Oracle Server Setup

Introduction

Supported Oracle versions are 10g or higher. Using an Oracle database requires the installation of Oracle clients on the user PCs. Only one single user has to be created for the connection between the Performer Suite and the Oracle database. This database user is the same for every Performer Suite user. The connection details have to be set during the installation of the Performer Suite and will be remembered then.

How to prepare an Oracle database

1. Install Oracle Server: An Oracle Server has to be installed. The server computer has to be accessible for all client PCs through the local network/internet.

2. Create an Oracle user: It is highly recommended that this user is used only for the Performer Suite. All the tables are created in the user’s schema: “schema.tablename”. The tables are visible only for the given Oracle user. They have no interaction with any other user’s tables.

3. Provide rights for the Oracle user: The Oracle user must have full rights to manipulate its own database. He must be able to connect, create/modify tables, write / read data. Necessary roles are CONNECT and RESOURCE.

4. Install Oracle client on all client computers: Connecting to an Oracle database requires an Oracle client installed. The version of the client must be compatible with the version of the server.

Minimum required rights for Oracle

To successfully use an Oracle database, the database user has to have these Granted Roles and System Privileges:
Scroll further down to see the direct SQL statement to save time.

1. CONNECT

2. RESOURCE

1. Alter any index

2. Alter any type

3. Alter session

4. Create any sequence

5. Create any table

6. Create session

7. Create table

8. Create tablespace

9. Create view

10. Drop any sequence

11. Drop any type

12. Select any table

13. Unlimited tablespace

14. Update any table

-- USER SQL
CREATE USER PerformerSuite IDENTIFIED BY "docutool2021" 
DEFAULT TABLESPACE "SYSTEM"
TEMPORARY TABLESPACE "TEMP";

-- QUOTAS

-- ROLES
GRANT CONNECT, RESOURCE TO PerformerSuite ;

-- SYSTEM PRIVILEGES
GRANT ALTER ANY INDEX TO PerformerSuite ;
GRANT DROP ANY SEQUENCE TO PerformerSuite ;
GRANT ALTER SESSION TO PerformerSuite ;
GRANT CREATE ANY SEQUENCE TO PerformerSuite ;
GRANT CREATE VIEW TO PerformerSuite ;
GRANT CREATE SESSION TO PerformerSuite ;
GRANT SELECT ANY TABLE TO PerformerSuite ;
GRANT CREATE TABLE TO PerformerSuite ;
GRANT CREATE TABLESPACE TO PerformerSuite ;
GRANT DROP ANY TYPE TO PerformerSuite ;
GRANT UPDATE ANY TABLE TO PerformerSuite ;
GRANT ALTER ANY TYPE TO PerformerSuite ;
GRANT UNLIMITED TABLESPACE TO PerformerSuite ;
GRANT CREATE ANY TABLE TO PerformerSuite ;

How to connect to Oracle from Performer Suite?

You will be asked to select a database during the configuration of the Performer Suite. To establish an Oracle connection the server name has to be provided, with the created user credentials: name and password. The server name must be provided in the following format: servername:port/instance. Server name sample: 192.168.1.84:1527/orcl.test.net.

Enter the necessary data to the marked fields and click on "Next".

If the Performer Suite does not accept the name of your Oracle Server, it must be entered in the following alternative server format: (DESCRIPTION=(ADDRESS=(PROTOCOL=TCP)(HOST=<host>) (PORT=<port>))(CONNECT_DATA=(SERVICE_NAME=<serviceName>)))

If you click "Next", the database described in the box will be created:

When this message appears that the Oracle database has been successfully created.

Frequently Asked Questions

Which size should the fast recovery area be created?
The recovery area should be equal to the size of DB + 50% (recommended).
This parameter can be also adjusted later by DB sys admin if the DB will grow.

Database components ”Oracle JVM“ and “Oracle Text“ are needed?
Not really, the application uses an ORM, so they are not really needed.

How much memory should be allocated to the database?
This is dependent on DB size. It is recommended to be size of DB + 20% (so, the whole DB to fit into memory). This parameter can be also adjusted later by DB sys admin if the DB will grow.

Which character set and language settings must be used?
The recommended database character set and country-specific character set is AL32UTF8.

How about the initialization parameter “audit_trail“?
“audit_trail” can be set to “none”.

“Sessions“ or “Processes“ initialization parameters need to be adjusted?
Defaults are fine.

Which tablespaces must be with which sizes created?
The app is using a single tablespace. Oracle allows the creation of tablespaces that automatically grows depending on the whole DB size.
It is recommended to be equal to the size of DB + 50%.

Which size and growth can be expected?
The database size is dependent on the size and number of systems and user behavior. Usually, a size of 3 to 5 GB for a database over a period of several years can be expected.

Which oracle versions are supported by the Performer Suite?
Supported Oracle versions are 10g or higher.

Troubleshooting

1. Make sure that the server PC is accessible.

2. Make sure that the Oracle user has full rights on its own database (check the selected roles and permissions for the user).

3. Make sure that the suitable version of Oracle client is installed. Highly recommended to have only one Oracle client installed!

4. Try to connect from an Oracle client tool, to see if the server is accessible in an application independent context.

5. Please send always the Docu Performer.log (C:\Users\<USER>\Documents\BI Docu Performer\Log) to the Docu Performer Support-Team for further analysis.