oracle® advanced support gateway installation guide · pdf fileoracle® advanced...

Oracle® Advanced Support GatewayInstallation Guide

Part No: E40642-13March 2018

Oracle Advanced Support Gateway Installation Guide

Part No: E40642-13

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Exceptas expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform,publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, isprohibited.

The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing.

If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, then the following notice is applicable:

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This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerousapplications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take allappropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of thissoftware or hardware in dangerous applications.

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http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs

Référence: E40642-13

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Oracle Advanced Support Gateway Installation Guide

Part No: E40642-13

Copyright © 2018, Oracle and/or its affiliates. All rights reserved.

This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Exceptas expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform,publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, isprohibited.

The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing.

If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, then the following notice is applicable:


This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerousapplications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take allappropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of thissoftware or hardware in dangerous applications.

Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.

Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks ofSPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registeredtrademark of The Open Group.

This software or hardware and documentation may provide access to or information about content, products, and services from third parties. Oracle Corporation and its affiliates arenot responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services unless otherwise set forth in an applicable agreementbetween you and Oracle. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content,products, or services, except as set forth in an applicable agreement between you and Oracle.

Access to Oracle Support

Oracle customers that have purchased support have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired.




Contents

Preparing for Installation .................................................................................... 9Review Host System Requirements .................................................................... 9

Minimum System Requirements ................................................................ 9Gateway Storage Options ........................................................................ 11

Collect Registration Information ...................................................................... 14▼ Obtain the ISO Image From Oracle ............................................................. 15Prepare the ISO Image Install Media ................................................................ 15

Installing and Activating the Oracle Advanced Support Gateway ..................... 17▼ Install the Operating System Using the ISO image ......................................... 17▼ Register the Gateway With Oracle ............................................................... 20▼ Activate the Gateway ................................................................................ 24

7

8 Oracle Advanced Support Gateway Installation Guide • March 2018

Preparing for Installation

This document provides a detailed guide on the supported process for building the OracleAdvanced Support Gateway. Installing and configuring a gateway using the ISO image is amulti-step process.

Review the following sections prior to installing the Gateway:

■ “Review Host System Requirements” on page 9■ “Collect Registration Information” on page 14■ “Obtain the ISO Image From Oracle” on page 15

Review Host System Requirements

The software gateway can be installed directly onto a server (bare metal install) or within asupported virtual machine. The gateway includes a modified version of Oracle Linux 6.9. Itcan be installed in any environment which supports Oracle Linux 6.9 and meets the minimumspecifications outlined in the following sections.

Note - Visit the Oracle Linux certified hardware page to see a list of hardware servers that havebeen certified to run this version of Oracle Linux.

The following topics are covered this section:

■ “Minimum System Requirements” on page 9■ “Gateway Storage Options” on page 11

Minimum System Requirements

If you would like to order a server from Oracle for the purpose of running the gateway, Oraclerecommends the Oracle Advanced Support Gateway Server X7-2. The gateway software has

Preparing for Installation 9


been certified on this server and has undergone extensive testing and tuning to ensure thisconfiguration achieves the best performance and availability for your service offerings.

This server can be ordered through your Oracle sales representative or Oracle-authorized-distributor.

To order the Oracle Advanced Support Gateway Server X7-2, contact Sales Assistance at +1-888-672-2534.

If you do not wish to purchase the certified server from Oracle, you can use a server or OracleVirtual Machine (Oracle VM) that meets the following requirements:

■ The Oracle Advanced Support Gateway can be installed either directly onto any serverhardware that is supported by Oracle Linux 6.9 and Unbreakable Enterprise Kernel (UEK)3.x (the latest version is 3.8.13) or on Oracle VM (no other virtualization platforms aresupported). You can view a list of servers that have been certified to run on Oracle Linuxfrom the Oracle Linux certified hardware page at:

http://linux.oracle.com/pls/apex/f?p=117:1:489726292744914

■ The server must meet the minimum host system requirements for Advanced SupportGateway installation shown in the following table:

Category Minimum Recommended Additional Details

CPU 4 cores 8 cores The CPU must be 64-bit, x86 architecture (x64 or x86-64).The most common vendors for these processors are Intel andAMD.

Memory 32 GB 48 GB The minimum is acceptable for a small installation thatprovides service for two or fewer full rack EngineeredSystems (or equivalent products). The recommended ispreferred if more systems will be supported, now or in thefuture.

The recommended configuration will support up to eight (8)Oracle Engineered Systems.

Storage 1 disk >=600 GB (ifusing local storage)

1 disk >=140 GBas local storageminimum.

(If using acombination of localand remote storage,the total disk(local + remote)requirements remain600 GB.)

6 disks >= 300 GB each ■ Multiple disks are recommended to provide faulttolerance using RAID, which is supported by software.Hardware RAID is also supported but not necessary.

■ All disks must be of equal size. A mixture of differentlysized disks in the same system is not supported.

■ See “Gateway Storage Options” on page 11 for moredetail on the supported disk configurations, includinginstructions on how to configure network storage (forexample, SAN or NAS).


http://linux.oracle.com/pls/apex/f?p=117:1:489726292744914


Category Minimum Recommended Additional DetailsAssume that15% of a localboot disk will beunusable. Thatwill leave a safemargin of error. See“Gateway StorageOptions” on page 11for moreinformation aboutusable space.

Network 1 logical interface.Firewall portsopened.

Same as minimum. Refer to Oracle Advanced Support Gateway Security Guidefor details of the specific port and firewall requirements forthe gateway to function properly.

Note - Due to incompatibility issues associated with installing the gateway software on CiscoUCS servers, it is recommended that Cisco UCS servers not be used for the gateway hardware.

If the configuration shown in the table is not available, then email [email protected] orcontact your Oracle sales representative.

If the gateway is required for more than two full rack systems per site, then a customconfiguration with more cores, disks, or memory is required and can be configured onthe Oracle Store or ordered through your Oracle sales representative or Oracle-authorizeddistributor. The recommended configuration will support up to eight (8) Oracle EngineeredSystems.

Gateway Storage Options

The software gateway automated installation process can work with a wide variety of differentdisk configurations and make intelligent choices about how to utilize those disks. This sectionexplains the logic that is used for disk selection, volume creation, and partition creation.

Disk Selection Logic

The installation process makes certain assumptions when choosing the appropriate disk drivesto use for installation of the operating system. The assumptions are as follows:

■ Any device which is smaller than 100 GB in size is excluded. These are assumed to beremovable storage such as USB drives.


http://docs.oracle.com/cd/E41177_01/html/E40643/index.html


■ Any device that does not start with /dev/sd or /dev/xvd is excluded because they areassumed to not be a disk drive.

In the vast majority of cases, these assumptions are correct and the installation proceedsnormally. But in certain configurations, the assumptions might be wrong, and the installationfails with a miscellaneous disk error.

If you see an error like the one below during installation, it is likely that your disks are differentsizes and this is causing issues trying to setup the RAID. Check to make sure all your disks arethe same size and then restart the install process.

Supported Local Disk Configurations

The software gateway supports systems with 1 to 6 disks. The number of disks available duringinstallation affects the level of fault tolerance and performance that can be obtained. Thetable below describes the way the installer provisions storage for each of the supported diskconfigurations.

Note - The installer automatically sets up a software RAID configuration if it detects more thanone disk. If your system is using a hardware RAID controller, then the RAID volume shouldappear to the installer as a single disk device to avoid two levels of mirroring, which wouldnegatively affect write performance.



Number ofDrives

Minimum Size(Each Drive)

Disk Configuration Fault Tolerance Storage Capacity(s = size of eachdisk)

1 600 GB All storage on a single disk None s

2 600 GB RAID 1 (mirror) Can survive a single drive failure. s

3 600 GB RAID 1 (mirror or disks 1 and 2)+ Spare (disk 3)

Can survive two disk failures s

4 300 GB RAID 10 (mirror on disks 1 and2, mirror on disks 3 and 4, stripedacross the 2 mirrored sets)

Can survive 1 disk failure in eachmirror set. For example: thisconfiguration can survive a failureof disks 1 or 2 and 3 or 4, but not 1and 2 or 3 and 4.

2 x s

5 300 GB RAID 10 (mirror on disks 1 and2, mirror on disks 3 and 4, stripedacross the 2 mirrored sets) plus aspare (disk 5).

Can survive one disk failure in eachmirror set and one additional failure.

2 x s

6 300 GB RAID 10 (mirror on disks 1 and2, mirror on disks 3 and 4, stripedacross the 2 mirrored sets) plusa spare (disk 5) and a dedicatedbackup (disk 6).

Can survive one disk failure in eachmirror set and one additional failure.Backup disk can be used to recoverdatabase should an entire mirror fail.

2 x s

Usable Space

This section provides some information on the amount of usable space on the Gateway (a 300GB disk does not have 300 GB of usable space.)

Use the fdisk command to view the partition table. There are other unmounted partitionsthat do not show up in df output (perhaps /swap, for example). For example, the file systemuses some of the disk partition for metadata. Metadata consists of entities like file names, filepermissions, which parts of the partition belong to which files, and which parts of the partitionare free. This might account for 2% of the partition. Space is also reserved for root and for themaster boot record.

For example, on a sample Gateway, the df -k command shows:

Filesystem Size Used Avail Use% Mounted on ----- /dev/mapper/vg_gateway-lv_root

12385456 5556096 6200216 48% /

But the fdisk -l command shows:

Disk /dev/mapper/vg_gateway-lv_root: 12.9 GB, 12884901888 bytes

Note - Approximately 4% of the disk storage is not usable. By expecting 15% of the disk to beunusable, this allows for some margin of error.


Collect Registration Information

Collect Registration Information

In addition to providing a system that meets the above specifications, collect the informationlisted in the following table before starting the installation. This information is used during thepost-install registration process.

Information Needed Notes Your Information

Oracle Single Sign On(SSO) account

The person doing the installationmust have an Oracle SSO accountto complete the registration. Uponregistration, the account name is storedwithin Oracle's audit logs to provide arecord of the user who performed thegateway registration.

Oracle gateway activationcode

The activation code is generatedafter completion of the ServiceImplementation Worksheet (SIW). Thegateway automatically downloads thegateway hostname, UUID, and otherrequired details during the registrationprocess.

Primary interface IPaddress and subnet maskin CIDR notation, forexample: 192.0.2.0/24

This is the IP address for the primaryinterface that is used to manage thegateway. This is provided by thecustomer's network administrator.

Default gateway IP addressin CIDR notation

This is the default gateway IP of theprimary interface. This is provided bythe customer's network administrator.

HTTP proxy settings If http-proxy is required for outboundcommunication, details of the server IPaddress and port number, as well as theproxy user name and password, can beprovided during gateway installation.This is provided by the customer'snetwork administrator.

Gateway user account The installer uses the custadminaccount and the default password toinitiate the gateway installation. Duringinstallation, the installer is promptedto create a new gateway Administratoraccount (consisting of username,password, and email address). Thisgateway Administrator account will beused for gateway administration andthe custadmin account is disabled.


Obtain the ISO Image From Oracle

Obtain the ISO Image From Oracle

You can obtain the ISO image from My Oracle Support by following these steps:

1. Login to My Oracle Support at https://support.oracle.com.

2. Click the Patches & Updates tab.

3. In the Patch Search box, click Product or Family (Advanced).

4. Fill in Product = Oracle Advanced Support Gateway.Select the most recent release in the Release field.

5. Click Search.

6. On the search results page, you will be presented with a link that takes you tothe download page.

7. Click Download on the right side of the page.

Prepare the ISO Image Install Media

An ISO image is an archive file (also known as a disk image) of an optical disc, composed ofthe data contents of every written sector of an optical disc, including the optical disc file system.To install the software gateway, you must make the contents of the ISO image available to themachine (physical or virtual) that hosts the gateway.

There are several ways to achieve this, including burning the contents of the ISO image to aDVD drive, which is the Oracle recommended solution as it requires no modifications to thedownloaded ISO image.

To burn an ISO image to a DVD for the Windows platform, use one of the following DVDburning utilities:

■ A commercial utility such as Roxio or Nero■ A free utility, such as that available for download at Free ISO Burner


https://support.oracle.com

http://pcsupport.about.com/od/toolsofthetrade/ht/burnisofile.htm

Installing and Activating the Oracle AdvancedSupport Gateway

Follow these procedures to install and activate the Oracle Advanced Support Gateway:

■ “Install the Operating System Using the ISO image” on page 17■ “Register the Gateway With Oracle” on page 20

Install the Operating System Using the ISO image

Follow this procedure to install the Oracle Linux operating system and all the necessarysoftware to establish connections outbound from the Gateway to Oracle through Data TransportServices (DTS), and inbound from Oracle to the Gateway through Oracle ContinuousConnection Network (OCCN) VPN connectivity. The steps are the same for a server or virtualmachine, so the term "server" is used to represent both options in the following instructions.

To complete the ISO installation, follow these steps:

Before You Begin Back up your data before re-initializing the disks.

Caution - Possible data loss. Make sure to backup any data currently on the disks before re-initializing the disks.

1. Boot the server with the ISO image.

Note - You cannot boot the server in UEFI boot mode. In order to boot the server, switch fromUEFI boot mode to Legacy BIOS boot mode.

A screen similar to the one shown below appears.

Installing and Activating the Oracle Advanced Support Gateway 17


Note - If you require a split storage configuration as outlined on the following screen, pleaserefer to your Oracle representative or to Oracle Support to facilitate this arrangement.

2. To start the installation process, choose the second option, Install Gateway.The installation process takes a few minutes to complete.



If the disk(s) in your system have never been initialized (which is common when usingvirtualization), you will see a warning message like the one below during the install process.

3. In this case, choose the Re-initialize all option to proceed with the installation.


Register the Gateway With Oracle

When the installation is complete, a screen similar to the following appears.

4. Before rebooting the server, eject or unmount the install media so that the serverboots the newly installed operating system.

5. Press Enter to reboot the server.

6. Once the server has rebooted, proceed to the Gateway configuration in thefollowing section.


During this portion of the installation process, you are guided through a series of questions tocollect the necessary information to connect to Oracle and register the Gateway. You will needconsole access to complete the following steps.

1. Reboot the server as instructed in the previous section.



The login screen appears.

2. Log in using the default administrator account:

■ login: custadmin■ password: install

Upon successful login, you will see the message Finishing Initial Install, along with aseries of dots to indicate the install progress. This step can take several minutes.



When Step 2 is complete, a screen displaying the following welcome message appears:

3. Answer the questions with the information collected in the previous sections ofthis document.



The following screen shot shows sample answers for each question.

Note - In the event of adding an additional interface, eth0 remains the primary interface forexternal communication to and from Oracle..

Once you have filled in all the registration information, the installer applies and tests allthe configuration information. Bonding configuration will only succeed if interfaces arealready cabled and network configuration is correct. This will take several minutes. When it iscomplete, you will see a message indicating configuration was successful.

4. After all network configuration has been completed, the Gateway performs a testagainst the default network IP address.Once this test is successful, the Gateway completes the initial configuration. This operationtakes between 45-60 minutes. Do not restart the Gateway during this step.

5. Once the Gateway configuration is complete, a summary of the configurationinformation is displayed.


Activate the Gateway

The following screen shot shows the installation complete message.

After the installation complete message displays, reboot by pressing Enter, and point your webbrowser at the Gateway IP address (after rebooting.)

Note - If you encounter any installation issues, or the installation procedure fails for any reason,please contact your Installation Engineer. For example, Platinum customers should contact thePlatinum Implementation Engineer using the Platinum Implementation Service Request.

6. After the Gateway reboots, continue the activation through your web browser.

Activate the GatewayThis section provides information about activating the Oracle Advanced Support Gateway.After the Gateway is installed at the customer premises, you can use the Gateway activationcode to deploy an activation wizard to configure the Gateway.

During this activation process, you are guided through a series of screens to collect thenecessary information to activate the Gateway, create a user account, and (optionally) configure



the SMTP mail server. You will need to access the Gateway portal using your browser toperform the configuration and registration steps.

1. Log on to the Oracle Advanced Support Gateway.The welcome screen appears.

Use the screen to:

■ First verify external connectivity to Oracle and to your own systems via the customerfirewall, in order to successfully use Oracle Advanced Support Gateway.

■ Begin the Oracle Advanced Support Gateway activation process by providing information.Select Begin Setup to continue with Gateway configuration and registration steps.The Activate Code screen appears.



Note - The Oracle Advanced Support Gateway video feature is not available in this release.

2. Use the code to activate the Gateway.The Gateway activation code is provided after you complete the Service ImplementationWorksheet (SIW), and is sent by email. Activation codes are Gateway-specific and aregenerated only for new Gateways. Each new Gateway requires a new activation code.

Tip - For more information about the Service Implementation Worksheet (SIW), refer tothe SIW guides for Platinum Services and Advanced Database Support on the Gatewaydocumentation page.

Create the customer administration account by providing user credentials to activate the code:

■ In the Oracle SSO Username field, enter your Oracle user name.■ In the Oracle SSO Password field, enter the password associated with your Oracle user

name.■ In the Activation Code field, enter the code provided when you completed the SIW.

Optionally, the user can configure the HTTP proxy settings on this screen.


http://docs.oracle.com/cd/E41177_01/

http://docs.oracle.com/cd/E41177_01/


If you select the HTTP Proxy Required checkbox, complete the following fields:

■ In the Server field, enter your customer IP address. Do not use the hostname or fully-qualified domain name (FQDN) because the Gateway is not yet configured to use DomainName Service (DNS.)

■ In the Port field, enter the port associated with the HTTP proxy server.■ In the Proxy Username field, enter the name of the HTTP proxy server user.■ In the Proxy Password field, enter the password associated with the HTTP proxy server

user.

After completing the Gateway activation in the previous step, the activation wizard validatesand registers all of the configuration information by connecting to the VPN and installing therequired software. After Gateway activation and setup is complete, the Service summary isdisplayed.

The Create Account screen appears. A new Gateway Administrator account is required forGateway administration (at which point the custadmin account is disabled.)



The user is prompted to supply user ID, initial password, and email address (for passwordmaintenance.)

3. Create the user account.Create the user account by providing user credentials:

■ In the User ID field, enter a unique identifier for the user.



■ In the Password field, enter the password associated with the new user.■ In the Re-type Password field, re-enter the password associated with the new user.■ In the First Name field, enter the first name of the user.■ In the Last Name field, enter the first name of the user.■ In the Email Address field, enter the email address of the user. This is used for password

reset or recovery.

After the user account is created, the user has the option of resetting the password or addingmore users using the Gateway Portal.

After the installer completes the code activation and new account steps, the Gatewayautomatically resumes the build and activation process. The Gateway updates the configurationprocess in a series of steps that are executed serially, and must be completed before theGateway becomes fully active.

The Status Update screen appears. The Gateway automatically resumes the build and activationprocess and updates status on the fly.

4. Apply the downloaded configuration.Network settings are updated and the Gateway is registered with Data Transport Service (DTS.)

5. Verify the external connection to Oracle.



The Gateway generates the VPN password and attempts to establish the VPN connection.Typically, this process should take 5-10 minutes. The Gateway tries continuously until theVPN becomes active. If it fails, the user should determine whether the Gateway is able tocommunicate with Oracle VPN infrastructure, or test network connectivity.

Note - If this is an IPSec configuration, this step will fail. To continue this installation, contactyour Oracle representative, for example, your Platinum Implementation Engineer using thePlatinum Implementation Service Request.

The Status Update screen appears. The Gateway automatically resumes the installation andconfiguration of the software.

6. Install Oracle Enterprise Manager (OEM.)Oracle Enterprise Manager (OEM) is installed during the installation of the Gateway. Theinstallation process also ensures that the latest database and OEM patches are applied before theGateway goes into production. The OEM installation process takes several hours to complete.

Note - Gateways shipped from a factory come with a pre-imaged OS and are pre-loaded withOEM. For Gateways where the customer installs using the ISO from My Oracle Support(MOS), OEM is not present. The Gateway activation process stops after connectivity withOracle is established, and Oracle Support will complete the installation of OEM etc.



The Status Update screen appears. The software is configured to ensure the Gateway is readyfor service.

7. Configure software.The installer configures the Gateway software and ensures that the latest database patches areapplied before the Gateway goes into production. This process takes several hours to complete.



The Status Update screen appears. The software configuration is validated to ensure theGateway is ready for service following a restart.

Note - This failed activation step is deliberately included to show the options available for theuser in such a case:

■ Click Try Again to attempt to validate the configuration, or■ As shown in the informational message at the top of the screen, contact Oracle Support (or

the customer TAM.)

8. Validate the configuration.Ensure the configuration is validated successfully.

9. Restart the application.After the configuration is validated successfully, the system restarts.

10. Access the Gateway.



During the next attempt to access the portal, the user must use the new login credentialsprovided during installation to access the Gateway.

That completes the installation process.


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