There are a lot of factors that determine how much will need to be done with Harvest so that it can connect to your Oracle database after it has been upgraded:
- Is your Oracle database on the same server with your SCM Broker?
- If both are on the same server, is it a Windows operating system?
- Do you intend to also upgrade the Oracle client software on the broker machine? (if Oracle and SCM are on the same server and it's a Windows operating system this is an automatic "Yes")
The simplest scenario is if your SCM Broker is on a Linux or Unix server, and you do not intend to also upgrade the Oracle client software. In this case, all you will need to do is update your $ORACLE_HOME/network/admin/tnsnames.ora file so that the service name paragraph contains the correct hostname and port number for your upgraded Oracle database. After this you will need to restart your SCM Broker. No further change would be necessary.
If your SCM Broker is on a Linux or Unix server, and you also intend to upgrade the Oracle client software on the broker machine, you would need to:
- Shut down the SCM Broker, HServers and RTServer.
- Upgrade the Oracle client software
- Set up the new $ORACLE_HOME/network/admin/tnsnames.ora file to point to the hostname and port number of your upgraded Oracle database. Make sure this file is world-readable (chmod 755 ...)
- Test the connection using "sqlplus <userid>/<password>@<servicename>. If SQL plus cannot connect, then SCM will not be able to connect either.
- Update the SCM Software owner's user profile (.profile or .bash_profile) to have the correct values for ORACLE_HOME, ORACLE_SID, PATH (should include the new $ORACLE_HOME/bin), LD_LIBRARY_PATH (should include the new $ORACLE_HOME/lib), LIBPATH (on AIX, should include the new $ORACLE_HOME/lib).
- Login as the SCM Software owner with the newly updated profile
- Reinstall SCM's odbc module (odbc.tar.gz or caiptodbc.tar.gz). This will reconfigure it to pick up the new Oracle client's ODBC drivers.
- Navigate to $CA_SCM_HOME/install, and execute "./install.sh". Select option "3". This will update all the scripts in the $CA_SCM_HOME/bin folder with the new location for $ORACLE_HOME.
- Navigate to $CA_SCM_HOME/bin and execute "./hdbsetup". Select option "CO" to configure and test the new ODBC data source information.
If your SCM Broker is on a Windows server and you do not intend to also upgrade the Oracle Client software, the only thing to be done is update your %ORACLE_HOME%\Network\admin\tnsnames.ora file so that the service name that SCM uses is pointing to the correct hostname and port number, and then restart the SCM Broker service.
If your SCM Broker is on a Windows server and you do intend to also upgrade Oracle Client, the steps would be:
- Shut down the SCM Broker service
- Upgrade the Oracle Client software
- Set up the new %ORACLE_HOME%/network/admin/tnsnames.ora file to point to the hostname and port number of your upgraded Oracle database.
- Test the connection from a command prompt window using "sqlplus <userid>/<password>@<servicename>. If SQL plus cannot connect, then SCM will not be able to connect either.
- Update the System environment variables have the correct values for ORACLE_HOME, ORACLE_SID, and PATH (should include the new %ORACLE_HOME%/bin)
- Use the ODBC Data Source Administrator tool (for 64-bit SCM and Oracle, or 32-bit SCM and Oracle on a 32-bit machine execute C:\Windows\System32\odbcad32.exe; for 32-bit SCM and Oracle on a 64-bit machine execute C:\Windows\Syswow64\odbcad32.exe). On the System DSN tab, drop the existing data source for SCM and create a new one with the same name that will use the new version of the Oracle ODBC driver and the correct TNS Service name to your SCM database.
- Restart the broker and use Task Manager to assure all HServers are able to start correctly.
If you have any trouble getting the SCM Broker or HServers to start after completing this change, here is an article with tips on how to troubleshoot the problem: Tuesday Tip: When your broker won't start - troubleshooting tips