SharePlex 10.1.3 - Installation and Setup for Oracle Source

Fujitsu Postgres contains a customized ODBC driver designed to run with the shared libraries supplied by Fujitsu Postgres. In order to ensure the proper configuration, you must create a symbolic link to ensure that the correct libraries are found at runtime.

Issue Description

If you attempt to run the pg_setup program prior to creating the symbolic link, pg_setup will fail with the following error message:

Error: [unixODBC]invalid connection option "target_server"

To create a symbolic link

To ensure that the proper library gets loaded, first locate the path to the directory where the Fujitsu Postgres libraries are installed (for example /opt/fsepv95server64/lib). Then create a symbolic link in the SharePlex OPTDIR/lib/hooks directory pointing to the libpq.so.5 library in the Fujitsu Postgres library directory. For example:

cd /opt/splex/lib/hooks

ln –s /opt/fsepv95server64/lib/libpq.so.5

Guidelines for use

Run the Database Setup utility on all target Postgres instances in the SharePlex replication configuration.
Within a server cluster, run the Database Setup utility on the node to which the shared disk that contains the SharePlex variable-data directory is mounted.
For consolidated replication, run the Database Setup utility for each variable-data directory.
On Windows, you must supply a DSN (data source name) as the connection method.

On Linux, you can provide a connection string or a DSN (data source name). Note the following when deciding on the connection method on Linux:

Connection Type on Linux	What to do
Connection string	You do not need to provide a user, password, or default database in a connection string. The connection string must have the port, server and driver defined. This is an example from EDB Postgres Plus Advanced Server; your connection string will probably be different based on your own database setup: Port=5444;server=localhost;driver=/u01/PostgresPlus/connectors/odbc/lib/edb-odbc.so;database=edb;
DSN	If you have a DSN defined, and you want to use it for the SharePlex connection, copy or link the ODBC files in which that DSN is defined (odbc.ini and odbcinst.ini) to the odbc subdirectory of the SharePlex variable-data directory. This prevents connection errors when the SharePlex processes connect to the database. If you do not have a DSN defined but want to use one, you can create it in the template files provided in the odbc subdirectory.

Connection Type on Linux

What to do

Connection string

You do not need to provide a user, password, or default database in a connection string. The connection string must have the port, server and driver defined. This is an example from EDB Postgres Plus Advanced Server; your connection string will probably be different based on your own database setup: Port=5444;server=localhost;driver=/u01/PostgresPlus/connectors/odbc/lib/edb-odbc.so;database=edb;

DSN

If you have a DSN defined, and you want to use it for the SharePlex connection, copy or link the ODBC files in which that DSN is defined (odbc.ini and odbcinst.ini) to the odbc subdirectory of the SharePlex variable-data directory. This prevents connection errors when the SharePlex processes connect to the database.

If you do not have a DSN defined but want to use one, you can create it in the template files provided in the odbc subdirectory.

Required privileges

Review the following requirements to ensure that the setup succeeds.

The Database Setup utility must be run as a Postgres Administrator in order to grant SharePlex the required privileges to operate on the database and to create the SharePlex database account.
(Symfoware only) If the person who is running the setup utility is not a Fujitsu Enterprise Postgres owner, set the environment variable LD_LIBRARY_PATH to include the path to the lib subdirectory in the Fujitsu Enterprise Postgres installation directory. The LD_LIBRARY_PATH is set in the .bash_profile file of the Fujitsu Enterprise Postgres owner.

Example:

export LD_LIBRARY_PATH= /opt/symfoserver64/lib:$LD_LIBRARY_PATH

If you do not set this path, the following error occurs:

symbol lookup error: /opt/fsepv95client64/odbc/lib/psqlodbca.so: undefined symbol: PQconnectdbParams
Cloud installations:
- Common restrictions on privileges in cloud-hosted database services make it difficult for the setup utility to succeed in every possible type of scenario. To ensure that the database setup succeeds, only use the setup utility for the following purposes: To do a first-time database setup with a new SharePlex user, or, to modify an existing SharePlex user that either owns the database or has access to it.
- On Amazon RDS, you might need to grant usage/privileges on the target schema and tables to the SharePlex user, as shown in the following example:
  
  Log in as the schema owner, then issue the following commands:
  
  grant usage on schema schema_name to user_name;
  
  grant all privileges on all tables in schema schema_name to user_name;

Run Database Setup for PostgreSQL

Shut down any running SharePlex processes and sp_cop on the target system.
Run the pg_setup program from the bin subdirectory of the SharePlex product directory.

Important! If you installed the SharePlex instance on any port other than the default of 2100, use the -p option to specify the port number. For example, in the following command the port number is 9400.

$ /users/splex/bin> pg_setup -p9400

Table 10: Setup prompts and responses

Prompt	Response
(Linux) Enter the PostgreSQL DSN name or connection string [] : (Windows) Enter the PostgreSQL DSN name [] :	Enter a DSN or a connection string if the system is Linux, or enter a DSN if the system is Windows.
Enter the PostgreSQL Administrator name :	Enter the name of the Postgres Administrator. This user will perform the work on the SharePlex account.
Enter the password for the Administrator account :	Enter the password of the Administrator.
Enter the replication target database name:	Enter the name of the database that you want to contain the SharePlex tables and other objects for use by SharePlex. You can enter the name of a new or existing database.
Database name database does not exist. Would you like to create it? [y] :	If this prompt is displayed, the specified database does not exist. Press Enter to have the setup utility create it for you.
Would you like to create a new SharePlex user [y]:	Press Enter to accept the default to create a new SharePlex database user account and schema of the same name in the specified database, or enter n to use an existing SharePlex account.
Enter the name of the new SharePlex user: Enter the name of the existing SharePlex user:	One of these prompts is displayed depending on whether you elected to create a new user or use an existing user. Enter the name of the SharePlex user.
Enter the password of the SharePlex user :	Enter the password of the SharePlex user account.
Re-enter the password for the SharePlex user :	This prompt is only shown if you created a new user. Enter the SharePlex password again.

A successful setup terminates with a message similar to the following:

Completed SharePlex for PostgreSQL database configuration

SharePlex User name: splex

Database name: ndb5

Target specification in SharePlex configuration: r.ndb5

Configure SharePlex to support PostgreSQL database on Azure platform

You can configure SharePlex to support the PostgreSQL database on the Azure platform using the below steps:

Add the DSN entry in the Odbc.ini file at /etc/odbc.ini and the …/var/odbc directory.
Copy the /etc/odbcinst.ini file to the …/var/odbc directory.
Run the PostgreSQL setup utility.

This process creates the SharePlex tables, login and user accounts needed to run SharePlex replication.

Table 11: Setup Prompts and Responses

Prompt	Response
Enter the PostgreSQL DSN name or connection string [] :	Enter the PostgreSQL DSN name or a connection string that connects to the PostgreSQL database system. Example: pslazpgdb02
Is DB hosted over Azure ? :	Y
Enter the Database hostname :	Enter the Azure database host name. Note: PGsetup Administrator name should be in the <username> format (Don't mention hostname) Example: pslazpgdb02.postgres.database.azure.com If a user already exists for SharePlex then it should be entered in the <username@hostname> format. If a new user needs to be created for SharePlex then is should be entered in the <username> format.
Enter the PostgreSQL Administrator name :	Enter the name of the PostgreSQL Administrator. This user will perform the setup work on the SharePlex account and schema. Example: postgres
Enter the password for the Administrator account:	Enter the password of the Administrator. Note: User 'postgres@pslazpgdb02.postgres.database.azure.com' got the superuser role.
Enter the replication target database name :	Enter the target database name on which replication needs to be performed. Example: sp_mk
Would you like to create a new SharePlex user? Enter the name of the existing SharePlex user:	N (If you want to create a user, enter “y”) Enter the name of the SharePlex user.
Enter the password of the SharePlex user :	Enter the password of the SharePlex user account.
Re-enter the password for the SharePlex user :	This prompt is only shown if you created a new user. Enter the SharePlex password again.

A successful setup terminates with a message similar to the following:

Completed SharePlex for PostgreSQL database configuration

SharePlex User name: postgres@pslazpgdb02.postgres.database.azure.com

Database name: sp_mk

The data source identifier in the SharePlex configuration is 'r.sp_mk' –

SQL Server Setup (mss_setup)

Overview

Run the Database Setup utility for SQL Server (mss_setup) on a Microsoft SQL Server system to establish SharePlex as a SQL Server database user. This utility creates the following:

A SharePlex user account with the db_owner role
Tables and indexes for use by SharePlex and owned by the SharePlex user in a database of your choosing
A default database connection.

Supported databases

For supported SQL Server platforms and versions, see the SharePlex Release Notes.

Guidelines for use

A system DSN (data source name) must exist for the SQL Server database. SharePlex Post uses the DSN to connect to the database through ODBC.
Run the Database Setup utility on all SQL Server instances in the SharePlex replication configuration.
Within a cluster, run the Database Setup utility on the node to which the shared disk that contains the variable-data directory is mounted.
For consolidated replication, run the Database Setup utility for each variable-data directory.

Required privileges

Review the following requirements to ensure that the setup succeeds.

The Database Setup utility must be run as a SQL Server System Administrator in order to grant SharePlex the required privileges to operate on the database and to create the SharePlex database account and objects.
The sysadmin role is required to run mss_setup, but it is not required by the SharePlex database account used to run SharePlex replication (the SharePlex User). The db_owner role is required by the SharePlex User account and it is granted by mss_setup (for source and target).
(Cloud installations) Common restrictions on privileges in cloud-hosted database services make it difficult for the setup utility to succeed in every possible type of scenario. To ensure that the database setup succeeds, only use the setup utility for the following purposes: To do a first-time database setup with a new SharePlex user, or, to modify an existing SharePlex user that either owns the database or has access to it.

Run Database Setup for SQL Server

Shut down any running SharePlex processes and sp_cop on the SQL Server system.
Run the mss_setup program from the bin subdirectory of the SharePlex product directory.

Important! If you installed the SharePlex instance on any port other than the default of 2100, use the -p option to specify the port number. For example, in the following command the port number is 9400.

C:\users\splex\bin> mss_setup -p9400

Table 12: Setup prompts and responses

Prompt	Response
Enter the Microsoft SQL Server DSN name [] :	Enter the data source name (DSN) that connects to SQL Server. Make certain the DSN is a system DSN, not a user DSN.
Enter the Microsoft SQL Server Administrator name :	Enter the name of the SQL Server Administrator. This user will perform the setup work on the SharePlex account and schema.
Enter the password for the Administrator account :	Enter the password of the Administrator.
Enter the database name:	Enter the name of the database where you want to install the SharePlex objects.
Database name database does not exist. Would you like to create it? [y] :	If this prompt is displayed, the specified database does not exist. Press Enter to have the setup utility create it for you.
Would you like to create a new SharePlex login [y]:	Press Enter to accept the default to create a new SharePlex database user account, or enter n to use an existing account as the SharePlex database user.
Enter the name of the existing SharePlex login: Enter the name of the new SharePlex login:	One of these prompts is displayed depending on whether you elected to create a new user or use an existing user. Enter the name of the SharePlex user.
Enter the password for login:	Enter the password of the SharePlex user account.
Re-enter the password for login :	Enter the SharePlex password again.
Will this database be used as a source?	Accept the default of n if the database will only be a target. Enter y if this database will be a source database for SharePlex. A response of y prompts the setup to prepare the database for data capture and installs the SharePlex account and objects.

A successful setup terminates with a message similar to the following:

Completed SharePlex for Microsoft SQL Server database configuration

SharePlex User name: splex

Database name: db1

Target specification in SharePlex configuration: r.db1

General SharePlex Utilities

The SharePlex utilities help you configure, test, and manage the SharePlex environment.

SharePlex license utilities

Install the SharePlex service

SharePlex license utilities

Description

Use the SharePlex license utilities to view and add license keys to hosts in the SharePlex replication environment. Each installation of SharePlex requires a valid license key. There are three types of SharePlex license keys:

Temporary license keys (demonstration licenses)
Permanent license keys
Site license keys

SharePlex licensing information can be found in the Quest Software Product Guide. Please contact your account manager if you have questions.

If you do not have a valid license key, you may obtain one from Quest Technical Support or your Quest sales representative. Use the appropriate procedure in this documentation to obtain the necessary information to support your license request.

License utilities on Unix and Linux

On Unix and Linux systems, separate utilities are used to:

Gather information to request a license
Add a license key
View a license key

Gather information to request a license

Use the splex_uname utility to collect information about the local host that is required for Quest to generate a license key. Run this utility from the util sub-directory of the SharePlex product directory.

$ /proddir/util/splex_uname

The information is similar to the following example:

Local system info:
Host Name	 	= irvspxu09
Host ID	 	= 2198894273 (831076C1 HEX)
Operating System	= SunOS
Machine model		= SUNW,UltraAX-i2
CPU Type		= sparc9
CPU Speed	 	= 500
Number of CPUs	 	= 1

Add a license key

Use the splex_add_key utility to add a license key to a machine during the installation of SharePlex or afterward to convert from one type of license to another.

You can use the splex_add_key utility as follows:

You can use splex_add_key on the primary node of a cluster to install licenses for all secondary nodes in the cluster, because they all share one variable-data directory.
You cannot use splex_add_key to add licenses for non-clustered machines from one machine. It must be run on each non-clustered replication system so that the license information is stored in the variable-data directory on each system.

To run splex_add_key

Log on to the system as the SharePlex Administrator.
Run sp_ctrl on the machine where you want to install a license key.
If SharePlex is running, shut it down.

sp_ctrl> shutdown
Run splex_add_key from the install sub-directory of the SharePlex product directory.

$ /proddir/install/splex_add_key
Choose the appropriate option for how to install the key:
```
SharePlex License Utility
1) Read license key from file
2) Enter license key manually
3) Add license key for alternate host
q) Quit License Utility
Enter option:
```
Note: Use option 3 when installing on secondary nodes in a cluster. To install SharePlex in a cluster, see "Preinstallation instructions for Oracle cluster" in the SharePlex Installation and Setup Guide for Oracle.
If you are entering the key manually, type the license key exactly as you received it from Quest, including the SPLEXKEY= string if one prepends the key, any spaces, and any capitalization. Press Enter when finished typing the key.
Enter the SiteMessage text string provided by Quest with the license key.

Note: If you selected option 3 to install in a cluster, the utility continually prompts for another machine ID to license, until you exit the license utility.
Enter q to exit the utility.
Start SharePlex when you are ready for replication to resume.

View a license key

Use the splex_get_key utility to view the SharePlex license key, license type, and expiration date on a machine. Run this utility from the install sub-directory of the SharePlex product directory.

$ /proddir/install/splex_get_key

The information is similar to the following example:

$ /splex/proddir/install/splex_get_key
Customer Name = Quest
License Key = EANLCF3P56F8M1JB1K6RBJCBB6TBEP0
Product Name = SharePlex Oracle
License type = demo key
Expired on = 01/01/2008 12:00 AM

License utility on Windows

On Windows platforms, all licensing functions are performed through the SpUtils utility, including viewing the machine ID for a system. Launch the SpUtils utility from the shortcut on the Windows desktop.

Gather information to request a license

Select the Information tab to view information about the local host that is required for Quest to generate a license key. In a cluster, run SpUtils on each node.

Add a license key

Use SpUtils to add a license key to a machine during the installation of SharePlex or afterward to convert from one type of license to another. In a cluster, run SpUtils on the primary node.

Log on to Windows as the SharePlex Administrator.
If SharePlex is running, do the following:
1. Select the SharePlex Services tab.
2. Select the port number of the SharePlex instance for which you want to add a license key.
3. Click Stop.
4. Wait for Current State to display a message that the service stopped.
Select the License Keys tab.
Select the SharePlex port number from the Port list.
Click Add License, then type or paste the information exactly as you received it from Quest, as follows:
1. License Key: The license key, including any spaces. The key is case-sensitive.
2. Customer Name: The text string that was included with the license. The name is case-sensitive.
(Windows Cluster) To add a license for another node in a cluster, select the Add Alternate Host Id check box, then select the machine ID from the CPU ID list box. Repeat this step to add a license to all secondary nodes in the cluster.
Click OK to close the utility.
To start SharePlex, do the following:
1. Select the SharePlex Services tab.
2. Select the port number of the SharePlex instance that you licensed.
3. Click Start.
4. Wait for Current State to display a message that the service started.

View a license key

Select the License Key tab, then select the port number (if running multiple SharePlex instances) for which you want to view license information.

Under License Key, view the actual license key and SiteMessage text string.
Under Status, view the type of SharePlex installation, the license type, and the expiration date.

In a cluster, run SpUtils on each node to view the local license.

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SharePlex 10.1.3 - Installation and Setup for Oracle Source

PostgreSQL Setup (pg_setup)

Overview

Supported databases

Fujitsu Enterprise Postgres Prerequisite

Guidelines for use

Required privileges

Run Database Setup for PostgreSQL

Configure SharePlex to support PostgreSQL database on Azure platform

SQL Server Setup (mss_setup)

Overview

Supported databases

Guidelines for use

Required privileges

Run Database Setup for SQL Server

General SharePlex Utilities

Contents

SharePlex license utilities

Description

License utilities on Unix and Linux

Gather information to request a license

Add a license key

View a license key

License utility on Windows

Gather information to request a license

Add a license key

View a license key