Oracle Standby Databases Quick Installation Guide. For. Windows Version 6.0 Dbvisit Software Limited Document version:
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1 Oracle Standby Databases Quick Installation Guide For Windows Version 6.0 Dbvisit Software Limited Document version:
2 1. Introduction Dbvisit Standby software components Dbvisit Standby concepts Install and Configure Step 1 - Dbvisit Standby Installation Step 2 - Configure Dbvisit Standby Step 3 - Create Standby Database Step 4 - Running / Executing Dbvisit Standby Step 5 - Scheduling Dbvisit Standby Using Built In Scheduler Using Task Scheduler Step 6 - Dbvisit Standby configuration Complete
3 Introduction The complete installation and configuration should take less than 30 minutes. The server or the database does not need to be restarted. This is a quick installation guide only. For the complete step-by-step instructions please see the Dbvisit Standby UserGuide. 3
4 Dbvisit Standby software components Dbvisit Standby refers to the product "Dbvisit Standby" and does not refer to the standby database or standby server The Dbvisit Standby environment consists of the following components: Dbvisit software: a. Dbvisit Standby. This consists of the following executables: i. dbvisit - The main Dbvisit Standby executable. ii. dbv_orastartstop - Executable to start, stop, failover and switchover the databases. iii. dbvisit_setup - Menu driven wizard to configure Dbvisit and to create the standby database. iv. dbv_functions - Executable to provide extra tools and functionality. b. Dbvserver. This is Web server that provides the web interface to Dbvisit. It consists of the following executable: i. dbvserverd - The main Dbvserver executable for the Dbvisit Web server. Dbvisit Database Configuration file or DDC file. This is similar to the init.ora parameter file and contains the Dbvisit Standby settings for a specific primary and standby database pair. The DDC file is generated during setup for each database. The DDC file can be edited with any text editor or through running dbvisit_setup or through the web-based GUI. The DDC file should only be edited on the primary server. The template to create the DDC file for each database is dbv_oracle_sid.env. Dbvisit Database Repository (DDR). This is a schema in the database that contains the Dbvisit Standby tables used to manage the standby process. The DDR is created during setup. Dbvisit Standby trace files. Each time Dbvisit Standby executes, a trace file is generated. This trace file contains information about Dbvisit Standby processing and its environment. This trace file is used by the Dbvisit support team to quickly diagnose issues. When an alert or error notification is sent by Dbvisit Standby, the trace file will be attached to the so that this can be forwarded to Dbvisit support if needed. 4
5 Dbvisit Standby concepts The Dbvisit Standby environment (described above) will be the same on both the primary and the standby server. The Dbvisit Standby software executes separately on the primary and standby servers. DDC name or simply DDC. Most Dbvisit Standby commands require the DDC. In most cases this is the same as the database name or ORACLE_SID. The DDC refers to the DDC file which is in the form: dbv_ddc.env and contains the Dbvisit Standby settings for a particular primary and standby configuration. The DDC and the ORACLE_SID can be different. The ORACLE_SID is a variable setting contained within the DDC file and is not linked to the DDC name. However in most cases the DDC and the ORACLE_SID are the same. Example: If the database name (or ORACLE_SID) is orcl, then the DDC is orcl and the DDC file is dbv_orcl.env. A primary and standby database must be on separate servers. A primary and standby database on the same server is not supported. Each time Dbvisit Standby executes, the DDC file on the primary server is compared with the DDC file on the standby server. If there are any differences, the DDC file on the standby server will be overwritten with the DDC file of the primary server. This is why the DDC file should only be edited on the primary server. Dbvisit Standby is scheduled on both the primary and the standby server. The schedule determines the maximum lag of the standby database. For example, if Dbvisit Standby is scheduled every 5 minutes, then the maximum time the standby database is behind the primary database is 5 minutes. Dbvisit Standby can be configured and run through a command line interface (CLI) or a web-based interface (GUI). 5
6 Install and Configure Following seven steps need to be performed in order to prevent loss of data Dbvisit Standby Installation Configure Dbvisit Standby Create Standby Database Running / Executing Dbvisit Standby Scheduling Dbvisit Standby 6
7 Step 1 - Dbvisit Standby Installation RAC environment In an Oracle RAC environment, Dbvisit Standby must be installed and configured as below on each primary node in the RAC cluster. Primary Server (or primary node) 1. On the primary server (or primary RAC node), double click on the Dbvisit Standby installation executable. Click on Run. 2. Click on Next. 3. Accept the license terms. 4. Please ensure that the windows account that is used to install Dbvisit Standby is the same account that installed the Oracle software. 7
8 5. The components to install can be chosen. By default all components should be chosen. Dbvisit Standby is bundled with Bitvise WinSSHD and Bitvise Tunnelier software to securely transfer the database updates to the standby server. If an alternative SSH (secure shell) method is already installed, then this can be used. 6. Choose the install location for Dbvisit Standby. 7. Choose the install location for Bitvise WinSSHD ( ). This is the SSH service that accepts secure transfers. 8
9 8. Choose the install location for Bitvise Tunnelier ( This is the secure SSH client that transfers the updates. 9. Please specify if this is the primary server. Answer Yes. 10. The Dbvisit software will be installed. 11. The Dbvserver Windows service will be created. The current Windows account password is needed to start the service. Please enter the password when requested. 9
10 12. The Dbvserver service has been created. Setting up SSH connection between primary and standby servers Dbvisit Standby uses an ssh connection between the primary and standby servers to manage the standby database. Bitvise software is used to configure and setup the ssh connection. Bitvise WinSSHD Setup 13. Bitvise WinSSHD will now be installed in the background. 14. On completion a message will be displayed. 15. The WinSSHD service will be started. Bitvise Tunnelier Setup 16. Bitvise Tunnelier will now be installed in the background. 10
11 17. On completion a message will be displayed. SSH2 Setup 18. SSH2 (secure shell) will now be configured. Several background processes will start. The processes will generate unique SSH private and public encryption keys. These keys will be loaded into WinSSHD. 19. WinSSHD will need to cache the windows password of the current user. Note this is the password of the current user on the current server (not the password of the standby server). 20. To complete the SSH configuration, three of the generated encryption keys have to be copied over to the standby server. A readme file will be displayed that describes what needs to be done next. 21. Initiate the Dbvisit Standby install on the standby server (see below): Standby Server 22. Go to the standby server and double click on the Dbvisit Standby installation executable. 11
12 23. Accept the license terms. 24. Please ensure that the windows account that is used to install Dbvisit Standby is the same account that installed the Oracle software (it also must be the same account as used on the primary server). 25. The components to install can be chosen. By default all components should be chosen. Dbvisit Standby is bundled with Bitvise WinSSHD and Bitvise Tunnelier software to securely transfer the database updates to the standby server. If an alternative SSH (secure shell) method is already installed, then this can be used. 12
13 26. Choose the install location for Dbvisit Standby. 27. Choose the install location for Bitvise WinSSHD ( This is the SSH service that accepts secure transfers. 28. Choose the install location for Bitvise Tunnelier ( ). This is the secure SSH client that transfers the updates. 13
14 29. Please specify if this is the primary server. Answer No. 30. The Dbvisit software will be installed. 31. The Dbvserver Windows service will be created. The current Windows account password is needed to start the service. Please enter the password when requested. 32. The Dbvserver service has been created. 14
15 Setting up SSH connection between standby and primary servers Dbvisit Standby uses an ssh connection between the standby and primary servers to manage the standby database. Bitvise software is used to configure and setup the ssh connection. Bitvise WinSSHD Setup 33. Bitvise WinSSHD will now be installed in the background. 34. On completion a message will be displayed. 35. The WinSSHD service will be started. Bitvise Tunnelier Setup 36. Bitvise Tunnelier will now be installed in the background. 37. On completion a message will be displayed. SSH2 Setup 38. SSH2 (secure shell) will now be configured. Several background processes will start. The processes will 15
16 generate unique SSH private and public encryption keys. These keys will be loaded into WinSSHD. 39. Now please copy over the SSH encryption keys specified in the README file displayed during the primary setup. Once the files are copied, click OK. 40. The configuration of SSH will continue. Click OK. 41. WinSSHD will need to cache the windows password of the current user. Note this is the password of the current user on the current server (not the password of the primary server). 42. WinSSHD configuration is completed. If a firewall is used, please ensure port 22 is open on the firewall. Please also ensure that the SSH2 directory under the Dbvisit Standby directory is secured by only allowing administrators access to this directory. 43. The System Readiness check will be performed which test the connection between the standby and the primary server. 44. Enter the details to connect to the primary server to complete the test. 16
17 45. Ensure the network connection is correct. 46. Dbvisit Standby installation on the standby server is completed. 47. Continue the installation on the primary server (see below): Continued installation on the primary server 48. Once the installation on the standby server is complete, the installation on the primary server can be completed. 49. The System Readiness check will be performed which test the connection between the primary and the standby server. 17
18 50. Enter the details to connect to the standy server to complete the test. 51. Ensure the network connection is correct. 52.Dbvisit Standby is now installed and must be configured for a specific database. 53. Dbvisit Standby can be configured and run through a command line interface (CLI) or a web-based interface (GUI). Throughout this user manual the CLI commands will be indicated with a and the web based or GUI commands will be indicated with a 54. Click Yes to configure this now through a browser. Click No, to configure Dbvisit Standby through the command line interface (CLI). 18
19 55. Please see the Configure Dbvisit Standby (step 2) - Windows section on how to configure Dbvisit Standby for a specific database. 56. To setup Dbvisit Standby through the command line (CLI) interface click Yes The Dbvisit Standby setup utility will be started. This is to configure Dbvisit Standby for a specific database. Choose option 1 (or 1a for RAC) from the main menu for a new Dbvisit Standby setup. Please see the Configure Dbvisit Standby (step 2) - Windows section on how to configure Dbvisit Standby for a specific database. 57. Dbvisit Standby has been installed on the primary server. Please click OK to exit. 19
20 The Dbvisit Standby software and secure shell have been installed. The standby database can now be created and then Dbvisit Standby can be setup and configured for the primary and standby database. Windows Shortcuts for command line interface (CLI) Shortcuts will have been created for Dbvisit Standby under Programs > Dbvisit > Standby. The shortcuts are: The Dbvisit Standby command console is the main utility to execute Dbvisit Standby commands for CLI. Shortcuts have also been created for Bitvise Tunnelier and Bitvise WinSSHD. For more information about Bitvise WinSSHD and Tunnelier please visit 20
21 Step 2 - Configure Dbvisit Standby Once the Dbvisit software is installed, Dbvisit Standby can be configured (or setup) for a specific database. This step can be done through a command line interface (CLI) OR a GUI web-based interface (GUI). Choose either CLI or GUI to configure DBvisit Standby- NOT BOTH Configure Dbvisit Standby By CLI Primary server (or primary RAC node) setup 1. Start the Dbvisit Standby command console from the Start Menu > Programs > Dbvisit > Standby. Note: this step is not necessary if dbvisit_setup is started as part of the initial Dbvisit Standby installation. 2. Type dbvisit_setup to start the configuration.note:this step is not necessary if dbvisit_setup is started as part of the initial Dbvisit Standby installation. C:\Program Files\Dbvisit> dbvisit_setup 3. Confirm that this is the primary server. =>dbvisit_setup only needs to be run on the primary server. Is this the primary server? <Yes/No> [Yes]: 4. For a new database setup choose option 1: (for RAC choose option 1a) 21
22 ========================================================= Dbvisit Standby Database technology Dbvisit Database setup Default values will be shown in [] Options: 1) New Database setup (combines options 2,3,4) 1a) New RAC Instance setup (combines options 2,3,4) 2) New Dbvisit Database configuration (DDC) file setup 3) New Dbvisit Archive Management Module (AMM) setup 4) New Dbvisit Database repository (DDR) setup 5) Manage Dbvisit Database repository (DDR) 6) Update Dbvisit Database configuration (DDC) file 7) Create Standby Database 9) Uninstall Dbvisit Database repository (DDR) E) Exit ========================================================= Please enter choice : 1 5. Once the Dbvisit setup is complete, choose option E to exit. 6. The Dbvisit Database Configuration (DDC) file and the Dbvisit Database Repository (DDR) have now been created for the specific database. 7. Dbvisit setup only needs to run on the primary server. Not on the standby server.configure Dbvisit Standby by GUI Primary server (or primary RAC node) setup 1. Specify the address of the primary server in the URL with the correct port (default 8081). 2. Login to the Dbvisit Standby GUI interface by specifying the user name and password (default is admin/admin). Please change this password under Settings on the home page. 3. Choose Setup from the main menu. 22
23 4. Choose New Dbvisit Setup from the sub menu. 5. Follow the onscreen instructions in setting up Dbvisit Standby configuration. 6. Once the Dbvisit Setup is complete, return to the main menu. 7. The Dbvisit Database Configuration (DDC) file and the Dbvisit Database Repository (DDR) have now been created for the specific database. 8. Setup only needs to be run on the primary server. Not on the standby server. 23
24 Step 3 - Create Standby Database If a standby database is already created, then this step can be ignored. Dbvisit Standby can work with existing standby databases. Dbvisit Standby will automatically register the existing standby database. This step is to create a new standby database and involves automatically taking a backup of the primary database. The primary database will not be shutdown during this process. This step can be done through a command line interface (CLI) OR a GUI web-based interface (GUI). Choose either CLI or GUI to configure DBvisit Standby- NOT BOTH Create standby database by CLI 1. Start the Dbvisit Standby command console from the Start Menu > Programs > Dbvisit > Dbvisit Standby Command Console. 2. Confirm that this is the primary server. =>dbvisit_setup only needs to be run on the primary server. Is this the primary server? <Yes/No> [Yes]: 3. Choose option 7: ========================================================= Dbvisit Standby Database technology Dbvisit Database setup Default values will be shown in [] Options: 1) New Database setup (combines options 2,3,4) 1a) New RAC Instance setup (combines options 2,3,4) 2) New Dbvisit Database configuration (DDC) file setup 3) New Dbvisit Archive Management Module (AMM) setup 4) New Dbvisit Database repository (DDR) setup 5) Manage Dbvisit Database repository (DDR) 6) Update Dbvisit Database configuration (DDC) file 7) Create Standby Database 9) Uninstall Dbvisit Database repository (DDR) E) Exit ========================================================= Please enter choice : 7 24
25 4. You are asked to choose for which primary database you want to create a standby database. Choose the required DDC and follow the on-screen instructions: =>Creating Standby Database. Primary database will NOT be shutdown. For which primary database do you want to create a standby database? The following Oracle database(s) have a Dbvisit Database configuration (DDC) file on this server: DDC === 1) w120n 2) dbvomf10 3) Return to menu Please enter choice :Please enter choice : 1 5. Once the standby database has been completed, choose option E to exit. Create standby database by GUI 1. Click on the Create New Standby Database under the Home -> Setup menu. 2. Select Database from drop-down menu 3. If not using ASM for the standby database, select No and press Continue. 4. A precondition is executing to ensure the standby server environment is correct. This process may take a while to complete. 25
26 5. Select the options below as required. 6. Continue with process until creation of standby database is complete. 7. Creation of standby database only needs to be run on the primary server. Not on the standby server. 26
27 Step 4 - Running / Executing Dbvisit Standby It is recommended to run Dbvisit Standby manually at first on both the primary and standy servers to test that it is functioning correctly and to set the correct thresholds for the parameters. This step can be done through a Command Line interface (CLI) OR a GUI Web-based interface (GUI). Executing Dbvisit Standby manually by CLI Dbvisit is run from the Dbvisit Standby install directory. 1. Executing Dbvisit Standby on the primary server: Start the Dbvisit Standby command console: Execute Dbvisit Standby on the primary server: dbvisit <DDC> Where DDC is the name of the Dbvisit Database Configuration. In most cases this is the same as the database name. The DDC refers to the DDC file name which is in the form: dbv_ddc.env and contains the Dbvisit Standby settings for a particular primary and standby configuration. Example dbvisit w120n Where w120n is the DDC name The first time that Dbvisit Standby executes, the Dbvisit Standby installation and configuration files will be copied over to the standby server. This is equivalent to running Dbvisit Standby with the -c option. 2. Executing Dbvisit Standby on the standby server: Start the Dbvisit Standby command console: 27
28 Execute Dbvisit Standby on the standby server: dbvisit <DDC> Where DDC is the name of the Dbvisit Database Configuration. In most cases this is the same as the database name. The DDC refers to the DDC file name which is in the form: dbv_ddc.env and contains the Dbvisit Standby settings for a particular primary and standby configuration. Example dbvisit w120n Where w120n is the DDC name For the complete list of Dbvisit Standby commands see Dbvisit Standby commands overview. Executing Dbvisit Standby manually by GUI 1. Executing Dbvisit Standby on the primary server: 2. Choose Run from the main menu. 3. Choose Run Interactive. 4. Select correct DDC (or database), then select Primary Server tab and select Default and Click Run 28
29 5. Executing Dbvisit Standby on the standby server: 6. Choose Run from the main menu. 7. Choose Run Interactive. 8. Select correct DDC (or database), then select Standby Server tab and select Default and Click Run 29
30 Step 5 - Scheduling Dbvisit Standby Once Dbvisit Standby has been tested manually and is functioning correctly, it should be scheduled to ensure the standby database is automatically updated. Schedule Dbvisit Standby through Task Scheduler in windows or other scheduling tool on both the primary and standby server to fully automate and complete the Dbvisit Standby process. How often Dbvisit Standby is scheduled will be an individual choice. Dbvisit Standby can also be scheduled using the build in scheduler with Dbvserver. Choose Scheduling through either or DBSERVER to schedule Dbvisit Standby - Task Scheduler NOT BOTH 30
31 Using Built In Scheduler. Dbvisit Standby can be scheduled in the build in scheduler that comes with Dbvserver. This does require the dbvserverd process to be running at all times on both the primary and standby servers. 1. Choose Run from the main menu. 2. Choose Run Interactive. 3. Click on Primary Server tab set schedule and click on Save Schedule. 4. Click on Standby Server tab set schedule and click on Save Schedule. The dbvserverd process must be running on the standby server. 31
32 Using Task Scheduler 1. Ensure the Task Scheduler service is started. 2. Open the Scheduled Tasks. 3. Click on "Add Scheduled Task" 4. In the Scheduled Task Wizard click on "Browse". 32
33 5. Find the Dbvisit Standby executable. 6. Type a name for the task. Type "Dbvisit <DDC> " (in example below the database name is w102n). Select "Perform this task: Daily". Click Next. 7. Select the time and day you want the task to start. Select "Every day". The start time and start date do not need to 33
34 be changed if you want the task to start straight away. Click Next. 8. Enter the password of the current user. That will be the user that will run Dbvisit Standby. Click Next. 9. Tick the box "Open advanced properties.". Click on Finish. 10. Add the database name as the first parameter to the Dbvisit Standby executable. In this example the database name is w102n. 34
35 11. Click on the "Schedule" tab, and then on "Advanced". 12. Specify "Repeat Task". If you want to execute Dbvisit Standby every 10 minutes, then select 10 minutes. Otherwise select another interval. Always ensure the "Duration" is set to 24 hours for daily tasks. 35
36 13. Click on OK. The new schedule will be shown. Click on OK. 14. The new task will now be shown. 36
37 15. Repeat the same on standby server. 16. Dbvisit Standby is now scheduled on the primary and the standby server. 17. The schedule will continue to be active in the background when the users logs off. Oracle RAC Dbvisit Standby needs to be scheduled separately on each primary node in the Oracle RAC. It is recommended that Dbvisit Standby is scheduled at different times on each node. For example: node1 Schedule every hour at 00, 15, 30, 45 node2 Schedule every hour at 05, 20, 35, 50 37
38 Step 6 - Dbvisit Standby configuration Complete The Dbvisit Standby setup and configuration is now complete. Through the automatic scheduling, Dbvisit Standby will keep the standby database up to date. The DDC file can be edited with any ascii editor to change a setting or threshold. The DDC file should be edited on the primary server only. Further recommendations 1. Schedule the Dbvisit Standby Log gap report every hour on the primary serverto report on the gap between the primary and the standby database. This report can be scheduled through cron or through the Dbvserver build in scheduler. To alert if the standby database falls to far behind, set ARCHIVE_LOG_GAP_THRESHOLD and TRANSFER_LOG_GAP_THRESHOLD. a. Scheduling through Dbvserver: b. Scheduling through Task Scheduler: Specify "-i" as first parameter and database name as the second parameter to the Dbvisit Standby executable. 2. Open the standby database in READ ONLY mode to periodically to test if the standby database is up to date. a. Open the standby database in READ ONLY mode through the GUI. Choose Run -> Run Interactive -> Standby Server tab. b. Open the standby database in READ ONLY mode through the CLI C:\Program Files\Dbvisit>dbv_oraStartStop open w120n While the standby database is in READ ONLY mode, it is not possible to apply the latest changes. The standby database must be restarted to apply the latest changes. To restart the standby database 38
39 c. To restart the standby database in GUI d. To restart the standby database in CLI C:\Program Files\Dbvisit>dbv_oraStartStop restart w120n 3. Once Dbvisit Standby has been tested and configured, change SUCCESSMAIL=Y to SUCCESSMAIL=N. This will ensure only exception alerts are sent. Please go to for full documentation, forums, blogs and logging support issues. 39
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