Siperian Hub Installation Guide (Windows and
Transcription
Siperian Hub Installation Guide (Windows and
XU SP2 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) © 2009 Siperian, Inc. Copyright 2009 Siperian, Inc. [Unpublished - rights reserved under the Copyright Laws of the United States] THIS DOCUMENTATION CONTAINS CONFIDENTIAL INFORMATION AND TRADE SECRETS OF SIPERIAN, INC. USE, DISCLOSURE OR REPRODUCTION IS PROHIBITED WITHOUT THE PRIOR EXPRESS WRITTEN PERMISSION OF SIPERIAN, INC. Siperian and the Siperian logo are trademarks or registered trademarks of Siperian, Inc. in the US and other countries. All other products or services mentioned are the trademarks or service marks of their respective companies or organizations. Contents Preface Intended Audience ...........................................................................................................................................ix Contents..............................................................................................................................................................x Learning About Siperian Hub .........................................................................................................................x Contacting Siperian ........................................................................................................................................xiii Chapter 1: Introducing Siperian Hub Installation About the Installation Process ........................................................................................................................1 Chapter 2: Installing the Hub Store About Hub Store ...............................................................................................................................................4 About Installing the Hub Store .......................................................................................................................5 Setting the Oracle PLSQL Compiler Flags..........................................................................................5 Creating the Tablespaces ..................................................................................................................................6 Creating the Master Database and One ORS Database ..............................................................................8 Creating an Additional ORS Database.........................................................................................................11 Testing the Database Connection.......................................................................................................14 Creating a proxy user ............................................................................................................................14 Chapter 3: Installing the Hub Server About the Hub Server.....................................................................................................................................18 About the Application Server and Connection Pooling..................................................................18 Configuring the Services Integration Framework for Asynchronous Requests ..........................18 About the Post-Installation Process ...................................................................................................19 Before Installing the Hub Server ..................................................................................................................20 About the Hub Server and WebLogic................................................................................................21 About Installing a Newer Version of the Hub Server .....................................................................21 iii About Configuring JBoss..................................................................................................................... 22 Using an Oracle Data Source with Application Servers ................................................................. 22 Configuring JBoss to Run Both the Hub Server and Cleanse Match Server............................... 23 Installing the Hub Server ............................................................................................................................... 24 Checking the Log Files......................................................................................................................... 28 Configuring the Hub Server .......................................................................................................................... 28 Checking the Version and Build Number......................................................................................... 29 Configuring the Logging Settings ....................................................................................................... 29 Setting the Configuration Properties.................................................................................................. 29 Changing Your WebLogic Settings .................................................................................................... 30 Changing Your WebSphere Settings.................................................................................................. 30 Changing Your JBoss Settings ............................................................................................................ 31 Changing the Password for the CMX_SYSTEM User ................................................................... 31 Changing the Password for the CMX_ORS User ........................................................................... 32 Running the Post-Install Steps...................................................................................................................... 32 Running the Post-Install Process Manually ...................................................................................... 32 Manually Redeploying the Hub Server Application ........................................................................ 33 Manually Restarting WebLogic ........................................................................................................... 34 Chapter 4: Installing the Cleanse Match Server About Cleanse Match Server......................................................................................................................... 36 About the Supported Cleanse Engines.............................................................................................. 36 About the Installation Process............................................................................................................ 36 About the Post-Installation Process................................................................................................... 37 Before Installing Cleanse Match Server....................................................................................................... 38 About Installing a Newer Version of Cleanse Match Server ......................................................... 38 Using the Correct Siperian License File for Your Cleanse Match Server .................................... 39 About Cleanse Match Server and WebLogic.................................................................................... 39 About Cleanse Match Server and WebSphere.................................................................................. 44 About Cleanse Match Server and JBoss ............................................................................................ 49 Configuring JBoss for Both Cleanse Match Server and Hub Server ............................................ 51 Installing Cleanse Match Server.................................................................................................................... 52 Configuring Cleanse Match Server for your Application Server ................................................... 53 iv Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Configuring Cleanse Match Server for Your Cleanse Engine ........................................................54 Continuing Your Cleanse Match Server Installation........................................................................55 Checking the Log Files .........................................................................................................................56 Configuring the Cleanse Match Server.........................................................................................................56 Configuring Cleanse Match Server with Various Cleanse Engines ...............................................57 Checking the Version and Build Number .........................................................................................57 Deleting Temporary Files.....................................................................................................................57 Configuring Logging Settings ..............................................................................................................58 Setting Configuration Properties.........................................................................................................58 Adding the Oracle TNS Name to the ORS Database .....................................................................58 Running the Post-Install Process Manually.................................................................................................59 Configuring Cleanse Match Server for Multi-Threading...........................................................................60 Configuring Dual Cleanse Servers ................................................................................................................61 Configuring Multiple Instances of Your Application Server..........................................................62 Deploying Cleanse Match Server on the Second Application Server Instance ...........................63 Using Multiple Cleanse Servers ...........................................................................................................64 Distributed Cleanse Match Servers...............................................................................................................65 Installing the Siperian Hub Server into a WebLogic Server Cluster........................................................65 Creating a WebLogic Cluster ...............................................................................................................66 Deploying the Cleanse Server Once the Cluster is Running ..........................................................68 Chapter 5: Launching Siperian Hub Console About the Hub Console .................................................................................................................................69 Starting the Hub Console...............................................................................................................................70 Chapter 6: Clustering Installing the Siperian Hub Server into a WebLogic Server Cluster........................................................72 Creating a WebLogic Cluster ...............................................................................................................72 Configure Services and Deploy the Hub Server...............................................................................73 Deploying the Cleanse Server..............................................................................................................74 Installing the Siperian Hub Server into a WebSphere Server Cluster .....................................................75 Installing Siperian Hub .........................................................................................................................75 Contents v Instructions to Create a WebSphere Cluster..................................................................................... 76 Load Balancing ...................................................................................................................................... 77 Configure Services and Deploy Hub Server ..................................................................................... 77 Deploy the Cleanse Match Server ...................................................................................................... 79 Chapter 7: Upgrading Siperian Hub Before You Upgrade....................................................................................................................................... 82 About the Upgrade Process................................................................................................................. 83 About the Supported Platforms.......................................................................................................... 84 Checking the Version and Build Number......................................................................................... 84 Patch Installs for AddressDoctor and Platon Licenses................................................................... 85 Upgrading the Hub Server............................................................................................................................. 86 Patch Install for the Hub Server......................................................................................................... 86 Checking the Log Files......................................................................................................................... 87 Running the patchInstallSetup Script .......................................................................................................... 88 About Upgrade Failures ....................................................................................................................... 89 Upgrading Cleanse Match Server ................................................................................................................. 89 Patch Install for the Cleanse Match Server ....................................................................................... 90 Check the log files................................................................................................................................. 91 About Patch Install Failures ................................................................................................................ 91 About Non-default Server Names and SOAP Ports on WebSphere ........................................... 92 Upgrading the Hub Store............................................................................................................................... 94 Proxy User Questions........................................................................................................................... 96 Processing Data in the Staging Tables After Migration from XR................................................. 96 Updating the Database ................................................................................................................................... 97 General Recommendations ................................................................................................................. 97 In case of failure .................................................................................................................................... 99 Updating Hierarchy Manager ........................................................................................................................ 99 Chapter 8: Uninstalling Siperian Hub About Uninstalling Siperian Hub ............................................................................................................... 103 Uninstalling Cleanse Match Server............................................................................................................. 104 vi Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Undeploy Cleanse Server....................................................................................................................104 Uninstalling Hub Server ...............................................................................................................................105 Undeploy the Hub Server.............................................................................................................................105 Uninstalling the Hub Store From Oracle ..................................................................................................106 Chapter 9: Troubleshooting Updating Hub Server Parameters After Installation................................................................................110 Changing the Hub Server Parameters for WebLogic ....................................................................110 Changing the Hub Server Parameters for the Database................................................................113 Changing the Hub Server Parameters for WebSphere ..................................................................114 Changing the Hub Server Parameters for JBoss.............................................................................115 Updating Cleanse Match Server Parameters After Installation ..............................................................116 Changing the Cleanse Match Server Parameters for WebLogic ..................................................117 Configuring the JVM Settings......................................................................................................................120 Setting the JVM Size for WebSphere ...............................................................................................120 Setting the JVM Size for WebLogic Server .....................................................................................120 Setting the JVM Size for JBoss..........................................................................................................121 Manually Redeploying Hub Server .............................................................................................................121 About the Siperian Hub Log Files ..............................................................................................................122 About the Siperian Hub Log Files ....................................................................................................122 console.log ............................................................................................................................................122 cmxserver.log (for Master Reference Manager)..............................................................................123 cmxserver.log (for Cleanse Match Server) .......................................................................................123 cmxdebug.log .......................................................................................................................................123 Enabling Debug Logging ...................................................................................................................124 Setting the Location of the Files .......................................................................................................125 Checking the Hub and Cleanse Server Silent Install................................................................................125 Checking the Hub Server Silent Install ............................................................................................126 Checking the Cleanse Server Silent Install.......................................................................................128 Match Process Error: VerifyNeedToStrip.................................................................................................129 Inaccurate Start/Stop Timestamp for ORS ..............................................................................................130 Compatibility Errors During Full Install ...................................................................................................130 Contents vii Appendix A: Manually Configuring Siperian System Message Queues JBoss Configuration...................................................................................................................................... 132 Configuring Additional Queues........................................................................................................ 133 WebLogic Configuration ............................................................................................................................. 134 Configuring Additional Queues........................................................................................................ 135 BEA WebLogic 9.x Configuration ............................................................................................................. 135 Configuring Additional Queues........................................................................................................ 137 IBM WebSphere 6.1 Configuration ........................................................................................................... 138 Configuring Additional Queues........................................................................................................ 139 Index....................................................................................................................................................................... 141 viii Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Preface Welcome to the Siperian Hub™ XU SP2 Installation Guide (Windows and Oracle). This guide explains how to perform a first-time installation of Siperian Hub Server and the Cleanse Match Server. It also covers upgrades from earlier versions to Siperian Hub XU SP2. Chapter Contents • Intended Audience • Contents • Learning About Siperian Hub • Contacting Siperian Intended Audience This guide has been written for database administrators, system administrators, and other implementers who are responsible for installation and setup tasks required for Siperian Hub. System administrators must be familiar with your Windows platform. Database administrators must be familiar with the database environment on which they are installing Siperian Hub. Knowledge of Oracle administration is particularly important. Other administration and configuration tasks are described in the Siperian Hub Administrator Guide. ix Contents Contents This guide contains the following sections: Chapter 1, “Introducing Siperian Orients you to the installation process Hub Installation” Chapter 2, “Installing the Hub Store” Explains how to install Hub Store Chapter 3, “Installing the Hub Server” Explains how to install and configure Hub Server Chapter 4, “Installing the Cleanse Match Server” Explains how to install and configure Cleanse Match Server Chapter 5, “Launching Siperian Hub Console” Explains how to launch the Hub Console Chapter 6, “Clustering” Explains how to set up Siperian Hub in a cluster Chapter 7, “Upgrading Siperian Explains how to upgrade Siperian Hub from earlier versions Hub” Chapter 8, “Uninstalling Siperian Explains how to uninstall Hub Server components Hub” Chapter 9, “Troubleshooting” Explains how to troubleshoot Siperian Hub after installation Appendix A, “Manually Configuring Siperian System Message Queues” Explains how to configure message queues for use with Siperian Hub Learning About Siperian Hub What’s New in Siperian Hub What’s New in Siperian Hub describes the new features in this Siperian Hub release. Siperian Hub Release Notes The Siperian Hub Release Notes contain important information about this release of Siperian Hub. Read the Siperian Hub Release Notes before installing Siperian Hub. x Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Learning About Siperian Hub Siperian Hub Overview The Siperian Hub Overview introduces Siperian Hub, describes the product architecture, and explains core concepts that all users need to understand before using the product. Siperian Hub Installation Guide The Siperian Hub Installation Guide for your platform explains how to install Siperian Hub and Cleanse Match Server. There is a Siperian Hub Installation Guide for each supported platform. Siperian Hub Cleanse Adapter Guide The Siperian Hub Cleanse Adapter Guide explains to installers how to configure Siperian Hub to use the supported adapters and cleanse engines. Siperian Hub Data Steward Guide The Siperian Hub Data Steward Guide explains how to use Siperian Hub. It provides a description of the Siperian Hub platform through a discussion of Siperian Hub concepts and tasks. Data stewards and users who are new to Siperian Hub should read the Siperian Hub Data Steward Guide first. Siperian Hub Administrator Guide The Siperian Hub Administrator Guide explains how to configure, administer, and manage a Siperian Hub implementation. It provides a description of the Siperian Hub platform through a discussion of Siperian Hub concepts, services, tools, and databases. Administrators should read the Siperian Hub Administrator Guide first. Siperian Hub Services Integration Framework Guide The Siperian Hub Services Integration Framework Guide explains how to developers how to use the Siperian Hub Services Integration Framework (SIF) to integrate Siperian Hub functionality with your applications, and how to create applications using the data provided by Siperian Hub. SIF allows you to integrate Siperian Hub smoothly with xi Learning About Siperian Hub your organization's applications. After reading the Siperian Hub Overview, developers should read the Siperian Hub Services Integration Framework Guide. Siperian Hub Metadata Manager Guide The Siperian Hub Metadata Manager Guide explains how to use the Siperian Hub Metadata Manager tool to validate their organizations metadata, promote changes between repositories, import objects into repositories, export repositories, and related tasks. Siperian Hub Resource Kit Guide The Siperian Hub Resource Kit Guide explains how to install and use the Siperian Hub Resource Kit, which is a set of utilities, examples, and libraries that assist developers with integrating the Siperian Hub into their applications and workflow. This document provides a description of the various sample applications that are included with the Resource Kit. Siperian Hub Insight Manager Guide The Siperian Hub Insight Manager Guide explains how to install, configure, and use the Siperian Hub Insight Manager to generate reporting metadata for the data managed in the Hub Store. It provides a description of how to use this reporting metadata with third-party reporting tools to create reports and metrics for this data. Siperian Training and Materials Siperian provides live, instructor-based training to help you become a proficient user as quickly as possible. From initial installation onward, a dedicated team of qualified trainers ensure that your staff is equipped to take advantage of this powerful platform. To inquire about training classes or to find out where and when the next training session is offered, please visit our website or contact Siperian directly. xii Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Contacting Siperian Contacting Siperian Technical support is available to answer your questions and to help you with any problems encountered using Siperian products. Please contact your local Siperian representative or distributor as specified in your support agreement. If you have a current Siperian Support Agreement, you can contact Siperian Technical Support: Method Contact Information World Wide Web http://www.siperian.com/support E-Mail support@siperian.com Voice U.S.: 1-866-SIPERIAN (747-3742) We are interested in hearing your comments about this book. Send your comments to: by E-Mail: docs@siperian.com by Postal Service: Documentation Manager Siperian, Inc. 100 Foster City Blvd. 2nd Floor Foster City, CA 94404 USA xiii Contacting Siperian xiv Siperian Hub XU SP2 Installation Guide (Windows and Oracle) 1 Introducing Siperian Hub Installation This chapter describes the overall Siperian Hub installation process. Subsequent chapters describe each step in the process. For a review of the Siperian Hub architecture, see the Overview Guide. Chapter Contents • About the Installation Process Note: Siperian Hub supports a variety of cleanse engines. This Installation Guide (Windows and Oracle) assumes that your site’s cleanse engine is already installed and configured according to the vendor’s instructions. About the Installation Process The installation process for Siperian Hub consists of installing the various components and then launching the Hub Console. To install Siperian Hub, go through the following steps in the exact order specified here: 1. Hub Store, as explained in Chapter 2, “Installing the Hub Store.” 2. Hub Server, as explained in Chapter 3, “Installing the Hub Server.” 3. Cleanse Match Server and configure your cleanse engine, as explained in Appendix 4, “Installing the Cleanse Match Server.” 1 About the Installation Process 4. If you are using an adapter for your cleanse engine, configure your adapter. To learn more, see “Configuring the Cleanse Match Server” on page 56, and the Siperian Hub Cleanse Adapter Guide. 5. Start Hub Console, as explained in Chapter 5, “Launching Siperian Hub Console.” If you are upgrading from an earlier version of Siperian Hub, see Chapter 7, “Upgrading Siperian Hub” for upgrade and configuration details. Note: Siperian System message queues are now automatically configured for use with the Siperian Hub. If you need to manually configure the system message queues for troubleshooting purposes, see Appendix A, “Manually Configuring Siperian System Message Queues”. Note: Installing Siperian products on Windows using the command line interface is not supported. 2 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) 2 Installing the Hub Store This chapter explains how to install the Hub Store on Oracle. Important: Different versions of the Siperian Hub cannot operate together in the same environment—all components of your installation must be the same version. If you want to have multiple versions of Siperian Hub at your site, you must install each version in a separate environment. Chapter Contents • About Hub Store • About Installing the Hub Store • Creating the Tablespaces • Creating the Master Database and One ORS Database • Creating an Additional ORS Database 3 About Hub Store About Hub Store The Hub Store is the database that contains all your Siperian Hub objects. Siperian Hub works with one Master Database and one or more ORS databases. The Master Database contains all the Siperian Hub metadata, including configuration information and other information Siperian Hub requires to run properly. An ORS database contains all the data you load or create within the Siperian Hub system. There are two scripts you can use to create databases for the Hub Store. Script Description setup.sql Creates the Master Database and one ORS database. To learn more, see “Creating the Master Database and One ORS Database” on page 8. setup_ors.sql Creates one ORS database. To learn more, see “Creating an Additional ORS Database” on page 11. Note: When running the scripts, the default Master Database name is CMX_SYSTEM and the default ORS database name is CMX_ORS. If you must use a different name for the Master Database or usernames that own these databases, contact Siperian support. The most commonly used of these scripts is setup.sql. The setup.sql script sets up the Master Database and one ORS database. Note: Multiple Master Databases cannot share the same ORS. A single ORS cannot be associated with multiple Master Databases. If you want to set up additional ORS databases on a single DBMS, you can use setup.sql to set up the Master Database and one ORS database, and then use setup_ ors.sql to set up additional ORS databases. This configuration allows you to have a single Master Database and ORS databases on other servers, all controlled through that Master Database. This avoids installing Master Databases on the servers with the ORS databases. 4 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) About Installing the Hub Store Important: When you are installing a major platform release on top of an older version of Siperian Hub, the major platform release overwrites the master data source CMX_SYSTEM. Minor releases, such as those with SP followed by a numeral after the name do not overwrite the master data source. About Installing the Hub Store To install Hub Store: 1. Ensure that you have Oracle installed and configured. 2. If you are using Oracle version 10g R2, set the Oracle compiler flags as explained in “Setting the Oracle PLSQL Compiler Flags” on page 5. 3. Create an Oracle database for your Hub Store. 4. Create the Oracle tablespaces required for Hub Store. To learn more, see “Creating the Tablespaces” on page 6. 5. Create the schemas required for Hub Store. You have two options: If you do not yet have a Master Database, choose the option to create one Master Database and one ORS database. To learn more, see “Creating the Master Database and One ORS Database” on page 8. If you already have a Master Database and an ORS, and want to create an additional ORS, choose “Create An Additional ORS Database.” To learn more, see “Creating an Additional ORS Database” on page 11. Setting the Oracle PLSQL Compiler Flags If you are using Oracle 10gR2, you must set the PLSQL compiler flags. If you are using any other version, you can skip this step. In 10gR2, the default value for PLSQL_ COMPILER_FLAGS is NATIVE. This causes Siperian Hub packages to fail to compile. You must set this value to be INTERPRETED. Installing the Hub Store 5 Creating the Tablespaces To set the Oracle PLSQL compiler flags: 1. Connect to Oracle and get a SQL command prompt. 2. Issue the following commands: SHOW PARAMETER plsql_compiler_flags; ALTER SYSTEM SET plsql_compiler_flags=INTERPRETED; 3. Close the connection to Oracle. Creating the Tablespaces This section describes how to create the three tablespaces required by Hub Store: CMX_DATA, CMX_INDX, and CMX_TEMP. Note: The sizes described in this section are examples. Adjust the default sizes and number of data files based on your analysis of data volumes to be loaded into Siperian Hub. Creating CMX_DATA The CMX_DATA tablespace is the default tablespace for the Siperian Hub ORS schema. Create this tablespace as a locally managed or manually configured tablespace. Use a command similar to the following: CREATE TABLESPACE CMX_DATA NOLOGGING DATAFILE '<Oracle_Install_dir>\CMX_DATA1.dbf' SIZE 2048M REUSE EXTENT MANAGEMENT LOCAL; COMMIT; where <Oracle_Install_dir> is your Oracle installation directory. Creating CMX_INDX The CMX_INDX tablespace is used for indexes created and used by Siperian Hub. Create this tablespace as a locally managed or manually configured tablespace. 6 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Creating the Tablespaces Use a command similar to the following: CREATE TABLESPACE CMX_INDX NOLOGGING DATAFILE '<Oracle_Install_dir>\CMX_INDX1.dbf' SIZE 2048M REUSE EXTENT MANAGEMENT LOCAL; COMMIT; where <Oracle_Install_dir> is your Oracle installation directory. Creating CMX_TEMP The CMX_TEMP tablespace is used for temporary tables created and used by Siperian Hub, and for stored procedures. Create this tablespace as a locally managed or manually configured tablespace. Important: Despite its name, do not create the CMX_TEMP tablespace as an Oracle TEMPORARY tablespace. Use a command similar to the following: CREATE TABLESPACE CMX_TEMP NOLOGGING DATAFILE '<Oracle_Install_dir>\CMX_TEMP1.dbf' SIZE 2048M REUSE EXTENT MANAGEMENT LOCAL; COMMIT; where <Oracle_Install_dir> is your Oracle installation directory. Installing the Hub Store 7 Creating the Master Database and One ORS Database Creating the Master Database and One ORS Database The Siperian Hub distribution includes a script named setup.sql, located in your distribution’s database\oracle directory. This script: • Creates the Master Database (default name: CMX_SYSTEM) • Creates one ORS database (default name CMX_ORS) • Imports the base repository data Run this script if this is the first time you are installing Hub Store for your Siperian Hub implementation. If you already have a Master Database for your Hub Store and want to set up an additional ORS database, see “Creating an Additional ORS Database” on page 11. • Setup scripts (setup.sql or setup_ors.sql) create PROXY_ROLE when cmx_ ors is created. cmx_ors user owns this role. • Setup scripts (setup.sql or setup_ors.sql) grant required privileges on all REPOS tables, views, sequences, procedures, packages, functions to PROXY_ ROLE. To set up schemas with one Master Database and one ORS database: 1. Create a temporary directory on the Oracle database server or on a client workstation that has Oracle client installed with Oracle utilities. Copy all of the files from the Siperian Hub distribution (<Siperian_Install_ to the temporary directory you just created. Dir>\server\resources\database\oracle) 2. Open a command window. Go to the Windows Start menu. choose Run and enter cmd. 3. Go to the temporary directory you just created. 4. To start SQL*PLUS, enter: sqlplus Press Enter. 8 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Creating the Master Database and One ORS Database 5. Connect to the server as SYSTEM or as a user with DBA privileges. 6. To execute the setup.sql script by typing the following command: @setup.sql 7. Answer the following prompts: • Enter Oracle Server TNS Name: This is the name by which the database is known on your network. The TNS Name, which is set at Oracle installation, has the format: mydatabase.mycompany.com To learn more about TNS Names, see your Oracle documentation. • Enter Oracle Instance Name: This is the name of the Oracle instance. • Enter Oracle Listener Port number [1521]: This is the port used by the Oracle listener. Note: The text in brackets is the default information for each prompt. “1521” for the Listener Port number in this case. Press Enter to use the default information and go to the next prompt. • Enter Oracle database server name: This is the name of the host running the Oracle database server. • Enter Oracle system user name: [SYSTEM] • Enter Oracle system password This is the password for the Oracle SYSTEM account. • Enter name of new CMX System (Master) user [CMX_SYSTEM] This is an Oracle username that the script creates. This user owns all the Master Database objects in the Hub Store. Do not change this username. This user is created with the password !!cmx!! • Enter name of Data tablespace [CMX_DATA] This is the tablespace that will contain the data components for the Master Database. Installing the Hub Store 9 Creating the Master Database and One ORS Database • Enter name of Temporary tablespace [TEMP] This is the name of the Oracle temporary tablespace. Do not confuse this with the CMX_TEMP tablespace. • Create a proxy user [PROXY_ROLE]: This step will create a proxy user with access to the database. See “Creating a proxy user” on page 14 for more detail. • Enter name of user [CMX_ORS] This is an Oracle user name the script creates. This user owns all the ORS database objects in the Hub Store. This user is created with the password !!cmx!! • Enter password for ORS user [!!cmx!!] • Enter name of MRM data tablespace[CMX_DATA] This is the name of the tablespace that will contain the data components for the ORS database. • Enter name of MRM index tablespace [CMX_INDX] This is the tablespace that will contain the indexes. • Enter name of MRM temporary tablespace <not an Oracle temp tablespace>[CMX_TEMP]: • Enter name of temporary tablespace:[TEMP] This is the name of the Oracle temporary tablespace. Do not confuse this with the CMX_TEMP tablespace. • Import into CMX_SYSTEM [cmx_system.dmp] This is the name of the Oracle export file containing the Master Database. This is included as part of the Siperian Hub install. Do not change this name, choose the default. The script will look for the default dump file. If it doesn’t find it, it generates a warning and proceeds. • Import into CMX_SYSTEM: Enter the source schema name (fromuser) for the export file [CMX_SYSTEM] This is the username under which the dump file was exported. Accept the default. Do not change this username. 10 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Creating an Additional ORS Database • Import into CMX_ORS: Enter the Oracle export file [cmx_ors.dmp] This is the name of the Oracle export file containing the ORS database. This is part of the Siperian Hub install. Do not change this name, choose the default. The script will look for the default dump file. If it doesn’t find it, it generates a warning and proceeds. • Import into CMX_ORS: Enter the source schema name (fromuser) for the export file [CMX_ORS] This is the username under which the dump file was exported. Accept the default. Do not change this username. • After the setup script is complete, setup.log and cmx_system.dmpimp.log files are created in the temporary directory from which you ran the script. Review this file to ensure no errors occurred. You may see some warnings, which you can ignore. Errors must be addressed. If you see database error in the logs, resolve these first with your DBA and/or RDBMS vendor, and then re-run the setup.sql script. Creating an Additional ORS Database The Siperian Hub distribution also includes a script named setup_ors.sql in the database\oracle directory. This script is used to create an additional ORS database and import the base repository data. The default ORS database name is CMX_ORS. You can change the default name of the ORS database name from CMX_ORS to something else using this script. Run this script if you already have a Master Database in your Hub Store and you want to create an additional ORS. You must have a Master Database for Hub Store to function. This script does not create that Master Database. Note: If you prefer to set up the Master Database as well as the ORS database, see Creating the Master Database and One ORS Database “Creating the Master Database and One ORS Database” on page 8. To set up the Siperian Hub schemas with an additional ORS database: 1. Create a temporary directory on the Oracle database server or on a client workstation that has Oracle client installed with Oracle utilities. Installing the Hub Store 11 Creating an Additional ORS Database Copy all of the files from the Siperian Hub distribution (from <Siperian_Hub_ Install_Dir>\server\resources\database\oracle) to the temporary directory you just created. 2. Open a command window. Go to the Windows Start menu. choose Run and enter cmd. 3. Go to the temporary directory you just created. 4. To start SQL*PLUS, enter: sqlplus Press Enter. 5. Connect to the server as SYSTEM or as a user with DBA privileges. 6. Execute the setup_ors.sql script by typing the following command: @setup_ors.sql 7. Answer the following prompts: • Enter name of User [CMX_ORS]: This is the name of the Siperian Hub user that owns this ORS. If the user name you select already exists, the user will be dropped and recreated. To learn about changing this name, see “Changing the Password for the CMX_ORS User” on page 32. Note: The text in brackets is the default information for each prompt. “CMX_ ORS” for the name of the User in this case. Press Enter to use the default information and go to the next prompt. • Enter password for ORS User [!!cmx!!] • Enter name of MRM data tablespace [CMX_DATA]: This is the tablespace in which this ORS will be created. • Enter name of MRM index tablespace [CMX_INDX] This is the tablespace that will contain the indexes. • Enter name of MRM temporary tablespace <not an Oracle temp tablespace>[CMX_TEMP]: 12 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Creating an Additional ORS Database • Create a proxy user [PROXY_ROLE]: This step will create a proxy user with access to the database. See “Creating a proxy user” on page 14 for more detail. • Enter name of Oracle temporary tablespace [TEMP]: This is the name of the Oracle temporary tablespace. • Enter ORACLE server TNS name: This is the name by which the database is known on your network. For example: mydatabase.mycompany.com This value is set when you install Oracle. See your Oracle documentation to learn more about this name. • Enter name of DBA User [SYSTEM] This is the Oracle username with DBA privileges. • Enter password of DBA User: This is the password for the Oracle username with DBA privileges. • Enter file to import [cmx_ors.dmp]: This is the name of the Oracle export file containing the ORS database. This is part of the Siperian Hub install. Do not change this name, choose the default. The script will look for the default dump file. If it doesn’t find it, it generates a warning and proceeds. • Enter import from user name [cmx_ors]: This is the user name under which the dump file was exported. Note: When creating the CMX_ORS schema, you are prompted for the TEMPORARY tablespace name. Do not confuse this with the CMX_TEMP tablespace. When prompted, enter the Oracle temporary tablespace name (usually TEMP). Installing the Hub Store 13 Creating an Additional ORS Database 8. After the setup scripts are complete, there are log files in the temporary directory from which you ran the scripts: • setup_ors.log • cmx_ors.dmpimp.log Review these files to ensure no errors occurred. You may see warnings, which can be ignored. Errors must be addressed. If you see database error in the logs, resolve these first with your DBA and your RDBMS vendor, and then re-run the setup_ors.sql script. Testing the Database Connection Before proceeding, test the database connections from all the machines on which you will run either Hub Server or Cleanse Match Server. To test these connections, create the TNS names entries for the database on each of those machines. Then, verify that the database connections work properly from all the machines. Note: Each machine must have the same TNS names. Creating a proxy user You may want to limit privileges to the database to only run batch jobs. This is typically done in production environments where security is more strict and database access and stored procedure batch jobs goes through a proxy user. In this case, you can create a proxy user for running stored procedure batch jobs and accessing the production database. For instance, the proxy user would not have permissions to create or alter tables, so the proxy user cannot be used for making schema changes. The proxy user is generally limited to running stored procedure batch jobs from job scheduling scripts. The proxy role is created as part of the initial database. Stored Procedure Batch jobs only request a user name and password and do not require an ORS ID (data source name). In this way, administrators can grant privileges 14 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Creating an Additional ORS Database to some users to run stored procedures from SQL Plus without granting them full access to the actual DB Owner. Proxy users should not be used in the configuration of the Siperian Hub Data Source. Doing so limits the ability of users to do Hub-related activities, such as creating base objects. This level of security should be accomplished by using SAM. The data source should not be modified when a proxy user is created/configured. The original ORS owner account should only be locked in Oracle when the grant_ priv_to_proxy_role.sql script is being run. The only reason to lock the original owners to prevent new objects from being created while the grant_priv_to_proxy_ role.sqlscript is being run. This account needs to remain unlocked at all other times in order for day-to-day activity to be successful (including upgrades). You can create a proxy user by executing the following steps. To create a proxy user It is assumed the user ORS has been created and registered in hub console. 1. Run mk_proxy_ors_user.sql to create a proxy user. 2. Lock the original ORS Enter sqlplus as system user. Run this SQLstatement: alter user <origianl_ors> account lock; 3. Run grant_priv_to_proxy_role.sql 4. Unlock the original ORS with: alter user <origianl_ors> account unlock 5. Run stored procedure batch jobs and tests using the proxy user. Note: To add new objects to the schema, repeat the steps 2 - 4 For information about creating a proxy user during an upgrade, see “Proxy User Questions” on page 96. Installing the Hub Store 15 Creating an Additional ORS Database 16 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) 3 Installing the Hub Server This chapter explains how to install the Hub Server and create both the Master and ORS data sources. The Siperian installer can also be used to upgrade existing installations. If you have a previously installed version of Siperian software, see Chapter 7, “Upgrading Siperian Hub” for details on upgrading. This chapter covers new installations. Important: Different versions of Siperian Hub cannot operate together in the same environment. All components of your installation must be the same version. If you want to have multiple versions of Siperian Hub, you must install each version in a separate environment. Chapter Contents • About the Hub Server • Before Installing the Hub Server • Installing the Hub Server • Configuring the Hub Server • Running the Post-Install Steps 17 About the Hub Server About the Hub Server Siperian Hub Server is the J2EE EAR application within the Siperian Hub system that lets you orchestrate the data processing within the Hub Store. The GUI tool for controlling the processing is called Hub Console and it is packaged inside the Hub Server application as a J2EE WAR module. Once the Hub Server is fully installed and running, you can launch the Hub Console on any client machine from an URL through Sun’s Java Web Start. Java Web Start downloads the Hub Console within the running Hub Server application from the server machine to the client machine and then launches it. Therefore, the client machine requires only Java Web Start to launch and run the Hub Console. About the Application Server and Connection Pooling Siperian Hub uses connection pooling from data source facilities provided by the J2EE application servers. Hub Server requires one data source for the Master Database and a data source for each ORS database that is accessed through the server. The master data source setup affects the installation process since the Hub Server application will not start up successfully without it. The creation of this master data source is automated during the Hub Server installation process, as is the creation of the ORS data source. Configuring the Services Integration Framework for Asynchronous Requests The Services Integration Framework (SIF) uses a message-driven bean (MDB) on the JMS queue (named siperian.sif.jms.queue) to process incoming asynchronous SIF requests. This message queue and the connection factory (named siperian.mrm.jms.xaconnectionfactory) need to be configured for the specific application server you are using for your Siperian Hub implementation. Correctly configured message queues are essential to a fully-functioning Siperian Hub installation. 18 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) About the Hub Server The Siperian installer automatically sets up message queues and connection factory configuration. If you need to manually configure your message queues or connection factories for testing or troubleshooting purposes, see Appendix A, “Manually Configuring Siperian System Message Queues”. About the Post-Installation Process Once the installer copies the files to the Siperian root installation directory, installation is complete. The next step is to deploy and configure the Hub Server on the application server. This is done by the post-installation process. You can choose to have the installation program perform the post-installation process for you, or end the program before post-installation begins and do it manually. To learn more about running the post-install process manually, see “Running the Post-Install Process Manually” on page 32. Separating the installation and post-installation (deployment) functions has a few advantages. • It enables you to make sure the application starts up successfully before you deploy the application server. (For further information, see “Before Installing the Hub Server” on page 20.) • It simplifies troubleshooting. • It enables you to deploy the application using the application server’s administrator console. To deploy and configure the Hub Server: • Run the postinstallsetup script By default, the script is located in the following location: <Siperian_Install_Dir>\hub\server\postinstallsetup.bat The postinstallsetup script deploys the application and creates a datasource. See “Running the Post-Install Process Manually” on page 32 for more details. Installing the Hub Server 19 Before Installing the Hub Server Before Installing the Hub Server Before installing Hub Server: • Make sure that you fulfill the hardware and software requirements for the Hub Server. To learn more about these requirements, see the Siperian Hub Release Notes. In particular, make sure you have the correct version of the Oracle drivers. • Make sure you have a license file from Siperian. You cannot install Siperian Hub if you do not have a license. • Make e sure that you have your application server installed and configured. To learn more, see your application server documentation. • If you are upgrading your current installation of the Siperian Hub server, see Chapter 7, “Upgrading Siperian Hub”for upgrade details and requirements. • - Make sure that there is sufficient physical memory available to satisfy the runtime needs of all the Siperian software you intend to install. Use the following formula to determine if your physical memory is adequate: total Siperian runtime memory footprint = JDK JVM max heap size of the application server + Window’s native heap size By default, Windows has a 2GB limit to the amount of memory it will allow to be used by a single process. This 2GB limit is the limit within which the total Siperian runtime memory footprint must fit. • Make sure that there is enough physical RAM available to satisfy the runtime needs of all the Siperian software you intend to install. With all your non-Siperian applications turned on, use the following formula to determine if your physical RAM is adequate: min physical RAM available >= Window’s native process memory limit >=(application server JVM maximum heap size + <cleanse_ engine> memory size) To learn more about RAM and physical memory, consult your Windows documentation. Note: Message queues are now automatically configured for use with the Siperian Hub by the Siperian installer. If you need to manually configure your message queues for 20 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Before Installing the Hub Server troubleshooting purposes, see Appendix A, “Manually Configuring Siperian System Message Queues”. About the Hub Server and WebLogic Before you install Hub Server, use the WebLogic Administration Wizard to create a WebLogic domain for the Hub Server. To learn more, see your WebLogic documentation. You must also configure a data source. To learn more, see “Using an Oracle Data Source with WebLogic” on page 23. Note: To use a WebLogic clustered environment, contact Siperian support. About Installing a Newer Version of the Hub Server Different versions of Siperian Hub cannot operate together in the same environment; all components of your installation must be the same version. If you want to have multiple versions of Siperian Hub at your site, you must install each version in a separate environment. This also applies to the components of Siperian Hub, including the Hub Server. If you have an earlier version of the Hub Server installed and deployed on your application server, you can upgrade the version using the Siperian installer. If you have a previously installed version of Siperian software, see Chapter 7, “Upgrading Siperian Hub” for details on upgrading. This chapter covers new installations. If you choose to undeploy and uninstall the older version of the Hub Server before you install the new version, see “Uninstalling Hub Server” on page 105 for details. After you undeploy the old Hub Server application, if you are using either the WebLogic or WebSphere application servers, you must re-start the application server. Installing the Hub Server 21 Before Installing the Hub Server About Configuring JBoss For JBoss, you must complete these steps before starting up the server: 1. When you install JBoss, do not extract the zip file in the normal way. Instead, issue the following command to unzip the JBoss file: java -jar jboss-4.0.3SP1-installer.jar 2. Make sure the JBoss data source works correctly with Oracle. To learn more, see “Using an Oracle Data Source with JBoss” on page 22. 3. If you want to run both Hub Server and Cleanse Match Server on the same JBoss server, you must perform some additional configuration of the JBoss application server. To learn more, see “Configuring JBoss to Run Both the Hub Server and Cleanse Match Server” on page 23. Using an Oracle Data Source with Application Servers This section describes using an Oracle data source with various application servers. Using an Oracle Data Source with JBoss To configure JBoss to use an Oracle data source: 1. Edit the jboss-service.xml file, making sure the XidFactory padding is set to true. This file is in <JBOSS_Install_Dir>\server\default\conf. Here is the fragment of the XML to set that value: <mbean code="org.jboss.tm.XidFactory" name="jboss:service=XidFactory"> <attribute name="Pad">true</attribute> </mbean> This information is already in the file, but commented out: <--attribute name="Pad">true</attribute--> Simply remove the “--” to un-comment the statement to match the example above. 2. Copy the following new Oracle JDBC driver files to your <JBOSS_Install_Dir>\server\default\lib directory: • ojdbc14.jar • orai18n.jar 22 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Before Installing the Hub Server Contact Oracle to obtain these files. Using an Oracle Data Source with WebLogic To use an Oracle data source with WebLogic: • Copy the following new Oracle JDBC driver files to your <WEBLOGIC_Install_Dir>\weblogicxx\server\lib directory: where weblogicxx is the WebLogic directory for your version of WebLogic. • ojdbc14.jar • orai18n.jar Contact Oracle to obtain this driver. Using an Oracle Data Source with WebSphere To configure WebSphere to use an Oracle data source: • Copy the following new Oracle JDBC driver files to your <WEBSPHERE_Install_Dir>\lib directory: • ojdbc14.jar • orai18n.jar Contact Oracle to obtain these drivers. Configuring JBoss to Run Both the Hub Server and Cleanse Match Server To configure JBoss to run both the Hub Server and Cleanse Match Server on the same server: 1. Set the Isolated attribute of the JBoss’s EAR deployer to true in the <JBOSS_Install_Dir>\server\default\deploy\ear-deployer.xml. This configures all your EARs to be in isolated class loader spaces using call by value for remote interfaces. For example: <mbean code="org.jboss.deployment.EARDeployer" name="jboss.j2ee:service=EARDeployer"> Installing the Hub Server 23 Installing the Hub Server <!-- Isolate all ears in their own classloader space --> <attribute name="Isolated">true</attribute> </mbean> 2. Set the UseJBoss Web Loader to false in the following file: <JBOSS_Install_ Dir>\server\default\deploy\jbossweb-tomcatxx.sar\META-INF\jboss-s ervice.xml where jbossweb-tomcatxx is the SAR file for your Tomcat installation. This disables JBoss from using unified class loader as the Web application class loader. For example: <attribute name="UseJBossWebLoader">false</attribute> Installing the Hub Server Important: You must use the same username to install both Hub Server and Cleanse Match Server. Note: The screen shots, file names, and directories in this guide may vary slightly depending on what type of installation you are performing. To install Hub Server: 1. Run the Siperian Hub installer. The installer is located on the distribution in the \mrmserver\windows directory. Run hub_install.exe to begin the installation process. This file is part of your Siperian Hub distribution. The Siperian Hub installer displays the Introduction screen. 2. Click Next to continue. The License Agreement screen is displayed. 3. Select the “I accept the terms of the License Agreement” button and then click Next. The Choose Install Folder screen is displayed. Important: Do not use a path that has spaces in the directory or folder names. 24 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Installing the Hub Server Note: If you enter a location that has a previously installed version of Siperian software, the install will ask you if you want to patch your existing installation. For details on the upgrade process, see Chapter 7, “Upgrading Siperian Hub.” 4. Click Next to install Siperian Hub in C:\siperian\hub\server, or click the Choose... button to choose another location to install Siperian Hub and then click Next. The Choose Shortcut Folder screen is displayed. 5. Click Next to continue. The Enter Location of License File screen is displayed. 6. Click Choose to select a license file. Siperian provides you with a license file. If you do not have the license file, you cannot continue with the install. Contact Siperian Support to obtain the license file. Click Next to continue. The Application Server screen is displayed. 7. Choose the application server you are running and then click Next. The next steps depend on which application server you choose. • For any supported version of WebLogic, see “Configuring the Hub Server With WebLogic” on page 25. • For WebSphere, see “Configuring the Hub Server With WebSphere” on page 26. • For JBoss, see “Configuring the Hub Server With JBoss” on page 26. Configuring the Hub Server With WebLogic If you chose WebLogic for your application server, the WebLogic Application Server Home screen is displayed. a. Choose a path to the WebLogic domain installation directory for the domain you want to use for Siperian Hub. This is the domain you created in “About the Hub Server and WebLogic” on page 21. Click Next. The reminder screen is displayed. b. Make sure you have fulfilled the prerequisites and click OK. Installing the Hub Server 25 Installing the Hub Server The Application Server Login screen is displayed. c. Enter the login and port information for your WebLogic domain. Enter the host name, server name, user name, password, and port number on which your WebLogic server is listening. Click Next. WebLogic collects information for the administrative login that the installation process uses to create the JDBC data source to the Master Database. If you type in incorrect login information, the installer fails when running the postInstallSetup script. You can correct this after running the installer. To learn more, see “Changing Your WebLogic Settings” on page 30. d. For the rest of the Hub Server installation, skip to “Continuing Your Hub Server Configuration” on page 27. Configuring the Hub Server With WebSphere If you chose WebSphere for your application server, the WebSphere Application Server Home screen is displayed. a. Choose a path to the WebSphere application server. Click Next. The reminder screen is displayed. b. Make sure you have fulfilled the prerequisites and click OK. The WebSphere Application Port screen is displayed. c. Set the server name, RMI, and SOAP ports for your WebSphere application server. Click Next. d. For the rest of the Hub Server installation, skip to “Continuing Your Hub Server Configuration” on page 27. Configuring the Hub Server With JBoss If you chose JBoss for your application server, the JBoss Application Server Home screen is displayed. a. Specify the application server installation directory. Click Next. The reminder screen is displayed. 26 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Installing the Hub Server b. Make sure you have fulfilled the prerequisites and click OK. The JBoss Server Port screen is displayed. c. Specify your RMI port. Click Next. Important: If you change the default port number, you also need to change it in the following directory: <JB_Install_ Dir>\server\default\deploy\jbossweb-tomcatxx.sar\server.xml where jbossweb-tomcatxx.sar is the SAR file for your Tomcat installation. xx represents the version number. The JBoss port can conflict with the default Oracle port. If that is the case for your installation, you must change one of the ports to resolve the conflict. • To change the port number in that file, open jbossweb-tomcatxx.sar for editing and search for the word port. Change the value for port to match the value you have set on the JBoss Application Server Port screen. d. For the rest of the Hub Server installation, go to “Continuing Your Hub Server Configuration” on page 27. Continuing Your Hub Server Configuration 1. Select the Oracle database. 2. Click Next. The Oracle Database Information screen displays. 3. Enter the Oracle server name, Oracle port number, Oracle SID, Siperian Hub system schema name (default is cmx_system), CMX Username (default is cmx), and password for that username. Note: A common password for CMX is: !!cmx!! 4. Click Next. The PostInstallSetup script (Deploy) screen is displayed. 5. Click Yes to run the script during the installation, or click No to manually run it later. To learn more about the post-installation process, see “About the Post-Installation Process” on page 19. Installing the Hub Server 27 Configuring the Hub Server Click Next. 6. If you want to change any options, click the Previous button to navigate to the appropriate screens. Once the summary reflects the options you want, click Install to start the installation process. 7. Click Done to exit the installer. Checking the Log Files The following files are useful for troubleshooting your Hub Server installation. Save these files right after a failure and provide them when you call Siperian support: • <Siperian_Install_Dir>\hub\server\Siperian_Hub_Server_ InstallLog.xml – contains the messages for the installation • <Siperian_Install_Dir>\hub\server\siperian_installer_debug.txt – contains debug messages. This contains all the options that you selected when you ran the installation. • <Siperian_Install_Dir>\hub\server\logs\postInstallSetup.log– contains the messages for the postInstallSetup script • <Siperian_Install_Dir>\hub\server\logs\cmxserver.log– this is the for the server. When the server started, it created this file. • Application server log files. To learn more, see “About the Siperian Hub Log Files” on page 122. Configuring the Hub Server During runtime, the Hub Server application must locate the installation it was deployed from. Therefore, it is not recommended to carry the EAR file to deploy onto another machine. For example, if you installed Hub Server on a Marketing machine and then deployed the EAR on the Sales machine, the application would not be able to locate the installation for configuration information such as logging. 28 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Configuring the Hub Server Checking the Version and Build Number You can find out the version and build number of Hub Server by viewing the manifest.mf jar entry inside the <Siperian_Install_ Dir>\server\siperian-mrm.ear file.Siperian Hub. You can also check this from the Help menu in the Hub Console. Configuring the Logging Settings You can configure the C:\siperian\hub\server\conf\log4j.xml for logging. The default value is INFO for log4j.xml. You can turn on DEBUG for mrmserver by replacing INFO with DEBUG in log4j.xml. After you update this file, you must restart the Hub Server application. For JBoss, the log4j.xml file is located in the conf directory under the JBoss default server directory. Setting the Configuration Properties You can configure the cmxserver.properties file located in <Siperian_Install_ Dir>\hub\server\resources directory. After you update this file, you must restart the Hub Server application to reload the settings in the file. The values in this file reflect your installation. For example, the application.server.type may not be the same as the one in the example. Your values should reflect the application server you are using. Your file looks similar to this: cmx.home=C:\siperian\hub\server cmx.server.masterdatabase.type=oracle cmx.application.server.type=websphere cmx.appserver.web.port=9080 cmx.appserver.rmi.port=2809 cmx.appserver.naming.protocol=iiop cmx.appserver.soap.connector.port=8880 cmx.server.connectionpool.minsize=5 cmx.server.connectionpool.maxsize=100 cmx.server.connectionpool.maxlifetime=1800000 Installing the Hub Server 29 Configuring the Hub Server jnlp.initial-heap-size=128m jnlp.max-heap-size=192m cmx.server.datalayer.cleanse.execution=SERVER cmx.server.datalayer.cleanse.working_ files.location=C:\siperian\hub\server\logs cmx.server.datalayer.cleanse.working_files=LOCAL Note: If you are using JBoss and need to change ports because of port conflicts, you must ensure that the cmx.appserver.rmi.port value is the same as the JNP port number, not the RMI port number. The value of the JNP port number is in the <JBoss_Install_Dir>\server\default\conf\jboss-service.xml file, in the following attribute: <attribute name="Port">1099</attribute>. Changing Your WebLogic Settings If you keyed in the incorrect WebLogic settings during the installation process, complete the following: 1. Open the following file for editing: <Siperian_Install_Dir>\server\bin\build.properties 2. Modify your WebLogic configuration settings under the #Server Settings section of build.properties. 3. Save and close build.properties file. 4. Run the postInstallSetup.bat script. postinstallsetup -Dweblogic.password=weblogic -Ddatabase.password=!!cmx!! 5. Restart the application server. Changing Your WebSphere Settings If you keyed in the incorrect WebSphere settings during the installation process, complete the following: 1. Open the following file for editing: <Siperian_Install_Dir>\server\bin\build.properties 30 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Configuring the Hub Server 2. Modify your WebSphere configuration settings under the #Server Settings section of build.properties. 3. Save and close build.properties file. 4. Run the postInstallSetup script. 5. Restart the application server. Changing Your JBoss Settings If you keyed in the incorrect JBoss settings during the installation process, complete the following: 1. Open the following file for editing: <Siperian_Install_Dir>\server\bin\build.properties 2. Modify your JBoss configuration settings under the Server Settings section of build.properties. 3. Save and close build.properties file. 4. Run the postInstallSetup script. 5. Restart the application server. Changing the Password for the CMX_SYSTEM User After you have installed Hub Server, you can change the password for the CMX_ SYSTEM user. If you do so, you must also: • Change the password for the CMX user in Oracle. • Set the same password in the data source in the application server. To learn more about changing passwords in Siperian Hub, see the Siperian Hub Administrator’s Guide. Installing the Hub Server 31 Running the Post-Install Steps Changing the Password for the CMX_ORS User After you have installed Hub Server, you can change the username and password for the CMX_ORS user. If you do so, you must also: • Change the password for the CMX_ORS user in Oracle. • Set the same password in the data source in the application server. • Register the schema with the same username and password as you configured in the database and the application server. All these usernames and passwords must be the same. Running the Post-Install Steps This section describes the post-installation steps that you might have to perform, depending on your configuration. Running the Post-Install Process Manually If you chose to have the Siperian Hub installation program skip the post-install process, you must run this script manually. By default, this script is located in the following directory: <Siperian_Install_Dir>\hub\server To run the post-install script manually: • For the WebLogic application server, run the following command from a command prompt: postinstallsetup.bat -Dweblogic.password=your_password -Ddatabase.password=!!cmx!! where your_password is the password for your WebLogic application server. • For the WebSphere application server, run the following command from a command prompt: postinstallsetup.bat -Ddatabase.password=!!cmx!! 32 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Running the Post-Install Steps • For the JBoss application server, run the following command from a command prompt: postinstallsetup.bat Manually Redeploying the Hub Server Application In the process of installing Hub Server, you can choose whether to run the postInstallSetup script to deploy Hub Server. If you choose not to run this script automatically as part of the installation process, you must run it yourself. You can also use this script if you need to redeploy the application to the application server. Alternatively, you can also use the application server’s tool to do the deployment yourself, as long as the Hub Server EAR file is deployed from the Siperian Hub Server installation directory. The table below lists basic guidelines for redeployment. To learn more, see your application server documentation. Redeploying on WebLogic To redeploy the Hub Server on WebLogic: • Use the WebLogic Server Administration Console to undeploy and deploy the siperian-mrm.ear file from the Hub Server installation directory. Deploy the application in stage mode. Redeploying on WebSphere To redeploy the Hub Server on WebSphere, use the WebSphere Application Server Administrative Console to uninstall and install the siperian-mrm.ear from the Hub Server installation directory. Be sure to allow the deployment to generate default bindings by checking the option in the Preparing for the application installation panel. Redeploying on JBoss To redeploy the Hub Server on JBoss: 1. Stop the server. Installing the Hub Server 33 Running the Post-Install Steps 2. Undeploy the Hub Server. 3. Remove the siperian-mrm.ear file from $<JBoss_Install_ Dir>\server\default\deploy to make sure the application is completely removed. 4. Copy the siperian-mrm.ear file from the Hub Server installation directory to the deploy directory. 5. Start the server. 6. Redeploy the application. Manually Restarting WebLogic You must restart WebLogic after you install the Hub Server. The installation process automatically enables the AnonymousAdminLookupEnabled method, causing the ORS to fail, unless you restart WebLogic. 34 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) 4 Installing the Cleanse Match Server This chapter explains how to install the Siperian Cleanse Match Server. If you have a previously installed version of the Cleanse Match Server, see Chapter 7, “Upgrading Siperian Hub” for details on upgrading. This chapter covers new installations. Important: Different versions of Siperian Hub cannot operate together in the same environment—all components of your installation must be the same version. If you want to have multiple versions of Siperian Hub at your site, you must install each version in a separate environment. Note: Make sure you have the latest patches for the cleanse engines you are using. Chapter Contents • About Cleanse Match Server • Before Installing Cleanse Match Server • Installing Cleanse Match Server • Configuring the Cleanse Match Server • Running the Post-Install Process Manually • Configuring Cleanse Match Server for Multi-Threading • Configuring Dual Cleanse Servers • Distributed Cleanse Match Servers • Installing the Siperian Hub Server into a WebLogic Server Cluster 35 About Cleanse Match Server About Cleanse Match Server The Siperian Cleanse Match Server allows you to standardize your data before you start the matching process. Cleansed data will result in more matches, and those matches will be more reliable matches than matches on uncleansed data. The Cleanse Match Server, like the Hub Server is an application which is run on an application server. The Cleanse Match Server application uses a cleanse engine to perform the data cleansing. About the Supported Cleanse Engines Siperian assumes that you are familiar with your cleanse engine and have already installed and configured it prior to installing Siperian Hub. See the Siperian Hub Release Notes for the cleanse engines and the versions that are supported by Siperian Hub. About the Installation Process After the successful installation of the Hub Server, you can start installing Cleanse Match Server. The installation process consists of the following steps: 1. “Installing Cleanse Match Server” on page 52. 2. “Configuring the Cleanse Match Server” on page 56. 3. Restarting your application server. Important: You must use the same username to install both Hub Server and Cleanse Match Server. 36 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) About Cleanse Match Server About the Post-Installation Process The installer, by default, runs the post-installation process to deploy the application on your application server. However, while running the install you can choose to not run this post-installation process. If you choose to not run the post-installation process, the installer only installs files to the installation directory. Once that process is done, you must deploy the Cleanse Match Server application on the application server and perform some application server configuration. At the end of the automated installation, you can choose to run a script called postInstallSetup to perform these tasks. Alternatively, you can choose to do these tasks manually. To learn more, see “Running the Post-Install Process Manually” on page 59. Separating the installation and deployment functions allows you to: • Avoid deploying the application as part of the installation process. You can manually run the script later when you are sure the application starts up successfully. To learn more about this, see “Before Installing Cleanse Match Server” on page 38. • Deploy the application using the application server’s administrator console. • Run the script to redeploy the application instead of reinstalling the entire Cleanse Match Server. • Troubleshoot deployment problems outside the installation process. Installing the Cleanse Match Server 37 Before Installing Cleanse Match Server Before Installing Cleanse Match Server Make sure that you have fulfilled the hardware and software requirements for Cleanse Match Server as outlined in the Siperian Hub Release Notes. Before installing Cleanse Match Server: • Install and configure your application server • Install and configure your cleanse engine • Get any required unlock codes for that software • Verify that your cleanse server functions properly • Get a license file from Siperian. You cannot install Cleanse Match Server without a license file. About Installing a Newer Version of Cleanse Match Server Different versions of Siperian Hub cannot operate together in the same environment; all components of your installation must be the same version. If you want to have multiple versions of Siperian Hub, you must install each version in a separate environment. This also applies to the components of Siperian Hub, including Cleanse Match Server. If you have an earlier version of Cleanse Match Server installed and deployed on your application server, you must uninstall and undeploy the older version of Cleanse Match Server before you install the new version. If you are using the WebSphere or JBoss application servers, you must restart the application server after you undeploy the old Cleanse Match Server application. 38 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Before Installing Cleanse Match Server Using the Correct Siperian License File for Your Cleanse Match Server Your Siperian license has the information you need to install the Cleanse Server with the Cleanse Match Engine you are using. During the Cleanse Server installation, the installer asks you for information on the Cleanse Match Engine, checks the license file for corresponding Cleanse Match Engine information, then stores that information in the cmxcleanse.properties file. If you have installed a Cleanse Match Engine that does not have corresponding information in the Siperian license file, the installer does not store any information in the properties file. Therefore, the properties file displays either blank or default values for that Cleanse Match Engine. To make sure that the cmxcleanse.properties file is updated you must obtain the correct Siperian license file and reinstall the Cleanse Server. About Cleanse Match Server and WebLogic Before installing Cleanse Match Server on the WebLogic application server, you must create a WebLogic domain for the Cleanse Match Server application using the WebLogic Administration Wizard. To learn more, see your WebLogic documentation. Creating Data Sources for Each ORS If you install Cleanse Match Server on a different machine from the one running Hub Server, you must create data sources for each ORS. You must do this on the application server on the Cleanse Match Server machine. You must configure the location of the JDBC driver as well as create a datasource for each ORS. Setting the Location of the JDBC Driver To set the location of the JDBC driver: • Add the Oracle JDBC Driver JAR file to the <WEBLOGIC_Install_Dir>\weblogicxx\server\lib directory. Installing the Cleanse Match Server 39 Before Installing Cleanse Match Server where weblogicxx is the directory for your version of WebLogic. See the Siperian Hub Release Notes for the supported versions of these drivers. Contact Oracle for these files. Configuring WebLogic to Use an Oracle Data Source If you are running the Hub Server on the same host that is running the Cleanse Match Server, you can skip this section. To configure WebLogic to use an Oracle data source: Launch the WebLogic administrator console. 1. 2. Create a connection pool called “MRM Connection Pool”. a. Under Services > JDBC > Connection Pools > Configure a new JDBC connection pool. • Select “Oracle” as the Database Type and “Oracle’s driver (Thin XA)” as the Database Driver. b. Add the following properties: Property Value TestConnectionsOnRelease false TestTableName C_REPOS_DATABASE TestConnectionsOnReserve false c. Test the driver connections, create, and deploy. d. Go to the Connections tab, choose Advanced Options > Show. Enable “Supports Local Transaction” and click Apply. 3. Create a connection pool called “ORS Connection Pool”. a. Choose Services > JDBC > Connection Pools > Configure a new JDBC Connection Pool. • Select Oracle as the database type and Other as the database driver. 40 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Before Installing Cleanse Match Server • Set Name = ORS Connection Pool • Set Database Name = YourDatabaseName • Set Host Name = YourHostname • Set Port = YourPortNumber • Set Database User Name = NameOfYourORS For example CMX_ORS. • Set the Password to “!!cmx!!” b. Set the following properties: Property Value TestConnectionsOnRelease false TestTableName C_REPOS_DB_RELEASE TestConnectionsOnReserve false c. Test the driver connections, create, and deploy. d. Go to the Connections tab, choose Advanced Options > Show. Enable “Supports Local Transaction” and click Apply. 4. Create a Data Source called “MRM Data Source” Under Services > JDBC > Data Sources > Configure a new JDBC data source named “MRM Data source”. 5. • Use “jdbc/siperian-cmx_system-ds” for the JNDI name. • Set the pool name to “MRM Connection Pool”. • Select myserver and click Create. Create a Data Source called “ORS Data Source”. Use “jdbc/siperian-hostname-oracleinstance-ors-ds” for the JNDI name, where hostname is the name of your host, oracleinstance is the name of your Oracle instance and ors is the name of your ORS. • Set the pool name to “ORS Connection Pool” Installing the Cleanse Match Server 41 Before Installing Cleanse Match Server • Select myserver and click Create. Note: Use all lower case when creating the JNDI names. You must create data sources and connection pools for every ORS you plan to register. Configuring WebLogic 9.x to Use an Oracle Datasource If you are running Oracle on the same host that is running Cleanse Match Server, you can skip this section. To configure WebLogic 9.x to use an Oracle data source: 1. Launch the WebLogic 9.x Administrator Console. 2. Create a data source called “MRM Data Source”. a. Acquire a lock by clicking the Lock & Edit button. Under Services > JDBC > Data Sources configure a new master data source. Click New. • Set the name to “MRM Data Source”. • Set the JNDI Name to “jdbc/siperian-cmx_system-ds”. • Select “Oracle” as the Database Type and “Oracle's driver (Thin XA) Versions 9.0.1, 9.2.0, 10” as the Database Driver. • Click Next. b. On the Transaction Options page, click Next. • Set Database Name = YourDatabaseName • Set Host Name = YourDatabaseHostname • Set Port = YourPortNumber • Set Database User Name = cmx • Set Password = !!cmx!! • Set Confirm Password = !!cmx!! 42 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Before Installing Cleanse Match Server • Click Next. c. Test the driver connections by clicking Test Configuration. If the test is unsuccessful, you must update values in this page then retry the connection until successful. If the test is successful, click Next. d. On Select Targets page, select “AdminServer”. Click Finish. e. 3. Click Activate Changes. Create a Data Source called “ORS Data Source”. a. Acquire lock by clicking the Lock & Edit button. Under Services > JDBC > Data Sources configure a new ORS data source. Click New. • Set the name to “ORS Data Source”. • Use “jdbc/siperian-hostname-oracleinstance-ors-ds” for the JNDI name; where hostname is the name of your host, oracleinstance is the name of your oracle instance and ors is the name of your ORS. • Select “Oracle” as the Database Type and “Oracle's driver (Thin XA) Versions 9.0.1, 9.2.0, 10” as the Database Driver. • Click Next. b. On Transaction Options page, click Next. • Set Database Name = YourDatabaseName • Set Host Name = YourDatabaseHostname • Set Port = YourPortNumber • Set Database User Name = NameOfYourORS For example CMX_ORS. • Set Password = !!cmx!! • Set Confirm Password = !!cmx!! • Click Next. Installing the Cleanse Match Server 43 Before Installing Cleanse Match Server c. Test the driver connections, click Test Configuration. If the test is unsuccessful, you need to update values in this page then retry the connection until successful. If the test is successful, then click Next. d. On Select Targets page, select “AdminServer”. Click Finish. Click Activate Changes. Note: Use all lower case when creating the JNDI names. About Cleanse Match Server and WebSphere If you install Cleanse Match Server on a different machine from the one running Hub Server, on the Cleanse Match Server machine, you must create data sources for each ORS. To configure WebSphere to use an Oracle data source: • Add the Oracle JDBC Driver JAR file to the <WEBSPHERE_Install_Dir>\lib directory. Contact Oracle for these files. Creating Master Data Sources in WebSphere To create your WebSphere master data sources: 1. Start the application server. Choose Start > Programs > IBM WebSphere > Application Server v6 > Profiles > default > Start the Server. 2. Start the WebSphere Application Server Admin Console. Choose Start > Programs > IBM WebSphere > Application Server v6 > Profiles > default > Administrative Console. 3. Login with any user name. 4. Specify the location of the driver libraries: a. Expand Environment in the console navigation tree. b. Click the WebSphere Variables link. 44 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Before Installing Cleanse Match Server c. 5. Update the ORACLE_JDBC_DRIVER_PATH variable to point to the JDBC driver location. (E.g.: C:/WAS6023/AppServer/lib). Create the security account to be used by the Siperian Master Data Source: a. Expand Security in the console navigation tree. Click Global security link. b. Expand JAAS Configuration under Authentication in right side of the console window. Click J2C Authentication Data. c. Click New to create a new security account. d. Set the following: • Alias = CMX_SYSTEM • User ID = cmx_system Do not change this username. • Password = !!cmx!! To learn about changing this password, see “Changing the Password for the CMX_SYSTEM User” on page 46. e. 6. Click OK to save. Create the JDBC Provider: a. b. c. Expand Resources in the console navigation tree. • Click the JDBC Providers link. • Make sure that the scope is set to Node. (Change and apply if this needs adjustment). Click New to create a new JDBC Provider. • Select Oracle from database type list. • Select Oracle JDBC Driver from provider type list. • Select XA data source from implementation type list. Click Next. Installing the Cleanse Match Server 45 Before Installing Cleanse Match Server 7. • Change the name to “Siperian Oracle JDBC Provider (XA)”. • Click OK to save. Create the Siperian Master Data Source: a. Click the created provider. b. Click the Data Sources link (under Additional Properties in right side of the console window). c. Click New to create the new data source. d. Fill in the form with the following values: e. • Name = Siperian Master Data Source • JNDI Name = jdbc/siperian-cmx_system-ds • Component-managed Authentication Alias = <hostname>/cmx_ system • URL = jdbc:oracle:thin:@<oracle_hostname>:<oracle_port_ number>:<oracle_sid> Click OK. Note: The JNDI name must be in lower case. Changing the Password for the CMX_SYSTEM User After you have installed Siperian Hub, you can change the password for CMX_SYSTEM. If you do so, you must also: • Change the password for the CMX user in Oracle • Set the same password in the datasource on the application server Creating ORS Data Sources in WebSphere To create your WebSphere ORS data sources: 1. Start the application server. Choose Start > Programs > IBM WebSphere > Application Server v6 > Profiles > default > Start the Server. 46 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Before Installing Cleanse Match Server 2. Start the WebSphere application server admin console. Choose Start > Programs > IBM WebSphere > Application Server v6 > Profiles > default > Administrative Console. 3. Login with any user name. 4. Specify the location of the driver libraries: 5. a. Expand Environment in the console navigation tree. b. Click the WebSphere Variables link. c. Update the ORACLE_JDBC_DRIVER_PATH variable to point to the JDBC driver location. (for example, C:\WAS6023\AppServer\lib). Create the security account to be used by the Siperian ORS Data Source: a. Expand Security in the console navigation tree. Click Global security link. b. Expand JAAS Configuration under Authentication in right side of the console window. Click J2C Authentication Data. Click New to create a new security account. c. Set the following: • Alias = cmx_ors • User ID = cmx_ors • Password = !!cmx!! To learn about changing this username and password, see “Changing the Username and Password for the CMX_ORS User” on page 49. d. 6. Click OK to save. Create the JDBC Provider: a. Expand Resources in the console navigation tree. Click JDBC Providers link. Make sure that the scope is set to Node. (Change and apply if this needs adjustment). Installing the Cleanse Match Server 47 Before Installing Cleanse Match Server b. c. Click New to create a new JDBC Provider. • Select Oracle from database type list. • Select Oracle JDBC Driver from provider type list. • Select XA data source from implementation type list. Click Next. Change the name to “Siperian Oracle JDBC Provider (XA)”. Click OK to save. 7. Create the Siperian ORS Data Source: a. Click the created provider. b. Click the Data Sources link (under Additional Properties in right side of the console window). c. Click New to create the new data source. Fill in the form with the following values: • d. Name = Siperian ORS Data Source • JNDI Name = jdbc/siperian-<oracle_hostname>-<oracle_ SID>-cmx_ors-ds • Component-managed Authentication Alias = <hostname>/cmx_ ors • URL= jdbc:oracle:thin:@<oracle_hostname>:<oracle-port_ number>:<oracle_sid> Click OK. Note: The JNDI name must be in lower case. 48 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Before Installing Cleanse Match Server Changing the Username and Password for the CMX_ORS User After you have installed the Siperian Hub, you can change the username and password for CMX_ORS. If you do so, you must also: • Change the password for the CMX user in Oracle. • Set the same password in the datasource on the application server. • Register the schema with the same username and password. About Cleanse Match Server and JBoss Before you install the Cleanse Match Server, delete any instances of old Oracle drivers from your JBoss directory structure. The most likely place for them is JBoss\server\default\lib. The files are: • ojdbc14.jar • orai18n.jar. You may also require nls_charset12.jar. Creating Data Sources for Each ORS If you install Cleanse Match Server on a different machine from the one running Hub Server, on the Cleanse Match Server machine, you must create data sources for each ORS. You must do some Oracle configuration as well as some JBoss configuration. Setting the location of the JDBC Driver To configure JBoss to use an Oracle data source: • Copy the following Oracle files to your JBoss\server\default\lib directory: • ojdbc14.jar • orai18n.jar Installing the Cleanse Match Server 49 Before Installing Cleanse Match Server To obtain the drivers, contact Oracle. Configuring JBoss to Use an Oracle Data Source If you are running Oracle on the same host that is running Cleanse Match Server, you can skip this section. To configure JBoss to use an Oracle data source: 1. Copy a sample datasource file into your JBoss deploy directory. By default, the JBoss deploy directory is: jboss_Install_Dir\server\default\deploy You can find the samples in: jboss_Install_Dir\docs\examples\jca You can change the name of the sample datasource file, but the file must end with -ds.xml to be recognized as a datasource descriptor. 2. Edit the datasource definition to match your database connection parameters. Edit these parameters: • jndi-name: Set jndi-name to the following value for a Hub Server datasource: jdbc/siperian-cmx_system-ds Set jndi-name to the following value for cleanse server datasource: jdbc/siperian-hostname-oracleinstance-ors-ds where hostname is the name of your host, oracleinstance is the name of your oracle instance and ors is the name of your ORS. • connection-url: The JDBC driver connection URL string for your driver. Make sure that the database name, host, and port are correct for the database to which you are connecting. • (for example, jdbc:oracle:thin:@mvwks01:1521:orcl in oracle username: This default username used when creating a new connection. the default user in Oracle for hub server is cmx and cmx_ors for cleanse server. • password: The default password used when creating a new connection. 50 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Before Installing Cleanse Match Server Configuring JBoss for Both Cleanse Match Server and Hub Server For JBoss, if you must run both Hub Server and Cleanse Match Server on the same JBoss server, you must manually configure JBoss before starting the server. To configure JBoss before installing both Hub Server and Cleanse Match Server: 1. Set the Isolated attribute of the JBoss’s EAR deployer to true in the %JBOSS_Install_Dir%\server\default\deploy\ear-deployer.xml. This configures all your EARs to be in isolated class loader spaces using call by value for remote interfaces. For example: <mbean code="org.jboss.deployment.EARDeployer" name="jboss.j2ee:service=EARDeployer"> <!-- Isolate all ears in their own classloader space --> <attribute name="Isolated">true</attribute> </mbean> 2. Set the UseJBossWebLoader to false in the following file: %JBOSS_Install_ Dir%\server\default\deploy\jbossweb-tomcatxx.sar\META-INF\jboss-s ervice.xml where jbossweb-tomcatxx.sar is the sar file for your Tomcat installation. This disables JBoss from using a unified class loader as the web application class loader. For example: <attribute name="UseJBossWebLoader">false</attribute> 3. When there is the potential for conflict between the JBoss port and the Oracle port, change the port name used by one of the applications. The port name for Hub Server can be changed in the following file: %JBOSS_Install_ Dir%\server\default\deploy\jbossweb-tomcatxx.sar\server.xml where jbossweb-tomcatxx.sar is the sar file for your Tomcat installation. The default port is 8080. Change this to any unused port that does not conflict. Installing the Cleanse Match Server 51 Installing Cleanse Match Server Installing Cleanse Match Server Your Siperian Hub distribution includes an installation wizard for Cleanse Match Server. Note: The screen shots, file names, and directories in this guide may vary slightly depending on what type of installation you are performing. To install Cleanse Match Server: 1. Run the Siperian Cleanse Match Server installer. The installer is on the distribution in the \mrmcleanse\windows directory. Run hub_cleanse_install.exe to begin the installation process. This file is part of your Siperian Hub distribution. The Siperian installer displays the Introduction screen. 2. Click Next. The License Agreement screen is displayed. 3. Click the I accept the terms of the License Agreement button and then click Next. The Choose Install Folder screen is displayed. 4. Click Next to install Cleanse Match Server in C:\siperian\hub\cleanse, or click the Choose button to choose another location to install Cleanse Match Server and then click Next. Important: Do not use a path that has spaces in the directory or folder names. Note: Cleanse Match Server will fail to load if the total length of this path exceeds 256 characters. The Choose Shortcut Folder is displayed. 5. Select a location for the product icons. Click Next. The Enter Location of License File screen is displayed. 6. Click Choose to select a license file. Siperian provides you with a license file. If you do not have the license file, you cannot continue with the install. Contact Siperian Support to obtain the license file. 7. Click Next to continue. The Application Server screen is displayed. 52 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Installing Cleanse Match Server 8. Choose an application server and click Next. Proceed to the directions in the appropriate section under “Configuring Cleanse Match Server for your Application Server” on page 53. Configuring Cleanse Match Server for your Application Server The next steps depend on which application server you chose. • WebLogic—see “Configuring Cleanse Match Server With WebLogic” on page 53. • WebSphere—see “Configuring Cleanse Match Server With WebSphere” on page 54. • JBoss—see “Configuring Cleanse Match Server With JBoss” on page 54. Configuring Cleanse Match Server With WebLogic If you chose WebLogic for your application server, the WebLogic Application Server Home screen is displayed. a. Choose a path to the WebLogic domain installation directory for the domain you want to use for Siperian Hub. This is the domain you created in “About Cleanse Match Server and WebLogic” on page 39. Click Next. The Application Server Login screen is displayed. b. Enter the login information for your WebLogic application and click Next. WebLogic collects information for the administrative login that the installation process needs to create the JDBC data source to the Master Database. Enter the host name, server name, user name, and password. If you type in incorrect login information, the installer fails when running the postInstallSetup script. You can correct this after the installation process is complete. To learn more, see “Changing the Username for WebLogic” on page 112. c. Click Next. Skip to “Configuring Cleanse Match Server for Your Cleanse Engine” on page 54. Installing the Cleanse Match Server 53 Installing Cleanse Match Server Configuring Cleanse Match Server With WebSphere If you chose WebSphere for your application server, the WebSphere Application Server Home screen is displayed. a. Choose a path to the WebSphere application server. The server name and SOAP port screen is displayed. b. Change the SOAP port number if necessary. Click Next. Skip to “Configuring Cleanse Match Server for Your Cleanse Engine” on page 54. Configuring Cleanse Match Server With JBoss If you chose JBoss for your application server, the JBoss Application Server Home screen is displayed. a. Specify the application server installation directory and click Next. b. Specify your RMI port. Click Next. Important: If you change the default port number, you also need to change it in the following directory: <JB_Install_ Dir>\server\default\deploy\jbossweb-tomcatxx.sar\server.xml where jbossweb-tomcatxx.sar is the SAR file for your Tomcat installation. xx represents the version number. The JBoss port can conflict with the default Oracle port. If that is the case for your installation, you must change one of the ports to resolve the conflict. • To change the port number in that file, open jbossweb-tomcatxx.sar for editing and search for the word port. Change the value for port to match the value you have set on the JBoss Application Server Port screen. c. Click Next. Go to “Configuring Cleanse Match Server for Your Cleanse Engine” on page 54. Configuring Cleanse Match Server for Your Cleanse 54 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Installing Cleanse Match Server Engine The next steps in configuration depend on which cleanse engine you use. Note: After installation you will need to do additional configuration for your cleanse engine. This information is located in the Cleanse Adapter Guide. Configuring Cleanse Match Server With AddressDoctor The Configure AddressDoctor screen is displayed. a. Specify the Unlock Code, Optimization, Memory, and Connection Type parameters. If the unlock code contains the backslash character (\), you must quote it by using a double backslash (\\), otherwise the unlock code is not properly recognized. Click Next. The Configure AddressDoctor Preload screen is displayed. b. Specify the AddressDoctor preload parameters. Click Next. The Choose AddressDoctor Database Path screen is displayed. c. Choose the AddressDoctor database path. Click Next. d. Skip to “Continuing Your Cleanse Match Server Installation” on page 55. Configuring Cleanse Match Server With Business Objects DQ XI If you are using Business Objects DQ XI, you need to configure Business Objects DQ XI. The Configure Business Objects DQ XI directory screen is displayed. a. Specify the Host, Port, and Sub File parameters. Click Next. b. Go to “Continuing Your Cleanse Match Server Installation” on page 55. Continuing Your Cleanse Match Server Installation 1. In the Deploy screen, click Yes to run the script during the installation, or click No to manually run it later. Installing the Cleanse Match Server 55 Configuring the Cleanse Match Server 2. In the Pre-Installation Summary screen, if you want to change any options, click the Previous button to navigate to the appropriate screens. Once the summary reflects the options you want, click Next to start the installation process. Once you have set up your application server, the Pre-Installation Summary screen is displayed. 3. Click Install to start the installation process. When the installation completes, the Install Complete screen is displayed. This screen shows messages relevant to your specific installation, such as upgrading shared libraries. 4. Choose Yes to restart your system, or choose No to restart it later and click Done. Checking the Log Files The following log files are useful for troubleshooting the Cleanse Match Server installation process. Save these files immediately after a failure and provide them when you report it to Siperian support. Check the following files: • <Siperian_Install_Dir>\hub\cleanse\siperian_installer_debug.txt – shows what was chosen during the installation • • <Siperian_Install_Dir>\hub\cleanse\Siperian_Hub_Cleanse_Match_ Server_InstallLog.xml – shows the cleanse install errors and status <Siperian_Install_Dir>\hub\cleanse\logs\postInstallSetup.log – shows the postInstallSetup script results • <Siperian_Install_Dir>\hub\cleanse\logs\cmxserver.log – cleanse server logs • Application server files, located in the tree under the install directory for your application server. Configuring the Cleanse Match Server After you have installed the Cleanse Match Server, you must configure it. 56 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Configuring the Cleanse Match Server Important: During runtime, Cleanse Match Server must locate the installation from which it was deployed. Therefore, do not move the EAR file to deploy onto another machine. For example, if you installed Cleanse Match Server on a Marketing machine and then deployed the EAR on the Sales machine, the application would not be able to locate the installation for configuration information such as logging. Note: The cmxcleanse.properties file must be repackaged when a change is made to CMX_Install_Dir. Any other parameter simply requires a restart of the Cleanse Match Server application. Configuring Cleanse Match Server with Various Cleanse Engines For more information regarding cleanse engine configuration, see the Cleanse Adapter Guide. Checking the Version and Build Number You can find out the version and build number of Cleanse Match Server by viewing the manifest.mf jar entry inside the following file: <Siperian_Install_Dir>\hub\cleanse\siperian-mrm-cleanse.ear Deleting Temporary Files The temporary files generated by the cleanse service are left on disk. You can configure the cleanse server to clean these up by setting a flag in the cleanse server properties file. This file is cmxcleanse.properties and by default it is in this directory: <Siperian_Install_Dir>\hub\cleanse\resources\ The entry appears as follows: cmx.server.datalayer.cleanse.working_files=KEEP You can change the value to FALSE to delete the file after cleanse/strip is completed. cmx.server.datalayer.cleanse.working_files=FALSE Installing the Cleanse Match Server 57 Configuring the Cleanse Match Server Configuring Logging Settings You can configure the cleanse application for logging. The settings are listed in the log4j.xml file, located in the <Siperian_Install_Dir>\hub\cleanse\conf directory. The default value is INFO in the log4j.xml file. You can turn on DEBUG for Cleanse Match Server by replacing INFO with DEBUG in the log4j.xml file. After you update this file, you must restart the Cleanse Match Server application and rerun postInstallSetup.bat. For JBoss, the log4j.xml file is located in the JBoss \server\conf directory. Setting Configuration Properties You can further configure your Cleanse Match Server installation by customizing the values in the cmxcleanse.properties file located in the directory specified in the license file, such as: C:\Siperian\hub\cleanse\resources. After you update cmxcleanse.properties, you must restart the Cleanse Match Server application to reload the settings in the file. Your file reflects your installation, but it looks similar to the following example: cmx.server.datalayer.cleanse.working_ files.location=C:\siperian\hub\cleanse\tmp cmx.server.datalayer.cleanse.working_files=KEEP cmx.server.datalayer.cleanse.execution=LOCAL cmx.home=C:\siperian\hub\cleanse cmx.appserver.type=websphere Adding the Oracle TNS Name to the ORS Database Cleanse Match Server processes cleanse jobs either online or in batches. In the case of an online operation, the application sends back the result as an XML response via HTTP protocol. In the case of a batch job, the batch commands that Cleanse Match Server application launches use Oracle SQL loader to write the data back. 58 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Running the Post-Install Process Manually When the loader is invoked, it uses the parameters in tnsnames.ora to connect to the Oracle database. The Cleanse Match Server installer does not add the TNS name into the Oracle installation. Therefore, on the cleanse server machine, you must add the TNS entry to the tnsnames.ora file. The following is an example of an entry: <TNS NAME> = (DESCRIPTION = (ADDRESS_LIST = (ADDRESS = (PROTOCOL = TCP)(HOST = <ORACLE_SERVER_HOSTNAME>)(PORT = <ORACLE_SERVER_PORT>)) ) (CONNECT_DATA = (SERVICE_NAME = <ORACLE_SID>)) ) Enter this TNS name when you register the ORS database through the Hub Console. Please see the Siperian Hub Administrator’s Guide for more information. Note: The TNS names on the Hub Server machine and the Cleanse Match Server machine must be the same. Running the Post-Install Process Manually If you chose to have the installer skip the post-install process, you must run this manually. By default, this script is located in the following directory: <Siperian_Install_Dir>\hub\cleanse To run the post-install process manually: • For the WebLogic application server, run the following command from a command prompt: postInstallSetup.bat -Dweblogic.password=your_password -Ddatabase.password=!!cmx!! where your_password is the password • for your WebLogic application server. For the WebSphere application server, run the following command from a command prompt: Installing the Cleanse Match Server 59 Configuring Cleanse Match Server for Multi-Threading postinstallsetup.sh -Ddatabase.password=!!cmx!! • For the JBoss application server, run the following command from a command prompt: postinstallsetup.sh Configuring Cleanse Match Server for Multi-Threading By default, Cleanse Match Server runs in single-threaded mode. If you have a Cleanse Match Server server with more than one CPU, then you may get performance benefits by configuring Cleanse Match Server for multi-threaded operation. To configure Cleanse Match Server for multi-threading: 1. Go to the following directory: <Siperian_Install_Dir>\hub\cleanse\resources and open the cmxcleanse.properties file for editing. 2. Find the following entry in the cmxcleanse.properties file: # Cleanse Properties # control the number thread to use while cleaning Cmx_server.cleanse.num_of_thread=1 3. Set the cmx_server.cleanse.num_of_thread parameter to the number of threads appropriate for your system. The default, recommended value is 1 thread. Thread counts can be changed without needing to restart the server. There are several factors you should consider: • Number of processor cores available on your machine You might consider setting the number of threads to the number of processor cores available on your machine. For example, set the number of threads for a dual-core machine to two threads, and set the number of threads for a single quad-core to four threads. • Remote database connection 60 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Configuring Dual Cleanse Servers If you are working with a remote database, you might consider setting the threads to a number that is slightly higher than the number of processor cores, so that the wait of one thread can be used by another thread. Setting the number of threads slightly higher also enables you to account for the possible latency that might occur with a remote database. • Process memory requirements If you are running a memory-intensive process, you must restrict the total memory allocated to all threads that are run under the JVM to 1 Gigabyte. Because Siperian Hub runs in a 32-sit JVM environment, each thread requires memory from the same JVM, and therefore the total amount of memory is restricted. If you set the num_of_thread property to any illegal values, such as a negative number, 0, a character or a string, then the property value will be automatically reset to the default value (1). Note: You must change this value after migration from an earlier hub version or all the values will default to one (1) thread. Configuring Dual Cleanse Servers You can configure multiple instances of Cleanse Match Server to run on a single machine. The effectiveness of this approach depends on the hardware you are using as well as your particular data cleansing requirements. Multiple instances of Cleanse Match Server must run on separate application server instances. That is, they must be in separate physical processes. The process of configuring dual cleanse servers is primarily an exercise in application server configuration. Note: This procedure requires that you be expert in the administration and troubleshooting of your application server implementation. These are the steps to configuring dual cleanse servers: Installing the Cleanse Match Server 61 Configuring Dual Cleanse Servers 1. Install and configure the first instance of Cleanse Match Server as explained in “Installing Cleanse Match Server” on page 52 and “Configuring the Cleanse Match Server” on page 56. 2. Configure your system to run multiple instances of your application server. To learn more, see “Configuring Multiple Instances of Your Application Server” on page 62. 3. Deploy Cleanse Match Server to the second instance of your application server. Configuring Multiple Instances of Your Application Server To configure your application server: 1. Ensure that the machine you are configuring has sufficient memory to host multiple instances of the application server. 2. 3. Configure each Cleanse Match Server instance in a separate application server instance: • On WebLogic, create a separate domain for each cleanse instance. To learn more, see your WebLogic documentation. • On JBoss, copy the JBoss files to a new directory. Change the port settings to allow multiple instances to coexist without conflicting ports. To learn more, see your JBoss documentation. • On WebSphere, you must either have the Network Deployment edition of WebSphere, which allows you to create and manage multiple instances, or use the instance script and adjust the settings. In either case, change the default_ host port settings using the WAS Admin Console so the values for the separate instances don’t conflict. If you are using the wsinstance script, install the Admin console on the new instance manually and change admin_host port assignment. To learn more, see your WebSphere documentation. Test the second instance you just created. Now you can deploy Cleanse Match Server. To learn more, see “Deploying Cleanse Match Server on the Second Application Server Instance” on page 63. 62 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Configuring Dual Cleanse Servers Deploying Cleanse Match Server on the Second Application Server Instance There are two alternatives for deploying Cleanse Match Server on the second instance of your application server: • You can install an additional copy of Cleanse Match Server into a different directory using the installer. Installing an additional copy using the installer gives you full independence of the two Cleanse Match Server instances. There are no extra steps required to support this configuration. You can run the postInstallSetup script to deploy Cleanse Match Server to your second instance. • You can deploy your existing Cleanse Match Server EAR into the new application server instance. The second approach is lighter and allows multiple instances to share the Siperian Hub configuration settings. The disadvantage is that both servers share the temporary directories and write to the same file. This complicates diagnostics when both instances run Cleanse Match Server at the same time. Using this approach, you cannot use the postInstallSetup script to deploy the additional cleanse instance, but you can deploy them manually on the application server. Deploying the EAR File Manually To deploy the EAR file manually: • If you are using JBoss, copy the file the \deploy directory. If you are using WebLogic or WebSphere, use the Administrative Console for deployment. Accept all defaults. Installing the Cleanse Match Server 63 Configuring Dual Cleanse Servers Using Multiple Cleanse Servers Siperian Hub supports running multiple Cleanse Match Server servers per ORS database. This allows you to parallelize the work of cleansing the data. However, only one Cleanse Match Server application is supported on a single system. When Cleanse Match Server is not installed on the same application server as Hub Server, then you must manually configure the application server to create the datasources for Cleanse Match Server to take advantage of connection pooling and improved performance. Note: If the datasource does not exist, the Cleanse Match Server uses the JDBC connection. To configure multiple cleanse servers 1. After you have installed and configured the Hub Server and Cleanse Match Server, install your cleanse engine and Cleanse Match Server on another machine. To learn more about installing Cleanse Match Server, see “Installing Cleanse Match Server” on page 52 and “Configuring the Cleanse Match Server” on page 56. 2. For each Cleanse Match Server server, on the application server create the datasource for each cmx_system. This has to have exactly the same name and JNDI name as the Hub Server configuration. To learn more about creating datasources, see Appendix A, “Manually Configuring Siperian System Message Queues.” 3. Using Hub Console, connect to the data store. 4. Choose the Cleansing workbench. Add the new cleanse server. Siperian Hub uses round-robin load-balancing to spread cleansing tasks between all the cleanse servers that are online. You can see all the cleanse servers in the Cleansing workbench. 64 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Installing the Siperian Hub Server into a WebLogic Server Cluster Distributed Cleanse Match Servers When running a stage/match job, if more than one cleanse match server is registered, and if the total number of records to be staged/matched is more than 500, then the job will get distributed in parallel between the different cleanse/match servers. Below are the parameters that need to be set to utilize the cleanse servers based on the server configuration. • Thread Count - This setting reflects the number of threads that a server will be asked to handle. We recommend that you set the thread count higher than the number of CPUs available if the servers are widely distributed and/or latency is high, so that servers can be doing more work during wait time. • CPU Rating - This setting rates the relative “strength” of the CPUs across the machines; the “lowest power” machine would have a rating of 1.0. Other CPUs on different machines would have a number relative number to the lowest powered machine. Note: To configure distributed cleanse and distributed match, you must set Thread Count and CPU Rating values when you register the Cleanse Match Server in the Siperian console. Installing the Siperian Hub Server into a WebLogic Server Cluster The following instructions apply to installing the Siperian Hub Server into a WebLogic Server cluster. See the documentation on the BEA/WebLogic website for detailed instructions on setting up the WebLogic Server cluster. Install Siperian Hub Server on the Admin Server and all nodes of the cluster that MRM server will be deployed to by running following command: hub_install.exe -DSIPERIAN_INSTALL_PREREQ_VALIDATION=false Installing the Cleanse Match Server 65 Installing the Siperian Hub Server into a WebLogic Server Cluster The path for the Siperian Hub install should be the same on nodes of the cluster. Choose between the following two methods for installing the Siperian Hub on all of the nodes in the cluster: 1. Run the Siperian Hub installer on all nodes and click No when prompted to run the postInstallSetup script to deploy the application. 2. Run the Siperian Hub installer on the first node of the cluster. Click No when prompted to run the postInstallSetup script to deploy the application. Copy the Siperian Hub Server root installation directory to all nodes in the cluster. Creating a WebLogic Cluster 1. Create a clustered domain. For details on setting up a clustered domain see Cluster Implementation procedures. a. 2. Create an Admin server (for example, on port 7001) and two managed servers (for example, on port 8001, 8002) and one cluster that includes the managed servers. Start the node manager at this location: %BEA_Install_Dir%/weblogic91/server/bin/startNodeManager.cmd 3. Start the Admin server using the startWeblogic.cmd command. 4. Start the managed servers either through the WebLogic Server console or using startManagedWebLogic.cmd. See the file startManagedWebLogic_readme.txt for instructions on using the script. Here is an example command line to start one of the nodes: startManagedWebLogic.cmd "managedServer_1" http://DKWKS01:7001 5. Open the WebLogic Console connected to the Admin server. 6. Configure the Cluster IP Address. See the Cluster Address section of the BEA/WebLogic setup documentation located on the BEA/WebLogic website for details. Follow the instructions for creating the cluster address Development and Test Environments, for example: 192.168.1.113:8001, 192.168.1.113:8002. 7. Restart all the managed servers.You can either use the console or stop all of the servers and start them again by repeating Step 4. 66 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Installing the Siperian Hub Server into a WebLogic Server Cluster To configure the services and deploy hub server once the cluster is running: 1. Start hub server install with following command: hub_install.exe 2. -DSIPERIAN_INSTALL_PREREQ_VALIDATION=false When asked by the installer for the WebLogic listener port, enter the managed server ports for any node in the cluster, if the cluster is set up with the development Cluster IP address. Use the DNS name and the cluster port when using the production cluster IP address configuration. 3. Run following command to repackage the EAR file: cd <install_Install_Dir>\bin sip_ant.bat repackage 4. Open the WebLogic Server console and manually create the JMS queue. For more information on how to create JMS queues, see Appendix A, “Manually Configuring Siperian System Message Queues.” In WebLogic 9.x, while creating JMS Server for Siperian, make sure to select a Migratable Server as target. For more information on why the JMS Server target should be a migratable server, see “Configuring Migratable Targets for JMS Servers” in the BEA/WebLogic documentation. When configuring the JMS Module, make the target “All servers in the cluster”. 5. Open the WebLogic Server console and manually create the connection pools and data sources for CMX_SYSTEM and ORSs. Deploy them to the cluster. 6. Manually deploy the MRM Server EAR through the WebLogic Server console. 7. If production Cluster IP address is used to update the cmx.appserver.hostname setting in the cmxserver.properties file on all nodes in the cluster and set it to the cluster IP address. The MRM Server is now ready to use. The MRM Server can be accessed using either of the nodes in the cluster if the development cluster IP is used or with the cluster name in the production clusters. Once the application is started, the EJB clustering will distribute the requests between the managed servers and manage any failover. Installing the Cleanse Match Server 67 Installing the Siperian Hub Server into a WebLogic Server Cluster Note: When registering new ORSs in Siperian Hub console, the data sources and connection pools for these ORSs have to be created manually. Deploying the Cleanse Server Once the Cluster is Running 1. Start Siperian Cleanse Server install with following command: Hub_cleanse_install.exe -DSIPERIAN_INSTALL_PREREQ_VALIDATION=false 2. When the installer prompts you for the WebLogic listener port, enter the managed server ports for any node in the cluster if the cluster is setup with the development Cluster IP address. Use the DNS name and the cluster port when using the production cluster IP address configuration. 3. Run following command to repackage the EAR file: cd <install_Install_Dir>\bin sip_ant.bat repackage 4. Manually deploy the MRM Server EAR file through the WebLogic Server console. 5. If production Cluster IP is used update the cmx.appserver.hostname setting in the cmxserver.properties file on all nodes in the cluster and set it to the cluster IP address. 6. When registering new ORSs in Siperian Hub console, the data sources and connection pools for these ORSs have to be created manually in the Siperian Hub server environment. 68 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) 5 Launching Siperian Hub Console This chapter explains how to start the Hub Console. Chapter Contents • About the Hub Console • Starting the Hub Console About the Hub Console You do not need to install the Hub Console because the console is launched from the Hub Server installation using Java Web Start. You can launch the console from the Windows Start menu, or type the following URL into your browser: http://<hostname>:<port>/cmx/siperian-console.jnlp Make sure that Java Web Start has been installed. The following URL is a page that has a link to the Web Start installer: http://<hostname>:<port>/cmx Note: If you have just upgraded your installation from a previous version of Siperian Hub, your site now has an updated Siperian certificate. Before you start the Console for the first time, be sure to clear Java Web Start. To do this, open the Java Web Start application. Select File > Preferences > Advanced and click Clear Folder. 69 Starting the Hub Console Starting the Hub Console To start Hub Console: Click Start > Programs > Siperian > Hub-XU SP2 > server >Launch Hub Console, or open a browser window and enter the following URL: http://<hostname>:<port>/cmx/ If you entered the URL above, the Welcome page is displayed. 7. Click the Launch MRM Console link. The Hub Console login screen is displayed. 8. Enter a user name and password. If you do not have a user name and password set up, contact Siperian Support. The console is now launched and you are logged in. 70 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) 6 Clustering This chapter explains how to set up clustering when you install Siperian Hub with WebLogic or WebSphere. Note: Currently, clustering using the Siperian Hub is only supported with WebLogic and WebSphere. Chapter Contents • Installing the Siperian Hub Server into a WebLogic Server Cluster • Installing the Siperian Hub Server into a WebSphere Server Cluster 71 Installing the Siperian Hub Server into a WebLogic Server Cluster Installing the Siperian Hub Server into a WebLogic Server Cluster The following instructions apply to installing the Siperian Hub Server into a WebLogic Server cluster. See the documentation on the BEA/WebLogic website for detailed instructions on setting up the WebLogic Server cluster. Install Siperian Hub Server on the Admin Server and all nodes of the cluster that MRM server will be deployed to by running following command: hub_install.exe -DSIPERIAN_INSTALL_PREREQ_VALIDATION=false The path for the Siperian Hub install should be the same on all nodes of the cluster. Choose between the following methods for installing the Siperian Hub on all of the nodes in the cluster: 1. Run the Siperian Hub installer on all nodes and click No when prompted to run the postInstallSetup script to deploy the application. 2. Run the Siperian Hub installer on the first node of the cluster. Click No when prompted to run the postInstallSetup script to deploy the application. Copy the Siperian Hub Server root installation directory to all nodes in the cluster. Creating a WebLogic Cluster The steps below provide a high-level overview of the process of setting up your WebLogic cluster. You should refer to your BEA WebLogic documentation for details. 1. Create a clustered domain. For details on setting up a clustered domain see Cluster Implementation procedures. Create an Admin server (for example, on port 7001) and two managed servers (for example, on port 8001, 8002) and one cluster that includes the managed servers. 2. Start the node manager. 3. Start the Admin server using the startWeblogic.cmd command. 72 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Installing the Siperian Hub Server into a WebLogic Server Cluster 4. Start the managed servers either through the WebLogic Server console or using startManagedWebLogic.cmd. See the file startManagedWebLogic_readme.txt for instructions on using the script. 5. Open the WebLogic Console connected to the Admin server. 6. Configure the Cluster IP Address. See the Cluster Address section of the BEA/WebLogic setup documentation located on the BEA/WebLogic website for details. Follow the instructions for creating the cluster address Development and Test Environments, for example: 192.168.1.113:8001, 192.168.1.113:8002. 7. Restart all the managed servers.You can either use the console or stop all of the servers and start them again by repeating Step 4. For details and to learn more, see your WebLogic documentation. Configure Services and Deploy the Hub Server To configure the services and deploy the hub server once the cluster is running: 1. Start hub server install with following command: hub_install.exe -DSIPERIAN_INSTALL_PREREQ_VALIDATION=false 2. When asked by the installer for the WebLogic listener port, enter the managed server ports for any node in the cluster, if the cluster is set up with the development Cluster IP address. Use the DNS name and the cluster port when using the production cluster IP address configuration. 3. Run following command to repackage the EAR file: cd <install_Install_Dir>\bin sip_ant.bat repackage 4. Open the WebLogic Server console and manually create the JMS queue. For more information on how to create JMS queues, see Appendix A, “Manually Configuring Siperian System Message Queues.” In WebLogic 9.x, while creating JMS Server for Siperian, make sure to select a Migratable Server as target. For more information on why the JMS Server target should be a migratable server, see “Configuring Migratable Targets for JMS Servers” in the BEA/WebLogic documentation. Clustering 73 Installing the Siperian Hub Server into a WebLogic Server Cluster When configuring the JMS Module, make the target “All servers in the cluster”. 5. Open the WebLogic Server console and manually create the connection pools and data sources for CMX_SYSTEM and ORSs. Deploy them to the cluster. See Chapter 2, “Creating the Master Database and One ORS Database” in this guide for information about creating these data sources. 6. Manually deploy the MRM Server EAR through the WebLogic Server console. 7. If production Cluster IP address is used, update the cmx.appserver.hostname setting in the cmxserver.properties file on all nodes in the cluster and set it to the cluster IP address. The MRM Server is now ready to use. The MRM Server can be accessed using either of the nodes in the cluster if the development cluster IP is used or with the cluster name in the production clusters. Once the application is started, the EJB clustering will distribute the requests between the managed servers and manage any failover. Note: When registering new ORSs in Siperian Hub console, the data sources and connection pools for these ORSs have to be created manually. Deploying the Cleanse Server To deploy the Cleanse Server once the cluster is running: 1. Start Siperian Cleanse Server install with following command: Hub_cleanse_install.exe -DSIPERIAN_INSTALL_PREREQ_VALIDATION=false 2. When the installer prompts you for the WebLogic listener port, enter the managed server ports for any node in the cluster if the cluster is setup with the development Cluster IP address. Use the DNS name and the cluster port when using the production cluster IP address configuration. 3. Run following command to repackage the EAR file: cd <install_Install_Dir>\bin sip_ant.bat repackage 4. Manually deploy the MRM Server EAR file through the WebLogic Server console. 74 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Installing the Siperian Hub Server into a WebSphere Server Cluster 5. If production Cluster IP is used update the cmx.appserver.hostname setting in the cmxserver.properties file on all nodes in the cluster and set it to the cluster IP address. 6. When registering new ORSs in Siperian Hub console, the data sources and connection pools for these ORSs have to be created manually in the Siperian Hub server environment. Installing the Siperian Hub Server into a WebSphere Server Cluster Follow the steps in this section to set up and configure WebSphere with Siperian Hub applications. The following instructions apply to installing the Siperian Hub Server and Cleanse Match Server into a WebSphere Server (WAS) cluster. See the WebSphere Network Install Guide for detailed instructions on installing WebSphere and setting up the WAS cluster. Installing Siperian Hub Install Siperian Hub Server and Cleanse Match Server on each of the nodes of the cluster servers to which the MRM server will be deployed. 1. While installing Hub Server and Cleanse Match Server, the path for the Siperian Hub install should be the same on all nodes of the cluster. 2. When WebSphere server name, SOAP port, and RMI port are requested during installation, provide one of the cluster server's names and its corresponding SOAP and RMI port information. 3. Choose between the following two methods for installing the Siperian Hub on all of the nodes in the cluster: Clustering 75 Installing the Siperian Hub Server into a WebSphere Server Cluster a. Run the Siperian Hub installers on all nodes and click No when prompted to run the postInstallSetup script to deploy the application. b. Run the Siperian Hub installers on the first node of the cluster. Click No when prompted to run the postInstallSetup script to deploy the application. Copy the Siperian Hub root installation directory to all nodes in the cluster if all nodes use the same operating system. Instructions to Create a WebSphere Cluster This section describes how to create a WebSphere cluster. 1. Start the WebSphere nodes and the WebSphere manager. 2. Create WebSphere cluster and cluster servers. Creating a Cluster This section describes how to create a cluster and cluster members. 1. In the WebSphere admin console, select create Cluster > add Cluster members. 2. Add all the default ports in the virtual host that are associated with cluster members. 3. In the admin console, select Environment > Virtual Hosts > default_host > Host Aliased > new (*:9081, *:9082 and so on) 4. Start the cluster (wait until you see a solid green icon in the console). For more information on creating clusters, go to the following: http://publib.boulder.ibm.com/infocenter/wsphelp/index.jsp?topic= /com.ibm.websphere.nd.doc/info/ae/ae/trun_wlm_member.html For more information on creating cluster members, go to the following: http://publib.boulder.ibm.com/infocenter/wsphelp/index.jsp?topic= /com.ibm.websphere.nd.doc/info/ae/ae/trun_wlm_member.html 5. Make sure the cluster and all cluster servers are running. 76 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Installing the Siperian Hub Server into a WebSphere Server Cluster Load Balancing To enable application load balancing, you must install the IBM HTTP Server (or another supported web server) and the web server plug-in. You must also propagate the web server plug-in XML configuration file. Once you perform these two steps, you can access the application through one port (for instance, port number 80) and the plug-in will arrange to forward to individual cluster ports (say 9082, 9083 etc.) in round-robin fashion. For more detailed information on load balancing, from your WebSphere administrator’s console site choose: http://localhost:<admin_port>/ibm/console > Guided Activities > From this location, you can choose any of the following: • Routing request through a Web server to an application server • Configuring a cluster • Making applications highly available Without load-balancing (which generally is not the goal), you need to add all the ports in the default virtual host and access each server through its own port. Select the following to add ports: Environment > Virtual Hosts > default_host > Host Aliases > new (*:9082, *:9083, *:9084, ...) Configure Services and Deploy Hub Server This section describes the steps to configure the services and deploy Hub Server once the cluster is running. 1. Copy the Oracle 10.2.0.4 JDBC driver (ojdbc5.jar) to: <WAS61ND_Home>\AppServer\ 2. In the admin console, add the JDBC driver path (it should be <WAS61ND_ HOME>\AppServer\lib) into the ORACLE_JDBC_DRIVER_PATH: Clustering 77 Installing the Siperian Hub Server into a WebSphere Server Cluster Environment > WebSphere Variables > ORACLE_JDBC_DRIVER_PATH 3. Start the Hub Server installation with following command: hub_install.exe 4. When prompted for the WebSphere server name, SOAP, and RMI ports, enter one of the cluster server names and its corresponding SOAP and RMI port information. 5. Click No when prompted to run the postInstallSetup script to deploy the application. 6. After the installation, open <install_Install_Dir>\resources\cmxserver.properties and add all of the cluster server's machine names in cmx.appserver.hostname and RMI ports in cmx.appserver.rmi.port, with the property information separated by commas. For example, if the cluster has four servers which are running in host1, host2, host3, host4 using RMI ports 2812, 2813, 2814 and 2815 respectively, then the cmx.appserver.hostname and cmx.appserver.rmi.port property in <Hub_Install_Dir>/resources/cmxserver.properties would look like this: cmx.appserver.rmi.port=2812,2813,2814,2815 cmx.appserver.hostname=host1,host2,host3,host4 Make sure there is no space or tab between port numbers. These port numbers should be separated only by a comma, and host name and port numbers should be in the same order. For example, first server's host name and port number should be host1 and 2812; second server's host name and port number should be host2 and 2813 and so on. 7. Run the following command to repackage the EAR file: cd <Hub_Install_Dir>/bin sip_ant.bat repackage 8. Open the WebSphere console and manually create a JMS Queue. For more information on how to create JMS Queue, please see the Siperian Hub Install Guide for your platform. Designate the cluster member as the target for JMS Bus, Queue, and Activation. This step needs to be done for every member/server in the cluster. 9. Open WebSphere console and manually create the connection pools and data sources for CMX_SYSTEM and ORSs and deploy them to the cluster. 78 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Installing the Siperian Hub Server into a WebSphere Server Cluster 10. Manually deploy the MRM Hub Server EAR to the cluster through the WebSphere console. a. In the WebSphere admin console, select Applications > Enterprise Applications, and click Install. b. Enter the local path for the siperian-mrm.ear and click Next. c. Use the default settings and click Next. d. Map modules to servers, select the cluster name you want to deploy, check both JARs, click Apply, and then click Next. e. Choose the default method and the authentication data = cmx_system, and check siperian-server.jar. Click Apply. Map resource references to resources, browse target resource JNDI name for siperian-server.jar, and select and apply siperian.mrm.jms.xaconnectionfactory from the list. Click Next. 11. Verify the information in the summary and click Next. 12. Save the change. 13. Stop the following: cluster, manager, and node. Restart them in the following order: node, manager, cluster. The MRM Server is ready to use. MRM Server can be accessed using any of the nodes in the cluster if host aliases are set. MRM Server can also be accessed through IBM HTTP Server if cluster is set for load balancing. Note: When registering new ORSs in the Siperian Hub console, the data sources and connection pools for these ORSs have to be created manually. Deploy the Cleanse Match Server Here are the steps to deploy the Cleanse Match Server once the cluster is running: 1. Start the Cleanse Match Server install with following command: hub_cleanse_install.exe 2. When asked by the installer for the WebSphere server name and SOAP port, enter one of the cluster server's names and its corresponding SOAP port information. Clustering 79 Installing the Siperian Hub Server into a WebSphere Server Cluster 3. Run following command to repackage the EAR file: cd <Cleanse_Install_Dir>\bin sip_ant.bat repackage 4. Manually deploy the Cleanse Match Server's EAR to the cluster through the WebSphere Admin console. 80 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) 7 Upgrading Siperian Hub If you have a Siperian Hub version XT or higher, you can use the Siperian installer to upgrade your current installation. This is done by patching your current installation; none of the current configuration information will be changed. If you are upgrading from a version of the Siperian Hub prior to XT, you will need to do a full install of the XU SP2 Hub Server and Cleanse Server. See Chapter 3, “Installing the Hub Server” for details. You can upgrade your system and Master and ORS database from Siperian Hub XR and above. See “Updating the Database” on page 97. Note: The duration of the upgrade process will be determined by the number and size of the base objects. Chapter Contents • Before You Upgrade • Upgrading the Hub Server • Running the patchInstallSetup Script • Upgrading Cleanse Match Server • Upgrading the Hub Store • Updating the Database • Updating Hierarchy Manager 81 Before You Upgrade Before You Upgrade The Siperian installer can be used to automatically upgrade Siperian Hub XT installations of the Siperian Hub and Cleanse Match servers to Siperian Hub XU SP2. This section contains upgrade and configuration information. See the Siperian Hub Release Notes for a synopsis of the new features of Siperian Hub XU SP2, as well as a list of known issues, and details on patching and upgrading various application servers. To use the installer to upgrade your current software, you must have one of these versions already installed and configured for your environment: • Siperian Hub XT • Siperian Hub XT SP1 • Siperian Hub XT SP2 • Siperian Hub XU • Siperian Hub XU Patch A • Siperian Hub XU Patch B • Siperian Hub XU SP1 Check the Siperian Hub Release Notes for details on patching and upgrading various application servers. Not all application servers will support the upgrade. Important: Different versions of Siperian Hub cannot co-exist in the same environment. All the components of an installation must be the same version. If you wish to have multiple versions installed, you must install each version in a separate environment. Before you upgrade, make sure that you have: • Fulfilled the Siperian Hub XU SP2 hardware and software requirements for your platform. These software requirements include any unlock codes required for your cleanse engine. To learn more about the requirements, see the Siperian Hub Release Notes. • Turned on the Siperian Hub database debug log. 82 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Before You Upgrade • Validated your metadata. Upgrades performed on Hub Stores with any invalid metadata may not perform as expected. Contact Siperian Support for information about validating metadata. • Backed up your schema. Contact Siperian Support if you need assistance with this. It is essential to back up your schema before upgrading. If the upgrade fails, you must restore from this backup before proceeding. • WebSphere: Made the configuration changes explained in About Non-default Server Names and SOAP Ports on WebSphere. If you do not make these configuration changes and you run patchInstallSetup manually, the process will fail. • If you have used non-default tablespaces, make sure that these tablespaces are available before starting with the upgrade. • Backed up your user exit stored procedures if they have been customized. The installer overwrites any customized database code when you upgrade the database. You must manually reapply the customizations after you perform the upgrade. • Make sure that you have enough space for your data. This sizing will depend on your data volumes. Check with your database administrator. • Some of the conversion scripts create backups of the CTL, HCTL, HFKM, HMXR, HXRF, VXR and the XREF tables, which will require space. please contact Siperian Support if you need more assistance with the upgrade process. • Remove your relationship tables before you upgrade, or you will receive an error. About the Upgrade Process The steps of the upgrade process are: 1. Make sure that you have fulfilled the requirements in Before You Upgrade. 2. Upgrade the Hub Server, as explained in “Upgrading the Hub Server” on page 86. 3. Upgrade the Cleanse Match server, as explained in “Upgrading Cleanse Match Server” on page 89. 4. If you are using WebSphere, update the properties as explained in “Updating the Properties” on page 93. Upgrading Siperian Hub 83 Before You Upgrade 5. If you are using the AddressDoctor cleanse engine, check the Jade library version, as explained in the Cleanse Adapter Guide. 6. Upgrade the databases (all master and ORS databases,) as explained in “Upgrading the Hub Store” on page 94. 7. If you are using the AddressDoctor cleanse engine, set the JVM settings, as explained in Cleanse Adapter Guide. 8. Shut down the application servers that run the Hub Server and Cleanse Match server. Clear Java Web Start. You must do this because you now have an updated Siperian certificate. 9. Start the application servers that run the Hub Server and the Cleanse Match server. 10. Send the Siperian database debug log to Siperian Support at the following address: support@siperian.com This allows support to confirm that the upgrade was successful. About the Supported Platforms Upgrading the Siperian Hub and Cleanse Match server is supported on all the platforms on which the Siperian Hub is supported. For the supported versions of these operating systems and supporting software, see the Siperian Hub Release Notes. The Siperian Hub and Cleanse Match Server can be upgraded only from Siperian Hub XT and above. The ORS and CMX_SYSTEM can be upgraded only from Siperian Hub XR, a one-step migration. You will need do a clean install of the Siperian Hub and Cleanse Server if you have a pre-XT version of Siperian. See Chapter 2, “Installing the Hub Store” and Chapter 3, “Installing the Hub Server” for details on a full installation. Checking the Version and Build Number You can find out the version and build number of Hub Server by viewing the manifest.mf inside the <Siperian_Install_Dir>\server\siperian-mrm.ear file. 84 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Before You Upgrade You can also check by running <Siperian_Install_ Dir>\hub\server\bin\versionInfo.bat file and check the version and build number for your installation from the Help menu in the Hub Console. Patch Installs for AddressDoctor and Platon Licenses The following table shows what happens to files during different patch installs on machines that use AddressDoctor or Platon licenses: Patch What Happens to libJADE.dll file Platon XU PatchB or earlier versions to XU SP1 Updated and copied to: XU SP1-XU SP2 Updated and copied to: <cleanse_install_ home>\lib\upgrade\AddressDoctor <cleanse_install_ home>\lib\upgrade\AddressDoctor AddressDoctor XU PatchB or earlier versions to XU SP1 Updated and copied to: XU SP1-XU SP2 Updated and copied to: <cleanse_install_ home>\lib\upgrade\AddressDoctor <cleanse_install_ home>\lib\upgrade\AddressDoctor Note: You will have to stop appserver, copy JADE.dll from <cleanse_install_ home>\lib\upgrade\AddressDoctor to <cleanse_install_home>\lib and restart the appserver. Upgrading Siperian Hub 85 Upgrading the Hub Server Upgrading the Hub Server To upgrade the Hub Server: 1. Back up your existing Hub Server directories, as described in “Before You Upgrade” on page 82. 2. Make sure that your application server is up and running. For WebLogic and WebSphere, you must have the application server running in order to perform the upgrade. For JBoss, having the application server running is optional. You can manually deploy the upgrade if the JBoss server is off; however to do an auto-deploy, the JBoss server must be turned on. 3. Log in under the username that was used to install the Hub Server. 4. Run the Siperian installer. See “Patch Install for the Hub Server” on page 86 for details. If the install fails to complete successfully, the last screen of the installer will state that the patch failed and include a pointer to the appropriate log file with the error or failure messages. To learn more about what to do if the install/upgrade fails, see “About Upgrade Failures” on page 89. 5. Upgrade the database, as explained in “Upgrading the Hub Store” on page 94. 6. If you chose to run the patchInstallSetup script manually, make sure that the application server is up and running. Then run the patchInstallSetup script, as explained in the “Running the patchInstallSetup Script” on page 88. Patch Install for the Hub Server Note: The screen shots, file names, and directories in this guide may vary slightly depending on what type of installation you are performing. To perform a patch install for the Siperian Hub Server: 1. Run the Siperian Hub installer. The installer is located on the distribution in the \mrmserver\windows directory. Run hub_install.exe to begin the installation process. This file is part of your Siperian Hub distribution. The Siperian installer displays the Introduction screen. 2. Click Next to continue 86 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Upgrading the Hub Server 3. Select the “I accept the terms of the License Agreement” button and then click Next. 4. Click the Choose... button to locate your previous Siperian Hub installation and then click Next. A Version Warning message screen is displayed. To upgrade the version you have, choose OK. Otherwise, choose Cancel and pick another location for your installation. 5. If you want to overwrite this installation, click OK. The WebLogic login screen displays. You are prompted for the WebLogic Administrative password if this patch upgrade is being done while using the WebLogic application server. 6. Enter the WebLogic Administrative domain password, the Deploy screen displays. 7. If you click No, you have the option of running PatchInstallSetup manually. See “Running the patchInstallSetup Script” on page 88 for details. 8. If you want to change any options, click the Previous button to navigate to the appropriate screens. Once the summary reflects the options you want, click Install to start the installation process. The Please Wait screen displays while Siperian configures your system. During this operation, the installer is backing up files (except what is in the tmp folder) and putting them into a JAR file with a name similar to Siperian Hub Server-2007-07-26_14.34.jar. When the installation completes, the Install Complete screen is displayed. 9. Click Done to exit the installer. Checking the Log Files The following files are useful for troubleshooting your Hub Server installation. Save these files right after a failure and provide them when you call Siperian support: • For the upgrade installation, check this file for the patch version after both the Hub Server and Cleanse Match Server upgrade: <Siperian_Install_Dir>\server\bin\versionInfo.bat Upgrading Siperian Hub 87 Running the patchInstallSetup Script Run the versionInfo.bat file to display information about the component name, release name, date and time stamps for the start of the install and end of the install, and the current install status. • <Siperian_Install_Dir>\hub\server\Siperian_Hub_Server_ InstallLog.xml – contains the messages for the installation • <Siperian_Install_Dir>\hub\server\siperian_installer_debug.txt – contains debug messages. This contains all the options that you selected when you ran the installation. • <Siperian_Install_Dir>\hub\server\logs\patchInstallSetup.log– contains the messages for the patchInstallSetup script • <Siperian_Install_Dir>\hub\server\logs\cmxserver.log– this is the log for the server. When the server started, it created this file. • Application server log files. To learn more, see “About the Siperian Hub Log Files” on page 122. Running the patchInstallSetup Script If you chose to manually deploy the patch install for the application, you must run the patchInstallSetup script yourself. This script deploys the application and performs some application server configuration. You must run patchInstallSetup (either manually or automatically) for both Cleanse Match and Hub Server. To run the patchInstallSetup script manually: 1. Make sure your application server is up and running. 2. Go to the installation directory. 3. Run the patchInstallSetup.bat script for your application server: For the WebLogic application server: patchInstallSetup.bat -Dweblogic.password=weblogic -Ddatabase.password=!!cmx!! For the WebSphere application server: patchInstallSetup.bat -Ddatabase.password=!!cmx!! For the JBoss application server: 88 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Upgrading Cleanse Match Server patchInstallsetup.bat If you need to create a new datasource, you can run the postInstallSetup script instead, which will create a new datasource in addition to configuring and deploying the application. See “Running the Post-Install Process Manually” on page 32 for details. About Upgrade Failures If you run the installer and the auto patch install fails, you can run the patchInstallSetup.bat file after the failure. You can find this file in the <Siperian_Install_Dir>\hub\server directory. See “Updating the Database” on page 97 for more information on upgrade failures. Upgrading Cleanse Match Server To upgrade the Cleanse Match Server: 1. Back up your existing Cleanse Match directories, as described in Before You Upgrade. 2. Log in under the username that was used to install Cleanse Match. 3. Run the Siperian installer for the Cleanse Match server as explained in “Patch Install for the Cleanse Match Server” on page 90. If the install/upgrade fails to complete successfully, the last screen of the installer will state that the patch failed and include a pointer to the appropriate log file with the error or failure messages. To learn more about what to do if the upgrade fails, see About Upgrade Failures. PATCH ONLY:Address these issues and reapply the patch with the force option: java -jar patch1_hub_cleanse_<version_number>.jar apply -D force.apply=true Depending on where the patch failed, you may be asked to confirm the reapplication of the patch. Answer Yes to proceed. 4. If you chose to run the patchInstallsetup script manually, make sure that the application server is up and running. Then run the patchInstallsetup script now, as explained in “Running the patchInstallSetup Script” on page 88. Upgrading Siperian Hub 89 Upgrading Cleanse Match Server 5. Update your cleanse engine as explained in the appendix for your cleanse engine in this guide. If you are using the AddressDoctor cleanse engine, put the JADE.dll (full size: 54,685,696 bytes) into the <Siperian_Install_Dir>\cleanse\lib folder and replace the current JADE.dll. See the Cleanse Adapter Guide for details on upgrading the Address Doctor Cleanse Engine. Patch Install for the Cleanse Match Server Your Siperian Hub distribution includes an installation wizard for Cleanse Match Server. To install Cleanse Match Server: 1. Run the Siperian Cleanse Match Server installer. The installer is on the distribution in the \mrmcleanse\windows directory. Run hub_cleanse_install.exe to begin the installation process. This file is part of your Siperian Hub distribution. The Siperian installer displays the Introduction screen. 2. Click Next. The License Agreement screen is displayed. 3. Click the I accept the terms of the License Agreement button and then click Next. The Choose Install Folder screen is displayed. 4. Click the Choose... button to locate your previous Siperian Hub installation and then click Next. Important: Do not use a path that has spaces in the directory or folder names. The Deploy screen is displayed. 5. Click Yes to run the script during the installation, or click No to manually run it later. The Pre-Installation Summary screen is displayed. 6. If you want to change any options, click the Previous button to navigate to the appropriate screens. Once the summary reflects the options you want, click Next to start the installation process. Once the process is complete, the Install Complete screen is displayed. 90 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Upgrading Cleanse Match Server 7. Click Done to finish the process and exit the installer. Check the log files The following files are also useful for troubleshooting your Hub Server installation. Save these files right after a failure and provide them when you call Siperian support: • For the upgrade installation, check this file for the patch version after both the Hub Server and Cleanse Match Server upgrade: <Siperian_Install_Dir>\server\bin\versionInfo.bat Run the versionInfo.bat file to display information about the component name, release name, date and time stamps for the start of the install and end of the install, and the current install status. • <Siperian_Install_Dir>\hub\cleanse\siperian_installer_debug.txt – shows what was chosen during the upgrade installation • • <Siperian_Install_Dir>\hub\cleanse\Siperian_Hub_Cleanse_Match_ Server_InstallLog.xml – shows the cleanse install errors and status <Siperian_Install_Dir>\hub\cleanse\logs\postInstallSetup.log – shows the postInstallSetup script results • <Siperian_Install_Dir>\hub\cleanse\logs\cmxserver.log – cleanse server logs • Application server files, located in the tree under the install directory for your application server. About Patch Install Failures Important: If the install/upgrade for the database process fails, stop. Contact Siperian Support. Do not • Attempt to fix your metadata to resolve or by-pass errors. • Re-run the upgrade process using the installer. The upgrade process must not be applied to schemas that have already been completely or partially upgraded. Upgrading Siperian Hub 91 Upgrading Cleanse Match Server Do • Send Siperian support the debug log from the ORS. These files are located in the following directory: <Siperian_Install_Dir>\hub\server\resources\database\db_ changes\oracle\ORS To learn more about the logs, see Chapter 9, “About the Siperian Hub Log Files”. About Non-default Server Names and SOAP Ports on WebSphere If you are using the WebSphere application server and you want to use a server name other than server1 for your Hub Server or Cleanse Match hosts, you must edit the Siperian environment properties before upgrading either your Hub Server or Cleanse Match Server. Likewise, if you want to use a non-default SOAP port for either Hub Server or Cleanse Match server, you must edit the same properties file. Using a Non-default Server Name To use non-default values for the server name: 1. On the Hub Server machine, open the following file for editing: <Siperian_Install_Dir>\hub\server\setSiperianEnv.bat 2. To set the server name, update the value of the variable named WAS_SERVER. 3. Save and close the file. Using a Non-default SOAP Port To use non-default values for the SOAP port: 1. On the Hub Server machine, open the following file for editing: <Siperian_Install_Dir>\hub\server\resources\cmxserver.properties 2. Add the following line to the properties file: cmx.appserver.soap.connector.port=YourPortNumber where YourPortNumber is the port you want to use. 92 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Upgrading Cleanse Match Server 3. Save and close the file. 4. On the Cleanse Match machine, open the following file for editing: <Siperian_Install_ Dir>\hub\cleanse\resources\cmxcleanse.properties 5. Add the following line to the properties file: cmx.appserver.soap.connector.port=YourPortNumber where YourPortNumber is the port you want to use. 6. Save and close the file. Updating the Properties If you are using the WebSphere application server or the WebLogic application server and are upgrading from Siperian Hub XU or Siperian Hub XU SP1, you must update the properties. To update the properties: 1. On the machine running Hub Server, open the following file for editing: <Siperian_Install_Dir>\hub\server\bin\build.properties Check to be sure the following lines have been added in the properties file correctly. Correct the entries if necessary. Here is what the entries will look like for WebSphere: # Master database settings # In Oracle, masterdatabase.dbname is the Oracle SID masterdatabase.type=ORACLE masterdatabase.server=YourDatabaseHostName masterdatabase.port=YourDatabasePortNumber masterdatabase.dbname=YourOracleSID masterdatabase.schemaname=YourMasterDatabaseSchemaName masterdatabase.user=YourMasterDatabaseUserName where YourDatabaseHostName is the name of the host running Oracle, YourDatabasePortNumber is the number of the port on which Oracle is listening, YourOracleSID is the your Oracle SID, YourMasterDatabaseSchemaName is the name of the master database schema, usually CMX_SYSTEM, and YourMasterDatabaseUserName is the username for the master database, usually cmx. Upgrading Siperian Hub 93 Upgrading the Hub Store For the WebLogic server, these are the entries to check in the build.properites file: # Master database settings masterdatabase.type=ORACLE masterdatabase.server=YourDatabaseHostName masterdatabase.instance= masterdatabase.databasename=YourOracleSID masterdatabase.jdbc.driverclassname=oracle.jdbc.xa.client.OracleX ADataSource masterdatabase.jdbc.jndiname=jdbc/siperian-cmx_system-ds masterdatabase.jdbc.url=jdbc:oracle:thin:@YourDatabaseHostName:Yo urDatabasePortNumber:YourDatabaseHostName masterdatabase.user=YourMasterDatabaseUserName where YourDatabaseHostName is the name of the host running Oracle, YourDatabasePortNumber is the number of the port on which Oracle is listening, YourOracleSID is the your Oracle SID, YourMasterDatabaseSchemaName is the name of the master database schema, usually CMX_SYSTEM, and YourMasterDatabaseUserName is the username for the master database, usually cmx. Note: The JBoss application server will not have these entries in the properties file. 2. Open the following file for editing: <Siperian_Install_Dir>\hub\server\resources\cmxserver.properties 3. Confirm that this property has been updated by the upgrade: cmx.server.masterdatabase.type=ORACLE Upgrading the Hub Store You must perform this Hub Store upgrade for each database you wish to use with your upgraded Hub Server. That means you must upgrade the master database as well as all ORS databases you have. Upgrade of the ORS and Master database requires DBA username and password. Note: Before you upgrade your Hub Store, see “Updating the Database” on page 97 for recommendations and information to consider before you upgrade. 94 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Upgrading the Hub Store To upgrade your database: 1. Go to the bin directory under the Hub Server installation directory. 2. Update your master database with the following command: sip_ant.bat updatemasterdatabase 3. 4. Provide the following information for your master database: • TNS name—the name by which your database is known on the network • Master DB hostname—the name of the host running your master database • Master DB port number—the port number on which Oracle is listening • Master DB SID— the database system identifier • Master DB user name—the upgrade process expects the user name CMX_SYSTEM • Master DB user password—the upgrade process expects the password for the user name CMX_SYSTEM • CMX DB user name—the upgrade process expects the user name CMX • CMX DB user password—the upgrade process expects the password for the user name CMX Answer the following prompt: This upgrade must be performed by a database administrator (DBA) to grant ‘create sequence’ privileges for the master database. The master database does not have ‘create sequence’ privileges, you can either grant it now (manually) and then move forward or re-start the upgrade, or direct this process to do so for you now, and continue the current upgrade. Do you want the process to create this privilege? Yes/No A No answer means that the upgrade process checks again to make sure the user really granted the privilege, and returns to the prompts, starting at the TNS name prompt. A Yes answer means that you must answer some additional prompts: • Enter DBA username: • Enter DBA password: After you have given the DBA username and password, the process automatically grants the privilege and continues the upgrade process. Upgrading Siperian Hub 95 Upgrading the Hub Store 5. Update your ORS databases with the following command: sip_ant.bat updateorsdatabase You will be asked to provide the following information for your ORS Database: • TNS name—the database name • Host name—the name of the machine on which the database is running • Port number—the port on which the database is listening • SID—schema ID • Schema name—the name of your ORS • user password—the upgrade process expects the password for the user name CMX_USER You must run this script for each of your ORS databases. Proxy User Questions During the ORS upgrade process, you may need to answer the following questions if your ORS does not have a PROXY_ROLE defined, or PROXY_ROLE is not granted to the ORS database. Here are the proxy user questions: question.grant.create.proxy_role: This upgrade should be performed by a DBA to create proxy_role for the ors database. The ors database does not have proxy_role set, you can either create it now (manually) and then move forward or re-start the upgrade, or direct this process to do so for you now, and continue the current upgrade. [propertyprompt] Do you want the process to create proxy_role? (Yes/No) [Yes]: do.grant.create.proxy_role.yes: [propertyprompt] Enter DBA username [null]: [propertyprompt] Enter DBA password [null]: Processing Data in the Staging Tables After Migration from 96 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Updating the Database XR Note: The information in this section is only valid if you are migrating your schema from XR to Siperian XU SP2. If you migrated from Siperian XR to Siperian XU SP2 with data in the staging tables, you must re-execute the staging job. This repopulates the staging tables with the data, including a new field that is used internally by Siperian Hub, SRC_ROWID. This field is strictly for use by Siperian Hub. Do not use this value in your processing or calculations. Updating the Database You can only update the database after you have successfully installed and patched the Hub Server. The Hub Server will work only after both the Master database and ORS are updated. You can create the data sources on the application server for the databases that are already registered in the Master database by editing the registration and saving it with “Update DataSource” checked. This creates the data source if it does not exist on the application server. For example, a new application server may be brought online which is missing all or some of the data sources for the ORSs that are already registered. Another way to create a datasource is to run the postInstallSetup.bat file. Warning: Back up your user exit stored procedures if they have been customized. The patch installer overwrites any customized database code you have created when you upgrade the database. If you do not backup your customized stored procedures, the customizations must be manually re-applied after the upgrade. General Recommendations 1. Run the Metadata Validation tool. Generate the metadata report and resolve any metadata issues before proceeding with the XU SP2 upgrade. See the Metadata Manager Guide for more information. Upgrading Siperian Hub 97 Updating the Database • The upgrade can fail if the metadata is not valid. In case of upgrade failures due to metadata errors, you must restore the original schema, validate the metadata, and repeat the upgrade again. Correct the inconsistencies with assistance from Support • As part of the metadata validation and review, you must make sure that all the stored procedures and views compile successfully in the schema. 2. Run the metadata validation tool for XU SP2 once the upgrade is complete. This tool is available in the Hub Console in XU SP2. 3. You must sync up the views in the Hub Store after the upgrade to XU SP2. You can do this by updating the query and re-saving it. If you don’t do this, the Metadata validation tool will show inconsistencies in the packages. Please contact support for assistance with the metadata validation. 4. Send the generated metadata report to Siperian Support for review; also send the empty repositories, database log, and tables for the schema. Invalid packages in the schema may cause the upgrade process to fail. This is to ensure that there are no metadata inconsistencies in the schema. Inconsistencies in metadata can cause issues later on when using the Hub Server or when running the Environment staging scripts. 5. If the debug_file_path in the c_repos_db_release file is not set correctly before migration, you might see a series of errors in the log file. Your upgrade might experience buffer overflow errors and could quit. Some Additional Pointers on Migration 1. If you have Hierarchy Manager enabled in your Siperian Hub Store you must go into the HM Configuration Tool in the Siperian Hub Console to allow the required XU SP2 Hierarchy Manager changes to be made on your Hub Store. When prompted to create the HM-specific columns in the HM Configuration Tool, answer Yes. See “Updating Hierarchy Manager” on page 99 for more information on updating the Hierarchy Manager. 2. The security settings translated from older releases to XU SP2 can only include privileges that existed in the old release. (For example, READ, CREATE, UPDATE, MERGE will be translated from XT and XU schemas when migrated to XU SP2.) You can modify settings to take advantage of new features. 98 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Updating Hierarchy Manager 3. Upgrade will fail in the 2005081801_mig_crt_ldg_stg_system_cols.sql script if tables that were registered in the Hub Store are missing from the physical schema. Make sure all metadata inconsistencies are resolved prior to migrating to XU SP2. 4. It is safe to drop unused tables from upgraded XR (to XU SP2) schemas - follow up with Siperian Support to get a list of unused tables that can be dropped after the upgrade. 5. Relationship Tables will be dropped as part of the upgrade. 6. The Match Validate (pre-merge rematch) flag is no longer used in XU SP2 and will get dropped as part of the upgrade. In case of failure Re-running the upgrade on a partially upgraded schema will not work. You will have to go back to a clean version of the schema if the upgrade fails. • Review the debug log for database errors • Check metadata consistency. Run the metadata tool after the upgrade and send it to Siperian Support along with the empty repositories and tables. Updating Hierarchy Manager After you upgrade a pre-XU SP2 schema to XU SP2, you will be prompted to upgrade the XU SP2-specific Hierarchy Manager (HM) metadata when you open the HM Configuration Tool in the Hub Console. To upgrade the HM metadata: 1. Start the Hub Console. To learn more, see the Siperian Hub Administrator’s Guide for details. 2. Acquire a write lock. To learn more, see Siperian Hub Administrator’s Guide for details. 3. Launch the HM Configuration tool in the Hub Console. 4. When you are prompted to add additional columns for HM, such as columns for the RBO tables, click Yes. Upgrading Siperian Hub 99 Updating Hierarchy Manager After you upgrade a pre-XU SP2 schema to XU SP2, you will be prompted to remove obsolete HM metadata when you get into the HM Configuration Tool. To remove obsolete HM metadata: 1. In the Hub Console, acquire a write lock. See the Siperian Hub Administrator’s Guide for details. 2. Launch the HM Configuration Tool in the Hub Console. 3. When you are prompted to delete obsolete base objects, click Yes. Note: If the Rbo Rel Type Usage base object is being used by some other non-HM base object, you will be told to manually delete the table by going to the schema manager. This prompt will be shown only once - not every time the you launch the HM Configuration tool. The new HM Configuration Tool displays the entity types and relationship types differently in Siperian Hub XU SP2. It shows types under the base object with which they are associated. If a type is not associated with a base object, for example it does not have HM packages configured, it cannot be shown on the GUI. These orphan types remain in the database but cannot be shown in the new HM Configuration tool. Older versions of HM Configuration tool allowed you to create Relationship and Entity types without associating them with the base objects. The association between types and base objects was made when you configured HM packages. In Siperian Hub XU SP2, you must associate a type with a base object when a type is created. During the ORS upgrade process, the migration script will skip over the orphan entity and relationship types. It will show a warning message but instead of stopping at that point, it will continue with the rest of the script. After the ORS upgrade, when you click on the HM Configuration Tool, you are be prompted to either delete these orphan types or associate an entity object or relationship object with them. You can choose cancel and the regular HM Configuration screen will be shown that will not include these orphan types. You will get a database error when you try to create a type with the same name. 100 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Updating Hierarchy Manager If you do not want to delete the types and if you have not yet created a base object for these orphan types, click Cancel and you will see the regular HM Configuration screen without these orphan types. You can create new base objects, press refresh, and you will be prompted again to associate the orphan types. The orphan types panel that is displayed resembles the following graphic. Validate the Hierarchy Manager configuration after the upgrade completes successfully. Upgrading Siperian Hub 101 Updating Hierarchy Manager 102 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) 8 Uninstalling Siperian Hub This chapter explains how to uninstall your Siperian Hub system. Chapter Contents • About Uninstalling Siperian Hub • Uninstalling Cleanse Match Server • Uninstalling Hub Server • Undeploy the Hub Server • Uninstalling the Hub Store From Oracle About Uninstalling Siperian Hub To uninstall Siperian Hub: 1. Uninstall the Cleanse Match Server and Hub Server applications. To learn more, see “Uninstalling Cleanse Match Server” on page 104 and “Uninstalling Hub Server” on page 105. 2. Undeploy the Cleanse Match Server and Hub Server applications from the application server. 3. Shut down the application server. 4. Drop the schemas from Oracle. To learn more, see “Uninstalling the Hub Store From Oracle” on page 106. 103 Uninstalling Cleanse Match Server Uninstalling Cleanse Match Server Note: The screen shots, file names, and directories in this guide may vary slightly depending on what type of installation you are performing. To uninstall Cleanse Match Server: 1. Click the Start button and select Programs > Siperian > Hub > Cleanse > Uninstall Siperian Hub Cleanse Or navigate to the siperian\hub\cleanse\UninstallerData directory and double-click Uninstall_Siperian_Hub_Cleanse_Match_Server.exe. The Uninstall introduction screen is displayed. 2. Click Uninstall to begin the uninstallation. The Uninstall Complete screen is displayed. 3. Click Done. Undeploy Cleanse Server The installer undeploys the Cleanse Match Server automatically before reinstalling a new version. If that process fails, you must undeploy manually If you are using JBoss, delete the siperian-mrm-cleanse.ear file from the directory. Note: Restart the server if the auto-deploy process of JBoss does not remove the applications. See your JBoss Administration documentation for more information. server\default\deploy If you are using WebLogic, uninstall the siperian-mrm-cleanse.ear application using the WebLogic Server Administration Console. Make sure that the process finishes completely. See your WebLogic documentation for more information. If you are using WebSphere, uninstall the siperian-mrm-cleanse.ear application from the WebSphere Application Server Administrative Console. Make sure that the process finishes completely. See your WebSphere documentation for more information. 104 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Undeploy the Hub Server Uninstalling Hub Server To uninstall the Hub Server: 1. Click the Start button and select Programs > Siperian > Hub > Server > Uninstall Siperian Hub Server Or navigate to the siperian\hub\server\UninstallerData directory and double-click Uninstall_Siperian_Hub_Server.exe. The Uninstall introduction screen is displayed. 2. Click Uninstall to begin the uninstallation. The Uninstall Complete screen is displayed. 3. Click Done. You must restart the Hub Server after you uninstall. Note: You must undeploy Hub Server before reinstalling a new version. Undeploy the Hub Server JBoss Application Server If you are using the JBoss application server, delete siperian-mrm.ear and siperian-mrm-ds.xml from the <JBoss_Install_Dir>/server/default/deploy directory. Also remove the following files from server/default/deploy/jms if they exist.These files contain the JMS configuration queue. • siperian-jms-ds.xml • siperian-jmsmq-service.xml Note: Restart the server if the auto-deploy process of JBoss doesn’t remove the applications. To learn more, see your JBoss documentation. Uninstalling Siperian Hub 105 Uninstalling the Hub Store From Oracle WebLogic Application Server If you are using WebLogic, uninstall the siperian-mrm.ear application using the WebLogic Server Administration Console. Make sure that the process finishes completely. To learn more, see your WebLogic documentation. WebSphere Application Server If you are using WebSphere, uninstall the siperian-mrm.ear application from the WebSphere Application Server Administrative Console. Make sure that the process finishes completely. To learn more, see your WebSphere documentation. Uninstalling the Hub Store From Oracle When uninstalling the Hub Store, you must drop all Oracle database schemas that you created from the setup.sql and setup_ors.sql scripts. You must also remove all user logins for those database schemas. For example, if you created CMX_SYSTEM (Master Database) and CMX_ORS (ORS database) using setup.sql, and CMX_ ORS2 (ORS database) using setup_ors.sql, you must drop the following: Oracle Object Type To Be Dropped Database schema CMX_SYSTEM, CMX_ORS and CMX_ORS2 User CMX, CMX_SYSTEM, CMX_ORS, CMX_ORS2, and any users you created that access those schemas To drop schemas that setup.sql creates: Be sure you have Oracle DBA privileges. 4. Log into the Hub Console. 106 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Uninstalling the Hub Store From Oracle 5. In the Hub Console, expand the Siperian Configuration workbench and then click Databases 6. In the list of databases, select the database that you want to drop, and then click button. the Note: If you are running WebLogic, enter the WebLogic user name and password when prompted. The Databases tool prompts you to confirm unregistering the ORS. 7. Click Yes. 8. Connect to the Oracle instance using SQL*PLUS, using a login with DBA privileges. 9. For each of the schemas listed in “Uninstalling the Hub Store From Oracle” on page 106, issue the following command: drop user <username> cascade; Uninstalling Siperian Hub 107 Uninstalling the Hub Store From Oracle Note for JBoss Users: When uninstalling the Hub Server, check for the presence of the following files and delete them if they were not deleted from the <JBoss_ Install_Dir>\server\default\deploy folder. These files must be removed before you can upgrade to the current version of Siperian Hub.: siperian-mrm.ear siperian-mrm-cleanse.ear siperian-mrm-ds.xml 108 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) 9 Troubleshooting This chapter explains how to troubleshoot your installation and make changes to your application and database servers after running the installation process. Chapter Contents • Updating Hub Server Parameters After Installation • Updating Cleanse Match Server Parameters After Installation • Configuring the JVM Settings • Manually Redeploying Hub Server • About the Siperian Hub Log Files • Checking the Hub and Cleanse Server Silent Install • Match Process Error: VerifyNeedToStrip 109 Updating Hub Server Parameters After Installation Updating Hub Server Parameters After Installation If the environment changes or parameters were entered incorrectly during the installation process, you can manually correct the information after you run the installation. There are two scripts that you can use to manually repackage the application and redeploy it on your application server: postInstallSetup and patchInstallSetup. The postInstallSetup script undeploys your current application (if there is one), repackages your application with the new information, configures your message queues, installs or recreates your datasource and deploys the newly packaged application to your application server. The patchInstallSetup script does all of these things, except installing your datasource. The only difference between these two scripts is step of installing a datasource. patchInstallSetup doesn’t recreate datasources. Therefore, if you really just want to copy an EAR file and deploy it, run patchInstallSetup. You don’t really need to run postInstallSetup. Note: For more information on running postInstallSetup, see “About the Post-Installation Process” on page 19. Changing the Hub Server Parameters for WebLogic You can change the following parameters: • WebLogic domain name • WebLogic application server and RMI port number • WebLogic username and password • WebLogic host or server name 110 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Updating Hub Server Parameters After Installation Changing the Domain for WebLogic To change the WebLogic domain: 1. Open the following file in a text editor: <install_directory>\setSiperianEnv.bat 2. Change the following values with the new domain path: For WebLogic 9.x: SET WLS_HOME=D:<\bea_install_directory>\user_ projects\domains\<domain_name> SET WLS_DEPLOY_DIR=D:\<bea_install_directory>\user_ projects\domains\<domain_name>\autodeploy 3. Go to <install_directory> and run the following command: postInstallSetup.bat -Dweblogic.password=<weblogicPassword> -Ddatabase.password=<yourDBPassword> where weblogicPassword is the WebLogic password and yourDBPassword is the password for your database. You must keep the application server running while you run the script, or the script will fail. 4. Restart the application server. Changing the RMI Port Number for WebLogic To change the application server and RMI port number: 1. Open the following file in a text editor: <install_directory>\bin\build.properties 2. Change the following value: weblogic.rmi.port=7001 3. Open the following file in a text editor: <install_directory>\resources\cmxserver.properties 4. Change the following value: cmx.appserver.rmi.port=7001 Troubleshooting 111 Updating Hub Server Parameters After Installation 5. Go to <install_directory> and run the following command: postInstallSetup.bat -Dweblogic.password=<weblogicPassword> -Ddatabase.password=<yourDBPassword> where weblogicPassword is the WebLogic password and yourDBPassword is the password for your database. You must keep the application server running while you run the script, or the script will fail. 6. Restart the application server. Changing the Username for WebLogic To change the username for the WebLogic domain: 1. Open the following file in a text editor: <install_directory>\bin\build.properties 2. Change the following value: weblogic.username=<username> 3. Go to <install_directory> and run the following command: postInstallSetup.bat -Dweblogic.password=<weblogicPassword> -Ddatabase.password=<yourDBPassword> where weblogicPassword is the WebLogic password and is yourDBPassword the password for your database. You must keep the application server running while you run the script, or the script will fail. 4. Restart the application server. 112 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Updating Hub Server Parameters After Installation Changing the Host or Server Name for WebLogic To change the WebLogic host or server: 1. Open the following file in a text editor: <install_directory>\bin\build.properties 2. Change the following values: weblogic.host=<host_name> weblogic.server=<server_name> 3. Go to <install_directory> and run the following command: postInstallSetup.bat -Dweblogic.password=<weblogicPassword> -Ddatabase.password=<yourDBPassword> where weblogicPassword is the WebLogic password and is yourDBPassword the password for your database. You must keep the application server running while you run the script, or the script will fail. 4. Restart the application server. Changing the Hub Server Parameters for the Database You can change the following database parameters for WebLogic: • Database server name • Database instance name Changing Server Name for the Database To change the database server name: 1. Open the following file in a text editor: <install_directory>\bin\build.properties 2. Change the following values: masterdatabase.server=<database_host_name> masterdatabase.jdbc.url=jdbc:oracle:thin:@<database_host_ name>:<port>:<instance_name> Troubleshooting 113 Updating Hub Server Parameters After Installation 3. Go to <install_directory> and run the following command: postInstallSetup.bat -Dweblogic.password=<weblogicPassword> -Ddatabase.password=<yourDBPassword> where weblogicPassword is the WebLogic password and is yourDBPassword the password for your database. You must keep the application server running while you run the script, or the script will fail. 4. Restart the application server. Changing Instance Name for the Database To change the instance name: 1. Open the following file in a text editor: <install_directory>\bin\build.properties 2. Change the following values: masterdatabase.jdbc.url=jdbc:oracle:thin:@<database_host_ name>:<port>:<instance_name> 3. Go to <install_directory> and run the following command: postInstallSetup.bat -Dweblogic.password=<weblogicPassword> -Ddatabase.password=<yourDBPassword> where weblogicPassword is the WebLogic password and is yourDBPassword the password for your database. You must keep the application server running while you run the script, or the script will fail. 4. Restart the application server. Changing the Hub Server Parameters for WebSphere You can change the following parameters: • WebSphere application server • RMI port number 114 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Updating Hub Server Parameters After Installation To change the application server and RMI port number: 1. Open the following file in a text editor: <install_directory>\resources\cmxserver.properties 2. Change the following values: cmx.appserver.rmi.port=2809 3. Go to <install_directory> and run the following command: postInstallSetup.bat -Ddatabase.password=<yourDBPassword> where yourDBPassword the password for your database. You must keep the application server running while you run the script, or the script will fail. 4. Restart the application server. Changing the Hub Server Parameters for JBoss You can change the following parameters: • JBoss application server and RMI port number • Database server and instance name Changing the Application Server and RMI Port Number for JBoss To change the application server and RMI port number: 1. Open the following file in a text editor: <install_directory>\resources\cmxserver.properties 2. Change the following value: cmx.appserver.rmi.port=1099 3. Go to <install_directory> and run postInstallSetup.bat. 4. Restart the application server. Troubleshooting 115 Updating Cleanse Match Server Parameters After Installation Changing the Database Server and Instance Name for JBoss To change the database server and instance name: 1. Open the following file in a text editor: <jboss_install_ directory>\server\default\deploy\siperian-mrm-ds.xml 2. Change the following values: <xa-datasource-property name="URL">jdbc:oracle:thin:@hostname:1521:orcl</xa-datasource-pr operty> where hostname is the name of the host. Note: Do not run postinstall for JBoss. 3. Restart the application server. Updating Cleanse Match Server Parameters After Installation If the environment changes or parameters were entered incorrectly during the installation process, you can manually correct the information after you run the installation. There are two scripts that you can use to manually repackage the application and redeploy it on your application server: postInstallSetup and patchInstallSetup. The postInstallSetup script undeploys your current application (if there is one), repackages your application with the new information, configures your message queues, installs or recreates your datasource and deploys the newly packaged application to your application server. The patchInstallSetup script does all of these things, except installing your datasource. The only difference between these two scripts is step of installing a datasource. patchInstallSetup doesn’t recreate datasources. Therefore, if you really just want to copy an EAR file and deploy it, run patchInstallSetup. You don’t really need to run postInstallSetup. The patchInstallSetup script will only appear in 116 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Updating Cleanse Match Server Parameters After Installation your <Siperian_Install_Dir> directory after you have done a patch or upgrade installation. Note: For more information on running postInstallSetup, see “About the Post-Installation Process” on page 19. Changing the Cleanse Match Server Parameters for WebLogic You can change the following parameters: • WebLogic domain name • WebLogic application server and RMI port number • WebLogic username and password • WebLogic host and server name Changing the Domain for WebLogic To change the WebLogic domain: 1. Open the following file in a text editor: <install_directory>\setSiperianEnv.bat 2. Change the following values with the new domain path: For WebLogic 9.x: SET WLS_HOME=D:\<bea_install_directory>\user_ projects\domains\<domain_name> SET WLS_DEPLOY_DIR=D:\<bea_install_directory>\user_ projects\domains\<domain_name>\autodeploy 3. Go to <install_directory> and run the following command: postInstallSetup.bat -Dweblogic.password=<weblogicPassword> -Ddatabase.password=<yourDBPassword> where weblogicPassword is the WebLogic password and is yourDBPassword the password for your database. You must keep the application server running while you run the script, or the script will fail. 4. Restart the application server. Troubleshooting 117 Updating Cleanse Match Server Parameters After Installation Changing the Application Server and RMI Port Number for WebLogic To change the application server and RMI port number: 1. Open the following file in a text editor: <install_directory>\bin\build.properties 2. Change the following values: weblogic.app.port=7001 weblogic.rmi.port=7001 3. Go to <install_directory> and run the following command: postInstallSetup.bat -Dweblogic.password=<weblogicPassword> -Ddatabase.password=<yourDBPassword> where weblogicPassword is the WebLogic password and is yourDBPassword the password for your database. You must keep the application server running while you run the script, or the script will fail. 4. Restart the application server. Changing the Username and Password for WebLogic To change the username and password for the WebLogic domain: 1. Open the following file in a text editor: <install_directory>\bin\build.properties 2. Change the following values: weblogic.username=<user_name> weblogic.password=<password> 3. Go to your install directory and run the following script: postInstallSetup.bat -Dweblogic.password=YourPassword -Ddatabasec.password=YourDBPassword where YourPassword is your password and where YourDBPassword is your database password. 118 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Updating Cleanse Match Server Parameters After Installation You must keep the application server running while you run the script, or the script will fail. 4. Restart the application server. Changing the Host or Server Name for WebLogic To change the WebLogic host or server: 1. Open the following file in a text editor: <install_directory>\bin\build.properties 2. Change the following values: weblogic.host=<host_name> weblogic.server=<server_name> 3. Go to your install directory and run the following script: postInstallSetup.bat -Dweblogic.password=YourPassword -Ddatabasec.password=YourDBPassword where YourPassword is your password and where YourDBPassword is your database password. You must keep the application server running while you run the script, or the script will fail. 4. Restart the application server. Troubleshooting 119 Configuring the JVM Settings Configuring the JVM Settings If you are using AddressDoctor as your cleanse engine to run any batch process, you must make sure that the stack size for the JVM is sufficient. If you do not set this properly for your application server, AddressDoctor will throw an exception during certification. Setting the JVM Size for WebSphere To set the JVM size for WebSphere: 1. Open the WebSphere Console. 2. Go to Servers > Application Server > <Your_Server> > Process Definition > Java Virtual Machine 3. Add the following to the Generic JVM Arguments -Xss1000k 4. Save the configuration. 5. Re-start the server. Setting the JVM Size for WebLogic Server To set the JVM size for WebLogic Server: 1. Go to your WebLogic installation directory. 2. Open the startWeblogic.cmd file in a text editor. 3. Set the MEM_ARGS variable as follows: set MEM_ARGS=%MEM_ARGS% -Xss1000k 4. Save and close the startWeblogic.cmd file. 120 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Manually Redeploying Hub Server Setting the JVM Size for JBoss To set the JVM size for JBoss: 1. Go to your JBoss installation directory. 2. Navigate to the bin directory. Open run.bat in a text editor. 3. Set the JAVA_OPTS variable as follows: JAVA_OPTS="%JAVA_OPTS% -Xss1000k" 4. Save and close the run.bat file. Manually Redeploying Hub Server Siperian provides the postInstallSetup script that both the Hub Server installer and user can use to deploy or redeploy the Hub Server application to the application server. However, you can also use the default application server’s tool to do the deployment yourself, as long as it is deployed from the Hub Server installation directory. Refer to your application server documentation for more information. Application Server General Steps to Redeploy the Hub Server Application JBoss 1- Stop the server. 2- Remove the <JBoss_Install_Dir>/server/default/deploy/siperian-* files and <JBoss_Install_Dir>/server/default/deploy/jms/siperian-* to make sure all siperian related files and application are totally removed. 3- Copy the siperian-mrm.ear from hub server installation directory to <JBoss_Install_Dir>/server/default/deploy. 4- Copy siperian-mrm-ds.xml from <hub_server_install_dir>/conf to <JBoss_Install_Dir>/server/default/deploy. 5- Copy siperian-jms-ds.xml and siperian-jmsmq-service.xml from <hub_server_install_dir>/conf to <JBoss_Install_ Dir>/server/default/deploy/jms. 6- Start the server. WebLogic Use the WebLogic Server Administration Console to undeploy and deploy the siperian-mrm.ear from the Hub Server installation directory. Deploy the application in stage mode. Troubleshooting 121 About the Siperian Hub Log Files Application Server General Steps to Redeploy the Hub Server Application WebSphere Use the WebSphere Application Server Administrative Console to uninstall and install the siperian-mrm.ear from the Hub Server installation directory. Be sure to allow the deployment to generate default bindings by checking for the option in the “Preparing for the application installation” panel. About the Siperian Hub Log Files This section describes the Siperian Hub log files that you can use for troubleshooting your installation. About the Siperian Hub Log Files Siperian Hub creates the following log files: • console.log • cmxserver.log (for Master Reference Manager) • cmxserver.log (for Cleanse Match Server) • cmxserver.log (for Cleanse Match Server) Note: Some files include password information. console.log This file is created in C:\Documents and Settings\<user_Install_Dir>\siperian\console.log It contains the messages from the Hub Console. Any errors that occur when communicating with the application server or error messages from the application server or console error messages are logged to this file. By default cmxconsole.log is ON and created. It is a good idea to periodically delete the old files, or transfer them to some other storage. 122 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) About the Siperian Hub Log Files cmxserver.log (for Master Reference Manager) This is the log file for the application server. During installation, if you choose the default location, cmxserver.log appears in C:\siperian\hub\server\logs. In general, the file location is <INSTALL_DIR>\hub\server\logs. This file contains all of the logging and debugging information from the application server. By default cmxserver.log is ON and created. This file is a rolling file and once it reaches 5MB, it is copied to cmxserver.log.1 and resumes. Hub Server does this indefinitely, potentially creating very many files. It is a good idea to periodically delete the old files, or transfer them to some other storage. Note: If you are using JBoss for Siperian Hub, the cmxserver.log is in <INSTALL_DIR>\logs\cmxserver.log by default. Also, for JBoss, the cmxserver.log contains the information for both the Hub Server and Cleanse Match Server. cmxserver.log (for Cleanse Match Server) This file is for the CLEANSE\TOKENIZATION\SIMULATION. It is located in the install directory <Siperian_Install_Dir>\hub\cleanse\logs. This file contains all of the debugging and error messages for the Cleanse process (Landing > Staging). By default cmxserver.log is ON. This file is a rolling file and once it reaches 5MB, it is copied to cmxserver.log.1 and resumes. cmxdebug.log This file is for the database stored procedures. It contains all of the logging information for the PUT, GET, GETLIST, MATCH, LOAD, MERGE, and AUTOMERGE stored procedures. By default cmx_debug.log is OFF. To set debug logging on, see “cmxdebug.log” on page 123. Troubleshooting 123 About the Siperian Hub Log Files Enabling Debug Logging By default, debug logging is off, as there is some performance overhead associated with logging. To turn the debug logging on 1. On the database server machine, add the utl_file_dir to your Oracle SPFile. There are two ways to set value for utl_file_dir: a. Go to <ORACLE_HOME>/dbs, open the file SPFILE<oracle_sid>, add utl_ file_dir='d:\cmx_log'. Save the file and restart Oracle. b. Open the Oracle Enterprise Manager URL for your database instance: http://<database_machine>:1158/em. Log into the system as sysdba. Go to Database Configuration > All Initialization Parameters > Select the SPFile tab > enter the value for utl_file_dir. Save the values and restart Oracle. This is the debug log location. The directory must be accessible and writable by Oracle. 2. Restart Oracle. 3. In your ORS schema, go to the table C_REPOS_DB_RELEASE and turn on debug by setting the following columns. DEBUG_IND = 1 DEBUG_FILE_PATH = d:\cmx_log\ See Log Configuration in the Enterprise Manager section of the Siperian Hub Administrator Guide for more information. Note: The file path must match the one set above in utl_file_dir 4. Test debug by running the following code in SQL*PLUS: exec cmxut.debug_print ('Testing debug - should appear in file'); Go to the directory d:\cmx_log\ and open a file named cmx_debug. If your configuration change succeeded, this file contains the test message: Testing debug - should appear in file Debug logging is now enabled. 124 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Checking the Hub and Cleanse Server Silent Install Setting the Location of the Files Important: DO NOT edit the cmxserver.properties file to change the location of the logs. Component Configuration file to edit to set the location of the logs JBoss <JBoss_Install_Dir>\server\default\conf\log4j.xml Hub Server SIPERIAN_SERVER_INSTALL_DIR\conf\log4j.xml Cleanse Match Server SIPERIAN_CLEANSE_INSTALL_DIR\conf\log4j.xml where SIPERIAN_SERVER_INSTALL_DIR is the directory into which you installed Hub Server and SIPERIAN_CLEANSE_INSTALL_DIR is the directory into which you installed Cleanse Match Server. Checking the Hub and Cleanse Server Silent Install This section describes how to confirm that your silent install was successful. A failed silent install could be due to many factors, including incorrect information in the silent property file (such as the incorrect application-server installation paths, or the fact that the file contains too many port numbers). To verify that your silent install succeeded, you can check files for entries related to the silent install, and folders for files related to the silent install. Troubleshooting 125 Checking the Hub and Cleanse Server Silent Install Checking the Hub Server Silent Install Check these files or folders when you perform a silent Hub Server install. Location Check For <Hub_Server_Install_Dir>\logs postInstallSetup.log: Check for any ERROR in the log. <Hub_Server_Install_ database credentials: Dir>\bin\build.properties where Look for following properties and make sure their values are correct. Example the appserver is WebLogic values: masterdatabase.type=ORACLE masterdatabase.server=centos01 masterdatabase.databasename=cmx_system masterdatabase.jdbc.driverclassname=oracle.jdbc.xa.client.OracleXADataSource masterdatabase.jdbc.jndiname=jdbc\siperian-cmx_system-ds masterdatabase.jdbc.url=jdbc:oracle:thin:@centos01:1521:orcl masterdatabase.user=cmx <Hub_Server_Install_ database credentials: Dir>\bin\build.properties where Look for following properties and make sure their values are correct. Example the appserver is WebSphere values: masterdatabase.type=ORACLE masterdatabase.server=centos01 masterdatabase.port=1521 masterdatabase.dbname=orcl masterdatabase.schemaname=cmx_system masterdatabase.user=cmx <Hub_Server_Install_ Dir>\conf\siperian-mrm-ds.xml where the appserver is JBoss. database credentials Look for following properties and make sure their values are correct. Example values: <xa-datasource-property name="URL">jdbc:oracle:thin:@centos01:1521:orcl<\xa-datasource-propert y> <xa-datasource-property name="User">cmx<\xa-datasource-property> <xa-datasource-property name="Password">!!cmx!!<\xa-datasource-property> 126 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Checking the Hub and Cleanse Server Silent Install Location Check For <Hub_Server_Install_ WebLogic credentials Dir>\bin\build.properties where Look for following properties and make sure their values are correct. Example the appserver is WebLogic value: weblogic.host=localhost weblogic.server=AdminServer weblogic.username=weblogic weblogic.rmi.port=7001 weblogic.naming.protocol=t3 weblogic.version=9.x <Hub_Server_Install_ cmx.server.masterdatabase.type, cmx.appserver.type, cmx.appserver.rmi.port Dir>\resources\cmxserver.prope and cmx.appserver.soap.connector.port rties <sip_Install_ Dir>\setSiperian.bat where the appserver is JBoss Check for following variables and make sure their values are correct in your environment. SET SIP_HOME=C:\siperian\hub\server SET JBS_HOME=C:\jboss-4.0.3SP1 SET JBS_DEPLOY_DIR=C:\jboss-4.0.3SP1\server\default\deploy <sip_Install_ Dir>\setSiperian.bat where appserver is WebLogic Check for following variables and make sure their values are correct in your environment. SET SIP_HOME=C:\siperian\hub\server SET WLS_HOME=C:\bea\user_projects\domains\base_domain SET WLS_DEPLOY_DIR=C:\bea\user_projects\domains\base_ domain\autodeploy <sip_Install_ Dir>\setSiperian.bat where appserver is WebSphere Check for following variables and make sure their values are correct in your environment. SET SIP_HOME=C:\siperian\hub\server SET WAS_HOME=C:\Program Files\IBM\WebSphere\AppServer SET WAS_SERVER=server1 If any of the items are incorrect, enter the correct contents or properties manually into the silent-install property file, then restart the installation. You can also make corrections to the individual files, such as the cmxserver.properties file, and rerun the postInstallSetup command manually from the same <hub_server_Install_Dir>. Troubleshooting 127 Checking the Hub and Cleanse Server Silent Install Checking the Cleanse Server Silent Install Check these files or folders when you perform a silent cleanse server install. Location Check For <cleanse_server_install_ dir>\logs postInstallSetup.log: Check for any ERROR in the file # Address Doctor Properties cleanse.library.addressDoctor.property.AddressDoctor.UnlockCode= cleanse.library.addressDoctor.property.AddressDoctor.DatabasePath=C:/addressdo ctor and cmx.appserver.type files cleanse.library.addressDoctor.property.AddressDoctor.Optimization=ADDRESSES _SORTED_BY_COUNTRIES cleanse.library.addressDoctor.property.AddressDoctor.MemoryMB=600 cleanse.library.addressDoctor.property.AddressDoctor.CorrectionType=CORRECT _ONLY cleanse.library.addressDoctor.property.AddressDoctor.PreLoad.CERTIFIED.PREL OAD_PART=US cleanse.library.addressDoctor.property.AddressDoctor.PreLoad.CERTIFIED.PREL OAD_FULL= cleanse.library.addressDoctor.property.AddressDoctor.PreLoad.CORRECTION_ ONLY.PRELOAD_PART=CA, US cleanse.library.addressDoctor.property.AddressDoctor.PreLoad.CORRECTION_ ONLY.PRELOAD_FULL= # Trillium Director Properties cleanse.library.trilliumDir.property.config.file.1=C:\siperian\hub\cleanse\resources \Trillium\samples\director\td_default_config_Global.txt cleanse.library.trilliumDir.property.config.file.2=C:\siperian\hub\cleanse\resources \Trillium\samples\director\td_default_config_US_detail.txt cleanse.library.trilliumDir.property.config.file.3=C:\siperian\hub\cleanse\resources \Trillium\samples\director\td_default_config_US_summary.txt # Group1Software Enterprise Server Properties cleanse.library.group1EntServer.property.config.file= <Cleanse_Server_Install_ Directory> \resources\cmxcleanse.pr operties # Group1Software CDQ Server Properties cleanse.library.group1CDQ.property.config.file=C:\siperian\hub\cleanse\r esources\Group1CDQ\samples\G1EServerConfig.properties #FirstLogicDirect Properties cleanse.library.firstLogicDirect.property.config.file=C:\siperian/hub\cleans e\resources\firstLogicDirect\fld_default_config.txt 128 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Match Process Error: VerifyNeedToStrip Location Check For <cleanse_server_Install_ Dir> \resources\cmxserver.pro perties cmx.home=$USER_INSTALL_DIR$ # Application server type: jboss, tomcat, websphere or weblogic cmx.appserver.type=$SIP.APPSERVER.TYPE$ # default setting: 8880 for websphere only (this is not being used in jboss and weblogic cmx.appserver.soap.connector.port=$SIP.WEBSPHERE.SOAP.PORT$ <cleanse_server_install_ dir>\setSiperianEnv.bat where the appserver is JBoss All the settings in setSiperianEnv.bat for cleanse server are same as for the Hub Server. <cleanse_server_install_ dir>\setSiperianEnv.bat where appserver is WebLogic All the settings in setSiperianEnv.bat for cleanse server are same as for the Hub Server. <cleanse_server_install_ dir>\setSiperianEnv.bat where appserver is WebSphere All the settings in setSiperianEnv.bat for cleanse server are same as for the Hub Server. If any of the contents of the files or the properties listed in the table above are incorrect, you must enter the correct contents or properties manually into the silent-install property file, then restart the installation. Alternatively, you can make corrections to the individual files, such as the cmxserver.properties file, and rerun the postInstallSetup command manually from the same <cleanse_server_Install_ Dir>. Match Process Error: VerifyNeedToStrip If you receive VerifyNeedToStrip error SIP-16062 while you run a Match process, check the following library and environment variable settings: • The LD_LIBRARY_PATH environment variable should contain the following path for the Siperian profile: <Hub_Install_Directory>\cleanse\lib is in the LD_LIBRARY_PATH for the Siperian profile. For example: LD_LIBRARY_PATH=C:\siperian\hub\cleanse\lib • The SSAPR environment variable should include the following path for all users (such as the WebLogic user and the Siperian user): <Hub_Install_Directory>\cleanse\resources. Troubleshooting 129 Inaccurate Start/Stop Timestamp for ORS For example: SSAPR=C:\siperian\hub\cleanse\resources Inaccurate Start/Stop Timestamp for ORS If you create an ORS, then export it, and subsequently reuse the .dmp file of this previously installed ORS to create a second ORS, the start date and end date columns in the C_REPOS_DB_VERSION table of this ORS will have a different value from the actual start date and end date. This difference in date does not affect any functionality. Compatibility Errors During Full Install If you want to force a patch install, you must pass -DSIPERIAN_FORCED_PATCH_ INSTALL=true in the command line while running hub_install or hub_cleanse_install. Note: The situation may can arise where you have the install of this release and you want to force a patch install for the same release. In this case, -DSIPERIAN_ FORCED_PATCH_INSTALL=true can be passed as command line argument. For example, you might see the following error: Compatibility Error Message: SIP-01509: the Siperian Hub Server version XU-xx is already installed successfully, therefore, a new install will not be allowed in this location. To perform a full install at that location, change the value of the parameter from true to false: SIPERIAN_FORCED_PATCH_INSTALL=false 130 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) A Manually Configuring Siperian System Message Queues The Services Integration Framework (SIF) uses a message-driven bean (MDB) on the JMS queue (named siperian.sif.jms.queue) to process incoming asynchronous SIF requests. This message queue and the connection factory (named siperian.mrm.jms.xaconnectionfactory) need to be configured for the specific application server you are using for your Siperian Hub implementation. Correctly configured Siperian System message queues are essential to a fully-functioning Siperian Hub installation. The Siperian Hub installer automatically configures your Siperian System message queues during installation. This section covers the steps for manually configuring Siperian System message queues and connection factories. These instructions are for trouble shooting purposes, if for example the automated queue creation process fails or if the queues were dropped accidentally after the install. Chapter Contents • JBoss Configuration • WebLogic Configuration • BEA WebLogic 9.x Configuration • IBM WebSphere 6.1 Configuration 131 JBoss Configuration JBoss Configuration Note: The Siperian System message queues are automatically configured by the Siperian installer. To verify that the Siperian System messages queues have been configured correctly., check the JMS configuration under <jboss_Install_ Dir>\server\default\deploy\jms. In the file siperian-jms-ds.xml you should find siperian.mrm.jms.xaconnectionfactory (the XA connection factory) and in jbossmq-destinations-service.xml you should find the file siperian.sif.jms.queue. The JBoss application server is manually configured for Siperian by editing the file to add the Siperian System message queues and connection factories. jbossmq-destinations-service.xml To configure the Siperian System message queues and connection factories 1. Open the jboss\server\default\deploy\jms\jbossmq-destinations-service.xml file in an editor. Add the following queue declaration: <mbean code="org.jboss.mq.server.jmx.Queue" name="jboss.mq.destination:service=Queue,name=siperian.sif.jms.qu eue"> <depends optional-attribute-name="DestinationManager"> jboss.mq:service=DestinationManager </depends> </mbean> 132 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) JBoss Configuration 2. Open the jboss\server\default\deploy\jms\jms-ds.xml file in an editor. Add the following declaration for a JMS connection factory (XA enabled). <tx-connection-factory> <jndi-name>siperian.mrm.jms.xaconnectionfactory</jndi-name> <xa-transaction/> <rar-name>jms-ra.rar</rar-name> <connection-definition> org.jboss.resource.adapter.jms.JmsConnectionFactory </connection-definition> <config-property name="SessionDefaultType" type="java.lang.String"> javax.jms.Topic </config-property> <config-property name="JmsProviderAdapterJNDI" type="java.lang.String"> java:/DefaultJMSProvider </config-property> <max-pool-size>20</max-pool-size> <security-domain-and-application>JmsXARealm</security-domain-andapplication> </tx-connection-factory> The JBoss Siperian System message queues and connection factory are now configured. Configuring Additional Queues The following steps enable you to set up Siperian System message queues for testing. This is also an example of how to step additional queues. These steps are optional. To configure a test message queue • Open the file jboss\server\default\deploy\jms\jbossmq-destinations-service.xml in an editor. Manually Configuring Siperian System Message Queues 133 WebLogic Configuration Add the following queue declaration: <mbean code="org.jboss.mq.server.jmx.Queue" name="jboss.mq.destination:service=Queue,name=siperian.sif.test.j ms.queue"> <depends optional-attribute-name="DestinationManager"> jboss.mq:service=DestinationManager </depends> </mbean> <mbean code="org.jboss.mq.server.jmx.Topic" name="jboss.mq.destination:service=Topic,name=siperian.sif.test.j ms.topic"> <depends optional-attribute-name="DestinationManager"> jboss.mq:service=DestinationManager </depends> </mbean> Note: This configuration is only needed for testing purposes. WebLogic Configuration Manually configure the WebLogic application server by creating a new connection factory and message queues. To create the connection factory and message queue 1. Start the WebLogic Console. 2. Go to Services > JMS > Connection Factories. Create a new JMSConnectionFactory using “siperian.mrm.jms.xaconnectionfactory” for both the name and JNDI name. 3. Set the server target by selecting the tab Target and Deploy. Check the server target and click Apply. 134 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) BEA WebLogic 9.x Configuration 4. Configure this as XA Connection Factory Enabled under Configuration > Transactions. 5. Go to Services > JMS > Servers. Select an existing JMS server and configure a new destination JMS Queue using “siperian.sif.jms.queue” for both the name and JNDI name. 6. Go to your <DomainName> and view your domain-wide security settings by clicking the Security tab. Select “Anonymous Admin Lookup Enabled” by clicking the checkbox next to it. Click Save. The WebLogic message queues and connection factory are now configured. Configuring Additional Queues The following steps enable you to set up message queues for testing. This is also an example of how to step additional queues. These steps are optional. To configure additional test message queues 1. In the WebLogic Console, go to Services > JMS > Servers. 2. Select an existing JMS server and configure a new destination JMS Queue using “siperian.sif.test.jms.queue” for both the name and the JNDI name. Note: This configuration is only needed for testing purposes. BEA WebLogic 9.x Configuration Manually configure the WebLogic 9.x application server by creating a new connection factory and message queues. To create a new JMS server and module 1. Start the WebLogic Console. Click Lock&Edit. 2. Go to Services > Messaging > JMS Servers. Manually Configuring Siperian System Message Queues 135 BEA WebLogic 9.x Configuration Create a new JMS Server using the name “SiperianJMSServer”. Click Next. 3. Select the server name in the Target drop-down list. Click Finish. 4. Go to Services > Messaging > JMS Modules. Create a new JMS Module using the name “SiperianModule”. Click Next. 5. Choose the Target server by selecting the check box. Click Next and then click Finish. To create a connection factory for the new module Go to the “SiperianModule” that you just created. 1. Click New under Summary of Resources. Choose Connection Factory. Click Next. 2. Specify “siperian.mrm.jms.xaconnectionfactory” for both the name and the JNDI name. Click Next. 3. Choose Target Server. Click Finish. To configure the new connection factory Go to the siperian.mrm.jms.xaconnectionfactory you just created, under Configuration. 1. Click Transactions. 2. Select the XA Connection Factory Enabled check box. Save the change. To add some message queues to the module 1. Go to the “SiperianModule” again. Click New under Summary of Resources. Choose Queue. Click Next. 136 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) BEA WebLogic 9.x Configuration 2. Specify “siperian.sif.jms.queue” for both the name and the JNDI name. Click Next. 3. Choose the JMS Server you just created. Click Finish. Click Activate Changes. To create a new subdeployment queue 1. Go to the “SiperianModule” once more. Click New under Summary of Resources. Choose Queue. Click Next. 2. Click on the “Create a new Subdeployment” button. Make sure the Subdeployment Name is “siperian.sif.jms.queue”, and click OK. 3. Use “siperian.sif.jms.queue” for both the name and the JNDI name. Click Next. 4. Choose the JMS Server you just created and click Finished. Click Activate Changes. The WebLogic 9.x message queues and connection factory are now configured. Configuring Additional Queues The following steps enable you to set up message queues for testing. This is also an example of how to step additional queues. These steps are optional. To configure additional test message queues 1. In the WebLogic Console, click Lock&Edit. 2. Go to Services > Messaging > JMS Modules. Choose the “SiperianModule”. Click New under Summary of Resources. 3. Choose Queue and click Next. Manually Configuring Siperian System Message Queues 137 IBM WebSphere 6.1 Configuration Specify “siperian.sif.test.jms.queue” for both the name and the JNDI name. Click Next. 4. Choose the JMS Server you just created. Click Finish. 5. Click Activate Changes. Note: This configuration is only needed for testing purposes. IBM WebSphere 6.1 Configuration Manually configure the WebSphere 6.1 application server by creating a new connection factory and message queues. To create and configure a new bus in the WebSphere server 1. In the WebSphere Console, go to Service integration > Buses. Create a new bus with name “SiperianBus” and save the change. 2. Go to the SiperianBus you just created and click Bus Members. Add a new member in the Server drop-down list. 3. Choose the server your application is running. Click Next and select Data Store. Click Next under this and make sure the Create default data source with generated JNDI name is checked. 4. Click Next, then click Finish. Save the change. 5. Go to the SiperianBus you just created and click Destination. Click New and choose the Queue as destination type. Click Next. 6. Use the name “SiperianQueue” as the Identifier and click Next. Choose the Bus member you just created and click Next. 7. Click Finish. Save the change. Configure a new connection factory 1. In the WebSphere Console go to Resources > JMS > JMS Providers. 138 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) IBM WebSphere 6.1 Configuration Select “Node=<servername>Node01” from the drop-down list. Choose Default messaging provider. 2. Click JMS queue connection factory. Configure a new JMS connection factory using “siperian.mrm.jms.xaconnectionfactory” for both the name and the JNDI name. 3. Choose the “SiperianBus” as the Bus name for the JMS connection factory. Save the change. 4. Click on Queues. Select the scope “Node=<servername>Node01” from the drop-down list. Configure a new JMS queue Click on the New button. 1. Select Default messaging provider and click OK. Use “siperian.sif.jms.queue”for both the name and the JNDI name. Choose the “SiperianBus” as Bus name, choose the “SiperianQueue” you created as Queue name. Save the change. 2. Click on JMS activation specification. Select the scope “Node=<servername>Node01” from drop-down list. 3. Configure a new Siperian Activation. Click New. Use “SiperianActivation” for both the name and the JNDI name. Choose Queue as the Destination type and “siperian.sif.jms.queue” as the Destination JNDI name. Choose “SiperianBus” as Bus name. Save the change. Configuring Additional Queues The following steps set up message queues for testing. This is also an example of how to step additional queues. These steps are optional. Create the test message queue 1. In the WebSphere Console, go to Service integration > Buses. Select the SiperianBus and click Destination. Manually Configuring Siperian System Message Queues 139 IBM WebSphere 6.1 Configuration 2. Click New and choose the Queue as destination type then click Next. 3. Use the name “SiperianTestQueue” as the Identifier and click Next. 4. Choose the Bus member and click Next. Click Finish and save the change. To configure the test message queue In the WebSphere Console, go to Resources > JMS Providers > Default Messaging. 1. Click on Queue and configure a new JMS queue using “siperian.sif.test.jms.queue” for the both name and the JNDI name. 2. Choose “SiperianBus” as Bus name. Choose the “SiperianTestQueue” you just created as the Queue name. Note: This configuration is only needed for testing purposes. 140 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) Index A application server 18 and connection pooling 18 audience ix B base objects, influence on upgrade process 81 before you upgrade 82 Business Objects DQ XI cleanse engine 55 C changing application server and RMI port number JBoss 115 WebLogic 118 Cleanse Match Server parameters WebLogic 117 Cleanse Match Server about 36 application server instances, configuring multiple 62 Business Objects DQ XI cleanse engine 55 cmxcleanse.properties file 57 cmxserver.log 123 configuration settings 58 configuring 56 deploying 63 manually 63 dual cleanse servers 61 installation 52 overview 36 prerequisites 38 JBoss 49, 54 log files 56 logging settings 58 multi-threading, configuring 60 newer versions 38 Oracle TNS server name 58 parameters, updating 116 post-installation 37 prerequisites for installing 38 temporary files, deleting 57 uninstalling 104 using correct license with 39 version and build number 57 WebLogic 39, 53 WebSphere 44, 54 Cleanse Server silent install, troubleshooting 128 supported cleanse engines 36 CMX_DATA creating 6 CMX_DATA tablespace 6 cmx_debug.log file 123 141 CMX_INDX creating 6 CMX_INDX tablespace 6 CMX_ORS database 11 CMX_ORS User changing username and password 49 cmx_ors.dmpimp.log file 14 CMX_TEMP creating 7 CMX_TEMP tablespace 7 cmxcleanse.properties file 57 cmxdebug.log 123 cmxserver.log file 28, 56 command-line interface installation 2 configuring cleanse engines 57 configuring dual cleanse servers 61 connection factory configuring new 138 connection pooling 18 console.log file 122 contacting Siperian xiii D data cleansing engines 1 data sources JBoss 22 WebLogic 23 WebSphere 23 database changing server name 113 changing Hub Server parameters 113 changing instance name 114 connection testing 14 server and instance name, JBoss 116 debug log file, enabling 124 documentation audience ix contents x other documentation x H Hub Console about the Hub Console 69 starting 70 Hub Server about Hub Server 18 application server 18 configuration properties 29 configuring JBoss 26 WebLogic 25 WebSphere 26 configuring Hub Server 28 connection pooling 18 database parameters, updating 113 deploying manually 33, 121 installatiion prerequisites 20 installing 24 log files 28, 87 logging settings 29 parameters, updating 110 post-install process 19 prerequisites for installing 20 previous versions of 21 silent install, troubleshooting 126 uninstalling 105 version and build number 29, 84 142 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) WebLogic settings 30 Hub Server and WebLogic 21 Hub Store 4 about the Hub Store 4 database configuration options 4 installing 5 ORS database, creating 11 tablespaces, creating 6 I installation troubleshooting 109 Installation Process 1, 36 installing Cleanse Match Server 52 Hub Server 24 Hub Store 5 newer version of Cleanse Match Server 38 newer version of the Hub Server 21 overview of 1 J JBoss changing database server and instance name 116 changing settings 31 Cleanse Match Server 49, 54 Cleanse Match Server, configuring 51 configuring 22 Hub Server changing parameters 115 configuring 26 parameters, updating 115 Hub Server and Cleanse Match Server, configuring 23 Oracle data sources and 22 port conflicts 30 settings 31 JBoss Hub Server, configuring 51 JBoss, extracting file with special command 22 L license file 20 log files application server log files 28, 56, 88, 91 checking 28, 56 Cleanse Match Server 56 cmx_ors.dmpimp.log file 14 cmxserver.log file 28, 56 postInstallSetup.log file 28, 56 setup_ors.log file 14 Siperian_Hub_Cleanse_Match_Server_ InstallLog.xml file 56 Siperian_Hub_Server_InstallLog.xml file 28 siperian_installer_debug.txt file 28, 56 M master database, creating 8 Master Reference Manager cmxserver.log 123 match process error VerifyNeedToStrip 129 message queues 143 configuring additional JBoss 133 WebLogic 9.x 137 WebSphere 6.1 139 using 131 WebLogic 9.x configuration 135 R relationship tables, removing before upgrade 83 S Oracle data sources JBoss 22 WebLogic 23 WebSphere 23 PLSQL compiler flags setting 5 TNS name adding to the ORS database 58 ORS database creating 8 creating additional 11 setup_ors.log file 14 silent install Cleanse Server, troubleshooting 128 confirming installation success 125 Hub Server, troubleshooting 126 troubleshooting 125 Siperian Hub documentation x log files 122 master database, creating 8 ORS database, creating 8 uninstalling 103 Siperian Services Integration Framework Guide (SIF) xi siperian_installer_debug.txt file 28 P T O password changing for CMX_ORS user 32 changing for CMX_SYSTEM user 31, 46 port conflicts 30 postInstallSetup.log file 28, 56 product support xiii proxy role 13 proxy user create 13, 14 creating during upgrade 10 tablespaces CMX_DATA 6 CMX_INDX 6 CMX_TEMP 7 creating 6 temporary tablespace 13 technical support xiii troubleshooting changing domain, WebLogic 111 cmxserver.log file 123 144 Siperian Hub XU SP2 Installation Guide (Windows and Oracle) installation 109 log files cmx_debug.log file 123 cmxserver.log file 123 console.log file 122 location of 125 log4j.xml file 125 overview of 122 log4j.xml file 125 silent install 125 silent install, Cleanse Server 128 silent install, Hub Server 126 WebLogic changing domain 117 changing host or server name 113 changing Hub Server parameters 110 changing RMI Port Number 111 changing username 112 changing username and password 118 Cleanse Match Server parameters, updating 117 U uninstalling Cleanse Match Server 104 Hub Server 103, 105 Hub Store 106 upgrade cmxserver.log file 88, 91 failure 99 log files checking 87, 91 cmxserver.log file 88, 91 postInstallSetup.log file 88, 91 Siperian_Hub_Cleanse_Match_ Server_InstallLog.xml file 91 Siperian_Hub_Server_InstallLog.xml file 88 siperian_installer_debug.txt file 88, 91 postInstallSetup.log file 88, 91 proxy user questions 96 supported platforms 84 upgrade process, and base objects 81 upgrading removing relationship tables 83 V VerifyNeedToStrip error message 129 version and build number checking 29, 57 checking, during upgrade 84 W WebLogic changing host or server name, troubleshooting 119 changing domain, troubleshooting 111 changing settings 30 Cleanse Match Server about 39 configuring 53 Hub Server configuring 25 parameters, updating 110 Oracle data sources and 23 145 restarting after installation 34 settings 30 WebSphere changing Hub Server parameters 114 changing settings 30 Cleanse Match Server about 44 configuring 54 Hub Server configuring 26 parameters, updating 114 Oracle data sources and 23 settings 30 uninstalling 106 WebSphere 6.1 configure a new JMS queue 139 WebSphere Server cluster 75 workbenches Configuration workbench 107 146 Siperian Hub XU SP2 Installation Guide (Windows and Oracle)