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Oracle® Thesaurus Management System Installation Guide Release 4.6.1 A83780-11 September 2010 This guide describes how to install, configure, and upgrade Oracle Thesaurus Management System 4.6.1. This release includes information about installing on Linux and corrects documentation errors. Oracle Thesaurus Management System Installation Guide, Release 4.6.1 A83780-11 Copyright © 2000, 2010, Oracle and/or its affiliates. All rights reserved. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065. This software is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications which may create a risk of personal injury. If you use this software in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure the safe use of this software. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software in dangerous applications. Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. This software and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services. Contents Preface ................................................................................................................................................................ vii Audience...................................................................................................................................................... vii Documentation Accessibility ................................................................................................................... viii Finding Information and Patches on My Oracle Support ................................................................... viii Finding Documentation on Oracle Technology Network..................................................................... x Related Documents ..................................................................................................................................... x Oracle CPU Security Update Patches....................................................................................................... x Conventions ................................................................................................................................................. xi 1 Preparing to Install Oracle Thesaurus Management System 1.1 1.2 1.2.1 1.2.2 1.2.3 1.2.4 1.2.5 1.2.6 1.2.7 1.3 1.3.1 1.3.2 1.4 1.4.1 1.4.2 1.5 2 About the TMS Network Architecture .................................................................................... Planning a TMS Database Tier Installation............................................................................. Database Tier Operating System Requirements ............................................................ Database Tier System Resource Requirements ............................................................... Prerequisite Tasks for Oracle Database 11g ..................................................................... Database Tier Character Set Requirements ..................................................................... UNIX Database Server Requirements............................................................................... Windows Database Server Requirements........................................................................ Oracle Database 11g Requirements .................................................................................. Planning a TMS Application Tier Installation ........................................................................ Application Tier Operating System Requirements......................................................... Forms Server and Reports Server Requirements ............................................................ Planning a TMS Client Installation ......................................................................................... Client Tier Operating System Requirements ................................................................... Client Tier Application Requirements.............................................................................. Choosing a Character Set .......................................................................................................... 1-2 1-2 1-3 1-3 1-3 1-4 1-4 1-4 1-4 1-5 1-5 1-5 1-6 1-6 1-6 1-6 Installing the Database Server on UNIX 2.1 2.1.1 2.1.2 2.1.3 2.1.4 2.1.5 2.1.6 Installing and Patching Oracle Database 11g ........................................................................ Install Oracle Database 11g Release 11.1.0.6.0 ................................................................. Install Oracle Database Examples 11g Release 1 ............................................................. Apply Oracle Database 11g Patch Set 1 ............................................................................ Apply Oracle Database 11g Standalone Patches ............................................................. Change Permissions on the oraclehomeproperties.xml File ......................................... Modify the oraenv Script for Oracle Solaris .................................................................... 2-1 2-2 2-2 2-3 2-3 2-4 2-4 iii 2.2 3 Installing the Database Server on Windows 3.1 3.2 3.3 3.4 4 Adjusting the Operating System Environment ...................................................................... 2-4 Install Oracle Database 11g Release 11.1.0.6.0 ........................................................................ Install Oracle Database Examples 11g Release 1 .................................................................... Apply Oracle Database 11g Patch Set 1 .................................................................................. Apply Oracle Database 11g Patch Bundle 8451592................................................................ 3-1 3-2 3-2 3-2 Installing the Application Tier 4.1 4.1.1 4.1.2 4.1.3 4.1.4 4.2 4.3 4.4 4.4.1 4.5 4.5.1 4.5.2 4.6 4.6.1 4.6.2 4.7 Installing Oracle AS10gR2 ........................................................................................................ Install Oracle AS10gR2........................................................................................................ Restart the Computer .......................................................................................................... Apply Oracle AS10gR2 Patch Set 3 (10.1.2.3)................................................................... Apply Application Server Patch 7384879......................................................................... Locating TMS 4.6.1 and Starting the Installer......................................................................... Installing the TMS Front End .................................................................................................... Installing the TMS Reports Server............................................................................................ Change to namingServices if Reports and Forms Server Use Different Subnets ....... Installing the TMS Database Server Code ............................................................................... Start the Installer .................................................................................................................. Attend to the Installer ......................................................................................................... Setting Up SQL*Net Connections to TMS Databases ............................................................ Maintain a Central Copy of the tnsnames.ora File ......................................................... Troubleshoot Network Connection Issues....................................................................... Adding Printers........................................................................................................................... 4-1 4-1 4-2 4-2 4-2 4-2 4-3 4-5 4-6 4-6 4-6 4-7 4-8 4-8 4-8 4-8 5 Creating a TMS Database 5.1 5.1.1 5.1.2 5.1.3 5.1.4 5.1.5 5.1.6 5.1.7 5.1.8 5.2 5.2.1 5.2.2 5.2.3 5.3 5.4 5.4.1 5.4.2 5.5 iv Reviewing Database Requirements and Recommendations................................................ Start with a New Database Instance ................................................................................. Use Lowercase SID Name with Oracle Clinical .............................................................. Check Required Tablespaces.............................................................................................. Select Required Components ............................................................................................. Use the Database Configuration Assistant ...................................................................... Use Automatic Memory Management ............................................................................. Set Initialization Parameters ............................................................................................. Modify tnsnames.ora........................................................................................................... Installing TMS Database Objects .............................................................................................. Unlock Accounts .................................................................................................................. Start the Installer .................................................................................................................. Attend to the Installer ......................................................................................................... Loading Reports .......................................................................................................................... Registering Databases Integrated with Oracle Clinical......................................................... Start the Installer .................................................................................................................. Attend to the Installer ......................................................................................................... Creating a TMS Administrator-Level User Account on the Database................................ 5-1 5-1 5-1 5-2 5-2 5-2 5-2 5-2 5-4 5-4 5-5 5-5 5-5 5-7 5-7 5-7 5-7 5-8 6 Upgrading Oracle Thesaurus Management System 6.1 6.2 6.2.1 6.2.2 6.2.3 6.3 6.3.1 6.3.2 6.3.3 Upgrading the Oracle Database................................................................................................ Upgrading the Application Tier ............................................................................................... Install Oracle AS10g ............................................................................................................ Upgrade the TMS Forms Server (Front End)................................................................... Upgrade the TMS Database Server Code......................................................................... Upgrading TMS Databases........................................................................................................ Start the Installer .................................................................................................................. Attend to the Installer ......................................................................................................... Configure DSI Import ......................................................................................................... 6-1 6-1 6-1 6-1 6-1 6-2 6-2 6-2 6-4 7 Completing a New Installation or Upgrade 7.1 7.2 7.3 7.4 7.5 7.6 7.7 7.8 7.9 Patching TMS............................................................................................................................... Changing the Default opaconfig Password ........................................................................... Setting Up Database Connections ............................................................................................ Updating HTML Browser and Web Search Engine Bookmarks.......................................... Testing the TMS Forms Server .................................................................................................. Downloading the Java Virtual Machine to Client Computers ............................................. Adding a Link to the TMS Launch Page for the HTML Browser ........................................ Configuring the Document Repository ................................................................................... Defining and Loading Dictionaries .......................................................................................... 7-1 7-1 7-2 7-2 7-3 7-3 7-4 7-5 7-5 v vi Preface This guide describes how to install Oracle Thesaurus Management System (TMS) 4.6.1 both as an initial installation and as an upgrade from a previous release. Audience The audience for this installation guide is database administrators (DBAs) and system administrators. Installing TMS requires the skills listed below. If you want assistance with your installation, engage Oracle Consulting. Database Administrators Installing TMS requires a level of knowledge equivalent to having mastered the material in the Oracle Architecture and Administration course for DBAs. You must be able to read and edit SQL*Plus scripts, run SQL scripts, and review logs for Oracle errors. For ongoing administration, additional training as a DBA is essential. System Administrators Installing and maintaining a TMS network requires expertise in the following skill areas: ■ ■ UNIX operating systems: ■ Creating and managing user accounts and groups ■ Installing Oracle database software and patches ■ Identifying space on a file system for Oracle database tablespaces ■ Setting and using environment variables Microsoft Windows operating systems ■ Creating and managing user accounts and groups ■ Installing Oracle software ■ Managing settings through the Control Panel and Administrative Tools ■ Managing network printers ■ Creating services vii Documentation Accessibility Our goal is to make Oracle products, services, and supporting documentation accessible to all users, including users that are disabled. To that end, our documentation includes features that make information available to users of assistive technology. This documentation is available in HTML format, and contains markup to facilitate access by the disabled community. Accessibility standards will continue to evolve over time, and Oracle is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers. For more information, visit the Oracle Accessibility Program Web site at http://www.oracle.com/accessibility/. Accessibility of Code Examples in Documentation Screen readers may not always correctly read the code examples in this document. The conventions for writing code require that closing braces should appear on an otherwise empty line; however, some screen readers may not always read a line of text that consists solely of a bracket or brace. Accessibility of Links to External Web Sites in Documentation This documentation may contain links to Web sites of other companies or organizations that Oracle does not own or control. Oracle neither evaluates nor makes any representations regarding the accessibility of these Web sites. Access to Oracle Support Oracle customers have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/support/contact.html or visit http://www.oracle.com/accessibility/support.html if you are hearing impaired. Finding Information and Patches on My Oracle Support Your source for the latest information about Oracle Thesaurus Management System is Oracle Support’s self-service Web site My Oracle Support (formerly MetaLink). Before you install and use any Oracle product, always visit the My Oracle Support Web site for the latest information, including alerts, release notes, white papers, and patches. Creating a My Oracle Support Account You must register at My Oracle Support to obtain a user name and password account before you can enter the Web site. To register for My Oracle Support: 1. Open a Web browser to http://support.oracle.com. 2. Click the Register here link to create a My Oracle Support account. The registration page opens. 3. Follow the instructions on the registration page. Signing In to My Oracle Support To sign in to My Oracle Support: viii 1. Open a Web browser to http://support.oracle.com. 2. Click Sign In. 3. Enter your user name and password. 4. Click Go to open the My Oracle Support home page. Searching for Knowledge Articles by ID Number or Text String The fastest way to search for information, release notes, and white papers is by the article ID number. To search by the article ID number: 1. Sign in to My Oracle Support at http://support.oracle.com. 2. Locate the Search box in the upper right corner of the My Oracle Support page. 3. Click the sources icon to the left of the search box, and then select Article ID from the list. 4. Enter the article ID number in the text box. 5. Click the magnifying glass icon to the right of the search box (or press the Enter key) to execute your search. The Knowledge page displays the results of your search. If the article is found, click the link to view the abstract, text, attachments, and related products. In addition to searching by article ID, you can use the following My Oracle Support tools to browse and search the knowledge base: ■ ■ ■ Product Focus — On the Knowledge page, you can drill into a product area through the Browse Knowledge menu on the left side of the page. In the Browse any Product, By Name field, type in part of the product name, and then select the product from the list. Alternatively, you can click the arrow icon to view the complete list of Oracle products and then select your product. This option lets you focus your browsing and searching on a specific product or set of products. Refine Search — Once you have results from a search, use the Refine Search options on the right side of the Knowledge page to narrow your search and make the results more relevant. Advanced Search — You can specify one or more search criteria, such as source, exact phrase, and related product, to find knowledge articles and documentation. Finding Patches on My Oracle Support Be sure to check My Oracle Support for the latest patches, if any, for your product. You can search for patches by patch ID or number, or by product or family. To locate and download a patch: 1. Sign in to My Oracle Support at http://support.oracle.com. 2. Click the Patches & Updates tab. The Patches & Updates page opens and displays the Patch Search region. You have the following options: ■ ■ In the Patch ID or Number is field, enter the primary bug number of the patch you want. This option is useful if you already know the patch number. To find a patch by product name, release, and platform, click the Product or Family link to enter one or more search criteria. 3. Click Search to execute your query. The Patch Search Results page opens. 4. Click the patch ID number. The system displays details about the patch. In addition, you can view the Read Me file before downloading the patch. ix 5. Click Download. Follow the instructions on the screen to download, save, and install the patch files. Finding Documentation on Oracle Technology Network Use the Oracle Technology Network Web site to open PDF versions of user and reference documentation. Visit the Oracle Technology Network Web site at the following address: http://www.oracle.com/technology/index.html Use the Documentation menu and the Documentation Index to find the manual you want, and then click its title to download and open the PDF version of the manual. Related Documents Disk V22168-01 of the Oracle Clinical 4.6 and Oracle Thesaurus Management System 4.6.1 Media Pack includes the documentation for TMS and for related Oracle Health Sciences applications. The manuals are located in the \doc directory. In addition, you can download PDF copies of the manuals from the Oracle Technology Network. You can use the part number to search for a specific manual. TMS Documentation The TMS documentation set includes: ■ Oracle Thesaurus Management System User's Guide (Part A82842) ■ Oracle Thesaurus Management System Installation Guide (Part A83780) In addition, Oracle Health Sciences publishes PDF-format technical reference manuals that provide proprietary information on internal tables and APIs. If you are a licensed customer, contact Oracle Support to obtain a free electronic copy of the Oracle Thesaurus Management System Technical Reference Manual (Part A82841). Release Notes, Bulletins, and White Papers As mentioned earlier in this preface, be sure to visit the My Oracle Support Web site for the most up-to-date installation information, including alerts, release notes, bulletins, white papers, and patches. The My Oracle Support Web site includes these important installation topics: ■ Oracle Life Sciences Applications Supported Technology Stacks (Article ID 180430.1) ■ Oracle TMS Release 4.6.1 Release Notes (Article ID 859690.1) ■ OLSA 4.6.x and 4.7.x Known Install and Configuration Issues (Article ID 386941.1) Oracle CPU Security Update Patches Oracle publishes a CPU Security Update patch quarterly. Install these patches on every computer with an Oracle Home. Check My Oracle Support for information on the latest patch tested with Oracle Health Sciences applications. x Conventions The following text conventions are used in this document: Convention Meaning boldface Boldface type indicates graphical user interface elements associated with an action, or terms defined in text or the glossary. italic Italic type indicates book titles, emphasis, or placeholder variables for which you supply particular values. monospace Monospace type indicates commands within a paragraph, URLs, code in examples, text that appears on the screen, or text that you enter. xi xii 1 1 Preparing to Install Oracle Thesaurus Management System This chapter describes Oracle Thesaurus Management System's network architecture, hardware, and software requirements and the dependencies among the components. Before you begin installing or upgrading Oracle Thesaurus Management System (TMS), check that your environment meets the requirements. This chapter includes the following topics: ■ Section 1.1, "About the TMS Network Architecture" ■ Section 1.2, "Planning a TMS Database Tier Installation" ■ Section 1.3, "Planning a TMS Application Tier Installation" ■ Section 1.4, "Planning a TMS Client Installation" ■ Section 1.5, "Choosing a Character Set" Preparing to Install Oracle Thesaurus Management System 1-1 About the TMS Network Architecture 1.1 About the TMS Network Architecture The network architecture for TMS consists of three tiers: the database tier, the application tier, and the client tier. Figure 1–1 illustrates the basic network architecture for TMS. Figure 1–1 Oracle TMS Network Architecture The database tier in a TMS environment includes the Oracle Database 11g and the TMS database(s). In past releases, the database tier was called the back end. The application tier has two TMS components: ■ ■ TMS Forms Server — The Forms Server performs all forms processing, communicates the display changes to the client, and calls forms to query, update, select, and delete data from the Database Server. TMS Reports Server — The Reports Server runs most batch reports, schedules all jobs, and creates PDF output for reports. Most TMS reports interface with the TMS Reports Server. The client tier includes one or more clients, which communicate users' keystrokes and mouse movements to the application tier. In addition, you set up a client on each Server. 1.2 Planning a TMS Database Tier Installation This section describes the hardware and software requirements for the TMS database tier. ■ Section 1.2.1, "Database Tier Operating System Requirements" ■ Section 1.2.2, "Database Tier System Resource Requirements" ■ Section 1.2.3, "Prerequisite Tasks for Oracle Database 11g" ■ Section 1.2.4, "Database Tier Character Set Requirements" 1-2 Oracle Thesaurus Management System Installation Guide Planning a TMS Database Tier Installation ■ Section 1.2.5, "UNIX Database Server Requirements" ■ Section 1.2.6, "Windows Database Server Requirements" ■ Section 1.2.7, "Oracle Database 11g Requirements" 1.2.1 Database Tier Operating System Requirements The database tier for Oracle Thesaurus Management System supports these operating systems: ■ Oracle Enterprise Linux 5 x86-64 (64-bit versions only, US English) ■ Oracle Solaris (SPARC) 9 and 10 (64-bit versions only, US English) ■ HP-UX Itanium 11.31 (64-bit versions only, US English) ■ Microsoft Windows Server 2003 (32-bit version only, US English) with Service Pack 1 or 2. 1.2.2 Database Tier System Resource Requirements Ensure that the Oracle TMS database tier has these system resources: ■ At least 4 GB free space in the tmp directory. ■ At least 4 GB of physical memory. ■ Swap space equal to three times the amount of physical memory. (If the system's physical memory exceeds 1 GB, two times is usually sufficient.) 1.2.3 Prerequisite Tasks for Oracle Database 11g To ensure that your Database Server platform meets the minimum requirements for installing Oracle Database 11g, perform the following preparatory tasks: 1. Create the software owner and groups: ■ ■ 2. Create two groups: one is the Oracle Inventory group; the other is the operating system DBA group. Typically, the group names are oinstall and dba, respectively. Create mount points owned by the oracle user: ■ ■ 3. Create a UNIX user to own the Oracle software. Typically, the user name is oracle. Create a software mount point of at least 10 GB. Create mount points to hold the database files, control files, and log files, respectively. UNIX only. Create the following directory for the oratab file: /var/opt/oracle Ensure that the oracle user has write permissions on this directory. 4. Test permissions. Ensure that the oracle user can write to the new mount points and all subdirectories. 5. UNIX only. Configure kernel resources. See Oracle 11g's operating-specific instructions for setting kernel parameters. 6. Download and install the latest operating system patches required for Oracle, if necessary. Review Oracle 11g's latest platform-specific install bulletins. Preparing to Install Oracle Thesaurus Management System 1-3 Planning a TMS Database Tier Installation 1.2.4 Database Tier Character Set Requirements See Section 1.5, "Choosing a Character Set." 1.2.5 UNIX Database Server Requirements In addition to the required system resources and character sets, the supported UNIX operating systems have the following additional requirements. (See Section 1.2.6 for Windows-specific requirements.) 1.2.5.1 Compatibility with Oracle9i Database on UNIX Database Servers On UNIX platforms, you can have an Oracle Thesaurus Management System installation on the same computer as an older TMS release installation because it installs against the Oracle Database 11g Oracle Home instead of the Oracle9i Database Oracle Home. However, you can only use one copy of TMS against one Oracle Database 11g Oracle Home. 1.2.6 Windows Database Server Requirements In addition to the required system resources and character sets, the Windows operating system has the following additional requirements. (See Section 1.2.5 for UNIX-specific requirements.) 1.2.6.1 Compatibility with Oracle9i Database on Windows Database Servers A Windows Database Server does not support multiple TMS code environments. Therefore, you cannot have Oracle9i Database and Oracle Database 11g on the same Windows computer. 1.2.6.2 Access on Windows Platforms You must have the Windows Administrator user ID and password for the operating system. 1.2.6.3 Processors on Windows Platforms TMS supports only Database Server computers with Intel processors. 1.2.6.4 Windows Database Server Requires Separate Oracle Home A Windows Database Server cannot share a computer with the Forms Server or Reports Server components. The Database Server DLLs are incompatible with the Forms and Reports Servers DLLs. 1.2.7 Oracle Database 11g Requirements Oracle Thesaurus Management System requires Oracle Database 11g Release 11.1.0.6.0 plus Patch Set 1 (11.1.0.7.0), Enterprise Edition. 1.2.7.1 Required Reading Installing Oracle Database 11g to be compatible with your operating system and Oracle TMS requires information from different sources. Before you start the Oracle TMS installation, review the following documents: ■ Oracle Database 11g Release 11.1.0.6.0 plus Patch Set 1 (11.1.0.7.0) installation documentation 1-4 Oracle Thesaurus Management System Installation Guide Planning a TMS Application Tier Installation ■ ■ Latest platform-specific Oracle Database 11g installation bulletin that is available on My Oracle Support Latest supported component versions and alerts related to Oracle Database 11g and Oracle Health Sciences applications that are available on My Oracle Support 1.2.7.2 Oracle Text Option Choose to install the Oracle Database 11g Text Option. Oracle Database 11g includes the Oracle Text Option, but note that installing and using it requires purchasing a separate license. 1.3 Planning a TMS Application Tier Installation The application tier includes the Forms Server and Reports Server components. Oracle AS10gR2 includes the Forms Server and Reports Server components in the same installation. You can add extra Reports Servers by installing Oracle AS10gR2 on additional computers. 1.3.1 Application Tier Operating System Requirements For Oracle Thesaurus Management System 4.6.1, the Forms Server and Reports Server support the following operating system only: Microsoft Windows 2003 Server US English with Service Pack 1 or 2 1.3.2 Forms Server and Reports Server Requirements The Forms Server, which is the TMS forms application, brokers transactions between clients and the Database Server. The Reports Server schedules TMS jobs and outputs to screen or printers. The Forms Server and the Reports Server components have the same platform requirements. For installation instructions, see Chapter 4, "Installing the Application Tier." 1.3.2.1 Permanent IP Address Each server computer must have a permanent IP address. During installation, the Oracle Installer prompts you for site information. Be prepared to enter the computer's permanent IP address or the computer's network name when you install the Forms Server or the Reports Server. 1.3.2.2 Oracle Application Server 10g Release 2 Forms and Reports Services Oracle Application Server 10g Release 2 (Oracle AS10gR2) includes the Application Server, Oracle Forms, and the Reports Server. This guide includes only the instructions necessary to set up Oracle AS10gR2 to run Release 4.6.1 of Oracle Thesaurus Management System. For other uses with the product, see the Oracle AS10gR2 documentation. 1.3.2.3 Java Runtime Environment The Java Runtime Environment, or JRE (also known as Java Virtual Machine or JVM), is the Java applet browser plug-in required to run a TMS session. Oracle AS10gR2 includes JVM, so you do not have to download it separately. Preparing to Install Oracle Thesaurus Management System 1-5 Planning a TMS Client Installation The TMS launch page includes a test for the JRE and provides a link to download the JRE. 1.3.2.4 Internet Explorer Requirements The Microsoft Internet Explorer 6, 7, and 8 browser versions are the only supported browsers for TMS. 1.4 Planning a TMS Client Installation A client is the browser interface to the Forms Server. It displays data and transmits user actions to and from the Forms Server. This section describes the requirements for a client. 1.4.1 Client Tier Operating System Requirements TMS supports the following Microsoft operating systems for the client: ■ Windows 2000 with Service Pack 4 ■ Windows 2003 Server with Service Pack 1 or 2 ■ Windows XP with Service Pack 1, 2, or 3 ■ Windows Vista with Service Pack 1 1.4.2 Client Tier Application Requirements To access Oracle Thesaurus Management System, clients must have these applications: ■ ■ Microsoft Windows Internet Explorer, Release 6, 7, or 8. Java Runtime Environment (JRE) plug-in. TMS supports JRE Version 1.6, Update 15 or later. The installation of the application tier includes the JRE so you do not have to download it separately. (In addition, the Oracle Health Sciences Web launch page includes a test for the plug-in and provides a link to download the JRE.) ■ An intranet or internet connection. 1.5 Choosing a Character Set Oracle Health Sciences supports certain character sets for each product or each combination of integrated products. TMS supports the following character sets: ■ UTF8 ■ US7ASCII ■ WEISO8859P1 ■ Any single byte character set If you are only installing TMS, Oracle recommends that you use the UTF8 character set. Use the same character set on the database tier and the application tier. If you select US7ASCII for the database tier and UTF8 for the application tier, TMS stores some special characters incorrectly in the database. 1-6 Oracle Thesaurus Management System Installation Guide Choosing a Character Set The supported character sets for different product combinations are as follows: ■ ■ TMS and Oracle Clinical: UTF8, US7ASCII, WEISO8859P1, or any single byte character set. Oracle recommends UTF8. TMS and Adverse Events Reporting System (AERS): AL16UTF16 or UTF8. If you create a database as UTF8, be careful to also set NLS_ CHARACTERSET to UTF8 and NLS_NCHAR_CHARACTERSET to AL16UTF16 (not the default value AL32UTF8). Note: Do not choose the default character set (AL32UTF8) when creating new databases using the Assistant. Note: See the Oracle Clinical Installation Guide for information on character sets with installations of multiple HSGBU products. Preparing to Install Oracle Thesaurus Management System 1-7 Choosing a Character Set 1-8 Oracle Thesaurus Management System Installation Guide 2 2 Installing the Database Server on UNIX This chapter describes how to set up a new Oracle Database Server on a UNIX computer. Installing an Oracle Database Server on a UNIX computer requires you to complete the following tasks: ■ Section 2.1, "Installing and Patching Oracle Database 11g" ■ Section 2.2, "Adjusting the Operating System Environment" If you are installing the Database Server on a Windows computer, see Chapter 3 for installation instructions. If you are upgrading to TMS, see Chapter 6. You install the TMS database server code as part of your application tier (middle tier) installation. For installation instructions, see Chapter 4. 2.1 Installing and Patching Oracle Database 11g To support TMS Database Server, a UNIX computer requires the following version of Oracle Database software: Oracle Database 11g Release 11.1.0.6.0 plus Patch Set 1 (11.1.0.7.0), plus individual patches Enterprise Edition However, this requirement might change during the life of this document. Before you begin, check My Oracle Support for the latest requirement. This section describes the following tasks: ■ Section 2.1.1, "Install Oracle Database 11g Release 11.1.0.6.0" ■ Section 2.1.2, "Install Oracle Database Examples 11g Release 1" ■ Section 2.1.3, "Apply Oracle Database 11g Patch Set 1" ■ Section 2.1.4, "Apply Oracle Database 11g Standalone Patches" ■ Section 2.1.5, "Change Permissions on the oraclehomeproperties.xml File" ■ Section 2.1.6, "Modify the oraenv Script for Oracle Solaris" Installing the Database Server on UNIX 2-1 Installing and Patching Oracle Database 11g 2.1.1 Install Oracle Database 11g Release 11.1.0.6.0 To install Oracle Database 11g Release 11.1.0.6.0: 1. Locate the Oracle Database 11g software for your operating system on the media pack: Operating System Disk Software Oracle Enterprise Linux V14216-01 Oracle Database 11g Release 1 (11.1.0.6.0) Oracle Solaris V14414-01 Oracle Database 11g Release 1 (11.1.0.6.0) HP-UX Itanium V14232-01 Oracle Database 11g Release 1 (11.1.0.6.0) 2. Follow the included instructions for installing Oracle Database 11g. 3. Choose to install the Enterprise Edition option. 2.1.2 Install Oracle Database Examples 11g Release 1 Oracle Database Examples, which is required for TMS, includes the following items: ■ Oracle JDBC Development Drivers ■ Oracle Database Examples ■ Oracle Product Demonstrations (optional) You do not need to install any of the sample schemas. They are not required for either Oracle TMS or Oracle Clinical. You can add them later if you change your mind. Note: To install Oracle Database 11g Examples: 1. Locate the appropriate Database Examples zip file for your operating system on the media pack: Operating System Disk Path Zip File Oracle Enterprise Linux V22167-01 /patches linux.x64_11gR1_examples.zip Oracle Solaris V18332-01 /patches solaris.sparc64_11gR1_examples.zip HP-UX Itanium V18332-01 /patches hpia64_11gR1_examples.zip 2. Install the software according to the Oracle Database Examples Installation Guide, which is included on the media pack. 3. Accept all the default values during the installation. 2-2 Oracle Thesaurus Management System Installation Guide Installing and Patching Oracle Database 11g 2.1.3 Apply Oracle Database 11g Patch Set 1 To apply Patch Set 1 (Patch Set 11.1.0.7.0) to the Oracle Database 11g installation: 1. Locate the appropriate Oracle Database 11g Patch Set 1 software for your operating system on the media pack: Operating System Disk Path Zip Files Oracle Enterprise Linux V22167-01 /patches p6890831_111070_Linux-x86-64.zip Oracle Solaris V18476-01 /patches p6890831_111070_SOLARIS64.zip HP-UX Itanium V18476-01 /patches p6890831_111070_HPUX-IA64_1of2.zip p6890831_111070_HPUX-IA64_2of2.zip 2. Extract the patch zip file(s) to a location that is accessible to the Database Server. 3. Follow the operating system-specific instructions in the ReadMe file to apply Patch Set 1 to the Oracle Database 11g installation. The ReadMe file is located at the top level of the patch set extraction location. 2.1.4 Apply Oracle Database 11g Standalone Patches After you apply Patch Set 1 to upgrade your Oracle Database 11g installation to Release 11.1.0.7.0, you must apply several Oracle Database 11g standalone patches. To apply the standalone patches: 1. Locate the appropriate Oracle Database 11g standalone patches for your operating system on the media pack: Operating System Disk Path Zip Files Oracle Enterprise Linux V22167-01 /patches p7327166_111070_Linux-x86-64.zip p8307947_111070_Linux-x86-64.zip p8348464_111070_Linux-x86-64.zip Oracle Solaris V18332-01 /patches p7327166_11107_Solaris-64.zip p8307947_11107_Solaris-64.zip p8348464_11107_Solaris-64.zip HP-UX Itanium V18332-01 /patches p7327166_111070_HPUX-IA64.zip p8307947_111070_HPUX-IA64.zip p8348464_111070_HPUX-IA64.zip 2. Extract the appropriate patch zip files to a location that is accessible to the Database Server. 3. Follow the operating system-specific instructions in the ReadMe file to apply the standalone patches to the Oracle Database 11g installation. The ReadMe file is located at the top level of the patch set extraction location. Installing the Database Server on UNIX 2-3 Adjusting the Operating System Environment 2.1.5 Change Permissions on the oraclehomeproperties.xml File The oraenv script gives an error if run by a non-Oracle user. To avoid this error, set the following directory and file permissions: drwxrwxr-x drwxrwxr-x -rwxrwxrwx 18 oracle 3 oracle 1 oracle oinstall oinstall oinstall 1024 Jul 29 19:11 inventory 1024 Jul 29 18:29 ContentsXML 492 Sep 11 13:15 oraclehomeproperties.xml 2.1.6 Modify the oraenv Script for Oracle Solaris In an Oracle Solaris environment, when you use the Bourne shell (sh) to run the oraenv script, the script may fail with the following error: Test: Argument Expected To work around this known issue: 1. Navigate to the following directory: $ORACLE_HOME/bin/oraenv 2. Open the oraenv script file and locate the following text string: -e $ORABASE_EXEC 3. Change the -e to -f: -f $ORABASE_EXEC 2.2 Adjusting the Operating System Environment The performance of Oracle Database 11g relies on proper tuning of operating system parameters. In addition, if you are creating several Oracle instances, you might have to increase the amount of shared memory and semaphores on the system by setting kernel parameters. For details on this topic, see the “Configure Kernel Parameters” section of the Oracle Database 11g Installation Guide for your operating system. 2-4 Oracle Thesaurus Management System Installation Guide 3 3 Installing the Database Server on Windows This chapter describes how to set up a new Oracle Database Server on a Windows computer. Installing the Oracle Database Server on a Windows computer requires you to complete the following tasks: ■ Section 3.1, "Install Oracle Database 11g Release 11.1.0.6.0" ■ Section 3.2, "Install Oracle Database Examples 11g Release 1" ■ Section 3.3, "Apply Oracle Database 11g Patch Set 1" ■ Section 3.4, "Apply Oracle Database 11g Patch Bundle 8451592" If you are installing the Oracle Database Server on a UNIX computer, see Chapter 2 for installation instructions. If you are upgrading to TMS, see Chapter 6. You install the TMS database server code as part of your application tier (middle tier) installation. For installation instructions, see Chapter 4. 3.1 Install Oracle Database 11g Release 11.1.0.6.0 To support Oracle Database Server, a Windows computer requires the following version of Oracle Database software: Oracle Database 11g Release 11.1.0.6.0 plus Patch Set 1 (11.1.0.7.0), plus individual patches Enterprise Edition However, this requirement might change during the life of this document. Before you begin, check My Oracle Support for the latest requirement. To install Oracle Database 11g Release 11.1.0.6.0: 1. Insert Disk V14231-01 of the Oracle Clinical 4.6 and Oracle Thesaurus Management System 4.6.1 Media Pack. 2. Locate the Oracle Database 11g software for Microsoft Windows (32-bit). 3. Follow the included instructions for installing Oracle Database 11g. 4. Choose to install the Enterprise Edition option. Installing the Database Server on Windows 3-1 Install Oracle Database Examples 11g Release 1 3.2 Install Oracle Database Examples 11g Release 1 Oracle Database Examples, which is required for TMS, includes the following items: ■ Oracle JDBC Development Drivers ■ Oracle Database Examples ■ Oracle Product Demonstrations (optional) You do not need to install any of the sample schemas. They are not required for either Oracle TMS or Oracle Clinical. You can add them later if you change your mind. Note: To install Oracle Database Examples: 1. Locate the Oracle Database 11g Examples software for Windows on the media pack: Disk: V18332-01 Path: \patches File: win32_11gR1_examples.zip 2. Install the software according to the Oracle Database Examples Installation Guide, which is also included on the media pack. 3. Accept all the default values during the installation. 3.3 Apply Oracle Database 11g Patch Set 1 To apply Patch Set 1 (Patch Set 11.1.0.7.0) to the Oracle Database 11g installation: 1. Locate the Oracle Database 11g Patch Set 1 software for Windows on the media pack: Disk: V18332-01 Path: \patches File: p6890831_111070_Win32.zip 2. Extract the patch zip file to a location that is accessible to the Database Server. 3. Follow the instructions in the ReadMe file to apply Patch Set 1 to the Oracle Database 11g installation. The ReadMe file is located at the top level of the patch set extraction location. 3.4 Apply Oracle Database 11g Patch Bundle 8451592 To apply Patch Bundle 8451592 to the Oracle Database 11g installation: 1. Locate the Oracle Database 11g Patch Bundle 8451592 software for Windows on the media pack: Disk: V18332-01 Path: \patches File: p8451592_111070_Win32.zip 2. Extract the patch zip file to a location that is accessible to the Database Server. 3-2 Oracle Thesaurus Management System Installation Guide Apply Oracle Database 11g Patch Bundle 8451592 3. Follow the instructions in the ReadMe file to apply the patch bundle to the Oracle Database 11g installation. The ReadMe file is located at the top level of the patch set extraction location. Installing the Database Server on Windows 3-3 Apply Oracle Database 11g Patch Bundle 8451592 3-4 Oracle Thesaurus Management System Installation Guide 4 4 Installing the Application Tier This chapter describes how to install the Oracle Thesaurus Management System application tier (middle tier). You do not need to have an installed Oracle database to create a Forms Server. However, you need a supported Oracle database to verify the installation. Note: This chapter includes the following topics: ■ Section 4.1, "Installing Oracle AS10gR2" ■ Section 4.2, "Locating TMS 4.6.1 and Starting the Installer" ■ Section 4.3, "Installing the TMS Front End" ■ Section 4.4, "Installing the TMS Reports Server" ■ Section 4.5, "Installing the TMS Database Server Code" ■ Section 4.6, "Setting Up SQL*Net Connections to TMS Databases" ■ Section 4.7, "Adding Printers" 4.1 Installing Oracle AS10gR2 This section describes how to install the Oracle Application Server Forms and Reports Services on a Server computer. 4.1.1 Install Oracle AS10gR2 To install Oracle AS10gR2 Forms and Reports Services: 1. Close all running applications on the computer. 2. Log in to the application server using an account with system administrator privileges. 3. Insert Disk B24458-01 from the Oracle Clinical 4.6 and Oracle Thesaurus Management System 4.6.1 Media Pack. 4. Use Windows Explorer or the command line to execute the setup.exe file: install\setup.exe The system briefly displays a DOS window while it checks your computer's compatibility, and then opens the Welcome screen. Installing the Application Tier 4-1 Locating TMS 4.6.1 and Starting the Installer 5. Follow the instructions on the installation screens. For additional information on each screen, see the Oracle AS10gR2 Forms and Reports Services documentation. 4.1.2 Restart the Computer To ensure that all configuration changes for Oracle AS10gR2 are initialized, you must restart the computer. When the computer restarts, log in as a user with system administrator privileges. You are now ready to apply several patches for Oracle AS10gR2 Forms and Reports Services and the Application Server. 4.1.3 Apply Oracle AS10gR2 Patch Set 3 (10.1.2.3) To apply Patch Set 3 (10.1.2.3) to Oracle AS10gR2 Forms and Reports Services: 1. Insert Disk V17174-01 of the Oracle Clinical 4.6 and Oracle Thesaurus Management System 4.6.1 Media Pack. 2. Locate p5983622_10123_WINNT.zip, which is Oracle AS10gR2 Forms and Reports Services Patch Set 3 (10.1.2.3). 3. Extract the patch zip file to a location that is accessible to the Forms Server. 4. Follow the instructions in the ReadMe file to apply the patch set. The ReadMe file is located at the top level of the patch set extraction location. 4.1.4 Apply Application Server Patch 7384879 To apply Patch 7384879 to the Application Server: 1. Insert Disk V17174-01 of the Oracle Clinical 4.6 and Oracle Thesaurus Management System 4.6.1 Media Pack. 2. Locate p7384879_10123_GENERIC.zip. 3. Extract the patch zip file to a location that is accessible to the Forms Server. 4. Follow the instructions in the ReadMe file to apply the patch. The ReadMe file is located at the top level of the patch extraction location. 4.2 Locating TMS 4.6.1 and Starting the Installer To locate TMS 4.6.1 and start the Installer: 1. Log in as a user with system administrator privileges. 2. Insert Disk V17174-01 of the Oracle Clinical 4.6 and Oracle Thesaurus Management System 4.6.1 Media Pack. 3. Locate and execute the following file: tms\install\setup.exe The Installer opens to the Welcome screen. 4. Follow the instructions on the installation screens. 4-2 Oracle Thesaurus Management System Installation Guide Installing the TMS Front End The first few screens are the same for each installation and are described in each section. You must then select a component to install. These options are documented as follows: ■ ■ ■ ■ TMS Front End includes the Forms Server and can include the Reports Server, if you choose to install the Reports Server on the same computer. – If you are installing only the Forms Server on this computer, see Section 4.3, "Installing the TMS Front End." – If you are installing both the Forms Server and the Reports Server on this computer, see Section 4.4, "Installing the TMS Reports Server." TMS Reports Server. Select this option if you are installing the Reports Server on a computer different from the Forms Server, or on the same computer after you have installed the Forms Server. For details, see Section 4.4, "Installing the TMS Reports Server." TMS Server; see Section 4.5, "Installing the TMS Database Server Code." TMS Database Registration; see Section 5.4, "Registering Databases Integrated with Oracle Clinical." ■ TMS Database Install; see Section 5.2, "Installing TMS Database Objects." ■ TMS Database Upgrade; see Section 6.3, "Upgrading TMS Databases." 4.3 Installing the TMS Front End If you have not already done so, follow the instructions in Section 4.2. Attend to the Installer screens: Welcome Click Next. Specify File Locations Enter values: Source By default, the Installer displays the location in which you extracted the TMS patch. Accept this default value. Destination Enter values for the Oracle Home you created when you installed Oracle AS10gR2. If the computer has multiple Oracle Homes, the Installer displays them all in the drop-down lists. ■ ■ Name: Select the name of the correct Oracle Home; for example, FRHome1. Path: Browse for the path to the correct Oracle Home; for example, D:\Oracle\FRHome1. Click Next. Select a Product to Install Select TMS Front End and click Next. Installing the Application Tier 4-3 Installing the TMS Front End Available Product Components The TMS Front End is automatically selected. You can simultaneously install the Reports Server and/or the TMS Server (database server code) on the same computer. To do so, select one or both of the following: ■ TMS Reports Server ■ TMS Server (database server code) If you choose to install the TMS Reports Server, additional screens appear in the Installer. Follow instructions in Section 4.4, "Installing the TMS Reports Server." Note: Choose OPA Home Directory The Installer enters the OPA Home it detected as the default value. OPA Home is the directory that is the root of installations of Oracle Health Sciences products. The recommended installation directory for Release 4.6 is: drive:\opapps46 Click Next. The following screens do not appear if you have already installed Oracle Clinical. In that case, the next screen is the Summary screen. Note: Enter NLS Language Oracle recommends the setting: AMERICAN_AMERICA.UTF8 See Section 1.5, "Choosing a Character Set." Click Next. Enter NLS Date Format Enter a valid date value. A four-digit year is required. Oracle recommends DD-MON-RRRR. Click Next. Enter the Report Queue Manager Machine By default, the Installer displays the name of this computer. Accept this default value. Click Next. Enter URL for the Report Queue Manager Accept the default value. Click Next. Reports Server Machine Enter the name of the application-tier computer you want to use as the Reports Server, in computer_name.domain_name format. Click Next. 4-4 Oracle Thesaurus Management System Installation Guide Installing the TMS Reports Server Enter the URL location of your custom documentation If you have a directory for custom help, enter the URL location. Use the following syntax: http://computer.domain:port/opa46/xhelp Summary The Installer displays information about the installation, including space requirements and space available. Click Install. 4.4 Installing the TMS Reports Server This section describes installing and configuring a Reports Server. The TMS Reports Server runs on Oracle AS10g Forms and Reports Services. It schedules batch jobs such as synchronization. If you install a Reports Server in a different gateway, or subnet, from the Forms Server, report outputs and log files are not created. There is a solution: see Section 4.4.1, "Change to namingServices if Reports and Forms Server Use Different Subnets." Note: To begin the installation: 1. Log in as a user with system administrator privileges. 2. Insert Disk V17174-01 of the Oracle Clinical 4.6 and Oracle Thesaurus Management System 4.6.1 Media Pack. 3. Locate and execute the following file: tms\install\setup.exe The Installer opens to the Welcome screen. 4. Follow the instructions on the installation screens. The following section describes each screen and the required action. Welcome Click Next. Specify File Locations Enter values: Source By default, the Installer displays the location in which you extracted the TMS patch. Accept this default value. Destination Enter values for the Oracle Home you created when you installed Oracle AS10gR2. If the computer has multiple Oracle Homes, the Installer displays them all in the drop-down lists. ■ ■ Name: Select the name of the correct Oracle Home; for example, FRHome1. Path: Browse for the path to the correct Oracle Home; for example, D:\Oracle\FRHome1. Click Next. Installing the Application Tier 4-5 Installing the TMS Database Server Code Select a Product to Install Select TMS Report Server and click Next. Choose OPA Home Directory The Installer enters the OPA Home it detected as the default value. OPA Home is the directory that is the root of installations of Oracle Health Sciences products. The recommended installation directory for Release 4.6 is: drive:\opapps46 Click Next. Choose NLS Language Oracle recommends the setting: AMERICAN_AMERICA.UTF8 See Section 1.5, "Choosing a Character Set." Click Next. Enter NLS Date Format Enter a valid date format. A four-digit year is required. Oracle recommends DD-MON-RRRR. Click Next. Enter Report Server Name By default, the Installer displays the name of this computer. Accept this default value. Click Next. Summary The Installer displays information about the installation, including space requirements and space available. Click Install. 4.4.1 Change to namingServices if Reports and Forms Server Use Different Subnets If you install a Reports Server in a different subnet, or gateway, from the Forms Server, report outputs and log files are not created. The solution is to change the way Reports Servers discover other Reports Servers from the Multicast method, which is the default in AS10gR2, to the namingService method. For instructions, download the following document from My Oracle Support: Title: How to Switch Between Multicast and NamingService in Reports 10.1.2 Article ID: 337619.1 Related information is available in documents 336911.1 and 367567.1. 4.5 Installing the TMS Database Server Code You install the TMS database server code on the Forms Server. 4.5.1 Start the Installer To begin the installation: 1. Log in as a user with system administrator privileges. 4-6 Oracle Thesaurus Management System Installation Guide Installing the TMS Database Server Code 2. Insert Disk V17174-01 of the Oracle Clinical 4.6 and Oracle Thesaurus Management System 4.6.1 Media Pack. 3. Locate and execute the following file: tms\install\setup.exe The Installer opens to the Welcome screen. 4. Follow the instructions on the installation screens. The following section describes each screen and the required action. 4.5.2 Attend to the Installer Attend to the Installer screens: Welcome Click Next. Specify File Locations Enter values: Source By default, the Installer displays the location in which you extracted the TMS patch. Accept this default value. Destination Enter values for the Oracle Home you created when you installed Oracle AS10gR2. If the computer has multiple Oracle Homes, the Installer displays them all in the drop-down lists. ■ ■ Name: Select the name of the correct Oracle Home; for example, FRHome1. Path: Browse for the path to the correct Oracle Home; for example, D:\Oracle\FRHome1. Click Next. Select a Product to Install Select TMS Server and click Next. Choose OPA Home Directory The Installer enters the OPA Home it detected as the default value. OPA Home is the directory that is the root of installations of Oracle Health Sciences products. The recommended installation directory for Release 4.6 is: drive:\opapps46 Click Next. Summary The Installer displays information about the installation, including space requirements and space available. Click Install. Installing the Application Tier 4-7 Setting Up SQL*Net Connections to TMS Databases 4.6 Setting Up SQL*Net Connections to TMS Databases Establish that SQL*Net connections can be created to connect the Forms Server and the Reports Server to all databases. To do this, modify 10g_oracle_home\network\admin\tnsnames.ora. Ensure that it contains an entry for each database. 4.6.1 Maintain a Central Copy of the tnsnames.ora File Consider maintaining a central copy of the application server's tnsnames.ora with all the system's tnsnames entries for all databases. Copy the file to all clients, Forms Servers, and Reports Servers. See Section 5.1.8, "Modify tnsnames.ora" for more information. 4.6.2 Troubleshoot Network Connection Issues If the system returns a connection error, you must resolve this problem before continuing. Possible causes of errors include: ■ The computer is not physically connected to the network. ■ One of the databases does not exist. ■ The network protocol software is not loaded on the computer (try a remote log-in to check). ■ The SQL*Net software is not loaded on the computer. ■ The database or SQL*Net listener process is not started on the server. ■ An incorrect connect string, user ID, or password was entered. ■ The application server's tnsnames.ora file is not present in the correct directory or does not contain the correct entries. 4.7 Adding Printers To add a printer that prints out reports: 1. Log in to Windows as a user with system administrator privileges. 2. Click Start, Settings, and then Printers. The Windows Printer dialog box opens. 3. Double-click the Add Printer icon. The Add Printer Wizard opens. 4. Click Next. The wizard prompts for the type of printer — local or network — that you want to add. 5. Select the Network Printer option, and then click Next. 6. Specify the name or address of the printer. If you do not know the name or address, you can browse for a printer. Click Next to continue. 7. Specify whether you want to use this printer as the default printer for Windows-based programs. Click Next to continue. 8. Click Finish. The system adds this printer to this computer. 9. Enter a printer specification in the Printer field or select a printer from the list of shared printers, and then click OK next to your selection. 4-8 Oracle Thesaurus Management System Installation Guide 5 Creating a TMS Database 5 This chapter describes how to create a new Oracle database for use with Oracle Thesaurus Management System (TMS). Check My Oracle Support for an updated version of the TMS release notes (Article ID 859690.1), which may contain updated installation instructions. Your Oracle Database 11g installation must be complete before you can install the TMS database. In addition, you must first install the TMS database server code in the application tier; see Section 4.5, "Installing the TMS Database Server Code." This chapter includes the following topics: ■ Section 5.1, "Reviewing Database Requirements and Recommendations" ■ Section 5.2, "Installing TMS Database Objects" ■ Section 5.3, "Loading Reports" ■ Section 5.4, "Registering Databases Integrated with Oracle Clinical" ■ Section 5.5, "Creating a TMS Administrator-Level User Account on the Database" 5.1 Reviewing Database Requirements and Recommendations Before you install the Oracle TMS database component, review the requirements and recommendations — such as SID names, tablespace sizes, memory management, and initialization parameters — listed in this section. Note: Repeat these instructions for each new database you create. 5.1.1 Start with a New Database Instance Oracle recommends that you set up a new database instance so that neither TMS nor its installation process interferes with other applications. However, you can install TMS 4.6.1 on an existing database instance if it is configured according to the instructions in this book for UNIX or Windows. 5.1.2 Use Lowercase SID Name with Oracle Clinical If you are integrating your TMS environment with Oracle Clinical, ensure that the SID name uses lowercase letters only. SIDs with uppercase letters cause conflicts in the Oracle Clinical Data Extract module. Creating a TMS Database 5-1 Reviewing Database Requirements and Recommendations 5.1.3 Check Required Tablespaces Table 5–1 lists the required tablespaces, along with their minimum size. Make sure the database contains these tablespaces. The best practice is to create them with the Autoextend On option, to avoid running out of space. In addition, you may need to increase the minimum sizes for your installation. Table 5–1 Required Tablespaces and Sizes Tablespace Minimum Size SYSTEM 900 MB TEMP 100 MB UNDOTBS1 700 MB USERS 500 MB SYSAUX 500 MB 5.1.4 Select Required Components When you create an Oracle TMS database, select the following mandatory components: ■ Oracle Text ■ Oracle JVM ■ Oracle XML DB 5.1.5 Use the Database Configuration Assistant To create a new database, use the Database Configuration Assistant. For instructions about the Database Configuration Assistant, see the Oracle Database 11g documentation, including online help and the Oracle Database Installation Guide 11g Release 1 (11.1) for the appropriate operating system. The Database Configuration Assistant prompts you to "Keep the enhanced 11g default security settings (recommended)." Information on security settings is included in the Oracle Database 2 Day + Security Guide 11g Release 1 (11.1). Note: 5.1.6 Use Automatic Memory Management Oracle recommends that you use Oracle Database 11g's Automatic Memory Management feature for a new or an upgraded TMS database. 5.1.7 Set Initialization Parameters Table 5–2 lists the required and recommended init.ora parameter settings for TMS. For those parameters that accept a value from within a range, the values in the table are minimum values. The memory-related recommendations listed in Table 5–2 are based on the requirements of approximately 50 to 60 concurrent users. If you expect to have more or fewer concurrent users, calculate and adjust these settings accordingly. See the Oracle Database Reference for more information. However, regardless of your calculation 5-2 Oracle Thesaurus Management System Installation Guide Reviewing Database Requirements and Recommendations result, Oracle recommends a minimum setting of 600 MB for MEMORY_TARGET and 400 MB for SGA_TARGET. Tip: Table 5–2 arranges the parameters in alphabetical order. In the Configuration Assistant, you can select the Parameter column to sequence the parameters in the same order. If you make any changes to the initialization parameters, be sure to stop and restart the database in order to acquire the new parameter settings. Note: Table 5–2 Required and Recommended init.ora Parameter Settings Parameter Value Comments COMPATIBLE 11.1.0.7.0 Specifies the release with which the Oracle server must maintain compatibility. DB_BLOCK_SIZE 16384 bytes You cannot change this value after you create the database. DB_CACHE_SIZE 150 MB Recommended value for 50 to 60 concurrent users. Adjust this value according to your organization's needs. DB_DOMAIN company.com Make this value the same as your company domain name. DB_FILES 200 Oracle adds needed space to the control files up to the number specified in the DB_FILES parameter. EVENT 31151 trace name context forever, level 0x100 Required for HTML generation. JAVA_POOL_SIZE 50 MB Recommended value for 50 to 60 concurrent users. You can change the value of this parameter after installation. JOB_QUEUE_PROCESSES 10 Developer-specific parameter. You can change the value of this parameter after installation. LARGE_POOL_SIZE 50 MB Recommended value for 50 to 60 concurrent users. MEMORY_MAX_TARGET 1000 MB (minimum) Adjust this value according to your organization's needs. MEMORY_TARGET 1000 MB (minimum) Adjust this value according to your organization's needs. NLS_DATE_FORMAT DD-MON-RRRR (default value) Determines the format in which client applications running on the Windows server transfer date information to and from the database. The format must specify the year as RRRR. NLS_LENGTH_ SEMANTICS BYTE The CHAR value for this parameter is not supported. OPEN_CURSORS 800 or greater You can change the value of this parameter after installation. OPTIMIZER_FEATURES_ ENABLE 9.2.0 Acts as an umbrella for enabling a series of optimizer features based on an Oracle release number. TMS uses the optimizing features of Oracle9i. OPTIMIZER_MODE CHOOSE If you run Oracle Clinical's statistics-gathering scripts, the CHOOSE value sets Oracle9i's Optimizer to apply the execution plan that best minimizes response time. See the Oracle9i Concepts Guide and the Oracle9i Tuning Guide for more information. (CHOOSE is the default value when you specify 9.2.0 as the value of OPTIMIZER_FEATURES_ENABLE.) OS_AUTHENT_PREFIX "OPS$" Enter the double quotes symbol ("). PGA_AGGREGATE_ TARGET 200 MB Recommended value for 50 to 60 concurrent users. You can change the value of this parameter after installation. REMOTE_LOGIN_ PASSWORDFILE EXCLUSIVE The database must be set up to use password file authentication. Creating a TMS Database 5-3 Installing TMS Database Objects Table 5–2 (Cont.) Required and Recommended init.ora Parameter Settings Parameter Value Comments REMOTE_OS_AUTHENT TRUE If you intend to use Oracle Clinical and have SAS on a different computer, DX SAS jobs fail unless you set this parameter to TRUE. However, REMOTE_OS_AUTHENT is an obsolete parameter. When you start up a database that has this setting, Oracle Clinical displays the following warning: ORA-32004: obsolete and/or deprecated parameter(s) specified. ORACLE instance started. You can safely ignore this warning. SEC_CASE_SENSITIVE_ LOGON FALSE Lets you enter passwords without case sensitivity. SESSIONS 500 You can change the value of this parameter after installation. SGA_MAX_SIZE 600 MB (minimum) Recommended value for 50 to 60 concurrent users. Adjust this value according to your organization's needs. SGA_TARGET 600 MB (minimum) Recommended value for 50 to 60 concurrent users. Adjust this value according to your organization's needs. SHARED_POOL_SIZE 150 MB (minimum) Recommended value for 50 to 60 concurrent users. You can change the value of this parameter after installation. UNDO_MANAGEMENT AUTO Specifies which undo space management mode the system uses. When set to AUTO, the instance starts in Automatic Undo Management (AUM) mode. UTL_FILE_DIR opa_home\ xmltemp Specifies each directory you access. If this environment is exclusively a TMS environment, you do not have to set this parameter. However, if you share this environment with Oracle Clinical or Oracle AERS, you must specify entries to support Oracle Clinical PDF layout generation and Oracle AERS. For Windows environments, samples of the valid syntax are as follows: UTL_FILE_DIR=c:\e2b\import UTL_FILE_DIR=c:\opapps\xmltemp For UNIX environments, UTL_FILE_DIR requires an entry with two specified paths: one with and one without a trailing slash. Add these lines before any other UTL_FILE_DIR entries: UTL_FILE_DIR=/usr/opapps/oc/xmltemp/ UTL_FILE_DIR=/usr/opapps/oc/xmltemp 5.1.8 Modify tnsnames.ora Add an entry to the tnsnames.ora file for the database. Add the tnsnames entry to file tnsnames.ora on any existing Oracle Thesaurus Management System Forms Servers or Reports Servers. The tnsnames.ora entry must match the Oracle SID. In addition, if you are installing TMS with Oracle Clinical, the tnsnames.ora entry must be in lowercase. 5.2 Installing TMS Database Objects Do the following tasks in this order: Section 5.2.1, "Unlock Accounts" Section 5.2.2, "Start the Installer" Section 5.2.3, "Attend to the Installer" Log in to the Forms Server computer and follow these instructions to add TMS database objects to each Oracle database that you will use for TMS. 5-4 Oracle Thesaurus Management System Installation Guide Installing TMS Database Objects The TMS Installer creates a log file (tmsinst_database_name.log) for each database installation you perform, saving it under the install directory. 5.2.1 Unlock Accounts The Installer prompts you for passwords to several system accounts. In Oracle 11g, some accounts are locked. Before you run the Installer, check these accounts. Unlock them if necessary. You will need to set their passwords when you run the Installer. Make sure the following accounts are unlocked: SYSTEM, CTXSYS, XDB, SYS. When you have finished installing the database, relock any accounts that were locked except for SYSTEM and SYS, which should not be locked. 5.2.2 Start the Installer To begin the installation: 1. Log in to the server computer using an account with system administrator privileges. 2. Insert Disk V17174-01 of the Oracle Clinical 4.6 and Oracle Thesaurus Management System 4.6.1 Media Pack. 3. Locate and execute the setup.exe file: tms\install\setup.exe The Installer opens to the Welcome screen. 4. Follow the instructions on the installation screens. For additional information on each screen, see Section 5.2.3, "Attend to the Installer." 5.2.3 Attend to the Installer Attend to the Installer screens: Welcome Click Next. Specify File Locations Enter values: Source By default, the Installer displays the location in which you extracted the TMS patch. Accept this default value. Destination Enter values for the Oracle Home you created when you installed Oracle AS10gR2. If the computer has multiple Oracle Homes, the Installer displays them all in the drop-down lists. ■ ■ Name: Select the name of the correct Oracle Home; for example, FRHome1. Path: Browse for the path to the correct Oracle Home; for example, D:\Oracle\FRHome1. Click Next. Select a Product to Install Select TMS Database Install and click Next. Creating a TMS Database 5-5 Installing TMS Database Objects Select Installation Type Select Master and click Next. TMS Server Code Home Directory Accept the default value for the directory path of the server code. Click Next. Enter database connect string Enter the database name. An alias must exist in tnsnames.ora for this database. The Installer sets the LOCAL registry setting to default all connections to this database. Note: NLS Settings NLS_LANG Oracle recommends the setting: AMERICAN_AMERICA.UTF8 See Section 1.5, "Choosing a Character Set." Enter a valid date value. A four-digit year is required. Oracle recommends DD-MON-RRRR. NLS_DATE_FORMAT Click Next. Warning: Stop PSUB process If you are integrating TMS with Oracle Clinical, stop the PSUB process on the database at this point, restarting it only after you have completely installed TMS. Directory for data tablespace datafiles Enter the directory for TMS data tablespace files in the appropriate syntax for your operating system, including a trailing slash. Use the same database name you entered as the connect string. For example: UNIX: /u01/oradata/dbname/ Windows: Drive:\oradata\dbname\ Directory for index tablespace datafiles Enter the directory for TMS index tablespace files in the appropriate syntax for your operating system, including a trailing slash. The Installer enters the path you entered for tablespace datafiles as the default. Enter Password for schema In a series of Installer screens, enter the passwords for SYS, SYSTEM, CTXSYS, OPA, RXC, TMS, TDX, BC4J_INTERNAL, OPS$TMS_BROWSER. You will need these passwords later. Ignore Tablespace Creation Errors You may want to ignore tablespace creation errors if you know that the necessary tablespaces already exist. Select Yes to ignore the errors; select No to view them if they occur. 5-6 Oracle Thesaurus Management System Installation Guide Registering Databases Integrated with Oracle Clinical Information This screen informs you that the installer will start a SQL*Plus session during the installation and provides the location of the log file. Summary The Installer displays information about the installation, including space requirements and space available. Click Install. 5.3 Loading Reports If you installed TMS in the database using the full Oracle AS10gR2 installation then you can skip this manual procedure. You may verify the reports have been loaded successfully. If you have installed TMS in the database using the Oracle AS10gR2 Forms and Reports Services, you must perform this manual procedure: 1. Transfer directory OPA_HOME\tms\install\reports to the database server. 2. Point to the database by setting the environment variables. 3. Change directories to the directory above the report folder. 4. Load the reports by entering the following command: sqlldr opa/opa_password control=reports/tmsreports.ctl log=reports/tmsreports_database.log 5.4 Registering Databases Integrated with Oracle Clinical If you are installing TMS in the same database as Oracle Clinical, you must register the database by running the TMS Installer. 5.4.1 Start the Installer To begin the installation: 1. Log in to the server computer using an account with system administrator privileges. 2. Insert Disk V17174-01 of the Oracle Clinical 4.6 and Oracle Thesaurus Management System 4.6.1 Media Pack. 3. Locate and execute the setup.exe file: tms\install\setup.exe The Installer opens to the Welcome screen. 4. Follow the instructions on the installation screens. For additional information on each screen, see Section 5.4.2, "Attend to the Installer." 5.4.2 Attend to the Installer Attend to the Installer screens: Welcome Click Next. Creating a TMS Database 5-7 Creating a TMS Administrator-Level User Account on the Database Specify File Locations Enter values: Source By default, the Installer displays the location in which you extracted the TMS patch. Accept this default value. Destination Enter values for the Oracle Home you created when you installed Oracle AS10gR2. If the computer has multiple Oracle Homes, the Installer displays them all in the drop-down lists. ■ ■ Name: Select the name of the correct Oracle Home; for example, FRHome1. Path: Browse for the path to the correct Oracle Home; for example, D:\Oracle\FRHome1. Click Next. Select a Product to Install Select TMS Database Registration and click Next. TMS Server Code Home Directory Accept the default value for the directory path of the server code; for example, d:\opapps46\tms. Click Next. Enter Password for schema In a series of Installer screens, enter the passwords for SYSTEM, RXC, TMS. You will need these passwords later. Enter the global name of TMS database Enter the global name of the TMS database; for example, tms461.us.oracle.com. A SQL*Net TNS alias must exist with the same name; see Section 4.6, "Setting Up SQL*Net Connections to TMS Databases." To find the global name, open a SQL*Plus session and enter: select * from global_name Information This screen informs you that the installer will start a SQL*Plus session during the installation and provides the location of the log file. Summary The Installer displays information about the installation, including space requirements and space available. Click Install. 5.5 Creating a TMS Administrator-Level User Account on the Database This section describes creating an administrator-level TMS user, which is defined as a user with the OPA_ADMIN role. Users with this role have access to the Define Users window in TMS, which enables them to create additional users in the database. If the person already has an Oracle Clinical OPS$ user account in the same database, perform step 4 only. Note: 5-8 Oracle Thesaurus Management System Installation Guide Creating a TMS Administrator-Level User Account on the Database To create a new Oracle account for a user: 1. Connect to SQL*Plus as system and run the following script: OPA_HOME\tms\install\tmsadduser.sql 2. Enter a user ID. If the user account also accesses Oracle Clinical, enter the string OPS$ at the beginning of the user ID. 3. Enter a password for this user. Do not use the identified externally clause; explicitly assign a password. 4. Grant the user the OPA_ADMIN role: grant OPA_ADMIN to user_id Creating a TMS Database 5-9 Creating a TMS Administrator-Level User Account on the Database 5-10 Oracle Thesaurus Management System Installation Guide 6 Upgrading Oracle Thesaurus Management System 6 You can upgrade Oracle Thesaurus Management System (TMS) from Release 4.5.2 or Release 4.6 to Release 4.6.1. This chapter includes the following topics: ■ Section 6.1, "Upgrading the Oracle Database" ■ Section 6.2, "Upgrading the Application Tier" ■ Section 6.3, "Upgrading TMS Databases" 6.1 Upgrading the Oracle Database Upgrade the database to Oracle Database 11g; see Oracle 11g documentation. Install all the Enterprise Edition options. 6.2 Upgrading the Application Tier To upgrade the application tier, complete the following tasks in the order given: Section 6.2.1, "Install Oracle AS10g" Section 6.2.2, "Upgrade the TMS Forms Server (Front End)" Section 6.2.3, "Upgrade the TMS Database Server Code" 6.2.1 Install Oracle AS10g Install Oracle Application Server 10g Forms and Reports Services; see Section 4.1. 6.2.2 Upgrade the TMS Forms Server (Front End) Follow instructions in Section 4.3, "Installing the TMS Front End." 6.2.3 Upgrade the TMS Database Server Code Follow instructions in Section 4.5, "Installing the TMS Database Server Code." Upgrading Oracle Thesaurus Management System 6-1 Upgrading TMS Databases 6.3 Upgrading TMS Databases To upgrade the TMS databases, complete the following tasks: ■ Section 6.3.1, "Start the Installer" ■ Section 6.3.2, "Attend to the Installer" ■ Section 6.3.3, "Configure DSI Import" ■ Chapter 7, "Completing a New Installation or Upgrade" 6.3.1 Start the Installer To begin the installation: 1. Log in as a user with system administrator privileges. 2. Insert Disk V17174-01 of the Oracle Clinical 4.6 and Oracle Thesaurus Management System 4.6.1 Media Pack. 3. Locate and execute the following file: tms\install\setup.exe The Installer opens to the Welcome screen. 4. Follow the instructions on the installation screens. The following section describes each screen and the required action 6.3.2 Attend to the Installer Attend to the Installer screens: Welcome Click Next. Specify File Locations Enter values: Source By default, the Installer displays the location in which you extracted the TMS patch. Accept this default value. Destination Enter values for the Oracle Home you created when you installed Oracle AS10gR2. If the computer has multiple Oracle Homes, the Installer displays them all in the drop-down lists. ■ ■ Name: Select the name of the correct Oracle Home; for example, FRHome1. Path: Browse for the path to the correct Oracle Home; for example, D:\Oracle\FRHome1. Click Next. Select a product to install Select TMS Database Upgrade and click Next. Select Installation Type Select Master and click Next. 6-2 Oracle Thesaurus Management System Installation Guide Upgrading TMS Databases TMS Server Code Home Directory Accept the default value for the directory path of the server code; for example d:\opapps46\tms. Click Next. Enter database connect string Enter the database name. An alias must exist in tnsnames.ora for this database. The Installer sets the LOCAL registry setting to default all connections to this database. Note: NLS Settings NLS_LANG Oracle recommends the setting: AMERICAN_AMERICA.UTF8 See Section 1.5, "Choosing a Character Set." Enter a valid date value. A four-digit year is required. Oracle recommends DD-MON-RRRR. NLS_DATE_FORMAT Click Next. Warning: Stop PSUB process If you are integrating TMS with Oracle Clinical, stop the PSUB process on this database at this point, restarting it only after you have completely installed TMS. Directory for data tablespace datafiles Enter the directory for TMS data tablespace files in the appropriate syntax for your operating system, including a trailing slash. Use the same database name you entered as the connect string. For example: UNIX: /u01/oradata/dbname/ Windows: Drive:\oradata\dbname\ Enter Password for schema In a series of Installer screens, enter the passwords for SYS, SYSTEM, CTXSYS, OPA, TMS, RXC. You will need these passwords later. Ignore Tablespace Creation Errors You may want to ignore tablespace creation errors if you know that the necessary tablespaces already exist. Select Yes to ignore the errors; select No to view them if they occur. Information This screen informs you that the installer will start a SQL*Plus session during the installation and provides the location of the log file. Summary The Installer displays information about the installation, including space requirements and space available. Click Install. Upgrading Oracle Thesaurus Management System 6-3 Upgrading TMS Databases 6.3.3 Configure DSI Import Enter following commands: set LOCAL=databasename sqlplus tms/password exec tms_dsi_xml_schema.InstallSchemas; 6-4 Oracle Thesaurus Management System Installation Guide 7 Completing a New Installation or Upgrade 7 This chapter includes the following topics: ■ Section 7.1, "Patching TMS" ■ Section 7.2, "Changing the Default opaconfig Password" ■ Section 7.3, "Setting Up Database Connections" ■ Section 7.4, "Updating HTML Browser and Web Search Engine Bookmarks" ■ Section 7.5, "Testing the TMS Forms Server" ■ Section 7.6, "Downloading the Java Virtual Machine to Client Computers" ■ Section 7.7, "Adding a Link to the TMS Launch Page for the HTML Browser" ■ Section 7.8, "Configuring the Document Repository" ■ Section 7.9, "Defining and Loading Dictionaries" 7.1 Patching TMS Check the TMS Knowledge page on My Oracle Support for information on patches. 7.2 Changing the Default opaconfig Password 1. Open a Web browser and enter your URL to the Oracle Application Server Forms and Reports Services Welcome page: machine-name.company-name.com 2. Click the Log on to Oracle Enterprise Manager 10g Application Server Control link to open the Application Server Home page. 3. Log in as user ias_admin with the password you set when you installed the Application Server. 4. Select the right farm (if applicable), and click opa OC4J instance. 5. Click the Applications tab. 6. Click opaadmin. 7. Click Security under the Administration section. 8. Click the jazn.com/opaconfig link under the Users section. Completing a New Installation or Upgrade 7-1 Setting Up Database Connections 9. Change and confirm the new password and click Apply. Note that the user name remains "opaconfig." 10. Restart the opa OC4J instance. 7.3 Setting Up Database Connections Use the opaadmin application to set up the necessary database connections to be used with the TMS HTML Browser. The information that you enter for each database via this utility application is saved in the file OpaConfig.xml on the application server. For each database: 1. Enter the opaadmin application by opening a browser to the following URL: http://server.domain/opaadmin/opaConfig.do 2. Enter your database values for the following fields: ■ Database Name = Name of your database ■ Host = Host name of your database ■ Port = Port number of your database ■ Sid = Database SID ■ ■ ■ 3. Determine the existing BC4J password for your environment and specify it here. Determine the existing TMS Browser password for your environment and specify it here. Specify Default = true to identify the default database used by RDC OnSite users. Select Save. 7.4 Updating HTML Browser and Web Search Engine Bookmarks This section is applicable only if you are upgrading from a previous release. If you are performing a new installation, skip this section. If you have saved bookmarks for the HTML Browser (called the "Dictionary Browser" or "Light Browser" in earlier releases) or the Web Search Engine on any clients in your installation, you must update them to the TMS 4.5 locations by making the changes described in this section. Update every bookmark on every client. Bookmarks are not replicated among clients. Export Netscape Bookmarks Netscape Navigator is not supported as a client for this release. If you have any bookmarks you want to carry forward into the new release, export them from Netscape to Internet Explorer. 7-2 Oracle Thesaurus Management System Installation Guide Downloading the Java Virtual Machine to Client Computers Update HTML Browser Bookmarks In TMS 4.0 and later, the Dictionary Browser URL was: http://server.domain:port/DAD/tms_user_browser.Home where: ■ server.domain is the TMS Web Server or application server through which you connect ■ port is the port used for connections to the Dictionary Browser ■ DAD is the Database Access Descriptor for the database you want to browse Update these URLs to the following format: http://server.domain:port/tms/tmsLogin.uix Direct Old Web Search Engine Bookmarks to the HTML Browser The Web Search Engine became obsolete in TMS 4.5, and all of its functionality included in the Source Data and Document Repository searches in the updated HTML Browser. The Web Search Engine URL was: http://server.domain/DAD/tms_user_doc.home where: ■ ■ server.domain is the TMS Web Server or application server DAD is the Database Access Descriptor for the database to which you are connecting Change the URL for Web Search Engine bookmark to the URL for the updated HTML Browser. 7.5 Testing the TMS Forms Server Confirm that you can start TMS from this Forms Server before you set up each TMS client. To test the deployment: 1. Open a browser. 2. Connect to the Oracle Health Sciences URL to start TMS. The URL has the following syntax: http://computer_name.domain/opa46/launch.htm 3. Click the Launch hyperlink, which initiates the download of the Java Virtual Machine (JVM). 7.6 Downloading the Java Virtual Machine to Client Computers To download the Java Virtual Machine (JVM) onto each client computer: 1. Open a browser. 2. Connect to the Oracle Health Sciences URL. Completing a New Installation or Upgrade 7-3 Adding a Link to the TMS Launch Page for the HTML Browser The URL includes the path variable you specified in Section 7.5, "Testing the TMS Forms Server." For example, for the default path variable opa46, the URL is: http://computer_name.domain/opa46/launch.htm The first time you open TMS, the system prompts you to download JVM. This download is required. It is also available from a link on the Launch page. 7.7 Adding a Link to the TMS Launch Page for the HTML Browser If you plan to use the HTML Browser from this TMS Web Server, add an HTML Browser link to the TMS launch page. You can create links for more than one database. The URLs you create here bypass the single machine/port/instance combination in the bc4j.xcfg file. You can set up links for either autologin or the login page, where users are prompted for their user name and password. ■ ■ The user and schema necessary for autologin (ops$tmsbrowser) is created automatically on each database during installation. To set up a link to the TMS Login page, it is not necessary to have the same user name and password on each database. Users must log in using their own user names and passwords. To add an HTML Browser link to the TMS launch page: 1. Open the Launch Oracle Pharmaceutical Applications page in a text editor: OPA_HOME/html/launch.htm 2. Search for the text "Oracle Clinical User Group." 3. Under the </tr> tag on the next line, add lines like those shown in Example 7–1, which shows links to two databases displayed on two separate lines. The information in the actual anchor tag must be as shown, with actual values substituted for the variables as described below. To set up an autologin link, use the anchor line in Example 7–2. 4. Save the launch page and test that the link connects to the HTML Browser login page. Example 7–1 Sample HTML Lines for Adding an HTML Browser Link to the TMS Login Page <tr> <td> <center><b><font face="Arial,Helvetica"><font size=+1><a href= "http://webserver.domain/tms/tmsLogin.uix"> HTML Browser db1</a></font></font></b></center> </td> <td><font face="Arial,Helvetica">Launch HTML Browser</font></td> </tr> <tr> <td> <center><b><font face="Arial,Helvetica"><font size=+1><a href= "http://webserver.domain:7881/tms/tmsLogin.uix?event=setDb&dbJDBCurl=machine:port:db2"> HTML Browser db2</a></font></font></b></center> </td> <td><font face="Arial,Helvetica">Launch HTML Browser</font></td> </tr> 7-4 Oracle Thesaurus Management System Installation Guide Defining and Loading Dictionaries These lines add a new row for the HTML Browser under the "Oracle Clinical User Group" link. The variables in these lines mean the following: webserver is the TMS Web Server to which you are connected domain is the domain for your TMS Web Server; for example, us.oracle.com. machine is the name of the database server on which your TMS database resides; for example, opasun5. port is the port you use to connect to that database. The default value for Oracle databases is 1521. db is the name of the database to which you want to connect; for example, sun5x12. The default port value that TMS uses to connect to the Web server is 7881. Note: Example 7–2 HTML Anchor Line for an Autologin HTML Browser Link "http://webserver.domain:7881/tms/tmsLogin.uix?event=doAutoLogin&dbJDBCurl=machine:port:db1" Substitute the line above for the anchor line in the sample code shown in Example 7–1. 7.8 Configuring the Document Repository The Document Repository enables TMS users to search and customize a set of documents and, if Oracle Clinical is installed, patient data as well. If you plan to use the Document Repository in the HTML Browser, follow instructions in the Oracle Thesaurus Management System User's Guide chapter on the HTML Browser for the following tasks: ■ Creating the Document Index ■ Choosing a Proxy Server and Configuring its Settings ■ Setting Categories for Web Document Groups ■ Defining Document Server Refresh Rules ■ Defining Document Servers ■ Generating a List of Accessible Documents ■ Populating the Document Index 7.9 Defining and Loading Dictionaries See the Oracle Thesaurus Management System User's Guide for information on defining TMS dictionaries in the user interface and loading dictionary data. For sample load scripts, download the following document from My Oracle Support: Title: Sample Maintenance Scripts for MedDRA, MedDRA Primary Path, MedDRA SMQ, WHO-Drug, and SNOMED Article ID: 258975.1 Completing a New Installation or Upgrade 7-5 Defining and Loading Dictionaries 7-6 Oracle Thesaurus Management System Installation Guide