|
Team Pro
Setup Instructions for Oracle 8.05, 8i,9i and 10g
Using Team Pro with Oracle 8.05, 8i, 9i and
10g
This page contains Team Pro setup instructions for Oracle
8.05, 8i, 9i and 10g. Instructions for other databases can be found
here:
Oracle 8.05, 8i, 9i and 10g instructions can also be downloaded in MS
Word or Adobe
Acrobat 4.0 format.
Once you have your Oracle Server in place, and have the SQL
client software installed on all Team Client PCs, you are ready
to set up your Team Pro for Oracle database.
 |
When running Team Pro
for Oracle, it is important to know that
the lookup field values are all case sensitive. |
The following basic steps are required for setting up your
SQL Server and SQL Database.
Requirements
- Oracle 8.05 server or later.
- Oracle 8.05 Client or later (version should match
database version) on ALL PC's that will access this
database.
- Minimum of 300 MB of disk storage for Team tables.
Create the Table Space
To create the Oracle table space for Team:
- Using the Oracle Storage Manager, create a Table
Space for Team called TEAMDB.
- Select the following size and growth option settings:
| General: |
|
|
|
Setting: |
Value: |
|
Name: |
TEAMDB |
|
Status: |
Online |
|
Datafiles: |
D:\ORACLEDB\TEAMDB (Site specific) |
|
Type: |
Permanent |
|
|
|
| Extents: |
|
|
|
Setting: |
Value: |
|
Initial Size: |
1024K |
|
Next Size: |
1024K |
|
Minimum Size: |
0 |
|
Increase by: |
50% |
|
Minimum Number: |
1 |
|
Maximum Number: |
unlimited (radio button) |
Create the SQL Database Login and
Permissions for Team
Create one login that will be used by Team to connect to the
database. Team manages its users internally. Team users are not
aware of the database connection process. Team connects to the
Oracle database using the user established during initial setup.
On startup, Team connects to Oracle and logs in using the
dedicated Team login. After Database connection and login, Team
then presents Team's login screen. The user is validated within
Team and is then permitted to proceed if the UserID and Login
are correct.
To create the login and set permissions for Team:
- Using the Oracle Security Manager, create a login
called TEAM.
- Team needs full access to create, delete, alter,
read and write tables. Here are the recommended
settings:
| General: |
|
|
|
Setting: |
Value: |
|
Name: |
TEAM |
|
Profile: |
DEFAULT |
|
Authentication: |
Password |
|
Password: |
(choose one) |
|
Expire Password Now: |
unchecked |
|
|
|
| Table
Spaces: |
|
|
|
Setting: |
Value: |
|
Default: |
TEAMDB |
|
Temporary: |
TEAMDB |
|
Status |
unlocked |
|
|
|
| Roles
/ Privileges: |
|
|
| Privilege Type: |
Roles |
|
|
Granted: |
|
|
CONNECT: |
Admin Option Checked Default Checked |
|
DBA: |
Admin Option Checked Default Checked |
|
EXP_FULL_DATABASE: |
Admin Option Checked Default Checked |
|
HS_ADMIN_ROLE: |
Admin Option Checked Default Checked |
|
RESOURCE: |
Admin Option Checked Default Checked |
|
|
|
| Privilege Type: |
System Privileges |
|
|
Granted: |
|
|
ALTER DATABASE |
Admin Option Checked |
|
CREATE ANY TYPE |
Admin Option Checked |
|
UNLIMITED TABLESPACE |
Admin Option Checked |
|
UPDATE ANY TABLE |
Admin Option Checked |
|
|
|
|
Object Privileges |
|
|
No change made |
|
|
|
|
|
Quotas |
|
|
None set |
|
|
|
|
Test Your Client PC's Connection Using
Net8 Easy Config
To check that you can connect to your Oracle server, without
running Team:
- Run the Oracle Net8 Easy Config from the Oracle
for Windows 95 program group from a client PC.
- Select Test as your Action.
- Select your service (i.e. TEAM.WORLD).
- Select the Next > button.
- Enter your database logon information:
For example:
| Username |
team |
| Password |
team |
- Select the Test button.
- If everything is configured properly, you will have a
connection test that is successful.
- Select the Done button.
- Select the Finish button to complete your test
and exit the Net8 Easy Config program.
Connect Team To Your SQL
Database
To connect Team to your SQL Database:
- Select Admin | Database Utility from the TeamView
or Work Request menus or start
TEAM Database Utility from the Alexsys Team
Program Group to open the Alexsys Team Database
Utility. Remember to log off of Team after you open
the Database Utility.
- Select the SQL Setup category from the Alexsys
Team Database Utility window (see figure below).
Alexsys Team Database Utility - SQL Setup
- Select the Server Type (i.e. Oracle).
- Enter the Oracle TNS (i.e. Team).
- Enter the User Name (i.e. team in lowercase).
- Enter the Password.
- Select the Connect button.
If Team can connect to your SQL database on the SQL server,
Connected will be displayed in the area next to the Connect
button.
Upload Your Existing Team Database
to SQL
When you are ready to run Team using your SQL database, you
must connect Team to the SQL server and upload your database to
SQL. Once this is done and you do one final test to check your
connection to SQL using Team, you can force all users to run Team Pro
by switching the active database to SQL.
To connect to the SQL database and upload your existing data:
- Select Admin | Database Utility from the TeamView
or Work Request menus or start
TEAM Database Utility from the Alexsys Team
Program Group to open the Alexsys Team Database
Utility. Remember to log off of Team after you open
the Database Utility.
- Select the SQL Setup category from the Alexsys
Team Database Utility window.
- Select the Connect button.
- Once connected, select the Upload to SQL button
to upload your existing standard Team database to your
SQL database.
 |
You must be
running with the Standard database as the
active database in order to upload your database
to SQL. You do not want to make SQL your active
database at this time. |
- Once uploaded, select Cancel to close the Alexsys
Team Database Utility.
Test Your Connection to
Team Pro
Once you have uploaded your SQL database using the SQL Setup
Utility, you can perform another test using Team without forcing
all users to run SQL:
- Alter the
Team shortcut on your desktop by adding an /SQL
parameter to the Target in the shortcut properties.
- (i.e. "C:\Program Files\Alexsys\Team\Team.exe"
/SQL)
- Start Team.
- Verify that Team is accessing the SQL database by
selecting Help | System Information from the
TeamView menu and selecting the Database Tab (see
figure below). You should see information for the SQL
server you are accessing.
System Information - Database Tab - Oracle Information
Displayed
Make SQL the Active Database
Once your database has been uploaded to your SQL database and
you have tested your connection to your SQL database using Team Pro, you can make SQL the active database to force all
users to use Team Pro.
Make SQL the active
database
- Select Admin | Database Utility from the TeamView
or Work Request menus or start
TEAM Database Utility from the Alexsys Team
Program Group to open the Alexsys Team Database
Utility. Remember to log off of Team after you open
the Database Utility.
- Select the SQL Setup category from the Alexsys
Team Database Utility window.
- Connect to the SQL database by selecting the Connect
button.
- Once connected, select SQL as the Active
Database (see figure below).
Alexsys Team Database Utility - SQL Active Database
- Select Close to close the Alexsys Team Database
Utility.
- Since SQL is now the active database, you can remove the
/SQL argument from any Team shortcuts.
|