2 Installing Oracle Data Profiling and Oracle Data Quality

2.1.1 Review System Requirements and Certification

Before installing any Oracle Data Quality products, you should read the system requirements and certification documentation to ensure that your environment meets the minimum installation requirements. Both of these documents are available on Oracle Technology Network (OTN).

The system requirements document covers information such as hardware and software requirements, minimum disk space and memory requirements, and required system libraries, packages, or patches:

http://www.oracle.com/technology/software/products/ias/files/fusion_requirements.htm

The certification document covers supported installation types, platforms, operating systems, databases, and third-party products:

http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html

2.1.2 Define User Accounts

Oracle Data Quality products rely on multiple users to perform certain procedures (as defined in Table 2-1). You create the Oracle Data Quality users during and after the installation procedure. You define the UNIX operating system users before you install Oracle Data Profiling and Oracle Data Quality for Oracle Data Integrator.

2.1.3 Identify Available Ports

During installation you must provide at least 2 port numbers that are accessible from the client to the server and are not blocked. These port numbers are used for the following services:

• The Oracle Data Quality Scheduler requires a port called Scheduler Port.

• The Oracle Data Profiling and Quality Metabase Repository requires a port called Repository Port.

To identify ports that have applications listening on them, type the netstat -an command. Select two available ports and make note of them for the setup procedure.

2.2.1 Starting the Installer

To start the installer, insert the Oracle Data Quality installation disk or navigate to /Disk1 in the ODQ installation directory (where you saved the ODQ .zip or .jar file) and run the following command:

• On UNIX operating systems:

  ./runInstaller
  

• On Windows operating systems:

  setup.exe
  

Refer to the Oracle Fusion Middleware Certification document to see the JDKs supported for your system: http://www.oracle.com/technology/software/products/ias/files/fusion_certification.html

2.2.2 Installation Log Files

The installer writes logs files to the Oracle_Inventory_Location/log (on UNIX operating systems) or Oracle_Inventory_Location\logs (on Windows operating systems) directory. On UNIX systems, if you do not know the location of your Oracle Inventory directory, you can find it in the oraInst.loc file in the following directories (default locations):

• Linux operating systems: /etc/oraInst.loc

• HP-UX and Solaris operating systems: /var/opt/oracle/oraInst.loc

• Windows operating systems: \Program Files\Oracle\Inventory\logs

2.2.3 Installing on UNIX Operating Systems

The Oracle Data Profiling and Quality installation for UNIX operating systems includes the following components:

• Oracle Data Quality for Data Integrator

• Metabase Server

• Metabase Definitions

Table 2-2 describes the screens included in a UNIX operating system installation. For more information, see Appendix B, "Oracle Data Profiling and Data Quality Installation Screens".

2.2.4 Installing on Windows Operating Systems

Table 2-3 describes the screens included in a Windows operating system installation. For more information, see Appendix B, "Oracle Data Profiling and Data Quality Installation Screens".

2.3.1 Postal Table Naming Conventions

The postal tables and census/DPV directories are delivered in a compressed format. The file extensions are .zip (for Windows operating systems) and .tar (for UNIX operating systems).

Table 2-4 describe the file naming conventions that are used:

2.3.2 Postal Code Installation Locations

By default, postal-related files and directories are installed to the following locations:

• General Postal Tables (including DPV, LACS^Link and Suite^Link tables)

  On UNIX operating systems:ODQ_HOME/oracledq/12/tables/postal_tables

  On Windows operating systems: \ODQ_HOME\oracledq\tables\*

• Global Postal Tables and Latitude/Longitude Tables

  On UNIX operating systems:ODQ_HOME/oracledq/12/tables/postal_tables

  On Windows operating systems: \ODQ_HOME\oracledq\tables\*

• Asian Postal Tables (China, Japan, Korea, Taiwan)

  On UNIX operating systems:ODQ_HOME/oracledq/12/tables/postal_tables

  On Windows operating systems: \ODQ_HOME\oracledq\tables\*

• Census

  On UNIX operating systems:ODQ_HOME/oracledq/12/tables/postal_tables

  On Windows operating systems: \ODQ_HOME\oracledq\tables\*

If you want to use a different location for the postal tables, follow the procedures Section 2.3.3, "Alternative Postal Code Installation Locations".

2.3.3 Alternative Postal Code Installation Locations

Oracle recommends that you install the postal tables in the default directories (as defined in Section 2.3.2). If you prefer to use an alternative directory, you must define the alternative locations before installing the postal tables.

To specify an alternative location for the postal tables:

1. Shut down Oracle Data Quality products, including all Oracle Data Quality clients.

2. Close the Oracle Data Quality Scheduler service.

3. Start the Metabase Server application.

   • On Windows operating systems:

     Programs > Oracle Data Quality Software > Metabase

   • On UNIX operating systems:

     ./mtb_admin

4. When prompted, log on as the metabase administrator (madmin).

   Use the _control metabase name to apply the alternative location to all metabases.

5. Ensure that changes have not already been made to the postal directory installation locations by typing the following commands, individually.

   define postal_directory
   define apac_postal_directory
   define census_directory
   define ga_directory
   

   The commands should return the following failure message: “No setting with name nnn_directory found in table default_settings.” For example, “No setting with name 'census_directory' found in table 'default settings'.”

   NOTE: If a value is returned, you need to remove the current setting before defining a new one. See Removing a Postal Directory Definition for more information.

6. Create the alternative installation directory for non-Asian postal tables, census tables, global postal tables, and/or Asian postal tables.

7. Move any installed xxCITY files from the default installation directory to the new, alternative directory.

   These files were copied to the default postal directories when TS Quality project templates were installed. They must be in the same location as the postal tables.

8. Remove the default directories (or leave them empty).

9. At the mtb_admin prompt, type:

   expert
   

10. Define the alternative locations by issuing one or more of the following commands:

    • For non-Asian postal tables:

      define postal_directory [file join {d:\newpostal}]
      

    • For Asian postal tables:

      define apac_postal_directory [file join {d:\newpostal}]
      

    • For census tables:

      define census_directory [file join {d:\newpostal}]
      

    • For global postal tables:

      define ga_directory [file join {d:\newpostal}]
      

      where d:\newpostal is the path of the alternative location.

11. Type exit to close the command prompt window.

12. For global postal tables and latitude/longitude tables, there is an additional step.

    1. With a text editor, open the global postal table gaserver.ini file, which is located in the ODQ_HOME/oracledq/12/Software/bin directory).

    2. Set the CountryDataDirectory entry to point to the alternative location of the global postal table datastore \rdata directory.

    3. Set the KnowledgeBaseDirectory entry to point to the location of the global postal table datastore \kbase directory.

    4. Locate the LicenseDirectory entry and point it to the global postal table license directory. Figure 2-1 shows an example of a modified gaserver.ini file.

       Figure 2-1 Modified gaserver.ini File

       
       

    5. Save and close the file.

    6. Copy the file you modified and paste it in the ODQ_HOME/oracledq/12/Software/bin/latlong directory, overwriting the existing file.

       NOTE: Both versions of the gaserver.ini file must point to the same locations.

13. Restart Oracle Data Quality and the Scheduler.

2.3.4 Removing a Postal Directory Definition

To remove a postal directory definition:

1. Shut down Oracle Data Quality products, including all Oracle Data Quality clients.

2. Close the Oracle Data Quality Scheduler service.

3. Start the Metabase Server application.

   • On UNIX operating systems:

     ./mtb_admin

   • On Windows operating systems:

     Programs > Oracle Data Quality Software > Metabase Server > Administrator Command Prompt from the Start menu.

4. When prompted, log on as the metabase administrator (madmin) to the _control metabase.

5. Issue the appropriate command:

   undefine postal_directory
   undefine apac_postal_directory
   undefine census_directory
   undefine ga_directory
   

2.3.5 Postal Code Installation Procedures

The basic installation procedure is the same for all postal tables categories. However, there is an extra step involved in setting up a Global Postal Table.

To install postal directory files:

1. Download the Postal Table file and copy it to the postal install directory. This file is located on the installation CD/DVD or was installed on your machine from an FTP session. See Postal Table Naming Conventions for a description of the file name formats.

2. Decompress the .tar or .zip file using the appropriate command (WinZip or tar). The expanded files are placed into the current directory.

   NOTE: Oracle Data Quality Software compresses some postal tables because of their size. Review the list of files for any that have a .Z extension, which indicates compression. If necessary, uncompress files by entering the following command:

   uncompress *.Z
   

3. If you purchased one of the Global Postal Tables, complete the procedure “To set up the Global postal service in Windows” or “To set up a Global postal service in UNIX.” (The following countries use a Global Postal Table: Austria, Brazil, Czech Republic, Denmark, Finland, Greece, Hungary, Ireland, Mexico, New Zealand, Norway, Poland, and Sweden.)

2.3.6 Setting Up a Global Postal Service on UNIX Operating Systems

Use the following steps to set up a global postal service on UNIX operating systems.

1. Complete the installation of the Global Postal Tables as described in Section 2.3.5.

2. Change to the directory that contains the file gactl.

   • For AIX operating systems, this file can be found in the directory:

     ODQ_HOME/oracledq/12/Software/GA_server

   • For all other UNIX operating systems, this file can be found in the directory:

     ODQ_HOME/oracledq/12/Software/bin

3. Enter the following command:

   gactl start
   

   NOTE: If you need to install a new Global Postal Table, you must stop the service, install the new table, then restart the service.

   To stop the service, issue the following command:

   gactl stop
   

2.3.7 Setting up a Global Postal Service on Windows Operating Systems

To set up the Global postal service in Windows operating systems:

1. Complete the installation of the Global Postal Tables.

2. From the Start menu, select Programs > Oracle Data Quality products > Global Postal Matcher > Create Service.

3. (Optional) If you have defined a network drive as the alternate location for the GA postal tables, as described in Section 2.3.3, you must modify the Global Address Service properties.

   1. Go to the Windows Services page (Start > Settings > Control Panel > Administrative Tools > Services).

   2. Locate the Global Address Server entry and right-click.

   3. Select Properties and then click the Log On tab.

   4. Select the This Account option and enter your domain name and user name in the first field (for example, domain_name\jsmith).

   5. In the Password and Confirm Password fields, enter the password associated with your user id and click OK.

4. From the Start menu, select Programs > Oracle Data Quality products > Global Postal Matcher > Start Service.

5. From the Start menu, select Settings > Control Panel > Administrative Tools > Services and confirm that the Global service is running.

   NOTE: If you need to install a new Global Postal Table, you must stop the service, install the new table, then restart the service.

2.4.1 Start the Oracle Data Quality Scheduler

If you installed the Oracle Data Profiling and Quality server, you must start the Oracle Data Quality Scheduler before you begin. The Oracle Universal Installer will start the Scheduler as part of the installation process, but you may need to start it again.

To start the Oracle Data Quality Scheduler:

1. Make sure that you are logged on to the Oracle Data Profiling and Quality server as the Oracle Data Quality server administrator as defined on the Metabase Server Details screen during the installation.

2. Navigate to the following directory:

   <ODQ_HOME/oracledq/metabase_server/metabase/bin
   

3. Type the command:

   ./scheduler -start
   

For more information on using the Scheduler, see the online help for Metabase Administrators.

2.4.2 Configure Environment Variables for UNIX Operating Systems

On UNIX platforms add the following environment variables for the user who has installed Oracle Data Integrator:

• Oracle_QUALITY=ODQ_HOME/oracledq/12/Software

• LD_LIBRARY_PATH=ODQ_HOME/oracledq/12/Software/bin

2.4.3 Configure inetd.conf File

Oracle Data Quality products work with inetd, a daemon process that handles network services operating on a UNIX operating system. Upon execution, inetd reads its configuration information from a configuration file which, by default, is /etc/inetd.conf.

If you installed the Metabase Server, the Oracle Universal Installer automatically updated the inetd.conf file. For Linux, HP, and AIX systems, no further action is required.

If you do update the inetd.conf file for any reason, be sure to recycle it.

On Solaris 10 and later systems, inetd reads configuration information from a different location. If you have installed Oracle Data Profiling and Quality components on a Solaris 10 system, log on as the root user and issue the following command at the command prompt:

inetconv -f -o /var /tmp

This command converts the data quality entry in the inetd.conf file to the format required by Solaris 10.