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Oracle® Database Oracle Clusterware and Oracle Real Application Clusters Installation Guide
10g Release 2 (10.2) for HP-UX

Part Number B14202-04
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2 Pre-Installation Tasks

This chapter describes the system configuration tasks that you must complete before you start Oracle Universal Installer. It includes information about the following tasks:

2.1 Understanding and Using Cluster Verification Utility

Cluster Verification Utility (CVU) is a tool that performs system checks. This guide provides CVU commands to assist you with confirming that your system is properly configured for Oracle Clusterware and Oracle Real Application Clusters installation.

This section describes the following topics:

2.1.1 Entering Cluster Verification Utility Commands

To enter a CVU command, use the following syntax:

$ /mountpoint/crs/Disk1/cluvfy/runcluvfy.sh options

In the preceding syntax example, the variable mountpoint represents the mountpoint path for the installation media, and the variable options represents the CVU command options that you select. For example:

/dev/dvdrom/crs/Disk1/cluvfy/runcluvfy.sh comp nodereach -n node1,node2 -verbose

By default, when you enter a CVU command, CVU provides a summary of the test. During pre-installation, Oracle recommends that you obtain detailed output by using the -verbose argument with the CVU command. The -verbose argument produces detailed output of individual checks. Where applicable, it shows results for each node in a tabular layout.

2.1.2 Using CVU to Determine if Installation Prerequisites are Complete

You can use CVU to determine which system prerequisites for installation are already completed. Use this option if you are installing Oracle 10g Release 2 (10.2) on a system with a pre-existing Oracle software installation. In using this option, note the following:

  • You must complete the prerequisites for using CVU

  • CVU can assist you by finding pre-installation steps that need to be completed, but it cannot perform pre-installation tasks

Use the following syntax to determine what pre-installation steps are completed, and what pre-installation steps must be performed

/mountpoint/crs/Disk1/cluvfy/runcluvfy.sh stage -pre crsinst -n node_list 

In the preceding syntax example, replace the variable mountpoint with the installation media mountpoint, and replace the variable node_list with the names of the nodes in your cluster, separated by commas.

For example, for a cluster with mountpoint /dev/dvdrom/, and with nodes node1, node2, and node3, enter the following command:

/dev/dvdrom/crs/Disk1/cluvfy/runcluvfy.sh stage -pre crsinst -n node1,node2,node3

Review the CVU report, and proceed to the sections of the pre-installation chapter to complete additional steps as needed.

2.1.3 Using the Cluster Verification Utility Help

The cluvfy commands have context-sensitive help that shows correct syntax usage based on the command line arguments that you enter.

If you enter an invalid CVU command, then CVU shows the correct usage for that command. For example, if you type runcluvfy.sh stage -pre dbinst, then CVU shows the correct syntax for the database pre-installation checks that CVU performs with the dbinst stage option. The following is a list of context help commands.

  • cluvfy: CVU displays high-level generic usage text describing the stage and component syntax.

  • cluvfy -help: CVU displays detailed CVU command information.

  • cluvfy comp -list: CVU displays a list of components that can be checked, and brief descriptions of how each component is checked.

  • cluvfy comp -help: CVU displays detailed syntax for each of the valid component checks.

  • cluvfy stage -list: CVU displays a list of valid stages.

  • cluvfy stage -help: CVU displays detailed syntax for each of the valid stage checks.

2.1.4 Using Cluster Verification Utility with Oracle 10g Release 1

You can use CVU on the Oracle 10g Release 2 (10.2) media to check system requirements for Oracle 10g Release 1 (10.1) installations. To use CVU to check 10. 1 installations, append the command flag -r 10gR1 to the standard CVU system check commands.

For example, to perform a verification check for a Cluster Ready Services 10. 1 installation, on a system where the media mountpoint is /dev/dvdrom/, and the cluster nodes are node1, node2, and node 3, enter the following command:

/dev/dvdrom/crs/clusterware/runcluvfy.sh stage -pre crsinst -n node1,node2,node3 -r 10gR1

2.1.5 Verbose Mode and "Unknown" Output

If you run CVU using the -verbose argument, and a CVU command responds with UNKNOWN for a particular node, then this is because the CVU cannot determine whether a check passed or failed. The following is a list of possible causes for an "Unknown" response:

  • The node is down

  • Executables required by CVU are missing in the CRS_home /bin or Oracle home directory

  • The user account starting CVU does not have privileges to run common operating system executables on the node

  • The node is missing an operating system patch, or a required package

  • The node has exceeded the maximum number of processes or maximum number of open files, or there is a problem with IPC segments, such as shared memory or semaphores

2.2 Logging In to the System as root

Before you install the Oracle software, you must complete several tasks as the root user. To log in as the root user, complete one of the following procedures:

2.3 Creating Required Operating System Groups and User

Depending on whether this is the first time Oracle software is being installed on this system and on the products that you are installing, you may need to create several operating system groups and an operating system user account.

The following operating system groups and user are required if you are installing Oracle Database:

The following operating system group and user are required for all installations:

A single Oracle Inventory group is required for all installations of Oracle software on the system. After the first installation of Oracle software, you must use the same Oracle Inventory group for all subsequent Oracle software installations on that system. However, you can choose to create different Oracle software owner users, OSDBA groups, and OSOPER groups (other than oracle, dba, and oper) for separate installations. By using different groups for different installations, members of these different groups have DBA privileges only on the associated databases rather than on all databases on the system.


See Also:

Oracle Database Administrator's Reference for UNIX Systems and Oracle Database Administrator's Guide for more information about the OSDBA and OSOPER groups and the SYSDBA and SYSOPER privileges

The following sections describe how to create the required operating system user and groups:.


Note:

The following sections describe how to create local users and groups. As an alternative to creating local users and groups, you can create the appropriate users and groups in a directory service, such as Network Information Services (NIS). For information about using directory services, contact your system administrator or refer to your operating system documentation.

2.3.1 Creating the Oracle Inventory Group

Oracle Universal Installer (OUI) helps you to choose a group to use as the Oracle Inventory group. If you have an existing Oracle Inventory group, then provide this group name and path when prompted.

The following subsections describe how to determine the Oracle Inventory group name, if it exists, and how to create it if necessary.

Determining If the Oracle Inventory Exists

When you install Oracle software on the system for the first time, Oracle Universal Installer creates the oraInst.loc file. This file identifies the name of the Oracle Inventory group (typically, oinstall), and the path of the Oracle Inventory directory.

If you have an existing Oracle Inventory, then ensure that you use the same Oracle Inventory for all Oracle software installations.

If you do not have an existing Oracle Inventory, then you should create an Oracle Inventory group.

To determine whether you have an Oracle Inventory on your system, enter the following command:

# more /var/opt/oracle/oraInst.loc

If the oraInst.loc file exists, then the output from this command is similar to the following:

inventory_loc=/u01/app/oracle/oraInventory
inst_group=oinstall

In the previous output example:

  • The inventory_loc group shows the location of the Oracle Inventory

  • The inst_group parameter shows the name of the Oracle Inventory group (in this example, oinstall).

Creating the Oracle Inventory Group If an Oracle Inventory Does Not Exist

If the oraInst.loc file does not exist, then create the Oracle Inventory group by entering a command similar to the following:

# /usr/sbin/groupadd oinstall

2.3.2 Creating the OSDBA Group

You must create an OSDBA group in the following circumstances:

  • An OSDBA group does not exist, for example, if this is the first installation of Oracle Database software on the system

  • An OSDBA group exists, but you want to give a different group of operating system users database administrative privileges for a new Oracle Database installation

If the OSDBA group does not exist or if you require a new OSDBA group, then create it as follows. In the following procedure, use the group name dba unless a group with that name already exists:

# /usr/sbin/groupadd dba

2.3.3 Creating an OSOPER Group (Optional)

Create an OSOPER group only if you want to identify a group of operating system users with a limited set of database administrative privileges (SYSOPER operator privileges). For most installations, it is sufficient to create only the OSDBA group. If you want to use an OSOPER group, then you must create it in the following circumstances:

  • If an OSOPER group does not exist; for example, if this is the first installation of Oracle Database software on the system

  • If an OSOPER group exists, but you want to give a different group of operating system users database operator privileges in a new Oracle installation

If you require a new OSOPER group, then create it as follows. In the following, use the group name oper unless a group with that name already exists.

# /usr/sbin/groupadd oper

2.3.4 Creating the Oracle Software Owner User

You must create an Oracle software owner user in the following circumstances:

  • If an Oracle software owner user does not exist; for example, if this is the first installation of Oracle software on the system

  • If an Oracle software owner user exists, but you want to use a different operating system user, with different group membership, to give database administrative privileges to those groups in a new Oracle Database installation


Note:

If you intend to use multiple Oracle software owners for different Oracle homes, then you should create a separate Oracle software owner for Oracle Clusterware, and install Oracle Clusterware using the Oracle Clusterware software owner.

Determining if an Oracle Software Owner User Exists

To determine whether an Oracle software owner user named oracle exists, enter the following command:

# id oracle

If the oracle user exists, then the output from this command is similar to the following:

uid=440(oracle) gid=200(oinstall) groups=201(dba),202(oper)

If the user exists, then determine whether you want to use the existing user, or create another oracle user. If you want to use the existing user, then ensure that the user's primary group is the Oracle Inventory group and that it is a member of the appropriate OSDBA and OSOPER groups. Refer to one of the following sections for more information:


Note:

If necessary, contact your system administrator before using or modifying an existing user.

Creating an Oracle Software Owner User

If the Oracle software owner user does not exist, or if you require a new Oracle software owner user, then create it as follows. In the following procedure, use the user name oracle unless a user with that name already exists.

  1. To create the oracle user, enter a command similar to the following:

    # /usr/sbin/useradd -u 200 -g oinstall -G dba[,oper] oracle
    
    

    In the preceding command:

    • The -u option specifies the user ID. Using this command flag is optional, as you can allow the system to provide you with an automatically generated user ID number. However, you must make note of the oracle user ID number, as you require it later during pre-installation.

    • The -g option specifies the primary group, which must be the Oracle Inventory group--for example, oinstall

    • The -G option specifies the secondary groups, which must include the OSDBA group, and, if required, the OSOPER group. For example: dba, or dba,oper

  2. Set the password of the oracle user:

    # passwd oracle
    
    

    Refer to the section "Verifying That the User nobody Exists".

Modifying an Existing Oracle Software Owner User

If the oracle user exists, but its primary group is not oinstall, or it is not a member of the appropriate OSDBA or OSOPER groups, then enter a command similar to the following to modify it. Specify the primary group using the -g option and any required secondary group using the -G option:

# /usr/sbin/usermod -g oinstall -G dba[,oper] oracle

Repeat this procedure on all of the other nodes in the cluster.

2.3.5 Verifying That the User nobody Exists

Before installing the software, complete the following procedure to verify that the user nobody exists on the system:

  1. To determine if the user exists, enter the following command:

    # id nobody
    
    

    If this command displays information about the nobody user, then you do not have to create that user.

  2. If the nobody user does not exist, then enter the following command to create it:

    # /usr/sbin/useradd nobody
    
    
  3. Repeat this procedure on all the other nodes in the cluster.

2.3.6 Creating Identical Users and Groups on Other Cluster Nodes


Note:

You must complete the following procedures only if you are using local users and groups. If you are using users and groups defined in a directory service such as NIS, then they are already identical on each cluster node.

The Oracle software owner user and the Oracle Inventory, OSDBA, and OSOPER groups must exist and be identical on all cluster nodes. To create these identical users and groups, you must identify the user ID and group IDs assigned them on the node where you created them, then create the user and groups with the same name and ID on the other cluster nodes.

Identifying the User and Group IDs

To determine the user ID (UID) of the Oracle software owner user and the group IDs (GID) of the Oracle Inventory, OSDBA, and OSOPER groups, follow these steps:

  1. Enter following command:

    # id oracle
    
    

    The output from this command is similar to the following:

    uid=440(oracle) gid=200(oinstall) groups=201(dba),202(oper)
    
    
  2. From the output, identify the user ID (UID) for the oracle user and the group identities (GIDs) for the groups to which it belongs.

Creating the User and Groups on the Other Cluster Nodes

To create the user and groups on the other cluster nodes, repeat the following procedure on each node:

  1. Log in to the next cluster node as root.

  2. Enter commands similar to the following to create the oinstall and dba groups, and if required, the oper group. Use the -g option to specify the correct GID for each group.

    # /usr/sbin/groupadd -g 200 oinstall
    # /usr/sbin/groupadd -g 201 dba
    # /usr/sbin/groupadd -g 202 oper
    
    

    Note:

    If the group already exists, then use the groupmod command to modify it if necessary. If you cannot use the same group ID for a particular group on this node, then view the /etc/group file on all nodes to identify a group ID that is available on every node. You must then specify that ID for the group on all of the nodes.

  3. To create the oracle user, enter a command similar to the following:

    # /usr/sbin/useradd -u 200 -g oinstall -G dba[,oper] oracle
    
    

    In the preceding command:

    • The -u option specifies the user ID, which must be the user ID that you identified in the previous subsection

    • The -g option specifies the primary group, which must be the Oracle Inventory group, for example oinstall

    • The -G option specifies the secondary groups, which must include the OSDBA group and if required, the OSOPER group. For example: dba or dba,oper


      Note:

      If the oracle user already exists, then use the usermod command to modify it if necessary. If you cannot use the same user ID for the oracle user on this node, then view the /etc/passwd file on all nodes to identify a user ID that is available on every node. You must then specify that ID for the user on all of the nodes.

  4. Set the password of the oracle user:

    # passwd oracle
    

2.3.7 Configuring SSH on All Cluster Nodes

Before you install and use Oracle Real Application clusters, you should configure secure shell (SSH) for the oracle user on all cluster nodes. Oracle Universal Installer uses the ssh and scp commands during installation to run remote commands on and copy files to the other cluster nodes. You must configure SSH so that these commands do not prompt for a password.


Note:

This section describes how to configure OpenSSH version 3. If SSH is not available, then Oracle Universal Installer attempts to use remsh and rcp instead.

To determine if SSH is running, enter the following command:

$ ps -ef | grep sshd

If SSH is running, then the response to this command is process ID numbers. To find out more about SSH, enter the following command:

$ man ssh


2.3.7.1 Configuring SSH on Cluster Member Nodes

To configure SSH, you must first create RSA and DSA keys on each cluster node, and then copy the keys from all cluster node members into an authorized keys file on each node. To do this task, complete the following steps:

Create RSA and DSA keys on each node: Complete the following steps on each node:

  1. Log in as the oracle user.

  2. If necessary, create the .ssh directory in the oracle user's home directory and set the correct permissions on it:

    $ mkdir ~/.ssh
    $ chmod 700 ~/.ssh
    
    
  3. Enter the following commands to generate an RSA key for version 2 of the SSH protocol:

    $ /usr/bin/ssh-keygen -t rsa
    
    

    At the prompts:

    • Accept the default location for the key file.

    • Enter and confirm a pass phrase that is different from the oracle user's password.

    This command writes the public key to the ~/.ssh/id_rsa.pub file and the private key to the ~/.ssh/id_rsa file. Never distribute the private key to anyone.

  4. Enter the following commands to generate a DSA key for version 2 of the SSH protocol:

    $ /usr/bin/ssh-keygen -t dsa
    
    

    At the prompts:

    • Accept the default location for the key file

    • Enter and confirm a pass phrase that is different from the oracle user's password

    This command writes the public key to the ~/.ssh/id_dsa.pub file and the private key to the ~/.ssh/id_dsa file. Never distribute the private key to anyone.

Add keys to an authorized key file: Complete the following steps:

  1. On the local node, determine if you have an authorized key file (~/.ssh/authorized_keys). If the authorized key file already exists, then proceed to step 2. Otherwise, enter the following commands:

    $ touch ~/.ssh/authorized_keys
    $ cd ~/.ssh
    $ ls
    
    

    You should see the id_dsa.pub and id_rsa.pub keys that you have created.

  2. Using SSH, copy the contents of the ~/.ssh/id_rsa.pub and ~/.ssh/id_dsa.pub files to the file ~/.ssh/authorized_keys, and provide the Oracle user password as prompted. This process is illustrated in the following syntax example with a two-node cluster, with nodes node1 and node2, where the Oracle user path is /home/oracle:

    [oracle@node1 .ssh]$ ssh node1 cat /home/oracle/.ssh/id_rsa.pub >> authorized_keys
    oracle@node1's password:
    [oracle@node1 .ssh]$ ssh node1 cat /home/oracle/.ssh/id_dsa.pub >> authorized_keys
    [oracle@node1 .ssh$ ssh node2 cat /home/oracle/.ssh/id_rsa.pub >> authorized_keys
    oracle@node2's password:
    [oracle@node1 .ssh$ ssh node2 cat /home/oracle/.ssh/id_dsa.pub >>authorized_keys
    oracle@node2's password:
    

    Note:

    Repeat this process for each node in the cluster.

  3. Use SCP (Secure Copy) or SFTP (Secure FTP) to copy the authorized_keys file to the Oracle user .ssh directory on a remote node. The following example is with SCP, on a node called node2, where the Oracle user path is /home/oracle:

    [oracle@node1 .ssh]scp authorized_keys node2:/home/oracle/.ssh/
    
    
  4. Repeat step 2 and 3 for each cluster node member. When you have added keys from each cluster node member to the authorized_keys file on the last node you want to have as a cluster node member, then use SCP to copy the complete authorized_keys file back to each cluster node member


    Note:

    The Oracle user's /.ssh/authorized_keys file on every node must contain the contents from all of the /.ssh/id_rsa.pub and /.ssh/id_dsa.pub files that you generated on all cluster nodes.

  5. Change the permissions on the Oracle user's /.ssh/authorized_keys file on all cluster nodes:

    $ chmod 600 ~/.ssh/authorized_keys
    
    

    At this point, if you use ssh to log in to or run a command on another node, you are prompted for the pass phrase that you specified when you created the DSA key.

2.3.7.2 Enabling SSH User Equivalency on Cluster Member Nodes

To enable Oracle Universal Installer to use the ssh and scp commands without being prompted for a pass phrase, follow these steps:

  1. On the system where you want to run Oracle Universal Installer, log in as the oracle user.

  2. Enter the following commands:

    $ exec /usr/bin/ssh-agent $SHELL
    $ /usr/bin/ssh-add
    
    
  3. At the prompts, enter the pass phrase for each key that you generated.

    If you have configured SSH correctly, then you can now use the ssh or scp commands without being prompted for a password or a pass phrase.

  4. If you are on a remote terminal, and the local node has only one visual (which is typical), then use the following syntax to set the DISPLAY environment variable:

    Bourne, Korn, and Bash shells

    $ export DISPLAY=hostname:0
    
    

    C shell:

    $ setenv DISPLAY 0
    
    

    For example, if you are using the Bash shell, and if your hostname is node1, then enter the following command:

    $ export DISPLAY=node1:0
    
    
  5. To test the SSH configuration, enter the following commands from the same terminal session, testing the configuration of each cluster node, where nodename1, nodename2, and so on, are the names of nodes in the cluster:

    $ ssh nodename1 date
    $ ssh nodename2 date
        .
        .
        .
    

    These commands should display the date set on each node.

    If any node prompts for a password or pass phrase, then verify that the ~/.ssh/authorized_keys file on that node contains the correct public keys.

    If you are using a remote client to connect to the local node, and you see a message similar to "Warning: No xauth data; using fake authentication data for X11 forwarding," then this means that your authorized keys file is configured correctly, but your ssh configuration has X11 forwarding enabled. To correct this, proceed to step 6.


    Note:

    The first time you use SSH to connect to a node from a particular system, you may see a message similar to the following:
    The authenticity of host 'node1 (140.87.152.153)' can't be established.
    RSA key fingerprint is 7z:ez:e7:f6:f4:f2:4f:8f:9z:79:85:62:20:90:92:z9.
    Are you sure you want to continue connecting (yes/no)? 
    

    Enter yes at the prompt to continue. You should not see this message again when you connect from this system to that node.

    If you see any other messages or text, apart from the date, then the installation can fail. Make any changes required to ensure that only the date is displayed when you enter these commands.

    You should ensure that any parts of login scripts that generate any output, or ask any questions, are modified so that they act only when the shell is an interactive shell.


  6. To ensure that X11 forwarding will not cause the installation to fail, create a user-level SSH client configuration file for the Oracle software owner user, as follows:

    1. Using any text editor, edit or create the ~oracle/.ssh/config file.

    2. Make sure that the ForwardX11 attribute is set to no. For example:

      Host *
            ForwardX11 no
      
      
  7. You must run Oracle Universal Installer from this session or remember to repeat steps 2 and 3 before you start Oracle Universal Installer from a different terminal session.

2.3.7.3 Preventing Oracle Clusterware Installation Errors Caused by stty Commands

During an Oracle Clusterware installation, Oracle Universal Installer uses SSH (if available) to run commands and copy files to the other nodes. During the installation, hidden files on the system (for example, .bashrc or .cshrc) will cause installation errors if they contain stty commands.

To avoid this problem, you must modify these files to suppress all output on STDERR, as in the following examples:

  • Bourne, Bash, or Korn shell:

    if [ -t 0 ]; then
       stty intr ^C
    fi
    
    
  • C shell:

    test -t 0
    if ($status == 0) then
       stty intr ^C
    endif
    

    Note:

    When SSH is not available, the Installer uses the rsh and rcp commands instead of ssh and scp.

    If there are hidden files that contain stty commands that are loaded by the remote shell, then OUI indicates an error and stops the installation.


2.4 Configuring the oracle User's Environment

You run the Installer from the oracle account. However, before you start the Installer you must configure the environment of the oracle user. To configure the environment, you must:

To set the oracle user's environment, follow these steps:

  1. Start a new terminal session, for example, an X terminal (xterm).

  2. Enter the following command to ensure that X Window applications can display on this system:

    $ xhost +
    
    
  3. If you are not already logged in to the system where you want to install the software, log in to that system as the oracle user.

  4. If you are not logged in as the oracle user, switch user to oracle:

    $ su - oracle
    
    
  5. To determine the default shell for the oracle user, enter the following command:

    $ echo $SHELL
    
    
  6. Open the oracle user's shell startup file in any text editor:

    • Bourne shell (sh), Bash shell (bash), or Korn shell (ksh):

      $ vi .profile
      
      
    • C shell (csh or tcsh):

      % vi .login
      
      
  7. Enter or edit the following line, specifying a value of 022 for the default file mode creation mask:

    umask 022
    
    
  8. If the ORACLE_SID, ORACLE_HOME, or ORACLE_BASE environment variables are set in the file, remove the appropriate lines from the file.

  9. Save the file and exit from the editor.

  10. To run the shell startup script, enter one of the following commands:

    • Bourne, Bash, or Korn shell:

      $ . ./.profile
      
      
    • C shell:

      % source ./.login
      
      
  11. If you are not installing the software on the local system, enter a command similar to the following to direct X applications to display on the local system:

    • Bourne, Bash, or Korn shell:

      $ DISPLAY=local_host:0.0 ; export DISPLAY
      
      
    • C shell:

      % setenv DISPLAY local_host:0.0
      
      

    In this example, local_host is the host name or IP address of the system that you want to use to display the Installer (your workstation or PC).

  12. If you determined that the /tmp directory has less than 400 MB of free disk space, identify a file system with at least 400 MB of free space and set the TEMP and TMPDIR environment variables to specify a temporary directory on this file system:

    1. Use the bdf command to identify a suitable file system with sufficient free space.

    2. If necessary, enter commands similar to the following to create a temporary directory on the file system that you identified, and set the appropriate permissions on the directory:

      $ su - root
      # mkdir /mount_point/tmp
      # chmod a+wr /mount_point/tmp
      # exit
      
      
    3. Enter commands similar to the following to set the TEMP and TMPDIR environment variables:

      • Bourne, Bash, or Korn shell:

        $ TEMP=/mount_point/tmp
        $ TMPDIR=/mount_point/tmp
        $ export TEMP TMPDIR
        
        
      • C shell:

        % setenv TEMP /mount_point/tmp
        % setenv TMPDIR /mount_point/tmp
        
        
  13. Enter commands similar to the following to set the ORACLE_BASE environment variable:

    • Bourne, Bash, or Korn shell:

      $ ORACLE_BASE=/u01/app/oracle
      $ export ORACLE_BASE
      
      
    • C shell:

      % setenv ORACLE_BASE /u01/app/oracle
      
      

    In these examples, /u01/app/oracle is the Oracle base directory that you created or identified earlier.

  14. If you are using raw devices for database file storage, set the DBCA_RAW_CONFIG environment variable to specify the full path to the raw device mapping file:

    • Bourne, Bash, or Korn shell:

      $ DBCA_RAW_CONFIG=$ORACLE_BASE/oradata/dbname/dbname_raw.conf
      $ export DBCA_RAW_CONFIG
      
      
    • C shell:

      % setenv DBCA_RAW_CONFIG=$ORACLE_BASE/oradata/dbname/dbname_raw.conf
      
      
  15. Enter the following command to ensure that the ORACLE_HOME and TNS_ADMIN environment variables are not set:

    • Bourne, Bash, or Korn shell:

      $ unset ORACLE_HOME
      $ unset TNS_ADMIN
      
      
    • C shell:

      % unsetenv ORACLE_HOME
      % unsetenv TNS_ADMIN
      

    Note:

    If the ORACLE_HOME environment variable is set, the Installer uses the value that it specifies as the default path for the Oracle home directory. However, if you set the ORACLE_BASE environment variable, Oracle recommends that you unset the ORACLE_HOME environment variable and choose the default path suggested by the Installer.

  16. To verify that the environment has been set correctly, enter the following commands:

    $ umask
    $ env | more
    
    

    Verify that the umask command displays a value of 22, 022, or 0022 and that the environment variables you set in this section have the correct values.

2.5 Checking the Hardware Requirements

Each system must meet the following minimum hardware requirements:

To ensure that each system meets these requirements, follow these steps:

  1. To determine the physical RAM size, enter the following command:

    On HP PA-RISC systems:

    # grep "Physical:" /var/adm/syslog/syslog.log
    
    

    On HP Itanium systems:

    # /usr/contrib/bin/machinfo  | grep -i Memory
    
    

    If the size of the physical RAM installed in the system is less than the required size, then you must install more memory before continuing.

  2. To determine the size of the configured swap space, enter the following command:

    # /usr/sbin/swapinfo -a
    
    

    If necessary, refer to your operating system documentation for information about how to configure additional swap space.

  3. To determine the amount of disk space available in the /tmp directory, enter the following command:

    • # bdf /tmp
      
      

    If there is less than 400 MB of disk space available in the /tmp directory, then complete one of the following steps:

    • Delete unnecessary files from the /tmp directory to make available the disk space required.

    • Set the TEMP and TMPDIR environment variables when setting the oracle user's environment (described later). This environment variables can be used to override /tmp.

    • Extend the file system that contains the /tmp directory. If necessary, contact your system administrator for information about extending file systems.

  4. To determine the amount of free disk space on the system, enter the following command:

    • # bdf -k
      
      

    The following table shows the approximate disk space requirements for software files for each installation type:

    Installation Type Requirement for Software Files (GB)
    Enterprise Edition 4
    Standard Edition 4
    Custom (maximum) 4

  5. To determine whether the system architecture can run the software, enter the following command:

    # /bin/getconf KERNEL_BITS
    
    

    Note:

    The expected output of this command is 64. If you do not see the expected output, then you cannot install the software on this system.

2.6 Checking the Network Requirements

Check that you have the networking hardware and internet protocol (IP) addresses required for an Oracle Real Application Clusters installation.


Note:

For the most up-to-date information about supported network protocols and hardware for RAC installations, refer to the Certify pages on the OracleMetaLink Web site at
http://metalink.oracle.com

Network Hardware Requirements

Each node in the cluster must meet the following requirements:

Network Parameter Requirements for NFS

If you are using NFS for your shared storage, then you must set the values for the NFS buffer size parameters rsize and wsize to at least 16384. Oracle recommends that you use the value 32768.

For example, if you decide to use rsize and wsize buffer settings with the value 32768, and your NFS server is named nfs_server, then update the /etc/fstab file on each node with an entry similar to the following:

nfs_server:/vol/DATA/oradata  /home/oracle/netapp     nfs\   rw,hard,nointr,rsize=32768,wsize=32768,tcp,noac,vers=3  1 2

If you use NFS mounts, then Oracle recommends that you use the option forcedirectio to force direct I/O for better performance. However, if you add forcedirectio to the mount option, then the same mount point cannot be used for Oracle software binaries, executables, shared libraries, and objects. You can only use the forcedirectio option for Oracle data files, the OCR, and voting disks. For these mount points, enter the following line:

nfs_server:/vol/DATA/oradata  /home/oracle/netapp nfs -yes
rw,bg,vers=3,proto=tcp,noac,forcedirectio,hard,nointr,timeo=600,rsize=32768,wsize=32768,suid

2.6.1 IP Address Requirements

Before starting the installation, you must have the following IP addresses available for each node:

  • An IP address with an associated network name registered in the domain name service (DNS) for the public interface. If you do not have an available DNS, then record the network name and IP address in the system hosts file, /etc/hosts.

  • One virtual IP (VIP) address with an associated network name registered in DNS. If you do not have an available DNS, then record the network name and VIP address in the system hosts file, /etc/hosts. Select an address for your VIP that meets the following requirements:

    • The IP address and network name are currently unused

    • The VIP is on the same subnet as your public interface

    Before installation, ensure that the default gateway can be accessed by a ping command. To find the default gateway, use the route command, as described in your operating system's help utility. After installation, configure clients to use either the VIP address, or the network name associated with the VIP. If a node fails, then the node's virtual IP address fails over to another node.

  • A private IP address with a host name for each private interface

    Oracle recommends that you use private network IP addresses for these interfaces (for example: 10.*.*.* or 192.168.*.*). Use the /etc/hosts file on each node to associate private network names with private IP addresses.

For example, with a two node cluster where each node has one public and one private interface, you might have the configuration shown in the following table for your network interfaces, where the hosts file is /etc/hosts:

Node Interface Name Type IP Address Registered In
rac1 rac1 Public 143.46.43.100 DNS (if available, else the hosts file)
rac1 rac1-vip Virtual 143.46.43.104 DNS (if available, else the hosts file)
rac1 rac1-priv Private 10.0.0.1 Hosts file
rac2 rac2 Public 143.46.43.101 DNS (if available, else the hosts file)
rac2 rac2-vip Virtual 143.46.43.105 DNS (if available, else the hosts file)
rac2 rac2-priv Private 10.0.0.2 Hosts file

To enable VIP failover, the configuration shown in the preceding table defines the public and VIP addresses of both nodes on the same subnet, 143.46.43. When a node or interconnect fails, then the associated VIP is relocated to the surviving instance, enabling fast notification of the failure to the clients connecting through that VIP. If the application and client are configured with transparent application failover options, then the client is reconnected to the surviving instance.

2.6.2 Node Time Requirements

Before starting the installation, ensure that each member node of the cluster is set as closely as possible to the same date and time. Oracle strongly recommends using the Network Time Protocol feature of most operating systems for this purpose, with all nodes using the same reference Network Time Protocol server.

2.6.3 Configuring the Network Requirements

To verify that each node meets the requirements, follow these steps:

  1. If necessary, install the network adapters for the public and private networks and configure them with either public or private IP addresses.

  2. Register the host names and IP addresses for the public network interfaces in DNS.

  3. For each node, register one virtual host name and IP address in DNS.

  4. For each private interface on every node, add a line similar to the following to the /etc/hosts file on all nodes, specifying the private IP address and associated private host name:

    10.0.0.1     rac1-priv1
    
    
  5. To identify the interface name and associated IP address for every network adapter, enter the following command:

    # /sbin/ifconfig
    
    

    From the output, identify the interface name and IP address for all network adapters that you want to specify as public or private network interfaces.


    Note:

    When you install Oracle Clusterware and RAC, you will require this information.

2.7 Checking the Network Setup with CVU

As the Oracle user, enter a command using the following syntax to verify node connectivity among all of the nodes for which your cluster is configured:

/mountpoint/crs/Disk1/cluvfy/runcluvfy.sh comp nodecon -n node_list [-verbose]

In the preceding syntax example, the variable node_list is a comma-separated list of nodes in your cluster. This command detects all the network interfaces available on the cluster nodes, and verifies the connectivity among all the nodes through the network interfaces it finds.

Select the option -verbose to receive progress updates as the CVU performs its system checks, and detailed reporting of the test results.

For example, to verify node connectivity on a two-node cluster with nodes node1 and node2, with the mountpoint /dev/dvdrom, and with updates and a summary of the verification checks the CVU performs, enter the following command:

/dev/dvdrom/crs/Disk1/cluvfy/runcluvfy.sh comp nodecon -n node1,node2 -verbose


Note:

You can use this command to obtain a list of all the interfaces available on the nodes that are suitable for use as VIPs, as well as a list of private interconnects that are connecting successfully on all nodes.

2.8 Identifying Software Requirements

Depending on the products that you intend to install, verify that the following software is installed on the system. The procedure following the table describes how to check these requirements.


Note:

Oracle Universal Installer performs checks on your system to verify that it meets the listed requirements. To ensure that these checks pass, verify the requirements before you start Oracle Universal Installer.

The parameters in the following table are minimum patch revisions required for installation; later patch revisions are not tested, but are expected to work.


The following is the list of supported HP-UX platforms and requirements at the time of release:

2.8.1 Software Requirements List for HP-UX PA-RISC (64-Bit) Platforms

Table 2-1 HP-UX PA-RISC (64-Bit) Requirements

Item Requirement

Operating system

Operating system version:

HP-UX 11i Version 1 (11.11) PA-RISC

HP-UX 11i Version 2 (11.23) PA-RISC

HP-UX 11.11 packages and bundles

GOLDQPK11i (HP-UX 11i Quality Pack, Dec. 2004 or later)

PHNE_31097 (General Release/Performance Patch)

PHSS_30970 (s700_800 11.11 ld(1) and linker tools cumulative patch)

PHSS_31221 (HP aC++ -AA runtime libraries (aCC A.03.60))

PHSS_30970 (s700_800 11.11 ld(1) and linker tools cumulative patch for JDK 1.4.2)

PHCO_31312 (Network: s700_800 11.11 cumulative SAM patch)

PHCO_30275 (Network: s700_800 11.11 ugm cumulative patch)

PHNE_28923 (Network: s700_800 11.11 LAN product cumulative patch)

PHSS_30970 (Network: s700_800 11.11 ld(1) and linker tools cumulative patch)

PHSS_32508 (C++: HP aC++ compiler (A.03.63) upgrade patch)

PHSS_32509 (C: ANSI C compiler B.11.11.12 cumulative patch)

PHSS_32510 (C++/C: +O4/PBO Compiler B.11.11.12 cumulative patch)

PHSS_30970 (C++/C: linker patch)

Note: Refer to the following Web site for information about additional patches that may be required by JDK 1.4.2:

http://www.hp.com/products1/unix/java/patches/index.html

HP-UX 11.23 packages and bundles

PHSS_31849 s700_800 11.23 linker + fdp cumulative patch

PHSS_31852 s700_800 11.23 HP aC++ -AA runtime libraries

PHCO_31820 (Network: SAM patch)

PHSS_32511HP (C++: aC++ Compiler (A.03.63))

PHSS_32512 (C: C ANSI C compiler B.11.11.12 cumulative patch)

PHSS_33513 C++/C: +O4/PBO Compiler B.11.11.12 cumulative patch)

RAC

Note: HP Serviceguard is required only if you want to use shared logical volumes for Oracle Clusterware or database files. At the time of this release, Hyper Messaging Protocol (HMP) is not supported.

HP-UX 11i Version 1 (11.11) and Version 2 (11.23):

  • HP Serviceguard A11.16.00 or later

  • HP Serviceguard Extension for RAC A11.16.00 or later

In addition, install the following patches to use Serviceguard:

HP-UX 11i Version 1 (11.11):

PHSS_32731 (Serviceguard Extension for RAC Bundle A.11.16.00)

HP-UX 11i Version 2 (11.23):

PHSS_32740 (Serviceguard Extension for RAC Bundle A.11.16.00)

Oracle JDBC/OCI Drivers

You can use the following optional Java SDK versions with the Oracle JDBC/OCI drivers; however, they are not required for the installation:

  • Java SDK 1.3.1.16 with the JNDI extension

  • Java SDK 1.2.2.09

  • Java SDK 1.4.2.08

  • Java SDK 5.0

Note: Java SDK 1.4.2_07 is installed with this release.

Oracle Messaging Gateway

Corrective service diskettes (CSDs) for WebSphere MQ:

  • CSD05 or later for WebSphere MQ V5.3

Oracle Spatial

HP-UX Developer's Toolkit - X11 and lmake

Note: This software is required only to build the sample programs.

PL/SQL native compilation, Pro*C/C++, Oracle Call Interface, Oracle C++ Call Interface, Oracle XML Developer's Kit (XDK)

HP C compiler Dec. 2004 (AR 1204) release B.11.11.12:

C-ANSI-C

HP C++ (aCC) compiler Dec. 2004 (AR 1204) release A.03.60:

ACXX

GCC compiler gcc 3.4.0


2.8.2 Software Requirements List for HP-UX Itanium Platforms

Table 2-2 HP-UX Itanium Requirements

Item Requirement

Operating system

Operating system version

HP-UX 11i Version 2 (11.23)

Oracle JDBC/OCI Drivers

You can use the following optional Java SDK versions with the Oracle JDBC/OCI drivers:

  • HP JDK 5.0

  • HP JDK 1.4.2.07

  • HP JDK 1.3.1.16 IPF Edition

,Note: Java SDK 1.4.2_07 is installed with this release. Other Java SDK versions are not required for installation.

Oracle Spatial

HP-UX Developer's Toolkit - X11 and Imake

Note: This software is required only to build the sample programs.

PL/SQL native compilation

One of the following:

HP C/ANSI C Compiler (A.06.00)

GCC compiler gcc 3.4.2

Note: The gcc compiler is supported only for PL/SQL native compilation

Pro*COBOL complier

Micro Focus Server Express 4.0 SP1

Pro*Fortran compiler

HP FORTRAN 90 (Dec 2004 - AR1204) B11.23.20

Pro*C/C++, Oracle Call Interface, Oracle C++ Call Interface, Oracle XML Developer's Kit (XDK)

Depending on the products that you intend to install, verify that the following software is installed on the system:

HP C/ANSI C Compiler (A.06.00)

HP aC++ Compiler (A.06.00)

Operating system packages

BUNDLE11i_B.11.23.0409.3: Patch Bundle for HP-UX 11i V2

(Note: patch bundle BUNDLE11i_B.11.23.0408.1 (Aug/2004) is a prerequisite for installing BUNDLE11i_B.11.23.0409.3)

PHCO 32426: Reboot(1M) cumulative patch

PHKL 32646: wsio.h header file patch

PHKL 32632: Message Signaled Interrupts (MSI and MSI-X)

PHKL 32645: SIO (IO) subsystem MSI/MSI-X/WC Patch

PHKL 33552: VM Copy on write data corruption fix

PHSS_31850: 11.23 assembler patch

PHSS_31851: 11.23 Integrity Unwind Library

PHSS_31854: 11.23 milli cumulative patch

PHSS_31855: 11.23 aC++ Runtime (IA: A.05.60, PA A.03.60)

PHSS_33275: 11.23 linker + fdp cumulative patch

PHSS_32213: 11.23 linker + fdp cumulative patch

PHSS_33276: 11.23 Math Library Cumulative Patch

JDK patches

PHCO_31553: s700_800 11.23 pthread library cumulative patch

PHKL_31500: s700_800 11.23 sept04 base patch

PHSS_32213: s700_800 11.23 aries cumulative patch

Note: Refer to the following Web site for information about additional patches that may be required by JDK 1.4.2:

http://www.hp.com/products1/unix/java/patches/index.html

C and C++ patches for PL/SQL native compilation, Pro*C/C++, Oracle Call Interface, Oracle C++ Call Interface, Oracle XML Developer's Kit (XDK)

PHSS_33278: aC++ Compiler

PHSS_33278: aC++ Compiler

PHSS_33279: HP C Compiler

PHSS_33277: HP C Compiler

RAC

Note: HP Serviceguard is required only if you want to use shared logical volumes for Oracle Clusterware or database files. At the time of this release, Hyper Messaging Protocol (HMP) is not supported.

HP-UX 11i Version 2 (11.23):

M/C Serviceguard 11.16.00

In addition, install the following patches:

  • HP-UX Fabric Clustering System for InfiniBand version (IB4X-01 bundle for AB345A). B.11.23.03

  • Serviceguard Extension for RAC for HP-UX 11iV2 (11.23) A.11.16


2.9 Checking the Software Requirements

To ensure that the system meets these requirements, follow these steps:

  1. To determine which version of HP-UX is installed, enter the following command:

    # uname -a
    HP-UX hostname B.11.23 U 9000/800 109444686 unlimited-user license
    
    

    In this example, the version of HP-UX 11i is 11.23.

  2. To determine whether a bundle, product, or fileset is installed, enter a command similar to the following, where level is bundle, product, or fileset:

    # /usr/sbin/swlist -l level | more
    
    

    If a required bundle, product, or fileset is not installed, then you must install it. Refer to your operating system or software documentation for information about installing products.

  3. On PA-RISC systems only, enter the following command to determine whether the HP-UX 11i Quality Pack is installed:

    # /usr/sbin/swlist -l bundle | grep GOLD
    
    

    If the Quality Pack is not installed or if the date is before June 2003, then download the latest Quality Pack from the following Web site and install it:

    http://www.hp.com/go/softwareinfo/SUPPORT_PLUS/
    
    
  4. To determine whether a patch is installed, enter a command similar to the following:

    # /usr/sbin/swlist -l patch | grep PHSS_28880
    
    

    Alternatively, to list all installed patches, enter the following command:

    # /usr/sbin/swlist -l patch | more
    
    

    If a required patch is not installed, then download it from the following Web site and install it:

    http://itresourcecenter.hp.com
    
    

    If the Web site shows a more recent version of the patch, then download and install that version.

  5. If you require a CSD for WebSphere MQ, then refer to the following Web site for download and installation information:

    http://www.ibm.com/software/integration/mqfamily/support/summary/hpx.html
    

Note:

There may be more recent versions of the patches listed installed on the system. If a listed patch is not installed, then determine whether a more recent version is installed before installing the version listed.

2.10 Creating Required Symbolic Links


Note:

This task is required only if the Motif 2.1 Development Environment package (X11MotifDevKit.MOTIF21-PRG) is not installed.

To enable you to successfully relink Oracle products after installing this software, enter the following commands to create required X library symbolic links in the /usr/lib directory:

# cd /usr/lib
# ln -s libX11.3 libX11.sl
# ln -s libXIE.2 libXIE.sl
# ln -s libXext.3 libXext.sl
# ln -s libXhp11.3 libXhp11.sl
# ln -s libXi.3 libXi.sl
# ln -s libXm.4 libXm.sl
# ln -s libXp.2 libXp.sl
# ln -s libXt.3 libXt.sl
# ln -s libXtst.2 libXtst.sl

2.11 Configuring Kernel Parameters


Note:

The kernel parameter values shown in this section are recommended values only. For production database systems, Oracle recommends that you tune these values to optimize the performance of the system. See your operating system documentation for more information about tuning kernel parameters.

For HP-UX Version 2 (11.23), the following parameters are not valid:

  • maxswapchunks

  • semmap

  • vx_ncsize


On all cluster nodes, verify that the kernel parameters shown in the following table are set either to the formula shown, or to values greater than or equal to the recommended value shown. The procedure following the table describes how to verify and set the values.

Parameter Recommended Formula or Value
ksi_alloc_max (nproc*8)
executable_stack 0
max_thread_proc 1024
maxdsiz 1073741824 (1 GB)
maxdsiz_64bit 2147483648 (2 GB)
maxssiz 134217728 (128 MB)
maxssiz_64bit 1073741824 (1 GB)
maxswapchunks 16384
maxuprc ((nproc*9)/10)
msgmap (msgtql+2)
msgmni (nproc)
msgseg 32767
msgtql (nproc)
ncsize (ninode+1024)
nfile (15*nproc+2048)
nflocks (nproc)
ninode (8*nproc+2048)
nkthread (((nproc*7)/4)+16)
nproc 4096
semmap (semmni+2)
semmni (nproc)
semmns (semmni*2)
semmnu (nproc-4)
semvmx 32767
shmmax The size of physical memory or 1073741824 (0X40000000), whichever is greater.

Note: To avoid performance degradation, the value should be greater than or equal to the size of the SGA.

shmmni 512
shmseg 120
vps_ceiling 64


Note:

If the current value for any parameter is higher than the value listed in this table, then do not change the value of that parameter.

To view the current value or formula specified for these kernel parameters, and to change them if necessary:

  1. Follow these steps, depending on your platform:

    PA-RISC:

    1. Optionally, set the DISPLAY environment variable to specify the display of the local system:

      • Bourne, Bash, or Korn shell:

        # DISPLAY=local_host:0.0 ; export DISPLAY
        
        
      • C shell:

        # setenv DISPLAY local_host:0.0
        
        
    2. Start System Administration Manager (SAM):

      # /usr/sbin/sam
      
      
    3. Choose the Kernel Configuration area, then choose the Configurable Parameters area.

    4. Check the value or formula specified for each of these parameters and, if necessary, modify that value or formula.

      If necessary, refer to the SAM online Help for more information about completing this step.


      Note:

      If you modify the value of a parameter that is not dynamic, then you must restart the system.

    Itanium:

    1. Enter the following command to start the kcweb application:

      # /usr/sbin/kcweb -F
      
      
    2. Check the value or formula specified for each of these parameters and, if necessary, modify that value or formula.

      If necessary, refer to the kcweb online Help for more information about completing this step.


      Note:

      If you modify the value of a parameter that is not dynamic, then you must restart the system.

  2. If necessary, when the system restarts, log in and switch user to root.

  3. Complete this procedure on all other cluster nodes.

2.12 Checking the Hardware and Operating System Setup with CVU

As the oracle user, use the following command syntax to start Cluster Verification Utility (CVU) stage verification to check hardware and operating system setup:

/mountpoint/crs/Disk1/cluvfy/runcluvfy.sh stage –post hwos –n node_list [-verbose]

In the preceding syntax example, replace the variable node_list with the names of the nodes in your cluster, separated by commas. For example, to check the hardware and operating system of a two-node cluster with nodes node1 and node2, with the mountpoint /dev/dvdrom/ and with the option to limit the output to the test results, enter the following command:

/dev/dvdrom/crs/Disk1/cluvfy/runcluvfy.sh stage –post hwos –n node1,node2

Select the option -verbose to receive detailed reports of the test results, and progress updates about the system checks performed by Cluster Verification Utility.

2.13 Checking the Operating System Requirements Setup with CVU

As the oracle user, use the following command syntax to check if your system meets the operating system requirement pre-installation tasks:

/mountpoint/crs/Disk1/cluvfy/runcluvfy.sh comp sys -n node_list -p {crs|database} -osdba osdba_group -orainv orainv_group -verbose

In the preceding syntax example:

You can select the option -verbose to receive progress updates as the CVU performs its system checks, and detailed reporting of the test results.

For example, to perform a system check for an Oracle Clusterware installation on a two-node cluster with nodes node1 and node2, with the OSDBA dba and Oracle inventory group oinstall, and with the media mountpoint /dev/dvdrom/, then enter the following command:

/dev/dvdrom/crs/Disk1/cluvfy/runcluvfy.sh comp sys -n node1,node2 -p crs -osdba crs -orainv oinstall

2.14 Identifying Required Software Directories

You must identify or create the following directories for the Oracle software:

2.14.1 Oracle Base Directory

The Oracle base directory is a top-level directory for Oracle software installations. Optimal Flexible Architecture (OFA) guidelines recommend that you use a path similar to the following for the Oracle base directory:

/mount_point/app/oracle_sw_owner

In this example:

  • mount_point is the mount point directory for the file system that will contain the Oracle software.

    The examples in this guide use /u01 for the mount point directory. However, you can choose another mount point directory, such as /oracle or /opt/oracle.

  • oracle_sw_owner is the operating system user name of the Oracle software owner, for example oracle.

You can use the same Oracle base directory for more than one installation or you can create separate Oracle base directories for different installations. If different operating system users install Oracle software on the same system, then each user must create a separate Oracle base directory. The following example Oracle base directories can all exist on the same system:

/u01/app/oracle
/u01/app/orauser
/opt/oracle/app/oracle

The following sections describe how to identify existing Oracle base directories that may be suitable for your installation and how to create an Oracle base directory if necessary.

Regardless of whether you create an Oracle base directory or decide to use an existing one, you must set the ORACLE_BASE environment variable to specify the full path to this directory.


Note:

The Oracle base directory can be on a local file system or on an NFS file system on a certified NAS device.

2.14.2 Oracle Inventory Directory

The Oracle Inventory directory (oraInventory) stores an inventory of all software installed on the system. It is required by, and shared by, all Oracle software installations on a single system. The first time you install Oracle software on a system, Oracle Universal Installer prompts you to specify the path to this directory. If you are installing the software on a local file system, then Oracle recommends that you choose the following path:

oracle_base/oraInventory

Oracle Universal Installer creates the directory that you specify and sets the correct owner, group, and permissions for it. You do not need to create it.


Note:

All Oracle software installations rely on this directory. Ensure that you back it up regularly.

Do not delete this directory unless you have completely removed all Oracle software from the system.


2.14.3 Oracle Clusterware Home Directory

The Oracle Clusterware home directory is the directory where you install the software for Oracle Clusterware. You must install Oracle Clusterware in a separate home directory. When you run Oracle Universal Installer, it prompts you to specify the path to this directory, as well as a name that identifies it. Oracle recommends that you specify a path similar to the following for the Oracle Clusterware home directory:

/u01/crs/oracle/product/10.2.0/crs

Note:

Because you must change the permissions of all of the parent directories of the Oracle Clusterware home directory after installing the software to grant write access only to the root user, the Oracle Clusterware home directory must not be a subdirectory of the Oracle base directory.

To identify an appropriate file system:

  1. Use the bdf command to determine the free disk space on each mounted file system.

  2. From the display, identify a file system that has at least 1 MB of free disk space.

    If you are using the same file system for the Oracle base directory, then this 1 MB of disk space is additional to the free disk space requirement that you identified previously.


    Note:

    The file system can be a local file system or an NFS file system on a certified NAS device.

    The path to the Oracle Clusterware home directory must be the same on all nodes.

  3. Note the name of the mount point directory for the file system that you identified.

To create the Oracle Clusterware home directory and specify the correct owner, group, and permissions for it:

  1. Enter commands similar to the following to create the recommended subdirectories in the mount point directory that you identified and set the appropriate owner, group, and permissions on them:

    # mkdir -p /mount_point/crs/oracle_sw_owner/product/10/app
    # chown -R root:oinstall /mount_point/crs/
    # chmod -R 775 /mount_point/crs/oracle_sw_owner
    
    

    If the mount point you identified is /u01 and oracle is the user name of the Oracle software owner, then the recommended Oracle Clusterware home directory path is as follows:

    /u01/crs/oracle/product/10/app
    
    
  2. If necessary, repeat the commands listed in the previous step to create the same directory on the other nodes in the cluster.

  3. When you are installing Oracle Clusterware, set the ORACLE_HOME environment variable to specify this directory.


    Note:

    During the installation, before you run the root.sh script, you must change the permissions on the parent directories of the Oracle Clusterware home directory to permit only the root user to write to those directories.

2.14.4 Oracle Home Directory

The Oracle home directory is the directory where you choose to install the software for a particular Oracle product. You must install different Oracle products, or different releases of the same Oracle product, in separate Oracle home directories. When you run Oracle Universal Installer, it prompts you to specify the path to this directory, as well as a name that identifies it. The directory that you specify must be a subdirectory of the Oracle base directory. Oracle recommends that you specify a path similar to the following for the Oracle home directory:

oracle_base/product/10.2.0/db_1

Oracle Universal Installer creates the directory path that you specify under the Oracle base directory. It also sets the correct owner, group, and permissions on it. You do not need to create this directory.

2.15 Identifying or Creating an Oracle Base Directory

Before starting the installation, you must either identify an existing Oracle base directory or if required, create one. This section contains information about the following:


Note:

You can choose to create an Oracle base directory, even if other Oracle base directories exist on the system.

2.15.1 Identifying an Existing Oracle Base Directory

Existing Oracle base directories may not have paths that comply with OFA guidelines. However, if you identify an existing Oracle Inventory directory or existing Oracle home directories, then you can usually identify the Oracle base directories, as follows:

  • Identifying an existing Oracle Inventory directory

    Enter the following command on all nodes in the cluster to view the contents of the oraInst.loc file:

    # more /var/opt/oracle/oraInst.loc
    
    

    If the oraInst.loc file exists, then the output from this command is similar to the following:

    inventory_loc=/u01/app/oracle/oraInventory
    inst_group=oinstall
    
    

    The inventory_loc parameter identifies the Oracle Inventory directory (oraInventory) on that system. The parent directory of the oraInventory directory is typically an Oracle base directory. In the previous example, /u01/app/oracle is an Oracle base directory.

  • Identifying existing Oracle home directories

    Enter the following command on all nodes in the cluster to view the contents of the oratab file:

    # more /etc/oratab
    
    

    If the oratab file exists, then it contains lines similar to the following:

    *:/u03/app/oracle/product/10.2.0/db_1:N
    *:/opt/orauser/infra_904:N
    *:/oracle/9.2.0:N
    
    

    The directory paths specified on each line identify Oracle home directories. Directory paths that end with the user name of the Oracle software owner that you want to use are valid choices for an Oracle base directory. If you intend to use the oracle user to install the software, then you could choose one of the following directories from the previous example:

    /u03/app/oracle
    /oracle
    

    Note:

    If possible, choose a directory path similar to the first (/u03/app/oracle). This path complies with the OFA guidelines.

Before deciding to use an existing Oracle base directory for this installation, make sure that it satisfies the following conditions:

  • It should not be on the same file system as the operating system.

  • It must have an identical path on all nodes in the cluster, or it must be an NFS file system on a certified NAS device.

    If you are not using an NFS file system, then create identical Oracle base directories on the other nodes.

  • It must have 1.4 GB free disk space on all the nodes in the cluster

    To determine the free disk space on the file system where the Oracle base directory is located, enter the following command:

    # bdf oracle_base_path
    
    

When you are configuring the oracle user's environment in the section "Creating the Oracle Clusterware Home Directory" section, set the ORACLE_BASE environment variable to specify the directory you choose.

If an Oracle base directory does not exist on the system, or if you want to create an Oracle base directory, then refer to the following section.

2.15.2 Creating an Oracle Base Directory

Before you create an Oracle base directory, you must identify an appropriate file system. The Oracle base directory requires 1.5 GB of free disk space.

To identify an appropriate file system:

  1. Use the bdf command to determine the free disk space on each mounted file system.

  2. From the display, identify a file system that has appropriate free space.


    Note:

    The file system can be a local file system or an NFS file system on a certified NAS device.

    The path to the Oracle base directory must be the same on all nodes.

  3. Note the name of the mount point directory for the file system that you identified.

To create the Oracle base directory and specify the correct owner, group, and permissions for it, follow these steps:

  1. Enter commands similar to the following to create the recommended subdirectories in the mount point directory that you identified, and set the appropriate owner, group, and permissions on them:

    # mkdir -p /mount_point/crs/oracle_sw_owner/product/10/app
    # chown -R root:oinstall /mount_point/crs
    # chmod -R 775 /mount_point/crs/oracle_sw_owner
    
    

    For example, if the mount point you identify is /u01 and oracle is the user name of the Oracle software owner, then the recommended Oracle base directory path is as follows:

    /u01/crs/oracle/product/10/app
    
    
  2. If necessary, repeat the commands listed in the previous step to create the same directory on the other nodes in the cluster.

  3. When you configure the oracle user's environment later in this chapter, set the ORACLE_BASE environment variable to specify the Oracle base directory that you have created.

2.16 Creating the Oracle Clusterware Home Directory

You must create a Oracle Clusterware home directory before installing Oracle Clusterware. You can create the Oracle Clusterware home directory on the same file system as the Oracle base directory, or you can choose a different file system for this directory. If you choose the same file system as the Oracle base directory, then you must not use a subdirectory of the Oracle base directory as the Oracle Clusterware home directory.

To identify an appropriate file system:

  1. Use the bdf command to determine the free disk space on each mounted file system.

  2. From the display, identify a file system that has at least 1 MB of free disk space.

    If you are using the same file system for the Oracle base directory, then this 1 MB of disk space is additional to the free disk space requirement that you identified previously.


    Note:

    The file system can be a local file system or an NFS file system on a certified NAS device.

    The path to the Oracle Clusterware home directory must be the same on all nodes.

  3. Note the name of the mount point directory for the file system that you identified.

To create the Oracle Clusterware home directory and specify the correct owner, group, and permissions for it:

  1. Enter commands similar to the following to create the recommended subdirectories in the mount point directory that you identified and set the appropriate owner, group, and permissions on them:

    # mkdir -p /mount_point/crs/oracle_sw_owner/product/10/app
    # chown -R root:oinstall /mount_point/crs/oracle_sw_owner
    # chmod -R 775 /mount_point/crs/oracle_sw_owner
    
    

    If the mount point you identified is /u01 and oracle is the user name of the Oracle software owner, then the recommended Oracle Clusterware home directory path is as follows:

    /u01/crs/oracle/product/10/app
    
    
  2. If necessary, repeat the commands listed in the previous step to create the same directory on the other nodes in the cluster.

  3. When you are installing Oracle Clusterware, set the ORACLE_HOME environment variable to specify this directory.


    Note:

    During the installation, before you run the root.sh script, you must change the permissions on the parent directories of the Oracle Clusterware home directory to permit only the root user to write to those directories.

2.17 Stopping Existing Oracle Processes for Upgrades or Co-existing Databases

Table 2-3 provides an overview of what you need to do if you have an existing Oracle database on the system where you plan to install Oracle Database 10g Release 2 (10.2). Review the table, and perform tasks as required.


See Also:

Oracle Database Upgrade Guide for additional information about preparing for and performing upgrades.

Table 2-3 Overview of System Preparation for Upgrades or Co-existing Databases

Installation Scenario What you need to do

Upgrading from Oracle Database 10g Release 1 (10.1) to 10g Release 2 (10.2)

No additional tasks. Refer to Installing Oracle 10g Release 2 on a System with Oracle 10g Release 1

installing Oracle Database 10g Release 2 (10.2) on a system to co-exist with Oracle Database 10g Release 1 (10.1)

No additional tasks. Refer to Installing Oracle 10g Release 2 on a System with Oracle 10g Release 1

Upgrading from Oracle9i Release 9.2 to Oracle Database 10g Release 2 (10.2)

Shut down the Global Service Daemon, and shut down a default listener on port 1521, if present. Refer to Installing Oracle 10g Release 2 on a System with Oracle9i Release 2

Installing Oracle Database 10g Release 2 (10.2) on a system to co-exist with Oracle9i Release 9.2

Shut down a default listener on port 1521, if present, and shut down the Global Service Daemon. Refer to Installing Oracle 10g Release 2 on a System with Oracle9i Release 2


Installing Oracle 10g Release 2 on a System with Oracle 10g Release 1

If your system has an Oracle Database Release 10g Release 10. 1 installation, and you install an Oracle Database 10g Release 2 (10.2) either to coexist with or to upgrade the 10.1, then most installation types configure and start a default Oracle Net listener using TCP/IP port 1521 and the IPC key value EXTPROC. One of the following occurs:

Proceed to Chapter 3.

Installing Oracle 10g Release 2 on a System with Oracle9i Release 2

This section provides instructions for preparing

Explanation of Tasks If you are installing an Oracle Database 10g Release 2 (10.2) on a system with an existing Oracle9i Release 2 (9.2) database, and the Oracle Net listener process is using the same port or key value as the default used with the Oracle 10g Release 2 (10.2) installation, port 1521, then Oracle Universal Installer can only configure the new listener; it cannot start it. To ensure that the new listener process starts during the installation, you must shut down any existing listeners before starting Oracle Universal Installer. To do this, refer to "Shutting Down the Listener"

You must shut down the Global Services Daemon (GSD), because otherwise, during 10g Release 2 (10.2) installation, the Oracle9i Release 9.2 SRVM shared data is upgraded into an Oracle Cluster Registry that the 9.2 GSD will not be able to use. The 10.2 Oracle Clusterware installation starts a 10g Release 2 (10.2) GSD to serve the Oracle9i 9.2 clients. To do this, refer to "Shutting down the Global Services Daemon"

Shutting Down the Listener To determine whether an existing Oracle9i listener process is running and to shut it down if necessary, follow these steps:

  1. Switch user to oracle:

    # su - oracle
    
    
  2. Enter the following command to determine whether an Oracle9i listener process is running and to identify its name and the Oracle home directory in which it is installed:

    $ ps -ef | grep tnslsnr
    
    

    This command displays information about the Oracle Net listeners running on the system:

    ... oracle_home1/bin/tnslsnr LISTENER -inherit
    
    

    In this example, oracle_home1 is the Oracle home directory where the listener is installed and LISTENER is the listener name.


    Note:

    If no Oracle Net listeners are running, then proceed to Chapter 3.

  3. Set the ORACLE_HOME environment variable to specify the appropriate Oracle home directory for the listener:

    • Bourne, Bash, or Korn shell:

      $ ORACLE_HOME=oracle_home1
      $ export ORACLE_HOME
      
      
    • C or tcsh shell:

      % setenv ORACLE_HOME oracle_home1
      
      
  4. Enter the following command to identify the TCP/IP port number and IPC key value that the listener is using:

    $ $ORACLE_HOME/bin/lsnrctl status listenername
    

    Note:

    If the listener uses the default name LISTENER, then you do not have to specify the listener name in this command.

  5. Enter a command similar to the following to stop the listener process:

    $ $ORACLE_HOME/bin/lsnrctl stop listenername
    
    
  6. Repeat this procedure to stop all listeners running on this system and on all other nodes in the cluster.

Shutting down the Global Services Daemon As the Oracle user, on each node of the cluster, use the following syntax to shut down the Global Services Daemon (GSD):

$ cd 92_Oracle_home
$ bin/gsdctl stop

In the preceding syntax example, the variable 92_Oracle_home is the Oracle9i Release 2 (9.2) database home.