Iugwin 41

Oracle DiscovererTM
Installation and Upgrade Guide
Release 4.1 for Windows
December 2000
Part No. A87377-01
Oracle Discoverer Installation and Upgrade Guide Release 4.1 for Windows
Part No. A87377-01
Copyright 2000, Oracle Corporation. All rights reserved.
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tive owners.
Contents
Send Us Your Comments .................................................................................................................... v
Preface........................................................................................................................................................... vii
1 System Requirements
1.1 Database Requirements ........................................................................................................ 1-2
1.1.1 Oracle Databases ............................................................................................................ 1-2
1.1.2 Non-Oracle Datasources ............................................................................................... 1-2
1.2 Client Platform Requirements ............................................................................................. 1-3
2 Installing Oracle Discoverer

2.1 Performing a Default Installation ...................................................................................... 2-1
2.2 Performing a Custom Installation....................................................................................... 2-7
2.2.1 To Install the Developer/2000 Reports API ............................................................. 2-12
2.2.2 To Install the INTERSOLV DataDirect Driver......................................................... 2-13
3 Upgrading to Oracle Discoverer Release 4.1

3.1 Exporting the Release 3.1 End User Layer......................................................................... 3-1
3.2 Installing Oracle Discoverer Administration Edition Release 4.1.................................. 3-2
3.3 Upgrading the Release 3.1 End User Layer....................................................................... 3-2
3.3.1 Upgrading Managed Summary Folders ..................................................................... 3-5
3.3.2 A note about external summary folders ..................................................................... 3-6
3.4 Upgrading Users to Oracle Discoverer Plus Release 4.1 ................................................ 3-6
3.5 Removing the Release 3.1 End User Layer ........................................................................ 3-7
3.6 Removing Oracle Discoverer Administration Edition Release 3.1 ................................ 3-9
A Error Messages
A.1 Database Errors...................................................................................................................... A-1
A.2 Notifications for Non-EUL Owners.................................................................................... A-2
iii
A.3 Unable to connect to:............................................................................................................. A-2
Index
iv
Send Us Your Comments
Oracle Discoverer Installation and Upgrade Guide, Release 4.1 for Windows
Part No. A87377-01
Oracle Corporation welcomes your comments and suggestions on the quality and usefulness of this
document. Your input is an important part of the information used for revision.
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v
vi
Preface
Oracle Discoverer comprises four components:

Oracle Discoverer Administration Edition for Windows (including Discoverer
Administration Edition, Discoverer Plus, SQL*Plus and SQL*Net)
Oracle Discoverer Plus for Windows (including Discoverer Plus and SQL*Net to
connect the client software to a database)
Oracle Discoverer 4i Plus (a version of Discoverer Plus written in Java for
building and running reports on the web)
Oracle Discoverer 4i Viewer (an HTML tool for viewing reports created using
Discoverer Plus and Discoverer 4i Plus)
This manual is a step-by-step guide to installing Discoverer Administration Edition.
Intended Audience
This guide is intended for Oracle Discoverer Administrators.
Related Documents
For more information about this product, see the following manuals in the Oracle
Discoverer Release 4.1 documentation set:
Oracle Discoverer Release Notes
Oracle Discoverer Administration Edition Administration Guide
Oracle Discoverer Plus User Guide
Oracle Discoverer Plus Tutorial
vii
Conventions
EUL, the End User Layer, refers to the metadata interface between the database
and Discoverer.
Convention Meaning
boldface text Boldface type in text indicates a command name, menu
name, file name, keyboard keys, or other choice or selection.
italic text Italic type indicates a term defined in the text, the glossary, or
in both locations. It can also represent a variable, and be used
to provide emphasis.
<> Angle brackets enclose user-supplied names.
[] Brackets enclose optional clauses from which you can choose
one or none.
Menu name | Command Text in this format conveys a sequence of choices, i.e., choose
the menu, then the command under that menu.
Courier text Text in this format indicates a command line to be typed.
viii
1
System Requirements
The topics covered in this chapter include:

Database Requirements
Oracle Databases
Non-Oracle Datasources
Client Platform Requirements
Note: SQL*Plus is a Restricted Use Program as specified herein. Restricted

Use Programs are limited to use solely in conjunction with and in support
of Oracle Discoverer Release 4.1. You may not use Restricted Use Programs
for general data processing purposes or for any other purpose other than
specified above.
System Requirements 1-1

Database Requirements
1.1 Database Requirements
1.1.1 Oracle Databases

If you are going to use Discoverer Administration Edition on an Oracle database,
you must have one of the following Oracle databases and supporting software:
Oracle8 with Net8 listener installed and running on the server.
Personal Oracle8
Note: Discoverer supports Personal Oracle 8.0.3 in a client-server

configuration only. It is not supported on the same machine.
Oracle7 Release 7.1.6 or later

Personal Oracle7 Release 7.3 or later with SQL*Net installed and running on the
server.
Note: In order to use Oracle Discoverer with Personal Oracle7, you must
have the SQL*Net Add-on installed. For information on how to install the
add-on, see the Release Notes.
1.1.2 Non-Oracle Datasources

You can also use Oracle Discoverer Administration Edition on a non-Oracle
datasource through Discoverers ODBC compatibility.
Discoverer supports the following ODBC sources:
Microsoft SQL Server Release 6.5 with Service Pack 4
Any ODBC Level 2 compliant datasource (for more information about specific
products and versions, refer to the release notes)
1-2 Oracle Discoverer Installation and Upgrade Guide

1.2 Client Platform Requirements

To use Oracle Discoverer, your machine must have the following specifications:
A minimum 486/66Mhz PC
Windows95, Windows98, Windows2000, or Windows NT Version 4.0 (or later)
Net8 client installed on the client platform (provided with the Discoverer
installation) and the appropriate network protocol, such as TCP/IP, to connect
to the database server
An established network and database connection from your client machine to
the database server
Minimum RAM
Windows95 Windows NT Windows 2000

32 MB 64 MB 128MB
Minimum disk space required

if this is the only (or first) Oracle8 client product on your machine:
Discoverer Administration Discoverer Plus and

Plus Edition Administration Edition
Complete 136 MB 119 MB 165 MB
Minimal 79 MB 81 MB 87 MB
if you already have Oracle8 client products on your machine:
Discoverer Administration Discoverer Plus and

Plus Edition Administration Edition
Complete 59 MB 43 MB 88 MB
Minimal 26 MB 29 MB 34 MB
NOTE: The above disk space requirements are based on a typical system
configuration. Actual numbers may vary according to the size of the hard
drive and the type of file system used.
System Requirements 1-3


2
Installing Oracle Discoverer
You can install Oracle Discoverer for Windows in two ways:

a default installation during which you install both Oracle Discoverer Plus and
Oracle Discoverer Administration Edition
a custom installation during which you can select the Oracle Discoverer
components to install
2.1 Performing a Default Installation

To perform a default installation of Oracle Discoverer for Windows during which
you install both Oracle Discoverer Plus and Oracle Discoverer Administration
Edition:
1. Insert the Oracle Discoverer Installation CD into your computer.
The Oracle Installer starts automatically. If the Installer does not start
automatically, access the CD-ROM with Windows Explorer and run setup.exe
from the CD root directory.
When the Oracle Installer has finished loading, the Oracle Installation Settings
dialog box appears.
Installing Oracle Discoverer 2-1

Performing a Default Installation
Figure 21 Oracle Installation Settings
2. Type the name of your company in the Company Name field.

3. Select the default ORACLE_HOME from the Name field as the location in
which to install Oracle Discoverer Release 4.1.
Note that Oracle Discoverer Release 4.1 supports only one ORACLE_
HOMEthe default ORACLE_HOME.
If Oracle products have already been installed on the machine, the Location
field is grayed out because a default ORACLE_HOME is already defined on
your machine.
4. If this is the first Oracle product installed on the machine, either accept the
default directory in the Location field or specify an alternative directory (either
by typing the directory path or by clicking the Browse button to navigate to the
directory).
5. Select the language to install for Oracle Discoverer from the drop-down list.
6. Click OK to continue.
Note: If Personal Oracle7 or Personal Oracle8.0.3 is installed on the

machine, a General Information message box may appear. Before
continuing, see the file readme.html on the Oracle Discoverer Installation
CD for special installation instructions.

The Discoverer Administration Edition Installation Options dialog box appears.
Figure 22 Discoverer Administration Edition Installation Options
7. Select one of the following options:

Complete Installation with Tutorialinstalls the complete Discoverer package,
including Administration Edition, Discoverer Plus, and tutorial setup files.
Minimal Installation without Tutorialinstalls Administration Edition and
Discoverer Plus software. This installation excludes on-line manuals.
Custom Install/Removedisplays a list of all possible items to install. Disk
space requirements vary, depending on your choices.
Note for ODBC users:

If you are connecting to your datasource via ODBC, we recommend that
you use the ODBC driver provided by the vendor of your datasource. If
one was not provided, you may use the INTERSOLV DataDirect Driver
provided in the Discoverer Installation. This is only available through
Custom Install/Remove option.

Note for Developer/2000 Reports users:

If you want to export Discoverer Release 4.1 worksheets in Developer/2000
Reports format, install the Developer/2000 Reports API using the Custom
Install/Remove option.
8. Click OK to continue.
If you selected Custom Install/Remove, refer to Section 2.2, Performing a
Custom Installation.
The Oracle Installer will install the required software and create the appropriate
program groups and program items.
Depending on what is already installed on the machine, you might see a dialog
asking you to confirm installation of the Required Support Files.
Figure 23 RSF Installation dialog box
9. If the RSF Installation dialog box is displayed, click OK to continue.

asking you to specify a directory for GUI common files.

Figure 24 Directory Selection dialog box
10. If the Directory Selection dialog box is displayed, click OK to continue.

asking you to confirm installation of the Discoverer System Support Files.
Figure 25 Discoverer System Support Files dialog box
11. If the Discoverer System Support Files dialog is displayed, click OK to continue.
The Confirmation dialog box will ask you if you want to view the README
file.

Figure 26 Confirmation dialog box
12. Click Yes to view the README file. The Oracle Installer will automatically
close.
Congratulations! You have completed the installation.
Depending on what has been installed on the machine, you might see a dialog
asking you to reboot the machine.
Figure 27 Reboot Needed dialog box
13. If the Reboot Needed dialog is displayed, click OK to continue.

Performing a Custom Installation
You are now ready to start working in Discoverer Administration Edition.
What Next?
If this is your first installation of Oracle Discoverer, the next step is to create an
End User Layer through which to access the database. Refer to the Oracle
Discoverer Administration Guide for more information:
If you are upgrading from Discoverer 3.1, refer to Chapter 3, Upgrading to
Oracle Discoverer Release 4.1.
2.2 Performing a Custom Installation

To select the Oracle Discoverer components to install:
1. Follow the instructions in Section 2.1, Performing a Default Installation to
display the Discoverer Administration Edition Installation Options dialog.
2. Select Custom Install or Remove from the Discoverer Administration Edition
Installation Options dialog box.
The Software Asset Manager appears.

Figure 28 Software Asset Manager
3. Select the appropriate software to install from the list of Available Products,
then click Install to continue.
Note for ODBC users:

If you are connecting to your datasource via ODBC, we recommend that
you use the ODBC driver provided by the vendor of your datasource. If
one was not provided, you may use the INTERSOLV DataDirect Driver
provided in the Discoverer Installation.

Note for Developer/2000 Reports users:

If you want to export Discoverer Release 4.1 worksheets in Developer/2000
Reports format, install the Developer/2000 Reports API component.
program groups and program items.
asking you to confirm installation of the Required Support Files.
Figure 29 RSF Installation dialog box
4. If the RSF Installation dialog box is displayed, click OK to continue.

The Directory Selection dialog box appears.

5. Specify the directory in which to install the Administration Edition and

Discoverer Plus. The default directory is [ORACLE_HOME]\discvr4.
WARNING: You cannot install Discoverer Release 4.1 in the same directory
as Discoverer Release 3.1 because Discoverer Release 3.1 would be
disabled. Install Discoverer Release 4.1 in a separate directory in your
ORACLE_HOME so that you can still perform administration tasks for
both versions.
asking you to specify a directory for GUI common files.
6. If the Directory Selection dialog box is displayed, click OK to continue.

asking you to confirm installation of the Discoverer System Support Files.
Figure 212 Dioscoverer System Support Files dialog box

asking you to confirm installation of the System Support Files.
Figure 213 System Support Files dialog box

The Confirmation dialog box will ask you if you want to view the README
file.
9. Click Yes to view the README file.

10. When you have finished reading the README file, click Exit to close the
Software Asset Manager.
2.2.1 To Install the Developer/2000 Reports API

If you want to export Discoverer Release 4.1 worksheets in Developer/2000 Reports
format, install the Developer/2000 Reports API component as follows:
1. Select the Developer/2000 - Reports API 6.0.5.0.0 from the list of Available
Products in the Software Asset Manager window.
The Directory Selection dialog box appears .
Figure 216 Directory Selection - Developer/2000 Reports - API
2. Type the directory in which you want the Reports API installed and click OK.

2.2.2 To Install the INTERSOLV DataDirect Driver

If you want to connect to a datasource using ODBC and the datasource vendor has
not provided an ODBC driver, you can install the INTERSOLV DataDirect Driver
provided in the Discoverer Installation as follows:
1. Select the INTERSOLV DataDirect Drivers 2.12.0.1 from the list of Available
Products in the Software Asset Manager window.
The INTERSOLV DataDirect Driver Selection dialog box appears.
Figure 217 INTERSOLV DataDirect Driver Selection
2. Select the appropriate INTERSOLV DataDirect Driver for your datasource and
click OK.
program groups and program items. The Confirmation dialog box will ask you
if you want to view the README file.

3. Click Yes to view the README file.

4. When you are finished, return to the Oracle Installer, and select Exit.

You are ready to proceed working in Discoverer Administration Edition.
What Next?
If this is your first installation of Oracle Discoverer, the next step is to create an
End User Layer through which to access the database. Refer to the Oracle
Discoverer Administration Edition Administration Guide for more information:
If you are upgrading from Oracle Discoverer 3.1, refer to Chapter 3, Upgrading
to Oracle Discoverer Release 4.1.


3
Upgrading to Oracle Discoverer Release 4.1
This chapter explains how to upgrade from Oracle Discoverer Release 3.1 to Oracle
Discoverer Release 4.1.
Upgrading to Discoverer Release 4.1 is a simple process which utilizes the End User
Layer (EUL) tables from your current version of Discoverer, and recreates them as
Release 4.1 EULs.
The upgrade from Discoverer Release 3.1 to Release 4.1 has been designed to enable
you to move users across to the new release gradually. The upgrade of the End User
Layer (EUL) is non-destructiveduring the upgrade process the Release 3.1 EUL is
copied and upgraded to a Release 4.1 EUL. This allows existing users to continue
working with Discoverer Release 3.1 during the upgrade process.
This process includes the following steps:
Exporting the Release 3.1 End User Layer
Installing Oracle Discoverer Administration Edition Release 4.1
Upgrading the Release 3.1 End User Layer
Upgrading Users to Oracle Discoverer Plus Release 4.1
Removing the Release 3.1 End User Layer
Removing Oracle Discoverer Administration Edition Release 3.1
3.1 Exporting the Release 3.1 End User Layer

Before you upgrade to Oracle Discoverer Release 4.1, you must first export the EUL
tables using the standard database export. This export file is a backup of your
current EUL.
Upgrading to Oracle Discoverer Release 4.1 3-1

Installing Oracle Discoverer Administration Edition Release 4.1
1. From the Windows Start Menu, select MS-DOS Prompt (Windows95/98) or

Command Prompt (WindowsNT) to display the MS-DOS window.
2. Navigate to the directory <ORACLE_HOME>\discvr31.
For example, if the MS-DOS window currently displays C: and the <ORACLE_
HOME> directory is D:\orant, you would:
type D: and press [Return]
type cd \orant\discvr31 and press [Return]
3. At the prompt type the following command:
exp80 [EULowner]/[password] file=[filename.dmp] owner=[eulowner]
For example: exp80 HReul/HRpswrd@HRDB file=hreul.dmp

owner=hrmgr
After all of the EUL tables are exported along with all associated synonyms,
views, and other definitions, you will receive the following message:
Export terminated successfully without warnings.
Your *.dmp file is located in the <ORACLE_HOME>\discvr31 directory.
4. Repeat steps 1 through 3 for each EUL.
You are now ready to upgrade your software to Discoverer Release 4.1.
3.2 Installing Oracle Discoverer Administration Edition Release 4.1

After you have exported the Discoverer Release 3.1 EULs, install Oracle Discoverer
Administration Edition Release 4.1 by following the instructions in Chapter 2,
Installing Oracle Discoverer.
as Discoverer Release 3.1 because Release 3.1 would be disabled. Install
Discoverer Release 4.1 in a separate directory in your ORACLE_HOME, so
that you can still perform administration tasks for both versions.
3.3 Upgrading the Release 3.1 End User Layer

After you have installed Oracle Discoverer Release 4.1, you must upgrade your
Release 3.1 EUL to work with Release 4.1.

To upgrade the EUL, the EUL owner must have the following privileges:
CREATE PROCEDURE
CREATE SESSION
CREATE TABLE
CREATE VIEW
CREATE SEQUENCE
If upgrading to an Oracle 8.1.6 (or above) database, summaries are implemented as
materialized views and the EUL owner therefore requires the following privileges:
CREATE ANY MATERIALIZED VIEW
DROP ANY MATERIALIZED VIEW
ALTER ANY MATERIALIZED VIEW
WARNING: To maintain the consistency of data transferred to the Release

4.1 EUL, it is very important that no administrator sessions are opened on
the Release 3.1 EUL while the upgrade is in progress.
1. From the Windows Start menu select Programs | Oracle Discoverer 4 |

Administration Edition.
2. Enter the user name and password of the Discoverer Release 3.1 EUL that you
want to upgrade.
The EUL Upgrade dialog box appears, through which Administration Edition
automatically prompts you to upgrade your EUL.

Figure 31 EUL Upgrade
3. Click the check box to confirm that you have exported your Discoverer Release
3.1 EUL.
NOTE: If you have not already exported your Release 3.1 EUL, refer to
Section 3.1, Exporting the Release 3.1 End User Layer before continuing.
4. Click Upgrade.
When you choose Upgrade, a new Release 4.1 EUL is created using data copied
from the Release 3.1 EUL. The account which owns the Release 4.1 EUL will be
the same as that which owned the Release 3.1 EUL. Existing Release 3.1 users
are not affected by the upgrade.
If you are using Summary Folders with Discoverer Release 3.1, these Summary
folders have their status set to Refresh Required.
After you have chosen to upgrade the EUL, the EUL Upgrade progress bar
displays the status of the upgrade. When the upgrade is complete, the following
message appears:
Figure 32 Oracle Discoverer Administration Edition EUL upgrade notification

The EUL upgrade is complete. You can use this EUL to connect to the database
using Discoverer Administration Edition Release 4.1. Once you are satisfied that
your EUL is ready for use, upgrade your users to Discoverer Plus Release 4.1.
3.3.1 Upgrading Managed Summary Folders

The definitions of the 3.1 Managed Summary Folders are copied into the new
Release 4.1 EUL. However, the summary data is not gathered at the time of the
upgrade. Instead, the summary refresh setting status is changed to Refresh
Required.
When the Discoverer Administrator refreshes the Managed Summary Folders, they
are refreshed in one of two ways, depending on the Oracle database being used:
Pre-8.1.6 databases - Discoverer creates Summary tables, as used in
Discoverer release 3.1.
8.1.6+ databases - Discoverer creates Materialized Views.
For more information about Summaries and Materialized Views, refer to the
Oracle8i Concepts Release 2 (8.1.6), (Part Number: A76965-01)
Once created, Summaries (in pre-8.1.6 databases) and Materilized Views (8.1.6+
databases) can then be used to optimize queries in Discoverer Plus.
1. Select Tools | Refresh Summaries. An Oracle Discoverer Administration
Edition message box appears, where you can choose to refresh your summary
folders.
Figure 33 Refresh Summaries dialog box

Upgrading Users to Oracle Discoverer Plus Release 4.1
2. Click Yes to refresh the summary folders immediately.

Alternatively, you can schedule the refresh directly on the database server.
Your next step is to Upgrade your users to User Edition Release 4.1. Once you are
confident that everyone is up and running in Discoverer Release 4.1, you may then
remove your 3.1 EULs and their associated summary tables.
3.3.2 A note about external summary folders

If you have summary folders external to Discoverer, refresh is still required.
External Independent Summary Folders have their metadata updated within the
EUL when they are refreshed. If you are using Oracle 8.1.6 or later, a database
Materialized View is created that references the external table.
3.4 Upgrading Users to Oracle Discoverer Plus Release 4.1

To upgrade your users, install Oracle Discoverer Plus Release 4.1 from the
Discoverer Plus CD on the client machine. The Oracle Installer automatically
installs Oracle Discoverer Release 4.1 in a separate directory from Discoverer
Release 3.1.
as Discoverer Release 3.1, as Release 3.1 would be disabled. Install
Discoverer Release 4.1 in a separate directory in your <ORACLE_HOME>,
so that you can still perform administration tasks for both versions.
Note for users upgrading from Discoverer Release 3.1:

This can be done gradually, as your users can continue to work in either
Release 3.1 or Release 4.1. While your users are using Discoverer Release
3.1 and Release 4.1 simultaneously, changes made using Administration
Edition in one version, will not be available to users of the other version.
When the user logs into Discoverer Plus the first time, Discoverer searches for any
Release 4.1 EULs that the user has access to.
If a valid EUL is found, the user connects and can proceed working in
Discoverer Release 4.1.

If no valid EUL is found, Discoverer alerts the user that they cannot connect to
the database. The user should contact the administrator. Note that the user can
still use Discoverer Release 3.1 User Edition against the existing Release 3.1
EUL.
After Discoverer Plus Release 4.1 is installed and a connection to the database has
been established through a Release 4.1 EUL, remove Discoverer User Edition
Release 3.1 from the users machine using the Oracle Installer from the Discoverer
Release 4.1 CD-ROM.
When all users have been upgraded to Discoverer Plus Release 4.1, remove the
Discoverer Release 3.1 EUL and its associated tables from the database. See
Section 3.5, Removing the Release 3.1 End User Layer for more information. This
procedure will free up the tablespace that was required to copy these tables to the
Release 4.1 EUL.
3.5 Removing the Release 3.1 End User Layer

Once you have upgraded your users to Discoverer Release 4.1 and they are
successfully connecting to the database through your Release 4.1 EUL, remove the
Release 3.1 EUL. This is done through a SQL script, which will remove the Release
3.1 EUL and all associated tables, including Managed Summary Folders.
1. From the Program Group, Oracle for Windows95/NT, run SQL Plus 8.0.
2. Log in as the EUL owner with the EUL password and connect string.
3. Run the SQL script as described below:
SQL>@<ORACLE_HOME>\Discvr4\sql\eul31del.sql
The Discoverer End User Layer Database Tables (3.1 Production) deinstallation
script appears. This script removes a Release 3.1 EUL and any associated
database objects, including Summary Tables.
You will see the following text messages:
Removing summary refresh jobs ...
Discovererer End User Layer Database Tables (3.1 Production)
deinstallation
This script will remove a version 3.1 EUL and any associated database
objects.
It will:
1. Ask you to enter the ORACLE SYSTEM password and connect string.
2. Ask you to enter the name and password of the 3.1 EUL owner.
3. Confirm that you wish to drop the 3.1 EUL.
4. Check for database jobs for users other than the 3.1 EUL owner.

5. Confirm whether to drop 3.1 tutorial tables (if any).

6. Log in as the 3.1 EUL owner and remove any database jobs for it.
7. Remove all summary database objects for the 3.1 EUL.
8. Remove all scheduled workbook database objects for the 3.1 EUL.
9. Remove the 3.1 EUL tables.
10. Remove user and public synonyms (if any) for the 3.1 EUL tables.
4. Enter the ORACLE SYSTEM password.

5. Enter the database connect string.
6. Enter the name and password of the Release 3.1 EUL owner.
You will then see the following text, with confirmation information and a
warning that this process is not reversible. No Release 3.1 End User Layer will
be effected by this process.
Preparing to remove EUL 3.1 owned by <username> at <today's date>
If you continue, the specified 3.1 End User Layer will be PERMANENTLY
dropped. All End User Layer information and workbooks stored in the
database will be deleted.
Any 4.1 End User Layer tables will NOT be affected by this process.
THIS PROCESS IS NON-REVERSIBLE.
Do you wish to continue [N]:
7. Type Y to confirm that you want to drop the Release 3.1 EUL.
NOTE: To choose the default answer, which is shown in brackets ([ ]), press
Enter.
If the 3.1 tutorial tables are detected, you are prompted to confirm whether to
delete them.
During the process of dropping the Release 3.1 EUL, the script will check
whether there are any summary jobs owned by users other than the EUL
owners.
If there are no summary jobs owned by other users, then the 3.1 EUL will be
dropped. You will see a number of messages showing the various stages of the
drop process, as follows:
Removing summary refresh jobs ...
Dropping internally managed summary data ...
Removing scheduled workbook jobs ...
Dropping scheduled workbook data ...

Dropping 3.1 End User Layer Tables ...

Removing public synonyms (if any) ...
Connected.
Finished removing 3.1 End User Layer.
If there are summary jobs owned by users other than the EUL owner, the
upgrade will interrupted with the following message:
The following users have managed summaries which must be dropped before
this EUL can be deinstalled:
User: SCOTT, Summary: Scott's Summary
User: FRED, Summary: Fred's Summary
etc.
Quitting - no changes made.
If this message appears then the specified users must log into Administration
Edition Release 3.1 and remove the specified summaries. See Chapter 8 of the
Oracle Discoverer Administration Guide, Using the Summary Wizard. Once
these summaries have been dropped, rerun the script eul31del.sql in order to
drop the Release 3.1 EUL.
Refer to the readme.html file on your Discoverer Release 4.1 CD for more
information on installing or upgrading Oracle Discoverer.
3.6 Removing Oracle Discoverer Administration Edition Release 3.1

Once you and your users are connected to Discoverer Release 4.1 and you are
confident that your Summary Folders are working you are now ready to remove
Discoverer Administration Edition Release 3.1.
1. Insert the Discoverer Administration Edition CD into your computer. The
Oracle Installer starts automatically. If the Installer does not start automatically,
access the CD-ROM with Windows Explorer and run setup.exe from the CD
root directory.
When the Oracle Installer has finished loading, the Oracle Installation Settings
dialog box opens.

Figure 34 Oracle Installation Settings
2. Click OK to continue. The Installation Options dialog box appears.
Figure 35 Discoverer Administration Edition Installation Options
3. Select Custom Install/Remove. The Software Asset Manager opens.

Figure 36 Software Asset Manager
4. Select Oracle Discoverer 3.1 from the panel on the right.

5. Click Remove.
The Oracle Installer will remove existing code and all supporting files.
However, workbooks created in Discoverer Release 3.1 will still exist in the
<ORACLE_HOME>\discvr31 directory. You may want to move your
workbooks to the new \discvr4 directory, and then delete the \discvr31 folder.
6. Move your Discoverer Release 3.1 workbooks to a new directory to be used
with Release 4.1.

Congratulations! You are ready to continue working in Discoverer Administration

Edition and Disocoverer Plus Release 4.1. Please refer to the Oracle Discoverer
Administration Guide for more information on how to complete tasks in
Administration Edition.

A
Error Messages
If any errors are encountered during the upgrade, an error dialogue will appear.
After you fix the problem, reconnect to Administration Edition. The upgrade
process will automatically continue from the point the error occurred. Error
messages that may occur during the EUL upgrade process are:
A.1 Database Errors

ORA-01536: space quota exceeded for tablespace [NAME]
ORA-01653: unable to extend table [NAME.NAME] by [NUM] in tablespace
[NAME]
Cause: The new EUL is created in the default tablespace for the 3.0.8 EUL
owner, and the tablespace has run out of space.
Action: Make more free space available in the default tablespace. A warning
will be issued before upgrade commences if Discoverer Administration Edi-
tion detects a low amount of free space in the users default tablespace.
ORA-10562: failed to extend rollback segment ID=[ID]

ORA-01628: max # of extents [NUM] reached for rollback segment [NUM]
ORA-01650: unable to extend rollback segmet [NAME] by [NUM] in tablespace
[NAME]
Cause: The rollback segment has run out of space. This is caused by the
upgrade process relying heavily on the databases rollback segments when
transferring information from the Release 3.1 EUL to the Release 4.1 EUL.
Action: Increase the amount of free space for the rollback tablespace, or
increase the maximum number of extents for the available rollback segments.
ORA-00054: resource busy and acquire with nowait specified
Error Messages A-1

Notifications for Non-EUL Owners
ORA-00055: maximum number of DML locks exceeded

Cause: The upgrade process places locks on the Release 3.1 EUL as it transfers
information to the Release 4.1 EUL. If there are any Release 3.1 Discoverer
sessions connected while the upgrade is in process, a lock error may occur.
Action: Make sure there are no Release 3.1 Discoverer sessions connected while
the upgrade is in process.
A.2 Notifications for Non-EUL Owners

You do not have access to ay End User Layers (EUL). You must create at least one
EUL to which you have access to use Discoverer. Do you want to creat an EUL
now?
Cause: If you connect to Administration Edition Release 4.1 as anyone except
the EUL owner, and, if there are no 4.1 EULs available.
Action: You need to log into Discoverer Administration Edition as the EUL
owner to perform the upgrade.
A.3 Unable to connect to:

End User Layer DLL version 3.1 requires End User Layer tables of at least version
3.1.0.7
Cause: You connected to a Release 3.0.8 EUL with User Edition Release 3.1.
Action: Either upgrade the Release 3.0.8 EUL, or create a new Release 3.1 EUL
and grant access to the user.
Unable to connect to: <user>

Cause: You connected to User Edition Release 4.1with no Release 4.1 EUL
available.
Action: Grant the user access to a new or upgraded Release 4.1 EUL.
A-2 Oracle Discoverer Installation and Upgrade Guide

Index
C H
client platform requirements, 1-3 hardware requirements, 1-3
custom installation, 2-7
I
D installation
database requirements, 1-2 custom, 2-7
Oracle7, 1-2 default, 2-1
Oracle8, 1-2 Discoverer Administration Edition, 2-1
Personal Oracle8, 1-2 Discoverer Plus, 2-1
deinstalling Discoverer 3.1, 3-9 INTERSOLV DataDirect Driver, 2-13
Developer/2000 Reports API, 2-12
Discoverer 3.1
L
deinstalling, 3-9
upgrading, 3-1 language, 2-1
Discoverer 4i Plus, vii
Discoverer 4i Viewer, vii M
Discoverer Administration Edition
installing, 2-1 managed summary folders, upgrading, 3-5
removing 3.1, 3-9 memory requirements, 1-3
Discoverer Plus, vii
installing, 2-1 O
disk space requirements, 1-3
ODBC
compliant datasources, 1-2
E INTERSOLV DataDirect Driver, 2-13
error messages, A-1 operating systems, 1-3
EUL Oracle Discoverer, see Discoverer, vii
dropping 3.1 EUL, 3-7 ORACLE_HOME, 2-1
exporting, 3-1 Oracle7, 1-2
upgrading, 3-2 Oracle8
exporting an EUL, 3-1 Net8, 1-3
external summary folders, 3-6 Personal Oracle8, 1-2
Index-1
requirements, 1-2
P
Personal Oracle8, 1-2
S
SQL*Plus, 1-1
summary folders
external, 3-6
upgrading, 3-5, 3-6
U
upgrading
Discoverer 3.1, 3-1
EUL, 3-2
external summary folders, 3-6
managed summary folders, 3-5
Index-2

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Oracle DiscovererTM

Installation and Upgrade Guide

Release 4.1 for Windows

Part No. A87377-01

Copyright 2000, Oracle Corporation. All rights reserved.

Send Us Your Comments .................................................................................................................... v

2 Installing Oracle Discoverer

3 Upgrading to Oracle Discoverer Release 4.1

Oracle Discoverer comprises four components:

The topics covered in this chapter include:

Note: SQL*Plus is a Restricted Use Program as specified herein. Restricted

System Requirements 1-1

1.1 Database Requirements

1.1.1 Oracle Databases

Note: Discoverer supports Personal Oracle 8.0.3 in a client-server

Oracle7 Release 7.1.6 or later

1.1.2 Non-Oracle Datasources

1-2 Oracle Discoverer Installation and Upgrade Guide

1.2 Client Platform Requirements

Windows95 Windows NT Windows 2000

Minimum disk space required

Discoverer Administration Discoverer Plus and

if you already have Oracle8 client products on your machine:

Discoverer Administration Discoverer Plus and

System Requirements 1-3

1-4 Oracle Discoverer Installation and Upgrade Guide

You can install Oracle Discoverer for Windows in two ways:

2.1 Performing a Default Installation

Installing Oracle Discoverer 2-1

Figure 21 Oracle Installation Settings

2. Type the name of your company in the Company Name field.

Note: If Personal Oracle7 or Personal Oracle8.0.3 is installed on the

2-2 Oracle Discoverer Installation and Upgrade Guide

The Discoverer Administration Edition Installation Options dialog box appears.

Figure 22 Discoverer Administration Edition Installation Options

7. Select one of the following options:

Note for ODBC users:

Installing Oracle Discoverer 2-3

Note for Developer/2000 Reports users:

Figure 23 RSF Installation dialog box

9. If the RSF Installation dialog box is displayed, click OK to continue.

2-4 Oracle Discoverer Installation and Upgrade Guide

Figure 24 Directory Selection dialog box

10. If the Directory Selection dialog box is displayed, click OK to continue.

Figure 25 Discoverer System Support Files dialog box

Installing Oracle Discoverer 2-5

Figure 26 Confirmation dialog box

Figure 27 Reboot Needed dialog box

13. If the Reboot Needed dialog is displayed, click OK to continue.

2-6 Oracle Discoverer Installation and Upgrade Guide

You are now ready to start working in Discoverer Administration Edition.

2.2 Performing a Custom Installation

Installing Oracle Discoverer 2-7

Figure 28 Software Asset Manager

Note for ODBC users:

2-8 Oracle Discoverer Installation and Upgrade Guide

Note for Developer/2000 Reports users:

Figure 29 RSF Installation dialog box

4. If the RSF Installation dialog box is displayed, click OK to continue.

Figure 210 Directory Selection dialog box

Installing Oracle Discoverer 2-9

5. Specify the directory in which to install the Administration Edition and

Figure 211 Directory Selection dialog box