cmd and sleep.exe files to drive c on your application server:

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Modify start_as.cmd to match your settings:


net start "OracleorainfraTNSListener" sleep 2 net start "OracleServiceINFRA" sleep 11 net start "OracleorainfraProcessManager" sleep 4 net start "OracleorainfraASControl" sleep 2 c: cd c:\oracle\orainfra\bin oidmon start C:\sleep 2 oidctl server=oidldapd configset=0 instance=1 start net start "OracleoraIASProcessManager" C:\sleep 4 net start "OracleoraIASASControl" C:\sleep 2 net start "Oracleora10gTNSListenerDB10G" C:\sleep 2 net start "OracleServicemar62" start C:\oracle\oraIAS\dcm\bin\dcmctl getstate v

Note

After a reboot of an Integrated Server, it will take around 30 minutes to start up all services and databases needed.

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Start up the database later on as sysdba.

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SmartPlant Materials and Microsoft Vista

SmartPlant Materials and Microsoft Vista


Vista-Specific Settings on the Application Server
Changes in formsweb.cfg:
Please change the section below (%oracle_home_as%\ forms\server\ formsweb.cfg) from
# Page displayed to users to allow them to download Sun's Java Plugin. # Sun's Java Plugin is typically used for non-Windows clients. # (NOTE: you should check this page and possibly change the settings) jpi_download_page=http://java.sun.com/products/archive/j2se/1.4.2_06/index.html # Parameter related to the version of the Java Plugin jpi_classid=clsid:CAFEEFAC-0014-0002-0006-ABCDEFFEDCBA # Parameter related to the version of the Java Plugin jpi_codebase=http://java.sun.com/products/plugin/autodl/jinstall-1_4_2-windowsi586.cab#Version=1,4,2,06 # Parameter related to the version of the Java Plugin jpi_mimetype=application/x-java-applet;jpi-version=1.4.2_06 # EM config parameter # Set this to "1" to enable Enterprise Manager to track Forms processes em_mode=0

to
# Page displayed to users to allow them to download Sun's Java Plugin. # Sun's Java Plugin is typically used for non-Windows clients. # (NOTE: you should check this page and possibly change the settings) jpi_download_page=http://java.sun.com/products/archive/j2se/1.6.0_02/index.html # Parameter related to the version of the Java Plugin jpi_classid=clsid:CAFEEFAC-0016-0000-0002-ABCDEFFEDCBA # Parameter related to the version of the Java Plugin jpi_codebase=http://java.sun.com/update/1.6.0/jinstall-6-windows-i586.cab#Version=6,0,0,0 # Parameter related to the version of the Java Plugin jpi_mimetype=application/x-java-applet;jpi-version=1.6.0_02 # EM config parameter # Set this to "1" to enable Enterprise Manager to track Forms processes em_mode=0

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SmartPlant Materials and Microsoft Vista

Vista Playground in formsweb.cfg


Please create a new Playground for Vista usage:
[mar62_ie_vista] pageTitle=MARIAN 6.2.1 - Vista form=logon.fmx userid=m_login/m_login@your_database separateFrame=True lookandfeel=Generic width=1024 height=768 workingDirectory=C:\SPMat\fmx splashScreen=no archive_ie=frmall.jar baseHTMLJInitiator=basejpi.htm baseHTMLie=basejpi.htm

Vista-Specific Settings on the SmartPlant Materials Client


When you open the Vista-specific Playground in Internet Explorer, you will get the message below.

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SmartPlant Materials and Microsoft Vista Click Close. Click the yellow banner. Select Installation Blocked Install ActiveX Control..

You may be prompted to use the administrative account to install this ActiveX Control.

Click OK.

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Click Install.

Click Accept.

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SmartPlant Materials and Microsoft Vista

Unselect the Google Toolbar, and click Next.

Installation will take place.

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Click Finish.

Select Always trust , and then click Run.

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SmartPlant Materials and Microsoft Vista

As a result of these installation steps, you will be able to use SmartPlant Materials on Vista clients.

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SmartPlant Materials Installation Pitfalls

SmartPlant Materials Installation Pitfalls


Known Problems during SmartPlant Materials Login
Case 1 FRM-40735: WHEN-NEW-FORM ORA-06502
Problem:

After clicking OK, you will see the message below:

Followed by:

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SmartPlant Materials Installation Pitfalls The menu remains empty.

Solution for Error Case 1:


According to the SmartPlant Materials Installation Guide, a JAR file delivered with SmartPlant Materials must be copied to the iAS home: Copy the Applet JAR File In the <MARIAN_HOME>\java\iAS\applet_classes directory resides a frmall_jinit.jar file. Copy this file into <ORACLE_iAS_HOME>\forms\java\frmall_jinit.jar, replacing the files that are already in this directory.

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SmartPlant Materials Installation Pitfalls Obviously, this was not done after the installation of SmartPlant Materials 6.2. Make sure that the frmall_jinit.jar delivered with SP2 (timestamp 29-Jan-2007) is copied to the <Oracle_iAS_Home>\forms\java. Then, clear the Jar cache and delete the certificate on the clients. To do this task, start the JInitiator from the Control Panel, select the Cache tab, and click Clear JAR Cache.

Then, select the Certificates tab, select Intergraph Corporation, and click Delete. When you start SmartPlant Materials again, you will be prompted to grant the Intergraph certificate. After login to SmartPlant Materials, the error messages shouldn't occur anymore, and the menu should appear properly.

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SmartPlant Materials on Citrix

SmartPlant Materials on Citrix


Citrix Server Settings
Open System Properties > Advanced > Performance > Settings to check whether the DEP Data Execution Prevention is not set for all programs.

Click the Advanced tab, and under Performance, click Settings.

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Click the Data Execution Prevention tab , and check Turn on DEP. Use the Citrix Access Management Console to add SmartPlant Materials:

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SmartPlant Materials on Citrix

Expand Citrix Access Management Console > Citrix Resources > Presentation Server > CitrixFarm, and right-click Applications to create a new folder.

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Click Next.

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SmartPlant Materials on Citrix

Enter a name and description, and then click Next.

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Select Installed application, and click Next.

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SmartPlant Materials on Citrix

Add the following entry to the Command line box: "C:\Program Files\Internet Explorer\iexplore.exe" http://your_server/forms/frmservlet?config=jinit_md Add the following value to the Working directory box: %HOMEDRIVE%%HOMEPATH% Click Next.

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Add your Citrix Server, and click OK.

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Click Next.

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Select your users or allow anonymous users, and click Next.

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As a result of the configuration, you will see SmartPlant Materials in the Applications tree. Please go to the next section to configure the Client side.

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SmartPlant Materials on Citrix

SmartPlant Materials Citrix Client Installation


If there is no Citrix Client available on the Client, you must download the Citrix Client software.

http://www.citrix.com/English/SS/downloads/details.asp?dID=2755&downloadID=6 80150&pID=186

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SmartPlant Materials on Citrix

After downloading the software, you will see the screen above.

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Accept the license agreement, and click Next.

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Click Next.

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Please add your Citrix server name, and click Next.

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SmartPlant Materials on Citrix

Select a Program Folder, and click Next.

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Check Use machine name as client name, and click Next.

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SmartPlant Materials on Citrix

Check No, and click Next.

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SmartPlant Materials on Citrix

Click Install.

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SmartPlant Materials on Citrix

The Citrix Client software will be installed.

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SmartPlant Materials on Citrix

Click Finish at the end.

You may have to restart the Client after the last installation step.

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SmartPlant Materials on Citrix Citrix Web Start

Please log on to Citrix with your username, password, and name of the Citrix-Server.

The available Citrix applications appear as shown above. Click SPMat.

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SmartPlant Materials on Citrix

Citrix Client will prepare your connection.

You will be prompted to enter your username, password, and domain again.

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SmartPlant Materials on Citrix

As a result, you will see the SmartPlant Materials logon window.

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User Comments Form

User Comments Form


Intergraph welcomes your comments and suggestions on the quality and usefulness of this document. Your input is an important part of the information used for revision.

Did you find any errors? Is the information clearly presented? Do you need more information? If so, where? What features did you like most about this document?

Send your comments to:


MSC-DE@intergraph.com Intergraph (Deutschland) GmbH SmartPlant Materials Service Center Martin-Schmeier-Weg 18 D-44227 Dortmund Germany Phone ++49-231/72596-111 Fax ++49-231/725969-100

Thank you for your help!

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Index

Index
analyzing schema, 137 application server hardware requirements, 11, 180 software requirements, 11, 180 architecture, 153 three-tier, 6 batch mode, 172 client files, 153 Client Installation, 17 client tier, 6 codelists, 166 printing, 166 Comm Eval Cklsts, 162 commercial evaluation checklist, 164 copying issues, 150 database Java pool size, 130 database server installation, 79, 180 database servers system requirements, 15, 77 database shared pool size, 130 database tier, 7 databases backing up, 127 creating, 101 documents, 160 attached, 160 displaying to users, 159 external, 159 sets, 160 downloading files from SmartPlant Materials, 153, 155, 156 exporting graphic, 158 OII, 158 OMI, 157 external documents, 159 files application server, 155 application text files, 155 client, 153, 154 created for PDMS, 165 created for PDS, 166 database server, 155 database server text files, 155 server, 153, 154 uploading with servlets, 145 graphic export, 158 import, 173 hardware requirements, 11, 180 database servers, 15, 77 iAS hardware and software requirements, 11, 180 Ident Tech Eval Cklsts, 162 IE5 using, 152 importing graphic, 173 linelist, 176 OII, 173 OMI, 171 OPI, 175 PDMS, 174 inquiry commercial evaluation, 163 installation process (fresh install), 122 instance initialization parameters, 130 issues copying, 150 pasting, 150 printing screen, 150 Java-Applet, 6 key mapping, 147 licensing, 138 Linelist import, 176 log files, 136 material groups, 162 message lines removing, 151 middle tier, 7 migration, 127 database server, 133 prerequisites, 130 modes batch, 172 Online, 172 modules missing, 178 MS JVM using, 152 OII export, 158 import, 173 OMI export, 157 import, 171 Online mode, 172 OPI import, 175 Oracle

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Index
9.2 installation, 79, 180 Oracle Home, 80, 182 Patchset 8.1.7.2.1, 88, 91, 190, 194 pasting issues, 150 PCD printing, 166 PDL printing, 168 PDMS import, 174 PMC printing, 167 POs attached, 164 closeout activities, 163 print screen issues, 150 printing associated codelists, 166 codelists, 166 PCD, 166 PDL, 168 PMC, 167 screen data to a file, 168 Quote Detail Tec Eval, 164 receiving files from SmartPlant Materials, 153, 155, 156 recommendations database servers, 15, 77 hardware, 11, 180 software, 11, 180 remote quotation, 177 removing message line, 151 requirements database servers, 15, 77 hardware, 11, 180 software, 11, 180 schema analyzing, 137 sending files to SmartPlant Materials, 154, 155, 170, 171 server files, 153 servers database, 15, 77 SmartPlant Materials installation, 17 software requirements, 11, 180 system requirements, 11, 180 database servers, 15, 77 terms, 161 attached, 161 tests servlets, 64, 242 text, 161 attached, 161 three-tier-architecture, 6 tiers client, 6 database, 7 middle, 7 uploading files to SmartPlant Materials, 154, 155, 170, 171 Web environment, 154 Web server enabling, 156

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