Oracle Retail Place 12.2, Installation Manual

Page 1: ...Oracle Retail Place Installation Guide Release 12 2 November 2008 ...

Page 2: ...n disclosure modification and adaptation of the Programs including documentation and technical data shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement and to the extent applicable the additional rights set forth in FAR 52 227 19 Commercial Computer Software Restricted Rights June 1987 Oracle Corporation 500 Oracle Parkway Redwood City CA 94065 The P...

Page 3: ...ped and licensed by Sun MicroSystems Inc Sun of Santa Clara California to Oracle and imbedded in the Oracle Retail Integration Bus application iv the Wavelink component developed and licensed by Wavelink Corporation Wavelink of Kirkland Washington to Oracle and imbedded in Oracle Retail Store Inventory Management v the software component known as Crystal Enterprise Professional and or Crystal Repo...

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Page 5: ...nning Your Environment 2 1 Planning for Optimal Place Performance 2 2 Supported Configurations 2 2 Network Requirements 2 2 Managed Server Configuration 2 2 Database Requirements 2 3 Application Server Requirements 2 3 WebLogic Application Server 2 3 Client System Requirements 2 4 3 Setting Up the Database Installing the Database 3 1 Creating the Default Tablespaces 3 2 Creating the Default Data U...

Page 6: ...tallation Target Directories 5 14 Command Shell Settings 5 14 Last Session Properties Files 5 15 Application Server and Database Settings 5 15 Connection Pools Settings 5 15 Calc Engine User Setting 5 16 WebLogic Application Server Settings 5 16 Oracle Database Settings 5 17 Connection and Authentication Settings 5 17 Audit Database Properties 5 19 Place Schema Properties 5 20 Plan Front End Datab...

Page 7: ...vii Setting Up a Foreign JMS Server on WebLogic Server 6 6 A Files and Directory Structure Application Directory Structure A 1 Modules Deployed On WebLogic Server A 4 Index ...

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Page 9: ...tion set Oracle Retail Place Administration Guide Oracle Retail Place Configuration Guide Oracle Retail Place Operations Guide Oracle Retail Place User Guide Supplemental Documentation on MetaLink The following technical white paper is available on the MetaLink Web site MetaLink Note 737759 1 Oracle Retail Password Security Management Guide Oracle Retail Plan and Place applications now include a P...

Page 10: ...acle Retail Documentation on the Oracle Technology Network In addition to being packaged with each product release on the base or patch level all Oracle Retail documentation is available on the following Web site with the exception of the Data Model which is only available with the release packaged code http www oracle com technology documentation oracle_retail html Documentation should be availab...

Page 11: ...lers to integrate the other systems to capture the daily warehouse inventory the current ASNs and generate the recommended allocations to the stores Place is a Web based allocation optimization system that helps retailers optimize the distribution of the merchandise to the stores It helps the retailers to allocate the right merchandise at the right time to the right stores Place Enterprise Compone...

Page 12: ...ed by the application and calculation engine This tier includes the following components hosted on the application server BEA WebLogic Server Application The Place application resides on a domain configured on this application server You can install and run multiple instances of the application server or multiple application server machines based on your business needs Calculation Engine It also i...

Page 13: ...usiness data essential for the application such as merchandise hierarchy product information inventory positions store information and so on ELM schema contains the historical data that includes per store and per item sales activities stored over a time period daily weekly and so on PINE schema contains the demand parameters data result of the curve fitting algorithms to drive the forecast demand ...

Page 14: ...tallation 2 Set up your application database For more information see Chapter 3 Setting Up the Database 3 Set up your application server For more information see Chapter 4 Setting Up Your Application Server Installation Task 4 Access the Place installation software set up the install properties file and run the Oracle installer For more information see Chapter 5 Installing Place Additionally you c...

Page 15: ...er understanding of the environment and enables you to adapt faster to any future changes in the environment setup This section contains the following topics Planning Your Environment Planning for Optimal Place Performance Planning Your Environment Use the following steps to plan and prepare the product environment 1 Plan and design the infrastructure based on your business needs for the installat...

Page 16: ...nts Network Requirements This section describes basic requirements for your network infrastructure For connections between servers use the following Minimum 100 MBps switched ethernet Recommended 1000 MBps For connections to the desktop 100 MBps is sufficient Managed Server Configuration You can host the Place application and the Calculation Engine over multiple server instances managed servers an...

Page 17: ...llations on the Solaris Operating System x86 64 ensure that you apply the Oracle 10g Release 2 10 2 0 2 Patch Set For more information on this patch set review the release document 316900 1 ALERT Oracle 10g Release 2 10 2 Support Status and Alerts available on the Oracle MetaLink Web site To locate this document on the Oracle MetaLink Web site In the Quick Find section for Document ID enter 316900...

Page 18: ... The following table lists the supported client system options Table 2 3 Client System Environment Software Requirements Windows XP Pro SP2 with Office XP Microsoft Office XP Microsoft Internet Explorer 7 0 Windows XP Pro SP2 with Office 2000 Microsoft Office 2000 Microsoft Internet Explorer 7 0 ...

Page 19: ...Java Libraries in the Oracle Database Companion CD Ensure that the Oracle Database software is installed along with the Natively Compiled Java Libraries For more information see the Oracle Database Installation Guide 10g Release 2 10 2 and Oracle Database Companion CD Installation Guide 10g Release 2 10 2 Note If your database requires multi byte support specify the following properties in your in...

Page 20: ...ate a user account 1 At the SQL prompt type the following statement to create an user and set DATA_ 01 as the default tablespace CREATE USER USERNAME IDENTIFIED BY USERNAME DEFAULT TABLESPACE DATA_01 2 Once the user is created type the following statements to grant access privileges to the user GRANT CONNECT RESOURCE CREATE ANY TABLE CREATE ANY SYNONYM CREATE VIEW TO USERNAME exec dbms_java grant_...

Page 21: ...PINE schema as a single BASE schema on the other database instance for example INSTANCE2 To create the database links 1 At the SQL prompt connect to the ELM schema on INSTANCE1 and then run the following command create database link dblink_name_elm2base connect to ELM identified by BASE using INSTANCE1 2 At the SQL prompt connect to the BASE schema on INSTANCE2 and then run the following command c...

Page 22: ...Creating the Database Links 3 4 Oracle Retail Place Installation Guide ...

Page 23: ... Up the WebLogic Startup Script Setting Up the Maximum Message Size If you plan to use clusters for the Place installation Oracle recommends that you create the clusters before setting up the domain Otherwise the managed servers must be added manually For information about managing clusters see the documentation for your application server Installing the WebLogic Server The Place application requi...

Page 24: ...Create or Extend a Configuration Window Click Create a new WebLogic configuration and then click Next 2 Select a Configuration Template Window Under Templates select Basic WebLogic Server Domain and then click Next 3 Choose Express or Custom Configuration Window Click Custom and then click Next 4 Configure the Administration Server Window Enter appropriate information in the following fields Name ...

Page 25: ... cluster name String of characters that can include spaces Multicast address Address used by the cluster members to communicate with each other The default value is 237 0 0 1 Multicast port Port used by the cluster members to communicate with each other The default value is 7777 Cluster address Address that identifies the Managed Servers in the cluster Frontend host Server name or listen address o...

Page 26: ...tance of WebLogic Server For more information see the WebLogic documentation on setting up a Boot Identity file 8 Configure Administrative Username and Password Window Set up an administrative user name and password Important Please keep a note of the user name and password You must specify this user name and password in the install properties file The Oracle Installer uses this user account to co...

Page 27: ...faults to a maximum message size of 10MB For the Place application and Calculation Engine to exchange forecast information efficiently you must set this value to 128MB for the Place application and Calculation Engine server domains To update the maximum message size value 1 Log on to the WebLogic Administration console You can access the console at the following URL http servername portnumber cons...

Page 28: ...Setting Up the Maximum Message Size 4 6 Oracle Retail Place Installation Guide ...

Page 29: ...ntion About Password Security Management The Place application includes a Password Security Management module that helps you generate and store encrypted passwords used in the application This enables you to meet the password encryption security policies or laws mandated for your business When you start the installation or upgrade process for the application the Oracle Retail Installer checks for ...

Page 30: ... page displays 2 Select a language and click Continue The Export Validation screen displays 3 Type the appropriate information in the following fields and then click Continue Full Name Enter your full name Company Name Enter your company name E mail Address Enter your e mail address Country Select your country License Agreement Click the check box Export Restrictions Click the check box The Media ...

Page 31: ...l properties file to the same directory naming it install properties 3 Edit the install properties file specifying values as described within the file and save it Now you can install Place using one of the following modes Installing Place in the Silent Mode Installing Place Using the Graphical Oracle Installer Installing Place in the Silent Mode This section describes how to install Place in silen...

Page 32: ...te the X terminal On the application server set the display for the Windows client where you want the Oracle Installer to display as follows export DISPLAY IP address 0 0 4 From your application server machine enter the following command p path to install properties Optional Specifies an alternate path to the install properties file Defaults to install properties l log config Optional Specifies an...

Page 33: ...screen appears 6 On the Place Installation Destination screen specify the paths for the following Destination Directory path to the Place installation target directory Spool Directory path to the Place spool directory Log Directory path to the Place installation log files Note For more information about this command see Installing Place in the Silent Mode ...

Page 34: ...llation Destination Screen 7 Click Next The Place Selections screen appears 8 On the Place Selections screen select the component you want to install and click Next Figure 5 3 Place Selections Screen 9 On the Application Server Selections screen click BEA WebLogic and then click Next ...

Page 35: ...ame password to connect to the WebLogic server set up for the application Figure 5 5 WebLogic Application Server 11 On the Java Message Server Properties screen specify the name of the server or cluster that you may have set up as a Java Message Server JMS Note In case the installation does not proceed ahead check the WebLogic server information or the status of the application server ...

Page 36: ...en click Next Figure 5 7 Database Selections Screen 14 On the Database Properties screen enter the following database information for the Place Front End Actual History Application Audit and Plan Front End databases Database server address Enter the address of the database server Database server port Enter the server port number associated with your database Database name Enter the name used to id...

Page 37: ...tabase schema that you want to update Any existing data remains intact and modified on a row by row column by column basis depending on the actions specified in the database patches User ID Enter the user name associated with the database Password Enter the password associated with the database Figure 5 8 Database Properties Screen 15 On the Audit FE Schema Link Properties screen specify the user ...

Page 38: ...n The Installation Progress screen appears If the installation resulted in issues see Troubleshooting Installation Issues on page 5 24 17 Once the installation is complete before you restart the application server you must edit the WebLogic startup script and source the Application Development Framework ADF libraries in the WebLogic Server Home directory For more information see Setting Up ADF Lib...

Page 39: ...ts for AllocationServer and XIntJMSServer Applies to cluster based installations See Setting Up Targets for the JMS Servers If you are ready to start working with your business data perform the following tasks Loading Business Rules Loading User Roles Loading Seed Data If you want to maximize system performance you can tune your Calculation Engine Setting Up Targets for the JMS Servers In a cluste...

Page 40: ...itions in the Place Configuration Guide Loading User Roles Use the User Management Bulk Loader script to load the user roles set up for the Place application The Bulk Loader script loads the user roles specified in a role set file The role set and role assignments are set up based on your business needs and include the user accounts and roles access information for the Place application Ensure tha...

Page 41: ...odules Datasets AESample DeployScripts 2 Run the following script Place sh 3 Type N No for the confirmation messages that prompt you to install the optimized history and retail data mart schemas If you want to load the data in a database other than the database set up for the application you must modify the database schema locations in the following script files plexports sh for business data sche...

Page 42: ...d The following table describes the Installation Target Directories settings Command Shell Settings The Command Shell settings enable you to specify the shell command you can use to execute shell scripts The following table describes the Command Shell setting Table 5 2 Installation Target Directories Parameter Description installdir Use this parameter to specify the path to the default base instal...

Page 43: ...roperties file This file generates just before the installer exits and contains all the property names and values that could not be resolved during installation Table 5 5 Application Server and Database Settings Parameter Description install appserver Use this parameter to specify the default application server For Place specify weblogic Table 5 6 Connections in the Connection Pools Parameter Desc...

Page 44: ...time connection pool weblogic dbcpool runtimeconnectionpool max Use this parameter to specify the maximum database connections in the runtime connection pool weblogic dbcpool auditconnectionpool min Use this parameter to specify the minimum database connections in the audit connection pool weblogic dbcpool auditconnectionpool max Use this parameter to specify the maximum database connections in th...

Page 45: ...r The value defaults to the port specified in the weblogic admin port parameter For a clustered based installation ensure that you set the appropriate managed server port bea home Use this parameter to specify the path to the BEA base directory For example C BEA weblogic home Use this parameter to specify the path to the WebLogic server in the BEA base directory For example C BEA weblogic81 server...

Page 46: ...onoracleauth password Use this parameter to specify the password to connect to the database database commondb oracle auth cepineauth user Use this parameter to specify the user name to connect to the PINE CE Database schema in the Calculation Engine database commondb oracle auth cepineauth password Use this parameter to specify the password to connect to the PINE CE Database schema in the Calculat...

Page 47: ...user Use this parameter to specify the user name to connect to the Audit database database auditdb oracle auth auditoracleauth password Use this parameter to specify the password to connect to the Audit database AUDIT property for Creating the Database database auditdb oracle create Use this parameter to indicate that a new Audit database must be created AUDIT property for Upgrading the Database d...

Page 48: ...credentials for Place database placedb oracle auth placeoracleauth user Use this parameter to specify the user name to connect to the Place Front End database database placedb oracle auth placeoracleauth password Use this parameter to specify the password to connect to the Place Front End database Place property for Creating the Database database placedb oracle create Use this parameter to indicat...

Page 49: ...lmauth user Use this parameter to specify the user name to connect to the ELM database database elmdb oracle auth elmauth password Use this parameter to specify the password to connect to the ELM database database elmdb oracle elm_main_dblink Use this parameter to specify the database link name for the ELM schema to access the main database If they exist in the same instance specify none SAU User ...

Page 50: ... End database is installed scope fetarget type Use this parameter to specify the type of the server object You can specify cluster or server Calc Engine scope cetarget serverobject Use this parameter to specify the name of the server or cluster where the Calculation Engine is installed scope cetarget type Use this parameter to specify the type of the server object You can specify cluster or server...

Page 51: ...hese Microstrategy properties similar to the properties set for Plan This ensures that the Microstrategy configuration is retained during the Place installation Table 5 16 Last Session Properties Files Parameter Description mstr admin server Use this parameter to specify the host name or the IP address of the MicroStrategy administration server Oracle recommends that the host name be specified in ...

Page 52: ...ing problems For example during database installation if a error messages indicate class deployments issues see the documentation associated with your database management software The documentation will explain whether the message is spurious and to be ignored or valid If the error is actually valid the documentation will explain how to correct the problem Installation Does Not Complete If the ins...

Page 53: ... case the installation does not complete because of the incompatible components you must run the first product upgrade with P argument For more information see Upgrading a Co deployed Environment Online Help Does Not Work The Application Development Framework ADF libraries required for the Online Help may not be invoked in the WebLogic Server Home directory For more information see Setting Up ADF ...

Page 54: ...Troubleshooting Installation Issues 5 26 Oracle Retail Place Installation Guide ...

Page 55: ...r upgrade from the existing version to the latest Plan version 2 6 or higher before installing Place Setting Up the Plan Installation Before you install or upgrade the Plan application you must edit the AUDIT schema settings in the installation properties file and direct the installer to create a new AUDIT schema To set up the installation properties for the Plan application Edit the install prope...

Page 56: ...db oracle create yes database placedb oracle upgrade no For all other schemas specify the following database schema_name oracle create no database schema_name oracle upgrade yes 2 Run the Oracle Installer to start installing the Place application For more information on the installation properties file and the Place installation procedure see the chapter Installing Place in the Place Installation ...

Page 57: ...ess Rule Definitions in the Place Configuration Guide Loading User Roles Use the User Management Bulk Loader script to load the user roles set up for the Place and Plan applications The Bulk Loader script loads the user roles specified in a role set file The role set and role assignments are set up based on your business needs in a common file and include the user accounts and roles access informa...

Page 58: ...ipt upd_static_grid_data sql Generic script These scripts load data specific to the Place application 3 Add the following script to the automation set up for the nightly run pl_load_client_place sql Place specific script 4 After the first automation process run the following scripts store_set_data sql Generic script store_attribute_names_tbl sql Generic script planned_item_types sql Generic script...

Page 59: ...Seed Place This SQL script loads the grid and column configurations media_types sql AESample Data Seed This SQL script loads the information on the type of media used in a promotion merch_admin_setting_types_tbl sql AESample Data Seed Place This SQL script loads the merchandise administration setting types page_indicator_types sql AESample Data Seed This SQL script loads the information on the loc...

Page 60: ...n the P argument and the install sh syntax see install sh in the chapter Installing Place Setting Up a Foreign JMS Server on WebLogic Server In case you have set up a Plan Place co deployed environment over clusters you must set up the Foreign JMS Server capability in WebLogic so that the stores information is synchronized and accessible through both the applications To set up a foreign JMS Server...

Page 61: ... logged during the start up in the Place logs see below The JNDI lookup is retrieved by the Place server after start up and hence the exception can be ignored during the start up Registering Application Store set com profitlogic common notification EventException 1217324969224 0 JNDI lookup failure javax naming CommunicationException Root exception is java net ConnectException t3 dev app l07 7090 ...

Page 62: ...Setting Up a Foreign JMS Server on WebLogic Server 6 8 Oracle Retail Place Installation Guide ...

Page 63: ...alphabetically Table A 1 Application Directory Structure First Level Second Level Third Level Fourth Level Description Place_Installation The Place Installation Base folder config The Place application configuration root directory adf Contains the ADF setup files allocating4p Contains the grid XML files resource bundles and configuration properties files you can use to configure the Place applicat...

Page 64: ...nd configuration properties files for the User Management module grids help resources xintestharness Contains the configuration files for the External Integration Test Harness module InstallScripts Contains script sh files that help the setup and deployment of the application over an application server util oracle weblogic websphere logs The logs folder for the modules deployed as part of the appl...

Page 65: ...t Online Help brmhelp ear User Management Online Help umhelp ear Business Rule Management Module businessrulemgr ear Common Framework common4p ear Suite Properties suiteproperties ear User Management Module usermanagement ear tools Contains the configuration and libraries files you can use to set up and load business rules and user roles for the Place application The following files are used to co...

Page 66: ...odule modules Suite businessrulemgr ear c4p Common Framework Module modules Suite common4p ear integration Integration Module modules Integration integration ear placehelp Place Online Help modules Place placehelp ear StoreSets Store Sets Management Module modules StoreSets store ear StoreSetsHelp Store Sets Management Online Help modules StoreSets ssmhelp ear SuitePropertiesManager Suite Properti...

Page 67: ... components application server tier 1 2 client system tier 1 2 database server tier 1 3 G generic scripts 6 5 graphical mode 5 4 guidelines implementing plan 1 4 I install place 5 2 graphical mode 5 4 silent mode 5 3 place over plan 6 1 sample dataset 5 13 weblogic server 4 1 installation accessing installation software 5 2 overview 5 1 planning 2 1 installation software access 5 2 installation so...

Page 68: ...equirements application server 2 3 client system 2 4 database 2 3 network 2 2 roadmap implementing 1 4 S sample dataset 5 13 scripts custom 6 5 generic 6 5 seed data 6 3 setup ADF libraries 5 11 database tablespaces 3 2 user account 3 2 installation properties file 5 3 place installation 6 2 plan installation 6 1 weblogic domain 4 2 weblogic server 4 1 weblogic startup script 4 4 silent mode 5 3 a...