end-to-end installation of fmw11g
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End-to-end installation of WebCenter and BPM 11g (64-bit)Posted on September 20, 2010by Mark Nelson
In this post we will present a complete end-to-end i nstallation and configuration of Oracle BPM 11.1.1.3, including
Oracle WebCenter 11.1.1.3 for the Process Portal, Spaces and Composer features, on the Oracle Enterpr ise Linux
5.4 64-bi t operating system, wi th Oracle Database 11.2.0.1.
The system used in this post is a vir tual machine running on Oracle VM 2.2. The guest has 8 cores, 24GB of
memory, 160GB of disk and 18GB of swap space. I t i s runni ng Oracle Enterpr ise Linux Release 5 Update 4.
Everything is 64-bit (unless otherwise stated).
I f you want to complete thi s installati on on a single machine, you are going to want to have at least 12GB of
memory and 4 cores. Otherwise it may be a lit tle bit slow. You could also install the vari ous components on
different machines, and in fact you probably would in a real production installation.
This post wi ll help you set up everything you need to get started with BPM, including the runt ime environment for
business processes, the web-based Process Composer which allows business users to edit their processes, the
workli st that allows business users to process tasks, and dashboard reporti ng.
I t wi ll also guide you through confi gurati on of the Process Portal feature, which provides a whole stack of social
BPM capabilit ies, including the abili ty for end users to create self-service collaboration spaces to share
information around processes and process instances.
Note: I t is possible to use BPM without t he Process Portal feature. I f you were to do that, you could leave out
about two thirds of the steps in this post!
Preparation
We created an operating system user and group, both called oracle, which wi ll be used as our normal users to
install and run the software.
Before we start t he actual installation, we have a couple of housekeeping tasks to take care of. The virtual machine
is confi gured wit h a stati c IP address and hostname, and the DNS servers are configured. This can be done using
the system-config-network command, and by updating the/etc/ hosts file to include a line for t he static IP
address and hostname you have chosen.
The virtual machine is also configured to use the Oracle Unbreakable Linux Network so that we can easil y install
updates and packages as required. You need to be an Oracle Enterprise Linux customer to use thi s facili ty. I f you
are not, you will need to download and install the packages individually, or use some other package management
application to do thi s.
In order to install the Oracle Database, we need to meet a number of prerequisit es. Almost all of thesecan be
handled with one simple command. Note that throughout th is post, commands that are shown with a # prompt
must be issued as root.
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# yum i nst al l or a cl e- v al i dat ed
At the time of writ ing, two packages are missing, so you will also need to install them manually, using the
following commands:
# yum i nst al l l i bai o- d ev el
# yum i nst a l l uni xODBC- devel
Install Database
Now we are ready to install the Oracle Database. In this post, we are using Oracle Database 11.2.0.1 Enterpr ise
Edit ion (also known as 11g Release 2).
First, we will create directory to install the database into, and give our oracle user access to this directory.
# mkdi r / u01
# chown or ac l e: orac l e / u01
Now we can run the installation program
or ac l e$ . / r u nI ns t a l l er
The installation program wil l launch and we need to step through a number of screens. Firstly, you can provide
your Oracle Support details if you want to get automatic securi ty updates from Oracle. If not, just uncheck the box
and click on theNext button.
You wil l be asked to confirm that you do not want the securit y updates. Cli ck onYes.
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On the next screen we select what we want to do, leaveCreate and configure a database selected and click on
Next.
For our installati on, we are going to use a Server Class database. You can choose Desktop Class if you want
to, everything wil l still work, but our choice here wil l give us some more flexibili ty. Cli ck on Next.
In this case, we will j ust run a single instance of the database, not a cluster. Cli ck on Next.
We are going to want to change some of our sett ings from the default s, li ke our database character set for
example, so wewant t o choose Advanced I nstall here and cli ck on Next.
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Click Next to choose English as the language to install. (Feel fr ee to install in your own language.)
We will use the Enterprise Edition of the Oracle Database in t his example. Any of the database editions willwork, so choose the one that you are licensed for, then click on Next.
Now we need to specify where we want to install the database. We put ours in /u01 the directory we created
earlier. The Softwar e Location wil l be automaticall y determined based on the Oracle Base you specify. Click
on Next.
As this is our fir st i nstallation, we need to create our inventory. This may not happen in your environment, if
you have installed other Oracle products previously. Here we just need to provide the location for t he inventory.
We put i t in our home dir ectory, as shown below. Click on Next to continue.
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Wow! A lot of questi ons here! We are almost done. Next, we need to decide what kind of database we want. We
are going to use the General Purpose / Transaction Processing option and click on Next.
Now we need to define ourGlobal database name and Oracle Service Identifi er ( SID) . Here we are just
going to use obpm for both of t hese. I f you have a number of Oracle database instances in your environment
already, your Database Administrators may have some standards for these, which you might want to comply wi th.
They are pretty hard t o change later! Enter whatever values you wil l use, and cli ck on Next.
Now we get to memory and character sets. We defini tely want to make some changes here. By default , the
database wil l take around 40% of the physical memory. This is a lot of memory for us to give up, and given our
workload, it is not really necessary. We set our database to use only 1,024 MB of memory as shown below. This
wil l be more than enough for our intended usage. I f you are installi ng a production envir onment, you wil l
probably want more you should check the documentation for recommendations. Dont click on Nextjust yet.
We also need to make some changes on the Character sets tab.
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Change the sett ing to Use Unicode (AL32U TF8) . We need this character set to support the data that our other
products wil l want to keep in the database. Now click on Next to continue.
In this example, we are not using Grid Control, so just take the default opt ion here to Use Database Contr ol
for database management. Feel free to turn on email noti fications if you wish. Click on Next to continue,
Now we need to tell the installer where we want to keep our database fi les. In our case we are just going to use the
File System , nothing fancy. Leave that selected and provide a location to keep the fi les. We
used /u01/oradata as shown below. Cli ck on Next.
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I ts a good idea to Enable automated backup . You may be happy you did one day! Cli ck on Next .
We used the same password for all of the system accounts. You can do the same, or provide dif ferent passwords
for each account. This wont make any difference to our i nstallation. Complete either the top or bottom part of
this screen and then click on Next. Now, thi s may seem obvious, but you would be surpr ised how often we get
support calls from people who did not bother to remember the passwords! Make sure you remember your
passwords you will need them later.
On the next screen we set the operating system user and group that the database wil l run under. In our
envir onment these are both called oracle. Then click on Next.
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At this point , the installer wi ll check if there are any addit ional packages requir ed. There should not be any, but
depending on our choices in t he installer, there may be. In our case there were two, as shown below. You wil l
need to i nstall these (using yum for example) and then click on Next .
Once all the packages are installed, the installati on summary screen will be displayed. We are finally ready to
actual ly install this database! Cli ck on the Finish button to get started!
As the installation runs, you wil l see the progress windows (below) update to provide you information about what
is happening.
After t he installation phase is completed (i .e. after all the product bi naries have been installed), the Database
Configur ation Assistant wil l r un. This is the part t hat creates your actual database instance.
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When thi s is completed, you will get a final screen showing you detail s of what was done. You are probably going
to want to keep a copy of the information on this screen i f you are not famil iar with the Oracle Database already.
Click on OK when you are ready to go on.
At this point, we need to run a couple of scripts as the root user. Open a terminal windows as root, and run the
indicated scripts. Once these are completed, click on the OK button ton continue.
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Congratulat ions, you now have a shiny new Oracle 11g Release 2 database instal led!
Install WebLogic Server
The next phase of our installation is to install WebLogic Server. Most of the remaining components run on top of
WebLogic Server. In thi s post, we are using the WebLogic Server 10.3.3 installer. You can download this fromedelivery.oracle.com if you have a li cense, or otn.oracle.com if you want t o take up the development li cense
option. Once you have it downloaded and unzipped, invoke runInstaller. After a few moments, the installation
intervi ew wil l appear, as shown below. Click Next to get started.
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On this page, we need to tell t he installer where we will create our new Middleware Home. We used / u02 . The
Middleware Home is the location where all of the product binaries wil l be installed, and addit ionally where we wil l
create our data files as we create (one or more) domains. You will want to make sure you have at least 5GB of free
space in t he Middleware Home. I f you want to put i t on a separate disk, or a RAID group, to improve
performance, you should cancel the installation and go and set t hat up now and mount it on / u02 or wherever
you choose to put your Middleware Home.
Note that you can have more than one Middleware Home on a (vir tual or physical) machine (or operating system
image) and that these can contain dif ferent products and/ or di fferent versions of products.
On the next page you can provide your Oracle Support detail s, or uncheck the box and cli ck on Next as we did.
Choose Typical for your installation type and click on Next. In this example, the typical installation is fine for
what we need.
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Now we need to select the JDK to use. The installer should automatically detect your JDK and l ist i t for easy
selection, as shown below. I f your JDK is not found automatically, or you want to use a different one, click on the
Browse button to locate it . Otherwise, just click on Next.
You can change the product installation directories on thi s screen. We wil l just accept the defaults and click on
Next.
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Now we are presented with the summary, click on Next to start t he installation.
As the installation runs, we can see it s progress.
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When it is completed, uncheck the Run Quickstart option and click on Done to leave the installer. I f we were
just installi ng WebLogic Server, we would go ahead and run the Domain Configurati on tool now. However, we are
also planning to install additional products, so we wil l r un it later on, after those other products are installed.
Run the Repository Creation Uti li ty
Now we wil l set up the necessary schemas in the database to hold data for the various products we are planning to
install. This is done using the Repository Creation Utilit y. Again, you can download this from edli very or
OTN. You want the 11.1.1.3 version, which includes the schemas for Oracle Business Process Management. I t i s
not necessary to run the 11.1.1.2 version fi rst. Note that there is not a Linux 64-bit version of the download. You
can just use the 32-bit version. This tool i s just used dur ing the installation, to create objects in the database, it is
not part of the running system.
After you have downloaded and unzipped it, invoke runInstaller from the rcuHome/bin directory. After a fewmoments, the installation interview will appear. Click on Next to get started.
Select the option to Create the database schemas and click on Next.
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On the next screen, we need to provide details to connect to our database (which we installed earl ier) . Enter the
hostname of your machine, the port number ( the default por t i s 1521), the service name (this is the SID that we
created earlier) , sys as the username and the password that you set duri ng the database installation. The rolewill default to SYSDBA.
At this point, we need to pause to di scuss the Oracle Database Listener. This is a component of t he database that
is responsible for managing incoming connections. When you created the database instance (a few minutes ago)
it also created a set of configuration fi les for the li stener. These are located under the network/admin directory
in the database home and are called listener.ora and tnsnames.ora . I f you have a problem connecting to your
database at thi s step of the installation, and you are confident you have entered all t he information correctly here,
then it could be that you need to update the configuration of your l istener, or perhaps change the information you
provide on this screen to match what is already in the listener configuration.
You can use the command lsnrctl status to view information about the configuration of the listener. This wil l
tell you how many services it i s support ing. Those servi ces are database instances. You should see your
databaseinstance li sted in the output. The listener might also have deri ved a dif ferent hostname than you
expected. You might try localhost or look in the two configuration files menti oned above to find the name or I P
address the listener is using. You wil l need to supply the same information in the H ost name field on this page.
I f you do all of thi s, and sti ll cannot connect, you may need to update your li stener configuration. A quick Google
search on the two configuration fil es should tur n up instructions on how to do that. I f this sti ll does not solve your
problem, post a comment and I wil l wri te a post on that topic.
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Once you get the database details correct, a small dialog box will open and the Repository Creation Ut il ity wil l run
a prerequisites check on your database. After this is completed, click on the OK button to continue.
Note: if you choose to use the Oracle Express Edit ion (XE) database, then you wil l get a warning message at this
point i nforming you that it i s not a supported database for production. You will have to click on Ignore to
continue. I t is perfectly reasonable to use XE as the database in your BPM development envi ronment, but you
should not use it in production.
On the next screen, we need to select which schemas we want t o create. Select all of the schemas in the two
groups called SOA and BPM infr astr uctur e and W ebCenter Suite as shown below. Then click on Next to
continue. Note that there is a prefix at the top of th is page. The default value is DEV . This allows you to use a
single database instance to hold schemas for more than one BPM domain. You would probably only want t o do
this in your BPM environment i f you have a large RAC database environment, or if your database is on an Oracle
Database Machine (Exadata), or i f all of the BPM envir onments are non-pr oduction.
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A dialog box wil l appear as a furt her prerequisite check is completed. Once thi s is done, click on the OK button to
continue.
On the next page, we need to specify the password to use for the schemas. You can specify to use the same
password for al l of them, as we have done here, or specify individual passwords for each schema. Either way,
complete the necessary details and click on Next.
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The next page gives is the opportuni ty to map schemas to tablespaces i f desired. For this example, we wil l just
accept t he defaults. I f you are sett ing up a production environment, you may want t o sit down with your Database
Administrator and do a more thorough mapping. Click on Next to continue.
Click OK in the confi rmation dialog that appears.
Now the Repository Creation Uti li ty wi ll create any tablespaces that do not alr eady exist. This step can take a few
minutes, depending on the speed of your storage. When it is done, click on OK to continue.
Finally, we are presented with a summary of the work to be done. Click on Create to go ahead and create all of
the schemas and load them wi th data.
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You can watch the progress as this task runs. Note that thi s can also take some time if you have slower storage.
When it is complete, a summary wi ll be displayed. Click on Close to fini sh this part of the installation.
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Install ing SOA Sui te 11.1.1.2
Now that our database contains all the necessary defin it ions and data, we are ready to move on to our other
product instal lations. Fir st we wil l install Oracle SOA Suite. You will need to download the 11.1.1.2 installer and
also the 11.1.1.3 patchset installer, which we wil l use a li tt le later on.
Unzip the 11.1.1.2 installer and invoke runInstaller from theDisk1 directory. I t may ask you to enter the
location of your JDK before the installer interview appears on screen. In our example thi s
was/usr/ java/ jdk1.6.0_ 21. Once the installer appears, click on Next to get started.
The installer wi ll run some prerequisite checks. Once these are completed, click on Next.
Now we need to specify the location where we want to install SOA Suite. Note that our M iddleware Home (which
we created earli er) is automaticall y selected for us. Cli ck on Next.
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Now a summary is displayed. Click on Install to start the process.
Again, we can observe progress as the installer r uns.
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Once it is finished, click on Next to continue.
Here we see a summary of what was done. Click on Finish to complete this phase of the installation.
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Install ing the Web Tier
Next we will install the Web Tier. This is required by the Oracle Universal Content Management system (UCM)
which is used to store content i n the WebCenter environment. When we have our business processes running
later on, process part icipants are able to attach documents, comments, have discussions, tag, and collaborate in
other ways around an instance of a process. This content that they create is stored and managed in UCM.
The Web Tier contains a web server, load balancing and caching technologies, but for our purposes, we are just
going to install the web server component.
Again, you wil l need to download the Web Tier 11.1.1.2 installer and 11.1.1.3 patchset installer from edelivery or
OTN. Keep the patchset installer for l ater on. For now, unzip the 11.1.1.2 installer and invoke runInstallerfrom
the Disk1 dir ectory. Again, you may need to provide the JDK location. After a few moments, the installer wi ll
appear, as shown in the image below. Cli ck on Next to get started.
Select the option to I nstall and Configure the software and cli ck on Next.
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Some prerequisite checks wil l r un. When they are complete, click on Next.
We need to specify the installat ion location. Put thi s into the same Middleware Home we have used for WebLogic
Server and SOA Suite. I t should be automatically selected. PressNext to continue.
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On the Configure Components screen, uncheck everything except forOracle H TTP Serverand click on
Next. We are not going to use the Web Cache in our envi ronment and we do not want to associate our web serverwith a WebLogic domain. You might want to use these other options in a production environment, but they would
most l ikely be installed on a dif ferent machine anyway.
On the next screen we need to specify the location for our instance. Go ahead and accept t he defaults here and
click on Next to continue.
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On the next page, we have the opportun ity to set the port numbers to use. The default port number for Web Tier
is 7777. We are going to accept the default in our example. Cli ck on Next to continue.
Again, you can provide your support details if you wish. Click on Next to continue.
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A summary page will be displayed. Click on Install to start the installation.
You can watch the progress as the installer runs, and then the instance is created and started. This step may take
a while to complete as it wil l check that it can successfull y start and stop the instance.
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When the installation i s finished and the configuration has completed, click on Next to continue.
A summary screen is displayed, showing what was done. Click on Finish to leave this part of the installation.
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Installing WebCenter
The next step is to install Oracle WebCenter. This is the component that wil l provide all of the collaboration
services to our BPM envir onment. You wil l need to download both the WebCenter 11.1.1.2 installer and the
WebCenter 11.1.1.3 patchset i nstaller. Again, keep the patchset i nstaller for later on. You also need to download
and unzip t he Oracle Content Management for WebCenter 10.1.3.5.1 installer. Take a note of where you unzip
this.
Unzip t he 11.1.1.2 install er and invoke runInstaller from the Disk1 directory. You may need to specify the JDK
path again. After a few moments, the installer interview wil l appear. Click on Next to get start ed.
A prerequisites check will run. When it is complete, click on Next.
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Again, we will install WebCenter in to the same Middleware Home. Click on Next.
Make sure you leave the option t o I nstall and Configure Oracle Un iversal Content M anagement
selected. Accept the default ports, 4444 and 4440, and enter the web server address as shown. Note that this is
the address of the Web Tier we just installed a few minutes ago, which should be running now, with / ucm on the
end. You should be able to hi t the web server in your browser and get the Oracle Fusion Middleware welcome
page. In thi s example, this would be at http:/ / bpm11g:7777/ . I f you cannot vi ew the homepage, then you need
to stop and go fix that before you continue here. When you are ready, click on Next.
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On thi s screen, we need to provide the database details for UCM to use. The connect str ing is in the format
hostname:port :SI D . Substit ute in the values that you used earl ier when we ran the Repository CreationUtil ity. In our case it is bpm11g:1521:obpm . You also need to provide the schema username, note that thi s
matches the one we created wit h the RCU, note also it has the DEV_prefix that we pointed out earl ier, and
provide the password you set for the schema when we ran RCU. When all of these details are entered, pressNext .
The summary screen is displayed. Click on Install to start the process.
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We can watch the progress as the installer runs.
When it is complete, cli ck on Next to continue.
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Now we need to tell the installer where weunzipped the UCM installation media. Note that you want t o point at
theContentServerdirectory inside the directory where you unzipped the fi le, as shown below. You can click ontheBrowse button to locate this directory. Click on Next when you are ready to conti nue.
The installer wi ll install UCM and configure it for use with WebCenter. You can watch progress.
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When thi s is complete, click on Finish to leave thi s part of the installation.
Install ing the Web Tier PatchSet
Our next step is to run t he patchset installers to upgrade our installation f rom 11.1.1.2 to 11.1.1.3. We start wi th the
Web Tier patchset installer, whi ch we downloaded and unzipped earl ier. Invoke runInstallerfrom theDisk1
directory. You may need to provide the JDK location. When the installer opens, as shown below, click on Next to
get started.
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Point the installer to the location where you installed Web Tier earlier. This should be automatically found for
you. Cli ck on Next.
Provide your Oracle Support details if you wish, then click on Next .
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The summary screen is displayed. Click on Install.
We can watch progress.
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When it is complete, cli ck on Next.
And then click on Finish.
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Install ing the WebCenter 11.1.1.3 PatchSet
Next we will patch WebCenter. Invoke the run I nstaller from theDisk1 directory from your unzipped
WebCenter 11.1.1.3 patchset. Provide the JDK details if necessary. When the installer opens, click on Next to get
started.
Point it to the location where you installed WebCenter. This should have been automatically found. Click on
Next.
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Review the summary page and click on I nstall.
You can watch the progress.
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When it is complete, cli ck on Next.
Cli ck on Finish.
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Install ing the SOA Suite 11.1.1.3 PatchSet
This is a large patch and it adds the BPMN support to SOA Suite, to effectively extend i t to include BPM Suite.
Again, we invoke runInstaller from the Disk1 directory of the SOA Suit e 11.1.1.3 patchset that we installed and
unzipped previously. Provide the JDK details if necessary. When the installer opens, click on Next .
Point the installer to the location where we installed SOA Suite. This should have been automaticall y populatedfor us. Click on Next .
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Review the summary screen and click on Install .
We can observe progress.
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When it is complete, cli ck on Next.
Review the summary and cli ck on Finish.
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Configure the Web Tier to support Oracle UCM
We need to make one small update to the configurati on of the Web Tier to support Oracle Uni versal Content
Management (UCM) which wi ll act as the content server for vari ous content created in our BPM environment.
To complete this configuration, you need to edit the httpd.conf(web server configuration) fil e for the Web Tier.
I t is located here:
/ u02/ Or acl e_WT1/ i ns t ances/ i nst ance1/ conf i g / OHS/ ohs1/ ht t pd. conf
The following line must be added to the end of this fil e:
i nc l ude " / u02/ Or acl e_WC1/ ucm/ dat a/ us er s/ apac he22/ apac he. con f "
This change directs the web server to load up the configuration from UCM. You wil l need to restart the web tier
after making this change. This can be done with t he following commands:
cd / u02/ Or acl e_WT1/ i nst ances / i nst anc e1/ bi n
. / opmnct l shut down
. / opmnct l st ar t al l
Providing there were no errors, the web server should now start up and be accessible at
http:/ / yourserver:7777/ . You should also beable to access UCM at http:/ / yourserver:7777/ ucm. Note
that thi s URL is formed using the information we provided during the WebCenter installation interview. Your
screen should look l ike this:
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Configuring a Domain
Now that we have fin ished installi ng all of the software, we are ready to create our WebLogic Domain. The
domain is essenti ally all of the configuration information needed to actually run the software. We can create as
many domains as we li ke, with different combinations of software in them. In our example, we wil l just create
one. In a real wor ld i nstallation, you would most li kely have separate domains for production, disaster recovery,
training, test, etc.
To create the domain, we use the Fusion M iddleware Configuration Wizard . Invoke config.sh in
your/ u02/ Oracle_SOA1/ common/ bin directory. When the configuration wizard opens, select Create a
new W ebLogic domain and click on Next.
On the Select D omain Source page, we need to select which components we want confi gured in the domain.
Select the components shown in the image below. Pay special attention to the part in br ackets at the end of the
name. There are some components that have very simi lar names. When you have made your selections, press
Next.
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On the next page, we need to specify the name of the domain and the location where it s fi les wil l be stored. You
can go ahead and accept the default s and press Next to continue.
On the next page, we need to provide a password for t he domain administrator (weblogic user). Enter a
password and cli ck on Next.
Next, we specify whether we want the server to run i n Development M ode orProduction M ode, and which
JDK to use. For now, accept the default s and click on Next. We can change this later on, when we are ready.
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Now we need to provide the database connection details. Select all of the Component Schemas listed in the
table by checking the boxes next to each one, then type in the appropr iate values in the fields at the top. The
DBM S/Service field is our SID, we used obpm . The hostname is bpm11g in our case, port 1521. I f you
specified the same password for all schemas when we ran RCU, then you can just t ype that password in here. I f
not, you wi ll need to select each schema one by one and enter i ts password. When you are done, cli ck on Next.
The configuration wizard wi ll check that all of the schemas are accessible. I f there are any errors, you will need to
go back and correct them. When everyt hing is successful , click on Next to go on.
We do not need to do any optional configuration, so just click on Next.
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The summary page is displayed. Click on Create.
We can watch progress.
When it is complete, cli ck on Finish.
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Note that the configuration wizard gives you the Admin Server URL. Take a note of that.
Starting the environment the first time
Now we are ready to start up the environment for the fir st time. We wil l start everything from the command line
so we have easy access to the consoles, and so we can easily star t and stop the servers, as we will need to do this a
few times as we complete the configurati on.
First, we start t he Administrati on Server.
cd / u02/ user_projects/ domains/ base_domain/ bin
./ startWebLogic.sh
The server wil l start up and produce a number of messages. This may take a few minutes the fi rst t ime.
Eventually, a message wil l be displayed informing you that the server is in the RUNNI NG state. Once you see thi s
message, open a browser and point it to:
ht t p: / / your ser ver : 7001/ consol e
The WebLogic Server console wil l be displayed. You can log on using the userweblogic and the password you
specified dur ing the domain creation wizard previously.
You may also like to point your browser at the Enterpr ise Manager URL:
ht t p: / / y our ser ver : 7001/ em
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You can log on using the same details.
When you log in, you will see the Farm status page, which wil l look something like the one below. You may not
have the same servers running as shown in the image, and the menus on the left may be slight ly di fferent for now.
When you start the addi tional servers, your screen should resemble the image quit e closely.
To start the other servers, called the Managed Servers, run the following commands, each one in a separate
shell/ window (you wil l need to set the directory in each shell before executing the other command):
cd / u02/ user _pr oj ect s/ domai ns / base_domai n/ bi n
. / st ar t ManagedWebLogi c. s h soa_ser ver 1
. / st ar t ManagedWebLogi c . sh WLS_Ser vi ces
. / st ar t ManagedWebLogi c. s h WLS_Por t l et
. / st ar t ManagedWebLogi c . sh WLS_Spaces
The first time you start up these managed servers they will t ake a bit longer than usual and you will get some
err ors as we have not configured securit y yet. They wil l each ask you for a user and password (in their
shell/ window) when you start them. You wil l need to enterweblogic and your password. I t is a useful exercise
to start them up and validate they all start successful ly. You wil l know they have started when they each issue the
message about being in RUNNING state.
I f you want t o stop one of these managed servers, you just type a Control-C in it s shell/ window. I t wi ll perform an
orderly shutdown. You must stop all managed servers completely before you shutdown the admin server, and
you must start the admin server completely before you start the managed servers.
Sett ing up boot.propert ies
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We can create a special fi le called boot.properties to provide the user and password to WebLogic so that we
dont have to manually enter them when we start up the servers. This fil e should contain t he following data:
user name=webl ogi c
passwor d=what ev er
Change the password from whateverto the one you chose during domain creation.
Save a copy of this file in each managed servers securi ty directory, i.e.:
/ u02 / user_pr oj ect s / domai ns/ base_domai n /ser ver s / soa_server1 / secur i t y
/ u02/ user_pr oj ect s / domai ns/ base_domai n/ server s/ bam_ser ver1/ secur i t y
/ u02/ user_pr oj ect s / domai ns/ base_domai n/ server s/ WLS_Serv i ces/ secur i t y
/ u02 / user_pr oj ect s / domai ns/ base_domai n /ser ver s / WLS_Por t l e t / secur i t y
/ u02/ user_pr oj ect s / domai ns/ base_domai n/ server s/ WLS_Spaces/ secur i t y
The file must be called boot.properties in each case.
Next t ime you start a managed server, it wil l read the details from this fil e and it wi ll not ask you to enter them. I t
wil l also encrypt the contents of this file. You can veri fy thi s by taking a look at the file after you have restarted the
managed server.
Using the Node Manager
At this point, you may wish to configure the Node Manager so that you can also start and stop servers from the
WebLogic Server console or Enterpr ise Manager. I f you wish to do so, then take a look at this post for the
instructions to enable the Node Manager. Once you havedone that, you can then start just the admin server and
then the node manager from the shell window/ command line. The managed servers can then be managed from
the consoles. To start t he Node Manager, you would use these commands:
c d / u02/ wl s er v er _10. 3/ s er v er / bi n
st ar t NodeManager . sh
Configuring WebCenter
Now we need to configure WebCenter for use wit h the Process Portal. This part gives us access to the new social
BPM features provided in the Oracle BPM 11g product release.
The first step is to register the connection to the content server. Login to the Enterpr ise Manager at
http:/ / yourserver:7001/em using the userweblogic and your password.
In the main navigation tree on the left hand side of the page, navigate to Farm -> WebCenter -> WebCenter
Spaces -> w ebcenter
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Alternatively, you can see the same in your r ecent documents view in the personal side bar on the left hand side of the screen. The
image below shows the two places where you can validate this.
Next, we want t o set up the discussions server. We will need to configure WS-Securi ty to do this, so we need to create our security
keys first.
Create a dir ectory to hold our keystore:
mkdi r / u02 /keyst o res
In this directory, createa new keystore and a RSA key pair. Note that thi s whole command is entered on one line. I t
is shown here on mult iple lines for ease of reading only. You may need to put t he path to your JDKs bin di rectory
before the keytool command if t hat directory is not in your PATH. You need to add in the appropr iate Common
Name (CN) asshown in bold. Here we have used the full y qualif ied hostname of the WebCenter server, with the
hostname as a cn and each domain name component as a dc. You also need to provide a password for t he key
(keypass) and for the keystore (storepass), as shown.
keyt ool
- genkeypai r
- keyal g RSA
- dname " cn=your ser ver , dc=au, dc=or acl e, dc=com"
- al i as or ak ey
- keypass wel come1
- keys t or e webcent er . j ks
- st or epass wel come1
- v al i di t y 1064
Now we need to create the cert if icates. In this example, we are going to use self signed certi ficates. This issuitable for t est or development systems, but in a production system you may wish to purchase certi ficates from a
trusted external Cert ifi cate Authori ty. Alternatively, you may havealready purchased a signing cert ifi cate and
have your own cert if icate authorit y. In th is case, you will need to get your cert ifi cates signed by the administrator
of the cert if icate authorit y.
The following command is used to create a new certi ficate which we wil l call orakey.
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keyt ool
- ex por t c er t
- v
- al i as or ak ey
- keys t or e webcent er . j ks
- st or epass wel come1
- r f c
- f i l e or ak ey . c er
Cer t i f i c at e s t o r e d i n f i l e
Now we import that cert ifi cate into the WebCenter keystore with a new name, webcenter_spaces_ws.
keyt ool
- i mp or t c er t
- al i as webcent er _spaces_ws
- f i l e or ak ey . c er
- keys t or e webcent er . j ks
- st or epass wel come1
Cer t i f i c at e al r eady ex i s t s i n key st or e under al i as
Do y ou s t i l l want t o add i t ? [ no] : y es
Cer t i f i cat e was added t o keys t o re
Now we are ready to copy our keystore, which contains our cert ifi cate, into our domain configuration di rectory,
using a command like this: (again, thi s command should be entered on one line)
cp webcent er. j ks
/ u02/ user_pr oj ect s / domai ns/ boot _domai n/ conf i g/ f mwconf i g/
Next, we will configure our domain to use thi s keystore. In Enterpr ise Manager, navigate
to Farm_boot_domain -> Weblogic Domain -> boot_domain
From the context menu, select Secur it y -> Securi ty Provider Configuration
Scroll down to Keystore, expand it , and click Configure. Deselect (uncheck) the box Configure Keystore M anagement and
click Ok . This wil l make sure that we reset the configuration and remove any old values. Obvisously, since we just installed the
software and created our domain a few moments ago, there wont be any old values, but i f you have to come back and do th is again for
any reason, then you wil l want to fol low th is two step process.
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Now go back to Keystore, and cli ck Configure again, this time check the box Configure Keystor e M anagement and enter the
following information:
Keystore Path = . / webc ent er . j k s
Password = wel come1
Confirm Pwd = wel come1
Signature Key Al ias = or akey
Signature Password = wel come1
Confirm Pwd = wel come1
Encryption Key Crypt Alias = or akey
Crypt Password = wel come1
Confirm Pwd = wel come1
Saveyour changes and then stop all managed servers, and then the admin server, then restart t he admin server and then the
managed servers.
Now we need to create a keystore for the discussions servi ce to use. This is done by issuing the following
command, this is done in the same dir ectory as the commands we use previously to create the keystore for
WebCenter, i.e. / u02/ keystores.
keyt ool- i mp or t c er t
- al i as d f _ or ak ey _publ i c
- f i l e or ak ey . c er
- keys t or e owc_d i scuss i ons . j ks
- st or epass wel come1
Owner : CN=your ser ver , DC=au, DC=or acl e, DC=com
I ssuer : CN=your ser ver , DC=au, DC=or acl e, DC=com
Ser i al number : 4b69f 328
Val i d f r om: Wed Feb 03 17: 05: 28 EST 2010 unt i l : Wed Jan 02 17: 05: 28 EST 2013
Cer t i f i c at e f i nger p r i nt s :
MD5: 3C: 7A: D7: 33: 1A: 21: 9F: BA: 24: A2: D1: 9E: 09: F6: FC: 93
SHA1: 59: B6: 3F: 78: 8D: 5B: 28: E4: E8: 8C: 7E: B1: 9A: 22: A9: 20: F6: 39: F1: 20
Si gnat ur e al gor i t hm name: SHA1wi t hRSA
Vers i on: 3
Tr u st t hi s c er t i f i cat e? [ no] : y es
Cer t i f i cat e was added t o keys t o re
In this same dir ectory, create a file named keystore.properties . This file must contain the following text. It is
very important that t his fi le does not contain any extr a spaces at the ends of the li nes, or any extr a lines. Please
check careful ly to make sure you have not added any extr a spaces. Note that the last l ine contains the name of the
keystore we just created in the last step.
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or g. apache. ws. sec ur i t y. c r ypt o. pr ovi der =or g. apache. ws. sec ur i t y. c omponent s . cr ypt o. Mer l i n
or g. apache. ws. s ecur i t y . cr ypt o. mer l i n . key st or e. t ype=j ks
or g. apache. ws. sec ur i t y. c r ypt o. mer l i n. k eys t or e. pass wor d=wel c ome1
or g. apache. ws. s ecur i t y . cr ypt o. mer l i n . key st or e. al i as=df _or akey_publ i c
or g. apache. ws. sec ur i t y. cr ypt o. mer l i n. f i l e=/ u02/ keyst or es/ owc_di s cuss i ons . j ks
We need to update our domain configuration so that this fil e can be found on the servers CLASSPATH. This isdone by updating the file that sets up the environment for t he servers. This file is:
/ u02/ us er _pr oj ec t s/ domai ns/ boot _domai n / bi n / set Domai nEnv. s h
You need to add the following li nes to the end of this file:
i f [ " ${ CLASSPATH} " ! = " " ] ; t hen
CLASSPATH=" ${ CLASSPATH} ${ CLASSPATHSEP} / u02/ keyst or es/ "
ex por t CLASSPATH
el seCLASSPATH=" / u02 / keyst or es / "
ex por t CLASSPATH
f i
Note that the path to the directory containing the keystore.properties fi le is added to the CLASSPATH by this
fi le. You should now restart all your servers to pick up this change.
We need to tell the discussions server about the keystore now. This is done by logging in to the Discussion Server
Admin tool at ht t p: / / y our ser ver : 8890/ owc_di sc uss i ons / admi n usi ng t he weblogic user.
Go to System Proper ties
Modify the value ofwebser vi ces. soap. cust om. cr ypt o. f i l eName so that it points to the propert ies fil e you just created:
webser vi ces . soap. cust om. cr ypt o. f i l eName = key st or e. pr oper t i es
Note that you dont need to specify full path, as you made the change to the CLASSPATH. Click SavePropert y
Finally, we can register the Discussion Server with WebCenter. Like before, thi s is done in the Enterprise
Manager.
Navigate to Far m -> WebCenter -> WebCenter Spaces -> w ebcenter
From the context menu, select Settings -> Service Configur ation
Click on Discussions and Announcements -> Add
Complete the fields as shown below:
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Connection name = di scuss i on_ser ver
Active Connection = check
Server URL = ht t p: / / your ser ver : 8890/ owc_di sc ussi ons
Administrator User Name = webl ogi c
Connecti on Secured = check
Then expand Additional Propertiesand click Addto add the following propert ies:
keystore.location = / u02/ user_ projects/domains/boot_domain/ config/ fmwconfig/webcenter.jks
keystore.type = jks
keystore.password = welcome1- To encrypt the password, check "I s Propert y Secured"
encrypti on.key.alias = orakey
encrypti on.key.password = welcome1- To encrypt t he password, check "I s Propert y Secured"
group.mapping = forum - that is the default value
Saveyour work and restart your servers again to activate these changes.
At thi s point, you may feel like you are restart ing your servers an awful lot . Str ictl y speaking, all these restarts are not necessary
you could make all the changes in the one go, and then just do one restart. But, if you get anything wrong, it wil l be pretty hard to
find your mi stake. This way, step by step, it i s easy to identif y where you have gone wrong if anything does not work .
I f you now log on to WebCenter Spaces (li ke before) you should be able to see your (empty) discussion forums using the discussions
icon in the personal sidebar. I t is the one right underneath the documents icon we saw earli er.
Last, but not least, lets set up the Wiki server. Again, this is a two step process. Fir st, in Enterprise Manager, we will generate
a passcode which will be used by the Wiki server for authenti cation.
Navigate to Farm_boot_domain -> Weblogic Domain -> boot_domain
In the context menu, select Securi ty -> Credentials
Click CreateMapto create a new credenti al map
Name the map owc_wi ki
Highlight/ select the owc_wi ki map that you just created, click Create Keyand complete the f ields as shown:
Select Map = owc_wi kiKey = wsPasscode
Type = Passwor d
User Name = webl ogi c - does not really matter
Password = wel come1
Click on OK to save this.
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Now we can register the Wik i server to WebCenter. Sti ll in Enterprise Manager, navigate to Far m -> WebCenter -> WebCenter
Spaces -> webcenter
From the context menu, select Settings -> Service Configur ation
Click on Wiki and Blog Server -> Addand complete the fields as shown:
Connection name = wi ki _ser ver
Active Connection = check
Server URL = ht t p: / / y our ser ver : 8890
Passcode = wel come1 - the one we defined above
Now save your changes and restart all of your servers. You should now be able to login to WebCenter Spaces and get the option t o
add Wiki and Blog pages when you click on Page Actions and Create Page as seen in the image below. Note that these page types
would not have been available previously.
That completes all of the necessary configuarti on of WebCenter for use wit h BPM. Now we can move on to thefinal phase of the installation, setting up the Process Portal feature.
Configuring the Process Portal
The final step is to run the script that wi ll configure the Process Portal, but fir st we need to set up the
configuration fi le. All the fil es you need are included in the installation in the following directory:
/ u02/ Or acl e_SOA/ bpm/ pr ocess por t al . z i p
You need to unzip thi s fil e, then edit the process-portal-install.properties fil e located in the unzipped
location.
Here is an example of the fil e contents:
################################################
# BPM Process Portal installati on properties #
################################################
#Flag to decide whether to extend existing BPM domain or create a new one.
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extendSoa=true
#Flag to decide whether to prompt for passwords or read them from th is fil e
promptForPasswords=false
#BPM Schema details
bpmDBUser=DEV_SOAINFRA
bpmDBPassword=welcome1
bpmDBType=ORACLE
bpmDBDriver=oracle.jdbc.OracleDriver
bpmDBUrl=jdbc:oracle:thin:@${oracle_db_host_name}:$ {oracle_db_port }:$ {db_sid}#BPM MDS details
bpmMDSUser=DEV_MDS
bpmMDSPassword=welcome1
#BPM Runtime details
bpmHost=yourserver
#M anaged server port if BPM is installed on managed server. Else admin port
bpmRuntimePort=8001
bpmAdminUser=weblogic
bpmAdminPassword=welcome1
#webcenter spaces installation details
wcOracleHome=/ u02/ Oracle_WC1
#I f extendSoa flag is set t o true, then configure the below two properties to point to BPM domain
wcDomainName=base_domain#Flag to control whether to set domain realm password or not
wcSetDomainRealmPassword=true
#This is the password to setup trusted domains. Same password should be set on BPM domain as well
wcDomainRealmPassword=welcome1
wc.server.port=8888
#Webcenter's weblogic installati on details
wcHost=yourserver
wcAdminPort= 7001
wcAdminUser=weblogic
wcAdminPwd=welcome1
wcManagedServerName=WLS_Spaces
#Flag to control whether t o configure servi ces
wcConfigServices=false
#content server details
wcContentServerName=yourserver
wcContentServerPort= 4444
wcContentSpacesRoot= / Spaces
wcContentAdminUser=sysadmin
#discussion server details
wcDiscussionServerUrl= http:/ / yourserver:8890/ owc_discussions
wcDiscussionAdminUser=orcladmin
You wil l need to go carefull y through this fil e and check every value against your environment. Now is a really
good time to take a backup so that you can easily retry this step if you got anything wrong.
Once you are ready, you need to make sure you have ANT on your path. I f you dont have it installed
independently, you can use the one provided in your Oracle Middleware home,
at / u0 2/ modules/ org.apache.ant_1.7.1
Then run ant -f install.xml in the dir ectory where you unzipped yourprocessportal.zip, i.e. the same
directory where you just edited that propert ies fil e to match your environment.
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Share thi s: Share
About M ark NelsonMark Nelson is a Consulting Soluti on Architect in t he Fusion M iddleware Architects Team (known as The A-Team) in Oracle
Development. Their m ission i s to supply deep technical expertise to support customers deploying Oracle Fusion Mi ddleware,
and to collect r eal worl d feedback to continuously improve the product set. Before joini ng Oracle Development i n 2010, Mark
k d i S l C lt i t O l i 2006 d i l t IBM i 1994 i l di l i S ft G d
This will probably run for a while maybe ten minutes and if you got all your parameters correct, you will be
rewarded wi th a BUILD SUCCESSFUL at the end.
Congratulations! You have successful ly installed a ful l, complete, end to end Oracle BPM system, including the
Process Port al and all social BPM features. Give yourself a pat on t he back!
Now that you have got one, what do you do with it ?
A good place to start is to hi t the following URLs and start taking a look around. In future posts we wil l di scuss
how to use this environment you now have at your disposal.
WebLogic Console
ht t p: / / your ser ver : 7001/ consol e
Enterprise Manager
ht t p: / / y our ser ver : 7001/ em
BPM Worklist Appli cation
ht t p: / / y our ser ve r : 8001/ bpm/ wor kspace
WebCenter Spaces (and Process Portal)
ht t p: / / your ser ver : 8888/ webcent er
Process Composer
ht t p: / / y our ser ve r : 8001/ bpm/ composer
Business Activity Monitoring
ht t p: / / y our ser ve r : 9001/ Or acl eBAM
p.s. This post took us a long time to wri te gett ing all the information together and typed up to present (we hope)
nicely. I f it helped you out, or i f you found anything was missing, please leave us a comment to let us know.
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