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Installing INtools On Oracle The
Installing INtools On Oracle The
Installing INtools On Oracle The
The systems described in the above figure can be physically located on the same computer
or on different computers which are connected on a local network.
The entire installation process contains the following major steps:
1. Installing the Oracle database server. You perform this step only if you have not already
installed the Oracle database server on your system.
2. Installing the Oracle client and verifying the connection to the Oracle database server
You perform this step only if you have not already installed the appropriate Oracle client
on your system.
4. Connecting to the Oracle database and set up the INtools database for Oracle (by
running the DB Setup utility).
When the INtools Setup utility finishes to install your selected INtools components, you need to
configure INtools to connect and work with Oracle. At this stage, you create the tablespace
required for the Admin schema. See INtools Database Setup for Oracle on page 51.
The final stage is to initialize a new INtools domain and set its initial parameters. This is
when you create the required preliminary settings for the desired INtools domains, plants,
areas, and units thus preparing the database for the insertion of your engineering data.
Note
• In this chapter, whenever <value> appears in brackets, type the required value
substituting the word value without adding the brackets. For example: instead of
<Oracle home folder> type C:\ORAWIN.
INtools 6.0 – Installing INtools on Oracle 3
System Requirements
This section describes the hardware and software requirements you must meet to be able to
install Oracle and INtools, and also, to enable INtools to connect and maintain a database
on the Oracle database server.
Note
• If you use Unix, make sure you have a compatible Unix machine with at least 700
MB free disk space.
INtools 6.0 – Installing INtools on Oracle 4
Note
• The Import and Merger utilities require a minimum of 128 MB of hard disk space.
• INtools add-ins — 45 MB
o IDEAL — 10 MB (9 MB out of 10 MB on the installation drive)
o SAP — 25 MB
o DDP Export Utility — 5 MB (3 MB out of 5 MB on the installation drive)
o INtools External Editor — 5 MB (3 MB out of 5 MB on the installation drive)
• INtools documentation — 30 MB
• One 3.5" (1.44 MB) floppy drive
• One CD-ROM drive or an accessible network CD-ROM drive
• Windows-supported printer (or a network printer as an option)
Note
• We recommend that the Oracle client version be the same as the Oracle server
version.
INtools 6.0 – Installing INtools on Oracle 6
O84 9i 5.3-6.0
O84 9i 5.3-6.0
O84 9i 5.3-5.4
O90 9i 6.0
Note
• For INtools version 5.3 or 5.4, you can run INtools database setup for Oracle 9i
only using special instructions provided by INtools Customer Support.
INtools 6.0 – Installing INtools on Oracle 7
8.0.5/8.0.6 —
8i
9i
Caution
• To minimize disc space and physical memory required for the Oracle server
database, we recommend that you do not perform a typical installation but
always select a custom installation type when installing Oracle.
INtools 6.0 – Installing INtools on Oracle 8
1. Insert the Oracle installation CD into you CD ROM drive and wait for the AutoPlay feature
to start.
3. In the Oracle Installation Settings dialog box, type your company name.
Caution
4. In the Location field, either accept the displayed default or type the file folder path to
your Oracle home folder. We recommend that you do not change the folder name.
7. Select the Oracle 8 option button and click OK to open the Select Oracle8 Cartridge
dialog box.
Note
• As INtools does not use Oracle8 ConText Cartridge, in the Select Oracle8
Cartridge dialog box, do not select the this option. You can, however, select
this check box if you have other applications that require it.
8. Click OK to continue.
9. In the Select a Starter Database Configuration dialog box, select the Custom
Configuration option and click OK to continue.
INtools 6.0 – Installing INtools on Oracle 9
Caution
• Make sure that you do not select the Typical option in the Starter Database
Installation Options dialog box. Selecting this option will result in creating a
primary database whose parameters do not comply with INtools
requirements.
10. In the Legato Storage Manager prompt, click Yes to install the Legato Storage
Manager.
11. When prompted, select the desired Oracle documentation installation option and click OK
to start the process of installing the selected Oracle components.
Note
13. Click OK in the General Information message to open the Oracle Database Assistant
and start the instance creation.
Note
Note
• Make sure that the Compatible Parameter is 8.0.5.0.0. For other Oracle
versions, the Compatible Parameter changes accordingly.
INtools 6.0 – Installing INtools on Oracle 10
18. Click Change Character Set and in a dialog box that opens, from the Character Set and
National Character Set lists, select the appropriate character set, and then click OK.
Caution
20. The Oracle Database Assistant now prompts you to enter the required database
information: the database name, SID, the initialization folder file path, and the internal
password.
To define the initial database parameters, do the following:
a) In the Database Name and SID fields, accept the displayed values. As we are going
to have only one database in this new instance, the database name and SID can be
identical. SID has to be different from the database name only if you have more than
one database in this instance.
b) In the Initialization Filename field, accept the given default or enter the folder file
path of new instance. We recommend that you create a new folder for the new
instance:
iii) In the ORC1 folder, create two more sub-folders: TRACEB and TRACEU.
v) In the Initialization Filename field, change the folder to ORC1. Do not change
name of the displayed .ora file.
b) Do not select the Use Existing Control Files check box. Select this option if you
already have existing control files that can be used.
INtools 6.0 – Installing INtools on Oracle 11
23. In the Oracle Database Assistant System tab folder, select the values as shown below to
create the SYSTEM tablespace:
b) Select the Unlimited check box to set the SYSTEM tablespace to unlimited. This will
enable the Auto Extend feature (set to ON) to allow unlimited size of the SYSTEM
tablespace (as much as your hard disk space will permit).
INtools 6.0 – Installing INtools on Oracle 12
24. Click the User tab and select the values as shown below to create the USER tablespace:
Accept all the values displayed and make sure you modify the following:
b) Select the Unlimited check box to set the USER tablespace to unlimited. This will
enable the Auto Extend feature (set to ON) to allow unlimited size of the USER
tablespace (as much as your hard disk space will permit).
25. Click the Rollback tab and select the values as shown below to create the ROLLBACK
tablespace:
Accept all the values displayed and make sure you modify the following:
c) Check the Unlimited check box to set the ROLLBACK tablespace to unlimited. This
will enable the Auto Extend feature (set to ON) to allow unlimited size of the
ROLLBACK tablespace (as much as your hard disk space will permit).
26. Click the Index tab and select the values as shown below to create the INDEX
tablespace:
Accept all the values displayed and make sure you modify the following:
b) Select the Unlimited check box to set the INDEX tablespace to unlimited. This will
enable the Auto Extend feature (set to ON) to allow unlimited size of the INDEX
tablespace (as much as your hard disk space will permit).
INtools 6.0 – Installing INtools on Oracle 14
27. Click the Temporary tab and select the values as shown below to create the
TEMPORARY tablespace:
Accept all the values displayed and make sure you modify the following:
b) Select the Unlimited check box to set the TEMPORARY tablespace to unlimited.
This will enable the Auto Extend feature (set to ON) to allow unlimited size of the
TEMPORARY tablespace (as much as your hard disk space will permit).
30. Click Next to define the logging parameters. Accept all the displayed defaults:
31. Click Next to define the System Global Area (SGA) parameters. For standard NT
Servers, set the following parameters as specified below:
SHARED_POOL_SIZE 10 million bytes
DB_BLOCK_BUFFERS 2000 blocks
LOG_BUFFER_SIZE 32768 bytes
PROCESSES 200 processes
DB_BLOCK_SIZE 4096 bytes
32. Click Next to set the folder path for the debugging trace files.
a) For User Processes, set the folder path to ORC1\TRACEU
33. Click Next to start the database creation. Select the Create database now option and
click Finish.
The Oracle Database Assistant Alert is displayed informing you that the wizard will try to
create a new database.
36. The Database Creation Wizard now prompts you if you want to add the SID name to your
LISTENER.ORA file.
d) In the Services dialog box, highlight TNSListener80 and click Start to start this
service.
2. If OracleServiceORC1 fails to start, delete this new instance and create a new one.
INtools 6.0 – Installing INtools on Oracle 17
d) Type the internal password and click Finish to delete the selected instance.
e) Restart the computer and run the entire Oracle server installation from the beginning.
oracle_sid = ORC1
b) Press Enter.
connect internal/manager
(Substitute “internal” with your appropriate internal user name and “manager” with your
appropriate internal password.
e) Press Enter and make sure that the message Connected appears.
4. On the Available Products page, select Oracle8i Enterprise Edition 8.1.7 and click
Next.
5. On the Installation Types page, click Custom and then click Next.
6. On the Available Product Components page select the components that you need and
then, click Next.
7. On the Component Locations page, specified a desired location and then click Next.
9. On the Create Database page, click Yes and then click Next.
b) In the SID field, enter the default instance name INTOOLS. It is recommended that
you use the same database and instance name.
c) Click Next.
12. After the software completes the installation and opens the Net8 Configuration Assistant,
on the Welcome page of the Net8 Configuration Assistant, select Perform typical
installation and then click Next to create a listener.
Note
• After creating a listener, the software opens the Configuration Tools page,
where you can review the database creation progress, and also opens the
Oracle Database Configuration Assistant, where you configure the Oracle
server database for INtools. If the listener is not created automatically, see
page 20.
13. In the Oracle Database Configuration Assistant, under Select the primary type of
application…, click Multipurpose, and then click Next.
14. On the Enter the approximate number of users… page, in the Concurrently
connected users box, accept or change the value as you need, and then click Next.
15. Under Select the mode…, click Dedicated Server Mode, and then click Next.
16. On the Select the options you want to configure for use in your database page, click
Next.
17. Under Review the following database parameters…, from the Compatible Parameter
list, select 8.1.0 do the following:
18. Click Change Character Set and in a dialog box that opens, do the following:
a) From the Character Set list, select a desired character set.
b) From the National Character Set list, select UTF8 — this value enables you to
initialize an INtools domain from the current Oracle 8i database to another Oracle 8i
or 9i database.
c) Click OK.
Caution
20. On the page that has tabs, make changes as you require, and then click Next.
21. On the Review the following redo log file parameter information… page, click Next.
22. On the Review the following logging parameter information… page, click Next.
INtools 6.0 – Installing INtools on Oracle 20
23. On the Review the following SGA parameter information… page, do the following:
a) In the Shared Pool Size (Bytes) box, change the value to 10000000 (10 million
bytes).
b) In the Block Size (Bytes) box, make sure that the value is at least 8192 or change
the value to 16384 or 32768, if you intend to use multiple instrument specifications in
the INtools database.
Cautions
• For the DB_BLOCK_SIZE parameter, the use of a value smaller than 8192 can
cause certain INtools features to stop functioning.
24. Proceed with running the Oracle Database Configuration Assistant till you click Finish.
3. On the Listener Configuration, Listener page, select Add and click Next.
1. Run the AUTORUN.EXE file and on the Oracle9i Server – Autorun page, click
Install/Deinstall Products to launch the Oracle Universal Installer 2.2.
3. On the File Locations page, set the file locations as you require ands then click Next.
4. On the Available Products page, click Oracle9i Database 9.2.0.1.0, and then click
Next.
5. On the Installation Types page, click Enterprise Edition (2.86GB), and then click Next.
6. On the Database Configuration page, click Customized, and then click Next.
7. On the Oracle Services for Microsoft Transaction Server page, click Next.
9. After the software completes the installation and opens the Oracle Net Configuration
Assistant, on the Welcome page of the Oracle Net Configuration Assistant, select
Perform typical installation and then click Next to create a listener.
Note
• After creating a listener, the software opens the Configuration Tools page,
where you can review the database creation progress, and also opens the
Database Configuration Assistant, where you need to configure the Oracle
server database for INtools.
10. In the Database Configuration Assistant, on the Welcome page, click Next.
11. On the Step 1 of 8: Operations page, click Create a database, and then click Next.
12. On the Step 2 of 8: Database Templates page, make sure that the New Database
option is selected, and then click Next.
b) In the SID field, enter the default instance name INTOOLS. It is recommended that
you use the same database and instance name.
c) Click Next.
b) Click Standard database features and then, in a dialog box that opens, clear all the
check boxes.
c) Click Next.
15. On the Step 5 of 8: Database Connection Options page, click Dedicated Server
Mode, and then click Next.
b) On the DB Sizing tab, accept the default value 8 or change the value to 16 or 32 if
you intend to use multiple instrument specifications in the INtools database.
c) On the Character Set tab, click Choose from the list of character sets, and then
select a desired character set.
d) From the National Character Set list, select UTF8 — this value enables you to
initialize an INtools domain from the source Oracle 8i database to the current Oracle
9i database.
Caution
19. On the Step 8 of 8: Creation Options page, select Create Database, and then click
Finish.
20. Complete the Oracle database creation as described in your Oracle Installation Guide.
3. Modifying the LISTENER.ORA file which Oracle will run when carrying out the instance
creation process.
1. From the Oracle for Windows NT group, run the Oracle Database Assistant.
2. In the Oracle Database Assistant dialog box, select the Create a database option.
3. Click Next.
4. Repeat steps 14 through 37 of the procedure described in the section Installing Oracle
8.0.5 Server on Windows NT 4.0 on page 9.
Caution
• Make sure that all the passwords, user names, folders, and files of the new
instance are different from those of the existing instance.
Note
• For Oracle versions 8.0.5 and 8.0.6, you need to carry out the following steps
to enable trimming audit trail data of a domain for a selected period. The
audit trail records are contained in the CHANGES_LOG table which exists in
each INtools domain. You can save the trimmed audit trail data to an
external SQL file, and load it to the CHANGES_LOG table of a particular domain.
6. Select a disk drive with 300 MB free disk space for the storage of about 1 million records.
INtools 6.0 – Installing INtools on Oracle 25
Tip
• The name of the new Oracle database appears as the value of the DB_NAME
parameter in the Oracle Instance Configuration file. For example, ORC1.
9. Open the Oracle Instance Configuration file INIT<SID>.ORA, where <SID> stands for your
new Oracle instance name.
• DB_BLOCK_BUFFERS
• LOG_BUFFER
• SORT_AREA_SIZE
Note
Caution
• For the DB_BLOCK_SIZE parameter, make sure that the value is at least 8192.
When using values smaller than these, some INtools features cannot function.
In your INtools database has multiple instrument specifications, we recommend
that you use the values 16384 or 32768.
• Use the following formula to calculate MB RAM for each Oracle 8i or 9i instance:
MB RAM=(SHARED_POOL_SIZE + (DB_BLOCK_SIZE * DB_BLOCK_BUFFERS) +
LOG_BUFFER + SORT_AREA_SIZE + JAVA_POOL_SIZE +
LARGE_POOL_SIZE)/1024/1024
Caution
• If you use more than one Oracle 8i or 9i instance, make sure that the total
MB RAM of all instances does not exceed the MB RAM of your server.
INtools 6.0 – Installing INtools on Oracle 27
5. In the Concurrently connected users field, accept or change the value as required, and
click Next.
7. Clear the check boxes for options that you will not use in your database, and click Next.
8. Do the following:
a) In the Global Database Name field, enter your Oracle 8.1.7 database name.
Note
• It is recommended that you use the same name for database and instance.
Make sure that the database and instance name is different from the existing
database and default instance name.
9. Click Change Character Set and in a dialog box that opens, do the following:
a) From the Character Set list, select a desired character set.
b) From the National Character Set list, select UTF8 — this value enables you to
initialize an INtools domain from the current Oracle 8i database to another Oracle 8i
or 9i database.
c) Click OK.
Caution
11. Enter the password for the INTERNAL privileged account. For example, manager.
Confirm the password, and click Next.
12. Accept the minimum configuration of control files for INtools, and click Next.
13. Proceed with running the Oracle Database Configuration Assistant till you click Finish.
Note
• You need to carry out the following steps to enable trimming audit trail data
of a domain for a selected period. The audit trail records are contained in the
CHANGES_LOG table which exists in each INtools domain or project if the
domain type is Operating owner. You can save the trimmed audit trail data
to an external SQL file, and load it to the CHANGES_LOG table of a particular
domain.
15. Select a disk drive with 300 MB free disk space for the storage of about 1 million records.
Tip
• The name of the new Oracle database appears as the value of the DB_NAME
parameter in the Oracle Instance Configuration file. For example, ORC1.
18. Open the Oracle Instance Configuration file INIT.ORA, AND DO THE FOLLOWING:
a) Add parameter line UTL_FILE_DIR=<DRIVE>:\INTOOLSTORAGE\ORC1
3. Repeat steps 10 through 21 of the procedure described in the section Installing Oracle
Database Server 9.2.0 on Windows NT or Windows 2000 on page 21.
Caution
• Make sure that all the passwords, user names, folders, and files of the new
instance are different from those of the existing instance.
2. Checking and modifying the Oracle client character set. You must verify that the
character set parameter value of the NLS_LANG parameter is the same on client and
server. You can find this parameter in the Windows Registry Editor, in the
HKEY_LOCAL_MACHINE\SOFTWARE\ORACLE folder. For details, see page 35.
3. Configuring additional parameters for national language support. For details, see 36.
After the Oracle client installation process is complete, you proceed by installing INtools.
See Running the INtools Installation Setup For Oracle on page 41 to learn how to install
INtools on Oracle. Before you start the installation process, make sure that the machine (file
server or local station) has access to a CD-ROM drive. If your machine does not have access
to a CD-ROM drive, you need to copy all the installation files from the installation CD to your
local hard disk.
Caution
• If you are using Oracle on Unix, make sure that you use UNIX conventions
when entering file location data (using regular slash (‘/’) instead of backslash (‘\’)
and omitting the drive letter).
INtools 6.0 – Installing INtools on Oracle 31
Caution
• The Oracle client version must be compatible with your Oracle server version.
See INtools Versions Compatibility with Oracle Versions on page 4 for details.
2. If the Oracle 8 - AutoPlay dialog box is not displayed (for example, if you install the
Oracle 8 client network CD-ROM drive), navigate to the root folder on the Oracle
installation CD. Then run Setup.exe to start the Oracle client setup utility.
The Oracle dialog box is displayed briefly. Then the Language dialog box opens
superimposed on the Oracle Installer dialog box:
5. In the Company Name data field, type your company name (for example, Intergraph).
6. In the Oracle Home data field, select the folder name where Oracle will install the Oracle
files (for example, C:\ORAWIN).
11. Select the location for the Oracle 8.0.5/8.0.6 documentation and click OK.
INtools 6.0 – Installing INtools on Oracle 32
Caution
• After installing the Oracle Client, make sure that the Server and Client
character sets are identical. For details, see page 35.
Caution
• The Oracle client version must be compatible with your Oracle server version.
See INtools Versions Compatibility with Oracle Versions on page 4 for details.
2. Click Next till you open the Available Products page, where you select Oracle Client
8.1.7.
3. Click Next.
4. On the Installation Type page, select Application User (160MB), and click Next.
5. Click Install.
6. When the installation is complete, close the Oracle Universal Installer and restart your
computer.
8. In the Net8 Assistant tree-view, expand the Local folder hierarchy and highlight Service
Naming.
10. On the Welcome page of the Net Service Name Wizard, enter the required name of the
alias. For example, INtools.
12. On the Protocol page, accept the TCP/IP (Internet Protocol) selection, and click Next.
13. On the Protocol Settings page, in the Host Name field, enter the name of the server
where you have created a new instance for the INtools database.
16. Proceed with the creation of the Oracle client till you click Finish.
Note
• When using Oracle 8i, the NLS_LANG parameter value can be N/A. Therefore, you
might need to specify the appropriate character set manually after completing the
Oracle client installation. For details, see Checking and Modifying Oracle Client
Character Set on page 35.
INtools 6.0 – Installing INtools on Oracle 34
Caution
• The Oracle client version must be compatible with your Oracle server version.
See INtools Versions Compatibility with Oracle Versions on page 4 for details.
1. Run the AUTORUN.EXE file and on the Oracle9i Server – Autorun page, click
Install/Deinstall Products to launch the Oracle Universal Installer 2.2.
3. On the File Locations page, set the file locations as you require ands then click Next.
4. On the Available Products page, click Oracle9i Client 9.2.0.1.0, and then click Next.
5. On the Installation Types page, click Runtime (193MB), and then click Next.
7. After the software completes the installation and opens the Oracle Net Configuration
Assistant, on the Welcome page of the Oracle Net Configuration Assistant, click No, I
will create net service names myself, and then click Next.
8. On the Database Version page, click Oracle8i or later database or service, and then
click Next.
9. On the Service Name page, type the name of the INtools database created on the
Oracle database server machine, and then click Next.
10. On the Select Protocols page, select the Internet protocol TCP, and then click Next.
c) Click Next.
12. On the Text page, click Yes, perform a test, and then click Next.
INtools 6.0 – Installing INtools on Oracle 35
14. On the Net Service Name page, type an alias to establish a connection between the
INtools client application and the INtools database.
Tip
• The alias name can contain any alphanumeric characters without spaces.
After installing the Oracle client, the alias value appears in the INTOOLS.INI file
as a value of the ServerName parameter in the [Database] section.
15. Complete the Oracle client installation creation as described in your Oracle Installation
Guide.
Note
• When using Oracle 9i, the NLS_LANG parameter value can be N/A. Therefore, you
might need to specify the appropriate character set manually after completing the
Oracle client installation. See the following section for details.
Caution
• The NLS_LANG parameter value must be the same on both the client machine
used for the domain backup and the client machine used for initializing a new
domain. These values must correspond to the database character set in the
source and target Oracle databases.
5. Highlight the NLS_LANG parameter in the right hand-side data window and make sure that
the character set in the NLS_LANG parameter value <language_territory>.<database
character set> is the same as the character set on your Oracle server.
1. With the Registry Editor of the Oracle Client machine open, right-click the NLS_LANG
parameter.
3. In the Edit String dialog box, in the Value data field, type the required character set.
You must specify the appropriate national language parameter values prior to performing the
INtools database setup for Oracle.
Prior to performing the configuration procedure, make sure that INtools supports you
language. In the Language Groups section, find your language from the groups of languages
supported by INtools.
Caution
• If your database character set is other than English, Far Eastern, Middle Eastern,
or Spanish (Latin American), you need to configure the
NLS_NUMERIC_CHARACTERS parameter in the client registry prior to initializing a
domain in Oralce.
INtools 6.0 – Installing INtools on Oracle 37
Language Groups
INtools supports the following national language groups:
• English
• French
• Slav — Russian, Polish, and so forth.
• Central European and Scandinavian — German, Dutch, Norwegian, and so forth.
• Spanish — Spanish of Spain
• Spanish — Latin American
• Portuguese
• Italian
• Baltic — Latvian, Lithuanian, and so forth.
• Far Eastern — Japanese, Korean, and so forth.
• Middle Eastern — Arabic and Hebrew.
For character sets of certain language groups, special configuration procedures apply. For
details, see the table below.
Note
• In INtools, the software removes the numeric group separator from the values.
Note
• You do not need to perform the following procedure if the NLS_LANG parameter in
the Registry Editor contains values for either the English language, or any of Far
Eastern, Middle Eastern, or Spanish (Latin American) languages.
8. In the Edit String dialog box, under Value data, enter the following values: ., (dot and
comma)
9. Click OK.
INtools 6.0 – Installing INtools on Oracle 39
Notes
• The procedure below complies with Oracle 8.0.5. See your Oracle User Guide for
information about your Oracle version.
3. In the New Service Name data field, type the name of the new service (= alias) that will
be associated with the INtools database as shown above.
4. Click Next.
5. In the data window, select TCP/IP (recommended) as the protocol that the Oracle client
will use to connect to the server where the database is located.
6. Click Next.
The Oracle Service Name Wizards dialog box reopens showing you new options.
7. In the Host Name data field, type the Server name or the server IP address where the
database is kept.
9. Click Next to reopen the Oracle Service Name Wizards dialog box.
10. In the Database SID data field, type the instance name (System Identifier) of your
INtools database (the default value of this field is ORC1).
12. The Wizard now prompts you if you would like to test the connection to your database
using the information you have provided.
13. To check the connection to the database using the new service settings you just made:
a) Click Test Service.
b) In the Connection Test dialog box, do one of the following to enter the username
and password required to connect to the database:
• If you have not installed INtools on the database server yet, in the Username
and Password data fields, type the Database Administrator’s username and
password (defaults to system / manager)
• If you have already installed INtools on the database server, in the Username
and Password data fields, enter the INtools System Administrator’s username
in_dbamn and password in_dbamn.
c) Click Test to establish a connection to the database using the username and
password you entered in the previous step.
The connection results are displayed in the section beneath the Test button.
14. Click Next to reopen the Oracle Service Name Wizards dialog box.
Caution
• If you add any components to an existing INtools installation, make sure that the
version of the components you install is the same as the version of the existing
INtools installation.
If you upgrade your current INtools version, it is recommended that you backup your current
INtools database before you start the actual installation process. You can do it by performing
the backup procedure. See Installation Guide, Backup and Restore to learn how to perform
backup. If you have database System Administrator access rights, you can also back up your
INtools database by selecting to save a copy of your existing database during the setup
procedure.
When you install INtools you need to determine the appropriate access rights for each user,
(regular users, Domain Administrators and System Administrator). See User’s Guide,
Administration Module, Levels of Administration to learn more about access rights in INtools.
Therefore, when working in multi-stations environment, it is recommended to predetermine
the network status of each computer:
INtools station — this computer is used only for engineering purposes (for running INtools
modules). On this computer, you do not install the Admin applications. It also recommended
that you do not install the Import utility and the Merger utility on this computer.
Admin station — this computer which contains the IN_TEMPL.DB database file and is used
for the System and Domain Administrator. On this computer, you install the Admin
applications. On this computer, you can also install the Import utility and the Merger utility.
This division is important because maintaining data in the long-term involves continuous
database maintenance and usage monitoring.
You install INtools either on the computer where you installed the database server (file
server) or on the local station. Here are some of the environment characteristics that you
should consider when selecting where to install INtools:
Free disk space — the computer where you install INtools should have free disk space
sufficient for the INtools installation (335 MB for a full installation). See System
Requirements for Oracle on page 3 for additional information.
INtools 6.0 – Installing INtools on Oracle 42
Network performance — most Oracle databases operate on local networks. Therefore, the
local network data transfer rate significantly influences the overall performance of Oracle and
INtools. Therefore, if the local network under-performs, install INtools on the local station, to
work faster with INtools features.
INtools components upgrade - you should consider the amount of work involved in
upgrading/re-installing all the copies of INtools on the local network, in case you install
INtools on the stations.
Before you start the installation process, make sure that your computer (file server or local
station) has access to a CD-ROM drive. If your machine does not have access to a CD-ROM
drive, you need to copy all the installation files from the installation CD to your local hard disk.
Note
• If you are upgrading from an existing INtools installation, make sure that all
INtools components are inactive before starting the Setup process.
• If you are using Oracle on Unix, make sure that you use UNIX conventions
when entering file location data (using regular slash (‘/’) instead of backslash (‘\’)
and omitting the drive letter).
INtools 6.0 – Installing INtools on Oracle 43
1. Insert the CD into your CD-ROM drive. The INtools CD Browser automatically launches
if AutoPlay is enabled on your system. The CD Browser will allow you to display the
Installation Guide, and to install INtools and other CD extras.
Note
3. On the Welcome page of the Installation for INtools wizard, click Next.
4. On the License Agreement page, click Display to read the software license agreement
in PDF format, and then click Yes.
5. On the License Verification page, insert the license diskette in the appropriate drive and
click Browse.
6. On the Choose Folder page, navigate to the drive where the installation diskette (A: or
B:) is located and click OK to return to the License Verification page.
Note
• If you copied the license diskette to your hard drive, navigate to the folder
that contains the license file.
Note
• If you want to perform an INtools server installation, see the INtools Server
Installation Guide .pdf file.
INtools 6.0 – Installing INtools on Oracle 44
9. On the Customer Information page, enter your registration information and click Next.
Note
12. On the Destination Folder page, specify the INtools folder location.
Note
• If on the Setup Type page, you have selected to perform a customized setup
process, select the required INtools components on the Select
Components page, and click Next when done. See Installation Guide,
INtools Setup Maintenance and Database Selection, Installing INtools
Components to learn what components are required to work with INtools.
14. On the Oracle Version page, select your Oracle server version and click Next. For
details about how to install an Oracle server, see Installing Oracle Server on page 7.
15. On the Server Information page, in the Server field, type the communication alias name
for your Oracle instance.
18. On the Select Program Folder page, select the program folder where you want Setup to
install the program icons.
Caution
• On the Start Copying Files page, after you click Next, Setup immediately
starts copying all the components you selected to the INtools folder. To
undo this operation you will have to uninstall INtools. Therefore, if you need
to make any modification to the current Setup selections, click Back before
you start copying the files.
20. On the Start Copying Files page, view the settings of the current Setup session, and
then click Next to start copying the files to your hard disk.
21. On the Setup Status page, view the progress of the file transfer. When the file transfer
is complete, on the Important Notes page, read the text carefully as it contains important
information for the current version.
22. When the file transfer is complete, on the Important Notes page, read the text carefully
as it contains important information for the current version. Click Next when done.
23. In the Readme message box, click Yes if you want to view the Readme file.
Note
24. On the Setup Complete page, click the required option and then click Finish.
You have successfully installed INtools on your computer. See page 50 for a description of
the program icons that Setup has installed on your local station. See INtools Database Setup
for Oracle on page 51 to learn how to create an INtools database on Oracle.
INtools 6.0 – Installing INtools on Oracle 46
Caution
2. When Setup detects an existing installation, in the Choose the Destination Folder
message box, click Yes to install INtools in the existing folder.
Tip
• In the Choose the Destination Folder message box, you can click No to
install INtools to a different folder. In this case, you run Setup as for a new
installation of INtools. Continue the installation from step 11 on page 44.
Caution
• If you click No, you lose all the previous INtools preferences and
configuration settings.
5. On the Database Installation Options page, do one of the following to determine what
to do with your existing INtools demonstration and empty databases:
• Click Keep old in_demo.db and intools.db to keep the old demonstration and
empty databases so that you can use them after the installation.
• Click Back up old and install new databases if you are upgrading your INtools
version. Setup renames the existing INTOOLS.DB file to INTOLD(1).DB, where (1) is the
old database running number. Setup renames the existing IN_DEMO_DB file to
DEMOOLD(1).DB, where (1) is the old database running number.
• Click Overwrite old in_demo.db and intools.db to replace the existing databases.
Caution
• If you overwrite your IN_DEMO.DB and INTOOLS.DB files, you will lose any user-
defined data that you have in these files.
7. On the Styles.pbd File Installation Options page, do one of the following to determine
what do with your existing STYLES.PBD file.
• Click Keep the old Styles.pbd to keep the old STYLES.PBD file and use it after the
installation.
• Click Back up old and install new Styles.pbd if you are upgrading your INtools
version. Setup renames the existing STYLES.PBD file to STYLESOLD(1).PBD, where (1)
is the running number of the old STYLES.PBD file.
• Click Overwrite the old Styles.pbd to overwrite the existing STYLES.PBD file with a
new file.
Note
• The STYLES.PBD file holds user-defined view style settings for the Browse window of
the Instrument Index module.
9. On the Oracle Version page, select your Oracle server version and click Next. For
details about how to install an Oracle server, see Installing Oracle Server on page 7.
10. On the Server Information page, in the Server field, type the communication alias name
for your Oracle instance.
13. On the Select Program Folder page, select the program folder where you want Setup to
install the program icons.
INtools 6.0 – Installing INtools on Oracle 48
Caution
• On the Start Copying Files page, after you click Next, Setup immediately
starts copying all the components you selected to the INtools folder. To
undo this operation you will have to uninstall INtools. Therefore, if you need
to make any modification to the current Setup selections, click Back before
you start copying the files.
15. On the Start Copying Files page, view the settings of the current Setup session, and
click Next to start copying the files to your hard disk.
16. On the Setup Status page, view the progress of the file transfer.
17. When the file transfer is complete, on the Important Notes page, read the text carefully
as it contains important information for the current version. Click Next when done.
18. In the Readme message box, click Yes if you want to view the Readme file.
Note
19. On the Setup Complete page, click the required option and then click Finish.
This completes the installation of INtools over a previous Installation.
INtools 6.0 – Installing INtools on Oracle 49
2. On the Setup Type page, click (Network) to connect to the INtools program
files and database on your application server machine.
Caution
• Make sure that the location you select is mapped (that is, it has been
assigned a drive letter) and it is accessible for READ and WRITE operations.
3. On the Destination Folder page, select the INtools home folder on the application
server machine and click Next.
Note
Caution
• If you use an existing Oracle server (where you intend to keep your INtools
database) which was not installed according to the instructions in this Installation
Guide, make sure the Oracle database parameters comply with the parameters
required to use INtools. See Oracle Database Server Installation on page 7 for
additional information about the required Oracle server parameters.
You perform the database setup procedure after you finish installing the Oracle database
server, Oracle client, and INtools for Oracle. See Oracle Database Server Installation on
page 7, Oracle Client Installation on page 30 to learn more about the required software
installation.
However, you may need to create either larger tablespaces or indexes. During the lifetime of
the instrumentation data, you may also need to increase the size of existing index
tablespace.
INtools 6.0 – Installing INtools on Oracle 53
The following table lists important statistical data which you can use as a guide when
selecting the domain tablespace and index sizes:
Loops 16616
Marshaling racks 45
Cabinets 36
Channels 16880
Lines 3132
The above entity quantities populate a domain whose tablespace and index sizes are as
follows:
Administration Domain
Later on, you may receive an indication that the available free space in the tablespace is low,
or you may encounter a message that there is insufficient space while working in INtools. If
this happens, increase the size of the tablespace for the specific domain.
INtools 6.0 – Installing INtools on Oracle 54
Notes
• For better performance, it is highly recommended that you locate the data
tablespaces and index tablespaces on different physical disks. You can also
locate the system file, database tables and the index data on different physical
drives to speed up your work in the Oracle Database. See your Oracle User
Guide for more information.
• Each of the file names must be a legal name. Each tablespace name must be
unique within your database. In some operating systems, special characters are
not supported.
• You must have Supervisor’s access rights on your local network to perform this
procedure.
• If you are using Oracle on Unix, make sure that you use UNIX conventions when
entering file location data (using regular slash (‘/’) instead of backslash (‘\’) and
omitting the drive letter).
Make sure you have sufficient database resources to run the INtools database setup. The
following data is sufficient for 1000 tags in INtools:
• You should have enough System tablespace:
• The DML Locks (Data Manipulation Language) should be sufficiently high (at least 100).
• You can open more tablespaces (at least 8).
See your Oracle User Guide for further information on these points.
INtools 6.0 – Installing INtools on Oracle 55
Caution
• The paths you specify in this procedure refer to the database server local folders
(non-network folders). Do not use network drives or network server names in the
paths.
1. On your Windows Start menu, navigate to INtools program icons and click to start the
DB Setup utility for Oracle.
Caution
• When starting the DB Setup utility, the Sybase SQL Anywhere database
engine starts as well (in minimized mode). Do not close the database
engine, as this will terminate the Oracle database setup process.
2. In the Oracle Server Connection dialog box, from the Oracle version list, select the
version of your Oracle server.
3. Under DBMS identifier in the INtools.ini file, accept or change the displayed
compatible DBMS parameter for the Oracle server version that you selected from the
Oracle version list.
Caution
• If you want to change the DBMS parameter, make sure it is compatible with
INtools. For more details about all compatible combinations of Oracle and
INtools versions, see page 6.
5. In the Server name field, accept or modify the displayed Oracle server connection string.
6. In the System Administrator login password field, accept the given default value
manager (the password is encrypted), or type the appropriate password.
Note
• If you cannot connect to the Oracle database server using the default
password, contact your Oracle Database Administrator, who has rights to
create a new INtools System Administrator login password for connection to
the Oracle database server.
7. Click Connect to connect to your Oracle database server and open the INtools
Database Parameters dialog box, where you can set parameters for the target INtools
database and start the database setup session.
8. Under Estimated number of domains, type the number of domains you want to create
in the target INtools database.
Caution
• The login name must be unique in the Oracle database server. The login
name and password can only start with a letter and contain no spaces. You
can use an underscore ( _ ) to replace a space. If you want to encrypt the
password, see User’s Guide, Administration Module, Database Security,
Encrypting the Admin Schema Password for details.
INtools 6.0 – Installing INtools on Oracle 57
Note
During the generation process, the DB Setup utility automatically does the following:
• Creates tablespaces
• Creates Administration user schema
• Creates Administration tables
• Creates Administration indexes
• Creates Administration primary key
To create an initial INtools database by running the DB Setup SQL script file
1. Run the DB Setup utility and in the Oracle Server Connection dialog box, connect to the
new Oracle instance.
2. Ensure that a configuration settings file INTOOLS.INI in the INtools home folder contains
the following value of the DBparm parameter in the [DATABASE] section:
DBparm=’DISABLEBIND=1’
Caution
• If ’DISABLEBIND=1’ is not the only value of the Dbparm parameter, make sure
that it is not enclosed by single quotes and is separated from other values by
a comma. For example, DBparm=DISABLEBIND=1,PBDBMS=1
3. In the INtools Database Parameters dialog box, enter the required values and click the
Create File button.
4. After the script file is created, make sure that the ORASETUP.SQL file is located in the
INtools home folder.
INtools 6.0 – Installing INtools on Oracle 60
Caution
• Do not run SQL Plus! If you do, the software does not set the INtools
database for Oracle correctly. The software creates various data objects
which you have to delete manually.
Cautions
• If your database character set is other than English, Far Eastern, Middle Eastern,
or Spanish (Latin American), you need to configure the
NLS_NUMERIC_CHARACTERS parameter in the client registry prior to initializing a
domain in Oralce.
• If you are using Oracle on Unix, make sure that you use UNIX conventions when
entering file location data (using regular slash (‘/’) instead of backslash (‘\’) and
omitting the drive letter).
Cautions
• The source INtools domain must be of the same database version as the
database version of the new domain which you initialize.
• The database character set and the national character set in the source Oracle
database must correspond to the database character set and the national
character set in the target Oracle database.
• The NLS_LANG parameter value must be the same on both the client machine
used for the domain backup and the client machine used for initializing a new
domain. These values must correspond to the database character set in the
source and target Oracle databases.
Note
• When initializing a domain from a source domain, we recommend that you run
the DB Checker utility for the source domain before starting the initialization
process.
INtools 6.0 – Installing INtools on Oracle 63
If you omit the line, the default OFF will be assumed. You should expect a 4.5 MB file to be
created as a log file. The file name comprises the number of the domain and the .log
extension. The number of the domain reflects the order of domain initialization in your
INtools database. For example, if you initialize your first domain, the software creates the
log file with name 1.LOG. In the event of any problem occurring during the creation of the
domain, you must provide this file with your request for assistance.
During the initialization process the system creates a view database user for each domain
with the name and password of <DOMAIN NAME>_VIEW (where _VIEW is constant). The view
database user is intended for users who need to view the data from an external report viewer
but are not allowed to modify the data. You can change the VIEW password using the
appropriate Oracle application to improve your database security. See Installation Guide,
Appendix D, INtools Database Technical Review, Login Data and Database Connection
Security for further information about creating and using database users.
1. Run the SQLPlus utility and delete the contents of the table where the process stopped.
Type and then run the following:
DELETE FROM <table name>;
COMMIT;
2. In the [DATABASE] section of the INTOOLS.INI file, insert the following line:
INIT_TABLE_CONT=<the table name where the process stopped>.
3. Rerun the domain initialization process.
Note
• If the initialization of the domain fails after the phase of inserting data into
tables, you need to delete this domain and start a new initialization session.
See Deleting an Invalid Domain on page 72 for details.
Caution
• The paths you specify in this procedure refer to the database server local
folders (non-network folders). Do not use network drives or network server
names in the paths.
INtools 6.0 – Installing INtools on Oracle 64
1. Start the Administration module to open the Login dialog box with DBA set as the default
user name.
b) Click OK to open the License Information dialog box opens, where you can see
your INtools license information (the fields in this dialog box are inaccessible to you
except for the User Information fields).
Note
• The License Information dialog box appears only once, when you start the
Administration module for the first time.
4. In the User Profile dialog box, click OK without making any changes.
5. With the System Administration window open, on the File menu, click Initialize.
6. In the Initialize dialog box, in the Domain field, type the required domain name. The
domain name must be unique and contain only alphanumeric characters without spaces.
You can use an underscore ( _ ) to replace a space. You can also use a name of
previously deleted domain.
Caution
• The name of a domain, schema, and password can only start with a letter. If
your password, schema, or domain name starts with a numeral or any
character that is not a letter, the initialization process will fail and INtools will
stop responding.
Note
• You can change the domain name at a later stage in the Administration
module. See User’s Guide, Administration Module, Domain Definitions to
learn how to modify the INtools domain name.
INtools 6.0 – Installing INtools on Oracle 65
7. In the Domain schema name field, type the login name of the Domain schema database
user. INtools needs to use this name internally to connect to this domain. The Domain
schema name must be unique and typed as one word with no spaces.
You can use an underscore ( _ ) to replace a space.
8. In the Domain schema password field, type the login password of the Domain schema
database user. INtools needs to use this name internally to connect to this domain. See
INtools Database Setup for Oracle on page 51 to learn more about the database user
logins in INtools. The Domain schema password must be unique and typed as one word
with no spaces. You can use any alphanumeric symbol and the underscore ( _ ).
Note
• You can enter a schema password other than the domain name to enhance
database access security. This way, external users can only view the
database. See the explanation on page 63 for further information about
viewing the database. We recommend that you write down the schema
password and keep it in a safe place.
9. Do one of the following to determine the type of the domain that you want to initialize:
• Click Operating owner to initialize the domain as a domain with AsBuilt functionality.
The database is partitioned into several schemas: a single schema for AsBuilt and
separate schemas for projects.
• Click Engineering company to initialize the domain as a domain contracted to
design and build plants based on process information. A domain of the Engineering
company type usually involves one set of data which may be revised extensively
during the life cycle of the plant. In this case, the data for each project is maintained
within a single database schema. Once a plant is operational, the domain type can
be changed to Operating owner if required, and the owner can perform the necessary
maintenance and modernization.
Tip
• If you want to run the initialization process without displaying any error
messages during the process, select the Do not display error messages
check box.
INtools 6.0 – Installing INtools on Oracle 66
10. Click OK to open the Domain Tablespace Definition dialog box, where you can define
the tablespace data of the domain for initialization.
Caution
• When working in the Unix or NT environment, you must specify a full path. If
you do not specify a full path, Novell places the tablespace database file in
the Oracle home folder. The paths that you specify in this dialog box refer to
the local folders (non-network folders) of the computer where Oracle is
installed. Do not use network drives or network server names in the paths.
11. To define the domain tablespace data, under Domain data, accept all the given default
values or modify them as follows:
a) In the Tablespace name field, type the appropriate domain tablespace name.
b) In the Datafile name and path field, type the full path and filename of the tablespace
database file.
c) In the Tablespace size (MB) field, type the appropriate domain tablespace size.
12. To define the domain index tablespace data, under Index data, accept the given default
values or modify them as follows:
a) In the Tablespace name field, type the appropriate domain tablespace name.
b) In the Datafile name and path field, type the full path and filename of the tablespace
database file.
c) In the Tablespace size (MB) field, type the appropriate domain index tablespace
size. The recommended size is 50% of the domain tablespace size.
Note
• For the temporary operation of Oracle in each domain, you can use one
tablespace for all domains, one for each domain, or a combination of
tablespaces. The INtools installation procedure lets you define a separate
temporary tablespace for each domain. Otherwise, you can use the same
temporary tablespace for all domains. The size of the tablespace should be
increased accordingly. Contact Customer Support for the appropriate SQL
file.
13. To create a separate temporary tablespace for this domain, select the Use domain
temporary tablespace check box to make three additional fields available for editing.
14. To define the domain temporary tablespace data, accept the given default values or
modify them as needed. You can use any alphanumeric values without spaces between
them. The temporary tablespace size is recommended to be 50% of the index
tablespace size.
INtools 6.0 – Installing INtools on Oracle 67
Note
• It is recommended that the domain datafile and the domain index datafile are
stored on separate physical disks.
Caution
Note
Note
1. Open the Initialize dialog box and make the target domain definitions. (You need to
repeat steps 1 through 9 of the procedure described on page 65.)
2. In the Initialize dialog box, click Source to create a new domain using data from an
existing database.
3. In the Source Data Connection dialog box, from the Database type list, select one of
the following:
• Sybase SQL Anywhere (WATCOM) — select if you have a domain created or backed
up in WATCOM and then, beside the Database file name and path field, click
Browse to navigate to the source .db file.
• Oracle — select the required Oracle version to initialize the new domain from another
domain that exists in your Oracle database.
Caution
• The source INtools database must be of the same version as your current
INtools database (the database where you create the new domain).
4. Change the Admin schema database user name and password if needed or accept the
displayed defaults. For more information about INtools database users, see Appendix D,
INtools Database Technical Review, Login Data and Database Connection Security in
this Installation Guide.
6. From the Domain list, select a domain to be used as a source for the initialization.
INtools 6.0 – Installing INtools on Oracle 69
7. Select the Copy INtools users to target domain if you want to copy all the existing
INtools user definitions to the new domain.
8. Select the Copy departments to target domain if you want to copy all the existing
INtools department definitions to the new domain
10. In the Initialize dialog box, click OK to start the initialization procedure.
Note
Caution
You have successfully initialized your INtools domains. See the following procedure to learn
how to continue the domain creation procedure by associating a new domain with INtools.
INtools 6.0 – Installing INtools on Oracle 70
Associating a Domain
Domain association is the second stage of the domain creation procedure in INtools. The
INtools System Administrator can associate a domain with INtools after the domain
initialization is complete.
Caution
• Before you can associate a new domain, you must initialize it as described on
page 61. A domain that has been initialized from a source database does not
require association.
To associate a domain
• Click .
2. In the Domain Definition dialog box, from the Domain list, select the domain you want
to associate with INtools.
5. From the Standard list, select the appropriate naming convention standard.
Caution
• You cannot change the naming convention standard after you assign the
naming conventions to the first unit. See User’s Guide, Administration
Module, Domain Administration, Naming Conventions to learn more about
the standards supported in INtools.
7. Set the domain features as you require. For details, see User’s Guide, Administration
Module, System Administration, Setting Domain Features.
9. Click to save the new domain settings to the INtools database. The Domain section
of the window becomes unavailable.
INtools 6.0 – Installing INtools on Oracle 71
10. Click to modify the domain data after you have saved it to the INtools database. The
Domain section of the window becomes available.
Note
• If the version of the domain schema you selected in step 2 is different from
the Admin schema version, you need to upgrade your domain schema by
clicking and performing the update procedure. See Installation Guide,
Upgrading INtools to learn more about the upgrade procedure.
11. Click to close the Domain Definition dialog box and return to the INtools System
Administration window.
INtools 6.0 – Installing INtools on Oracle 72
2. On the INtools System Administration menu bar, on the DBA menu, click Delete
Invalid Domain.
3. In the Delete Invalid Domain dialog box, from the Domain list, select the corrupted
domain that you want to delete. This list does not contain any items if there are no
corrupted domains in the database.
Caution
• Once you click Start, the deletion process begins and you will not be able to
stop it. The duration of the deletion process depends on the stage where the
domain initialization process failed: the later the stage at which the domain
initialization process failed, the longer it will take to delete that domain.
6. Click Close to close the above dialog box and the Delete Corrupted Domain dialog box.
A message is displayed notifying you that the deletion process is completed successfully.