Agile Product Lifecycle Management

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Agile Product Lifecycle Management Service Pack Installation Guide 9.3.1.2 Part No. E23852-02 September 2012

Service Pack Installation Guide Copyright and Trademarks Copyright 1995, 2012, 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 and Java are registered trademarks 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. The RMW product includes software developed by the Visigoth Software Society. ii Agile Product Lifecycle Management

CONTENTS Copyright and Trademarks... ii Chapter 1 Installing an Oracle Agile PLM Service Pack... 1 Install and Test Notice... 1 Installation Requirements... 1 Installing Oracle WebLogic Server... 2 Upgrading Oracle Application Server... 2 Upgrading JDK 1.5B18 Bundled with OAS 10.1.3.5 to 1.5B22... 2 Configuring Mozilla Firefox... 3 Downloading the Software... 3 Installing Oracle Agile PLM 9.3.1.2... 4 Oracle Application Server... 4 Oracle WebLogic Server... 7 Post-Installation Verification... 8 9.3.1.2 iii

Preface Oracle's Agile PLM documentation set includes Adobe Acrobat PDF files. The Oracle Technology Network (OTN) Web site http://www.oracle.com/technetwork/documentation/agile-085940.html contains the latest versions of the Agile PLM PDF files. You can view or download these manuals from the Web site, or you can ask your Agile administrator if there is an Agile PLM Documentation folder available on your network from which you can access the Agile PLM documentation (PDF) files. To read the PDF files, you must use the free Adobe Acrobat Reader version 9.0 or later. This program can be downloaded from the Adobe Web site http://www.adobe.com. The Oracle Technology Network (OTN) Web site http://www.oracle.com/technetwork/documentation/agile-085940.html can be accessed through Help > Manuals in both Agile Web Client and Agile Java Client. If you need additional assistance or information, please contact My Oracle Support (https://support.oracle.com) for assistance. Before calling Oracle Support about a problem with an Agile PLM manual, please have the full part number, which is located on the title page. TTY Access to Oracle Support Services Oracle provides dedicated Text Telephone (TTY) access to Oracle Support Services within the United States of America 24 hours a day, 7 days a week. For TTY support, call 800.446.2398. Outside the United States, call +1.407.458.2479. Readme Any last-minute information about Agile PLM can be found in the Readme file on the Oracle Technology Network (OTN) Web site http://www.oracle.com/technetwork/documentation/agile- 085940.html. Agile Training Aids Go to the Oracle University Web page http://www.oracle.com/education/chooser/selectcountry_new.html for more information on Agile Training offerings. 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. 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. iv Agile Product Lifecycle Management

Chapter 1 Installing an Oracle Agile PLM Service Pack This chapter includes the following: Install and Test Notice... 1 Installation Requirements... 1 Downloading the Software... 3 Installing Oracle Agile PLM 9.3.1.2... 4 Post-Installation Verification... 8 Install and Test Notice Important Install and test this Service Pack on a designated Development server before installing it in your Production environment. To provide accurate testing results, your Development environment should mirror your Production environment, as closely as possible. It is important to validate the installation of this Service Pack, and confirm your integrations are working correctly. Any problems or questions noted during your Development system testing should be resolved before installing this Service Pack in your Production environment. Installation Requirements Before installing Agile PLM 9.3.1.2, make sure your system meets the following requirements: Application Server Version Agile PLM 9.3.1 Database Database Schema version: 9.3.235 Data Schema version: 9.3.235.0 Client Microsoft Internet Explorer 7, 8, or 9 (Compatibility Mode) Mozilla Firefox 3.6 or 8 Mozilla Firefox 8 is not supported for Recipe and Material Workspace (RMW). If you have Mozilla Firefox 4.0 or higher installed, as part of the configuration requirement, you must change the settings as provided in the section Configuring Mozilla Firefox on page 3. Java Home 9.3.1.2 1

Service Pack Installation Guide Set the environment variable, JAVA_HOME, to the JDK that was installed with Agile PLM 9.3.1. By default, the JDK was installed under the Agile PLM 9.3.1 home directory. Agile PLM 9.3.1.2 supports Solaris 11 as Client and Server OS, and Mac OS X 10.7 Lion as Client OS. Installing Oracle WebLogic Server Important Agile PLM 9.3.1.2 is supported on Oracle WebLogic Server 10.3.6. Agile PLM 9.3.1 must be installed before the 9.3.1.2 Service Pack can be installed. Installation instructions are found in Installing Agile PLM on Oracle WebLogic Server 9.3.1. If this is a new installation, perform the following steps before installing Agile PLM 9.3.1 on Oracle WebLogic Server 10.3.6: 1. Install Oracle WebLogic Server 10.3.6. 2. Change to the directory where you downloaded the Agile PLM 9.3.1 installation files. 3. Change to the Disk1_<platform>\Tools directory. 4. Open the install.properties file. 5. Locate the WLSVersion parameter and change the value from 10.3.2.0 to 10.3.6.0. 6. Save and close the install.properties file. 7. Run the Agile PLM 9.3.1 installer. 8. Install the Agile PLM 9.3.1.2 Service Pack following the instructions in this document. Upgrading Oracle Application Server If the Oracle Application Server 10g (ias) Standard or Enterprise Edition has not been upgraded to version 10.1.3.5 in the target machine, you will be prompted with a message to verify the OAS Home location. If you choose to continue, you will be prompted with a message displaying a mismatch with OAS version. Ensure that OAS 10.1.3.5 is installed on your machine before you start the Agile PLM installation. Upgrading JDK 1.5B18 Bundled with OAS 10.1.3.5 to 1.5B22 JDK 1.5.0.18 (Version 1.5B18) is bundled with OAS 10.1.3.5, but Agile PLM does not support this version of JDK. It is required that JDK 1.5.0.22 or higher is installed on your machine before you start the Agile PLM Installation. If the JDK version has not been upgraded to JDK 1.5.0.22, you will be prompted with a message displaying a mismatch with JDK version. If you upgrade JDK version from 1.5.0_18 to 1.5.0_22 or higher, perform the following steps: 1. Download and install JDK 1.5B22 on a different machine that does not have OAS 10.1.3.5 installed. 2 Agile Product Lifecycle Management

Chapter 1: Installing an Oracle Agile PLM Service Pack 2. Take a backup of the JDK folder in your OAS 10.1.3.5 folder. 3. Copy the JDK 1.5B22 folder to OAS 10.1.3.5 folder. 4. Rename JDK folder to "jdk". 5. Restart OAS. Important You must copy xerces.properties from to. The backup_jdk_folder refers to the backed up JDK folder in your OAS 10.1.3.5 folder. This step is required if you have already installed Agile PLM 9.3.1.2 and you are upgrading the JDK version to 1.5.0.22. Configuring Mozilla Firefox To change tab-modal prompt to window-modal prompt, perform the following steps: 1. Enter about:config in the address bar of the browser. 2. In the Filter tab, enter prompts.tab_modal.enabled. 3. Right-click on prompts.tab_modal.enabled and select Toggle. 4. Change the value of prompts.tab_modal-enabled to false. To enable the paste from excel setting, perform the following steps: 1. Enter about:config in the address bar of the browser. 2. In the Filter tab, enter editor.singleline.pastenewlines. 3. Right-click on editor.singleline.pastenewlines and select Modify. 4. Set the value to '0'. Downloading the Software On the system where the Agile Application is installed, download the Agile PLM 9.3.1.2 distribution file, AgilePLM9.3.1.2.zip, to a temporary directory. Verify the contents of the distribution file from the following table: Agile9312_Source Fi l enam e Agile9.3.1.2_Installer.properties Install_Agile9.3.1.2.bat Install_Agile9.3.1.2.sh D escri pti on File folder containing changed files for Agile PLM 9.3.1.2. Installer property file used by the Oracle Agile PLM 9.3.1.2 Installer. Batch file needed to install Oracle Agile PLM 9.3.1.2 on Windows. Script file needed to install Oracle Agile PLM 9.3.1.2 on UNIX (AIX/Linux x86/solaris SPARC/ Solaris x86/ HP-UX). 9.3.1.2 3

Service Pack Installation Guide installer Contains installer related files. Installing Oracle Agile PLM 9.3.1.2 Important Make sure your database has been upgraded to Agile PLM 9.3.1.2 before installing this service pack. See the Agile PLM Database Upgrade Guide for more information. Windows: Verify that the file named agilehome in the the Agile PLM 9.3.1.home. folder contains UNIX: Verify that the file named agilehome in the User home location directory contains the Agile PLM 9.3.1 home directory. The User home location is the home location where you installed Agile PLM 9.3.1. By default, the Agile PLM 9.3.1 home directory is. Be sure to set the environment variable JAVA_HOME to the JDK that was installed with Agile PLM 9.3.1. By default, the JDK was installed under the Agile PLM 9.3.1 home directory. Agile PLM 9.3.1.2 installer automatically copies xerces.properties to JDK folder if you have already installed JDK 1.5.0.22. For more information refer Upgrading JDK 1.5B18 Bundled with OAS 10.1.3.5 to 1.5B22 on page 2. Oracle Application Server To install Agile PLM 9.3.1.2 in a standalone environment: 1. Log on as a user with local Administrator permissions on the computer where the Agile Application Server is located. 2. Make sure the OPMN processes are running on the application server. 3. Undeploy the Agile application. a. Make sure Oracle Application Server is still running. To check OAS status, open a terminal window, change to the directory, and run opmnctl status. If OAS is not running, run opmnctl startall. b. From another terminal window, change to the directory. c. Run UnDeployAgilePLM.sh <OC4JAdmin Password> or UndeployAgilePLM.cmd <OC4JAdmin Password>. d. From the same terminal window, run cleanupjms.sh <OC4JAdmin Password> or cleanupjms.cmd <OC4JAdmin Password>. 4. Stop the OPMN processes from the Oracle Home directory. 5. Run the install script. Windows: Before running the Install_Agile9.3.1.2.bat file or the Install_Agile9.3.1.2.sh file, make sure you stop Apache Tomcat Agile File Manager Services. 4 Agile Product Lifecycle Management

Chapter 1: Installing an Oracle Agile PLM Service Pack Open a Command Prompt window and navigate to the temporary directory where you downloaded the service pack files. From the temporary directory, run the Install_Agile9.3.1.2.bat file. The installation begins. UNIX: Open a shell prompt and navigate to the temporary directory where you downloaded the service pack files. From the temporary directory, run the Install_Agile9.3.1.2.sh file. The installation begins. 6. After you run the Install_Agile9.3.1.2.bat file or Install_Agile9.3.1.2.sh, you will be prompted the following messages based on the OAS Home location, Sun JDK version, and if the Agile application has been undeployed. Select appropriate option against each message. The 9.3.1.2 Installer has found your OAS Home location at. If this is incorrect, please abort the installation and refer the 9.3.1.2 Service Pack Installation guide for details. Do you want to continue/quit? [Answer should be in letter 'c' or 'q'] (c, q) If you choose to continue, you will be prompted with a message displaying a mismatch with OAS version. Ensure that OAS 10.1.3.5 is installed on your machine before you start the Agile PLM installation. For information on upgrading the application server, refer Upgrading Oracle Application Server on page 2. Your OAS Home location ( ) contains Sun JDK version 1.5.0_18, which has known issues with Agile PLM. It is recommended that you install Sun JDK version 1.5.0_22 or higher. Please refer the 9.3.1.2 Service Pack Installation guide for details. Do you want to continue/quit? [Answer should be in letter 'c' or 'q'] (c, q) JDK 1.5.0.18 (Version 1.5B18) is bundled with OAS 10.1.3.5, but Agile PLM does not support this version of JDK.Refer the section on Upgrading JDK 1.5B18 Bundled with OAS 10.1.3.5 to 1.5B22 on page 2 for more details. Is the Agile application undeployed? [Answer should be in letter 'y' or 'n'] (y, n) 7. When the installation completes, the Installation Successful message appears. 8. Press the Return key to complete the installation and the Build Successful message appears. 9. Start the OPMN processes from the Oracle Home directory. 10. Run configurejms.sh <OC4JAdmin Password> file or configurejms.cmd <OC4JAdmin Password> file. 11. Deploy the Agile application. To install Agile PLM 9.3.1.2 in a clustered environment: 1. Log on as a user with local Administrator permissions on the computer where the Agile Application Server (Primary Server) is located. 2. Make sure the OPMN processes are running on the Primary and Secondary servers of the Oracle Application Server cluster. 9.3.1.2 5

Service Pack Installation Guide 3. Undeploy the Agile application on the Primary Server. The application is automatically undeployed on the secondary servers. a. Make sure Oracle Application Server is still running. To check OAS status, open a terminal window, change to the directory, and run opmnctl status. If OAS is not running, run opmnctl startall. b. From another terminal window, change to the directory. c. Run UnDeployAgilePLM.sh <OC4JAdmin Password> or UndeployAgilePLM.cmd <OC4JAdmin Password>. d. From the same terminal window, run cleanupjms.sh <OC4JAdmin Password> or cleanupjms.cmd <OC4JAdmin Password>. 4. Stop the OPMN processes from the Oracle Home directory on all cluster nodes, starting with the Secondary Servers to the Primary Server. 5. Run the install script. You must install Agile PLM 9.3.1.2 on the Primary Server and on all the Secondary Servers. Before running the Install_Agile9.3.1.2.bat file or the Install_Agile9.3.1.2.sh file, make sure you stop Apache Tomcat Agile File Manager Services. Windows: Open a Command Prompt window and navigate to the temporary directory where you downloaded the service pack files. From the temporary directory, run the Install_Agile9.3.1.2.bat file. The installation begins. UNIX: Open a shell prompt and navigate to the temporary directory where you downloaded the service pack files. From the temporary directory, run the Install_Agile9.3.1.2.sh file. The installation begins. 6. After you run the Install_Agile9.3.1.2.bat file or Install_Agile9.3.1.2.sh, you will be prompted the following messages based on the OAS Home location, Sun JDK version, and if the Agile application has been undeployed. Select appropriate option against each message. The 9.3.1.2 Installer has found your OAS Home location at. If this is incorrect, please abort the installation and refer the 9.3.1.2 Service Pack Installation guide for details. Do you want to continue/quit? [Answer should be in letter 'c' or 'q'] (c, q) If you choose to continue, you will be prompted with a message displaying a mismatch with OAS version. Ensure that OAS 10.1.3.5 is installed on your machine before you start the Agile PLM installation. For information on upgrading the application server, refer Upgrading Oracle Application Server on page 2. Your OAS Home location ( ) contains Sun JDK version 1.5.0_18, which has known issues with Agile PLM. It is recommended that you install Sun JDK version 1.5.0_22 or higher. Please refer the 9.3.1.2 Service Pack Installation guide for details. Do you want to continue/quit? [Answer should be in letter 'c' or 'q'] (c, q) 6 Agile Product Lifecycle Management

Chapter 1: Installing an Oracle Agile PLM Service Pack JDK 1.5.0.18 (Version 1.5B18) is bundled with OAS 10.1.3.5, but Agile PLM does not support this version of JDK.Refer the section on Upgrading JDK 1.5B18 Bundled with OAS 10.1.3.5 to 1.5B22 on page 2 for more details. Is the Agile application undeployed? [Answer should be in letter 'y' or 'n'] (y, n) 7. When the installation completes, the Installation Successful message appears. 8. Press the Return key to complete the installation and the Build Successful message appears. 9. Start the OPMN processes from the Oracle Home directory on all cluster nodes, starting with the Primary Server to all Secondary Servers. 10. Run configurejms.sh <OC4JAdmin Password> file or configurejms.cmd <OC4JAdmin Password> file on the Primary Server. 11. Deploy the Agile application on the Primary Server only. This step automatically deploys the Agile application on all Primary and Secondary Server hosts. Oracle WebLogic Server To install Agile PLM 9.3.1.2 on a standalone environment: 1. Log on as a user with local Administrator permissions on the computer where the Agile Application Server is located. 2. Stop the Agile Application Server. Follow the instructions in Installing Agile PLM on BEA WebLogic Server, Version 9.3.1. 3. Run the install script. Before running the Install_Agile9.3.1.2.bat file or the Install_Agile9.3.1.2.sh file, make sure you stop Apache Tomcat Agile File Manager Services. Windows: Open a Command Prompt window and navigate to the temporary directory where you downloaded the service pack files. From the temporary directory, run the Install_Agile9.3.1.2.bat file. The installation begins. UNIX: Open a shell prompt and navigate to the temporary directory where you downloaded the service pack files. From the temporary directory, run the Install_Agile9.3.1.2.sh file. The installation begins. 4. When the installation completes, the Installation Successful message appears. 5. Press the Return key to complete the installation and the Build Successful message appears. 6. Start the Agile Application Server. To install Agile PLM 9.3.1.2 in a clustered environment: 1. Log on as a user with local Administrator permissions on the computer where the Agile Application Server is located. 9.3.1.2 7

Service Pack Installation Guide 2. Stop the Agile Application Server. Follow the instructions in Installing Agile PLM on BEA WebLogic Server, Version 9.3.1 to stop the Agile Application Server in a cluster. 3. Run the install script. You must install Agile PLM 9.3.1.2 on the Administration Server and on all the Managed Servers. Before running the Install_Agile9.3.1.2.bat file or the Install_Agile9.3.1.2.sh file, make sure you stop Apache Tomcat Agile File Manager Services. Windows: Open a Command Prompt window and navigate to the temporary directory where you downloaded the service pack files. From the temporary directory, run the Install_Agile9.3.1.2.bat file. The installation begins. UNIX: Open a shell prompt and navigate to the temporary directory where you downloaded the service pack files. From the temporary directory, run the Install_Agile9.3.1.2.sh file. The installation begins. 4. When the installation completes, the Installation Successful message appears. 5. Press the Return key to complete the installation and the Build Successful message appears. 6. Start the Agile application on all cluster nodes starting with the Admin Server to all Managed Servers. Post-Installation Verification From the Web or Java Client, connect to the updated application server. Choose Help > About Agile to verify the Update Version is 9.3.1.2. 8 Agile Product Lifecycle Management