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Corporate Data Store and

Reference Data Manager


Installation Guide
2004-2006 Landmark Graphics Corporation

R2003.18.1

June 2006

2004-2006 Landmark Graphics Corporation


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P.O. Box 42806, Houston, Texas 77242, USA
Phone: 713-839-2000
FAX: 713-839-2401
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Landmark

CDS and RDM Installation Guide

Introduction

About this Manual


This manual provides basic instructions for new installations for
Corporate Data Store (CDS) and Reference Data Manager (RDM).
The Corporate Data Store solution includes the use of several software
packages from Landmark and other vendors. The installation of the
CDS program as well as any special configurations for the third party
products is included in this manual. This manual does not cover
installation instructions for the third party products or for other
Landmark products. Please refer to their manuals for their installation
instructions.

Who Should Install


CDS is a sophisticated database product that interacts with several
third-party software packages. For best results, the individual or team
that installs CDS should have experience in system administration and
database administration. Familiarity with third party products, such as
Oracle, is also needed for optimum results.

Database Schema Information


CDS has a primary schema through which the CDS database is
accessed with the help of the PowerHub dictionary schema. E&P
corporate data is stored in additional schemas (POSC Epicentre and
OpenWorks), which are managed via the main CDS schema.

CDS and RDM Documentation


The documentation issued with this release includes:

R2003.18.1

The CDS/RDM Installation Guide (.pdf file)

CDS Release Notes (.pdf file)

About this Manual: Introduction

CDS and RDM Installation Guide

Landmark

RDM Release Notes (.pdf file)

RDM User Guide (.pdf file located at $PE_HOME/www/cds/


RDM_2003_18_0_User_Guide.pdf)

CDS data model and and entity relationship (ER) diagrams


(electronic copy located at $PE_HOME/www/cds/cdsDoc.zip)
After CDS is installed, the data model and ER diagrams can be
accessed in a browser at the URL <PowerExplorer installation>/
cds/info_groups.htm or cds_model.htm. For example:
The PowerExplorer installation is at //pe_server/PowerExplorer/
pe/default/index.html.
The ER diagrams can be found at //pe_server/PowerExplorer/cds/
info_groups.htm.
The data model can be found at //pe_server/PowerExplorer/cds/
cds_model.htm.

About this Manual: Introduction

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CDS and RDM Installation Guide

Contents
Introduction .......................................................................................................................
About this Manual ..............................................................................................................
Who Should Install ......................................................................................................
Database Schema Information .....................................................................................
CDS and RDM Documentation ...................................................................................

Creating a New CDS/RDM Installation ................................................................

1
1
1
1
1

Pre-Installation Information................................................................................................
Third Party products and Landmark products needed for installation .........................
CDS Configuration Scenario .......................................................................................
Pre-Installation Instructions ................................................................................................
Using the Installation Wizard .............................................................................................
Post-Installation Instructions ..............................................................................................
Starting the Server .......................................................................................................
Setting Permissions ......................................................................................................
Creating and Updating Oracle Database Statistics ......................................................
Linking RDM to ADT .................................................................................................
Configuring Users for Using ADT with CDS .............................................................
Updating OpenWorks Projects for Data Cleanup Tool ...............................................
Script for OpenWorks Instance ..............................................................................
Script for OpenWorks Projects ..............................................................................
Directory Setup for ASCII Files ..................................................................................
Correctly Defining OpenWorks Projects in PowerExplorer ........................................
Creating and Configuring New CDS Users .................................................................
Creating New CDS Usernames ..............................................................................
PowerExplorer Configurations ..............................................................................
Create Database Credentials ........................................................................................
Launching RDM ..........................................................................................................
Command Prompt ..................................................................................................
OpenWorks Method ...............................................................................................

3
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35
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Data Administration Scripts .....................................................................................

37

Uninstalling and Restoring from backup files for a CDS Upgrade


Installation ..........................................................................................................................
Uninstalling.........................................................................................................................
Restoring .............................................................................................................................

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Upgrading to CDS/RDM R2003.18.1 .....................................................................


Before Doing the Upgrade ..................................................................................................
Using the Upgrade Wizard .................................................................................................
Post Installation Instructions...............................................................................................
Starting the Server .......................................................................................................
Creating and Updating Oracle Database Statistics ......................................................
Updating OpenWorks Projects for Data Cleanup Tool ...............................................
Script for OpenWorks Instance ..............................................................................
Script for OpenWorks Projects ..............................................................................
Directory Setup for ASCII Files ..................................................................................
Launching RDM ..........................................................................................................
Command Prompt ..................................................................................................
OpenWorks Method ...............................................................................................

Appendix A : Configuration of Spatializer for Use with CDS ................


Introduction.........................................................................................................................
Configuration Steps ............................................................................................................

Contents

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Creating a New CDS/RDM Installation

This section provides instructions for a new installation of Corporate


Data Store and the Reference Data Manager and their associated
programs.

Pre-Installation Information
For a list of system requirements, see Table 1, System Requirements
for CDS/RDM, on page 4. For a list of required licenses, see Table 2,
Required Licenses, on page 5.

Third Party products and Landmark products needed for installation


Before installing CDS and RDM, the following programs must be
installed.

Solaris 8 or Red Hat Enterprise Linux WS 3.0 Update 4 (full


installation required)

OpenWorks 2003.12.1.3

Oracle 9.2.0.4

PowerExplorer 2003.18.1 and its associated products, including


OpenWorks Connect. Follow the installation instructions included
in the PowerExplorer Installation Guide.

CDS Configuration Scenario


CDS is used for storage of corporate data and, therefore, has load and
unload features.
The CDS installation includes RDM, which is used to synchronize
reference data between projects in the same or different data stores.
During the process of synchronization, RDM updates, deletes, and
inserts data in OpenWorks, CDS, and ASCII files.

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Once data has been loaded into CDS, you can view and edit the data
using PowerExplorer 2003.18.1. You can also add and delete data
using PowerExplorer and view spatial representations of the data.
CDS must be loaded on the computer that has the Oracle instance you
will be using for CDS and RDM. This can be on either a Solaris or
Linux platform. PowerExplorer can be on another Solaris or Linux
server.
Table 1: System Requirements for CDS/RDM
Resource

Minimum Requirement

disk space

Approximately 5 Gb for CDS/RDM,


OpenWorks, PowerExplorer, and Oracle. This
includes the minimum Oracle Tablespace
requirements.

RAM

2 Gb

swap space

For OpenWorks, a minimum of 500 Mb is


required. A minimum of 2 Gb is required for
the installation or upgrade of CDS and RDM.

installation device drive

CD-ROM

operating system

Solaris 8 or Red Hat Enterprise Linux WS 3.0

patches for operating system

Latest Solaris patches

web browser

Windows clients - Microsoft Internet


Explorer 6.0 or greater
For Unix, Linux, and AIX - Mozilla 1.7

RDMS

Oracle 9.2.0.4

Please note that if installing on a Linux platform, it is recommended


that you use the KDE desktop manager. This is because PowerExplorer
is currently not supported on the GNOME desktop.

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Table 2: Required Licenses

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Software/License

Source

Solaris 8 (if loading on Solaris)

Sun

Red Hat Enterprise Linux WS 3.0 (if loading


on Linux)

Red Hat

OpenWorks 2003.12.1.3

Landmark

Oracle 9.2.0.4

Supplied with OW license

PowerExplorer 2003.18.1 and associated


components (OpenWorks Connect module is
required)

Landmark

CDS 2003.18.1

Landmark

RDM 2003.18.1

Landmark

Pre-Installation Information: Creating a New CDS/RDM Installation

CDS and RDM Installation Guide

Landmark

Pre-Installation Instructions
The installation of CDS and RDM is directed by an installation wizard.
The steps for installing on Linux and Solaris are the same.
Prior to installing CDS/RDM, please ensure the following:
1.

The PH server and 3rd party servers have been stopped before
doing the back up process cd $PE_HOME/bin and type
runServerManager -stop_all

2.

$PE_HOME is set to the location where PowerExplorer has been


installed.

3.

The environment variable $ORACLE_SID is set to the SID you


created during the OpenWorks install. This SID must also be
defined in the tnsnames.ora file.
If you have multiple Oracle SIDs, please define the SID you want
to use for the CDS install. Initialize this SID prior to starting the
CDS installation wizard.
NOTE: ORACLE_SID
The ORACLE_SID set for CDS/RDM needs to be a valid 2003.12.1.3 (or later)
OpenWorks instance, which can be an empty one created specifically for the
purpose of housing CDS. The associated PowerExplorer data dictionary must
have the same ORACLE_SID.

4.

$ORACLE_HOME is set to the same $ORACLE_HOME value


associated with the OpenWorks Oracle installation.

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5.

Make Sure $ORACLE_HOME/bin is defined and embedded


within $PATH environment variable. The following error message
will be displayed if this variable is not defined.

6.

It is important that you back up the PowerHub dictionary


(default name is pe_dic) and the OpenWorks OWSYS schema
prior to installing CDS.
If a fatal error occurs during the CDS installation process, the
PowerHub dictionary and the OpenWorks OWSYS schema can be
restored to their original state from these backups, greatly
simplifying the process of uninstalling (see Uninstalling and
Restoring from backup files for a CDS Upgrade Installation on
page 39) and reinstalling CDS.
To back up the PowerHub dictionary, first log on with a user id
that can access the Oracle export utility, and then enter the
following command:

exp userid=<dba_username>/
<dba_password>@<Oracle_SID_of_CDS>
file=<PE_PH_Dictionary>.dmp
log=<PE_PH_Dictionary>.log
owner=<PE_PH_Dictionary>

To back up the OpenWorks OWSYS schema, enter the following


command:
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exp userid=<dba_username>/
<dba_password>@<Oracle_SID_of_CDS> file=owsys.dmp
log=owsys.log owner=owsys

7.

Backup the PowerExplorer and PowerHub server runtime


environment using the following commands:
cd $PE_HOME
tar cvf <backup_path_to_pe.tar> .

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CDS and RDM Installation Guide

Using the Installation Wizard


This section shows the steps needed to run the installation wizard and
explains each of the screens in the wizard.
Note that a minimum of 2 GB of swap space is required for the
installation process.
1.

Log in as root and set up the CD-ROM drive. Place the installation
cd with the correct platform in the drive.

2.

Log on as the PowerExplorer owner.

3.

Set the display to your local computer.

4.

Make sure that the PowerHub and third server processes are
shutdown completely using the commands:
cd $PE_HOME/bin; runServerManager -stop_all

If everything is not shut down completely, use kill -9 to terminate


any remaining PowerHub-related processes.
5.

Change to the CDS 2003 directory on the CD-ROM.

6.

To start the installation wizard enter:


For Linux: sh cds_linux_install.bin
For Solaris: sh cds_solaris_install.bin
You may get the following error message after launching the
wizard, which can be ignored:
Error redirecting stdout. Output will be placed into
'out.txt' instead.

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7.

10

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The installation wizard opens to introductory information. Click


Next to continue.

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8.

The first decision is to chose the product features to be installed.


There are three options for Install Set:
Typical - Install both CDS and RDM.
Minimal - Install CDS only.
Custom - Install CDS only (same as Minimal). Note that this
version of RDM cannot be installed by itself. To install RDM
only, you will need RDM Standalone.
To see a description of what is included in CDS or RDM in the
Description panel, click on either Corporate Data Store or
Reference Data Manager in the upper panel.
After selecting the product features, click Next to proceed.

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9.

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The next screen asks for the directory that contains PowerHub
server. If you have previously set this directory as PE_HOME, this
directory is listed under PowerExplorer Home.
To modify the location of PowerExplorer Home, click Choose to
browse for the directory of choice.
Click Restore Default Folder after making a change to return to
your previously defined PE_HOME directory.
Click Next to proceed.

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10. Enter your Oracle username and password. This user must have
system administrator privileges.
Click Next to proceed.

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11. In the next screen, enter general information for the new CDS
installation associated with the previously designated
ORACLE_SID. The value for this ORACLE_SID is shown in the
text box.
Enter the name for this installation of CDS..
Naming Requirements for CDS Installations

Letters must be in lower case.

The CDS name cannot exceed 23 characters.

The prefix cds_ is automatically added to each name. For example, if


dev is input as the name, the installation will be labeled cds_dev.

Please note that in the post-installation instructions, wherever the


installation name that you entered in this dialog is a required input,
it is indicated by the variable name <cdsname>.
Select the Default Geographic Coordinate Systems and the Default
Measurement Systems from the pulldown menus.
Click Next to proceed..

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12. On this screen, enter a name and filename for the CDS tablespace.
The usual location for the CDS tablespace in under /export/home/
oracle. However, this file can be placed in any directory, including
a directory on another server.

Click Next to proceed

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13. On the following screen enter the path to the OpenWorks Home
Directory:

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14. The next two screens contain information that needs to be


reviewed prior to installation.
To make changes, click Previous to navigate to the appropriate
screen.
When satisfied with the inputs, click Install. The installer begins
building the CDS schema. Once the installation process begins,
do not click Cancel.

As the installation process begins, Java Runtime Environment is


loaded and installation scripts are unpacked.

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15. Use the instructions in the installation screen to run an OpenWorks


configuration script.
Prior to running the create_ow_prj.sh script, you must set the
ORACLE_ SID, OWSYSSID, and ORACLE_HOME environmental variables
that are to be used for the CDS internal OpenWorks project.

The script sets up the OpenWorks schema as well as adding


additional triggers in the OpenWorks database.
The content of the script is as follows:
It will take about 10 - 20 minutes to create the
CDS OpenWorks project.
Please do not interrupt this script prematurely.
Creating CDS OpenWorks project now...

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OW_DEV: project create successful
: internal CDS OW project create successful
SQL*Plus: Release 8.1.7.0.0 - Production on Tue Aug
5 09:57:35 2003
(c) Copyright 1999 Oracle Corporation. All rights
reserved.
SQL> Connected.
SQL>
User altered.
SQL> Connected.
SQL>
1 row deleted.
SQL>

1 row created.
SQL> Disconnected from Oracle8i Enterprise Edition
Release 8.1.7.4.0 - Production
With the Partitioning option
JServer Release 8.1.7.4.0 - Production

16. Extend the newly created OpenWorks project by running the script
$OWHOME/bin/extendAllProjectR2003_12_1_3(or the correct
project extension script for version of OpenWorks being used).
You can close the window running the script when it has finished
running.
17. Click the Next button in the installer screen.
Epicentre and CDS installations begin. Several scripts will be run
to load the databases used for CDS. While the installation is
running, the following screen is displayed.

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The installation takes an hour or more depending on the speed of


your computer.
For approximately the first 20 minutes, the log file will not change.
When the scripts begin running, changes are recorded in the log
file.
When the installation is complete, the wizard advances to the
Installation Complete screen. If the installation was successful, a
message to that effect is displayed on the screen.
If there were errors during installation, an error message appears
on the screen. If errors occurred, go to on page 36 for
instructions on how to uninstall CDS and begin the installation
process again. If you have additional problems, please contact
Landmark support.
Click Done to close the installation wizard.
After installing CDS, electronic copies of the RDM Users Guide
(RDM_2003.18.1_User_Guide.pdf) and the CDS Data Model
(cdsDoc.zip) are placed in the $PE_HOME/www/cds directory.
The data model and ER diagrams can be accessed in a browser at
the URL <PowerExplorer installation>/cds/info_groups.htm or
cds_model.htm.
For example, the PowerExplorer installation is at //pe_server/
PowerExplorer/pe/default/index.html.
The ER diagrams will be found at //pe_server/PowerExplorer/
cds/info_groups.htm.
The data model will be found at //pe_server/PowerExplorer/
cds/cds_model.htm.

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Post-Installation Instructions
Several post-installation steps are necessary to complete the CDS
installation, including starting the server, creating users, groups and
access rights for those using PowerExplorer, and setting CDS users for
the CDS database.

Starting the Server


To start the PowerExplorer server, follow the steps below.
1.

Enter on the command line:


cd $PE_HOME/bin

2.

Start all the servers by entering:


runServerManager -start_all

3.

To test if the all the servers have started properly, enter:


runServerManager -status

The servers have started properly if the status of the servers has
changed to Running .

Setting Permissions
Many of the directories under $PE_HOME are not open enough to
allow the OpenWorks user to run RDM. To change permissions, log in
as the PowerExplorer user and enter the following commands:
cd $PE_HOME
chmod 755 bin bin/cds bin/cds/runRDM*
chmod 755 conf conf/cds
chmod 755 lib lib/ow lib/cds lib/cds/*/*
chmod 755 dbadmin_scripts dbadmin_scripts/*

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Creating and Updating Oracle Database Statistics


To create and update the Oracle database statistics for CDS:
Note: The script should be run after each new installation, and periodically after
loading data to CDS with ADT.

1.

Log in to the Oracle 9i database server machine as the Oracle Unix


user. Note that you will need to log into the physical machine as
this step cannot be done remotely.

2.

Enter on the command line:


cd $PE_HOME/dbadmin_scripts

Alternatively, you may need to ftp the analyze_cds.sql script from


the directory above to a temporary directory on the Oracle server
in order to read and execute the script.
3.

To connect to SQL*Plus, enter on the command line:


sqlplus /nolog

4.

Enter the following commands:


SQL> connect / as sysdba;
SQL> @analyze_cds cds_<cdsname>

where cdsname refers to the name given to the CDS instance


during installation.
SQL > exit

Linking RDM to ADT


RDMs Data Cleanup and String Substitution tools are not available for
use until a link is created between ADT and RDM. To create this link:
1.

Make sure $ADT_HOME is defined and points to the directory


where ADT is installed.

2.

Enter the following commands:


cd $PE_HOME/conf

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ln -s $ADT_HOME/conf adt

Configuring Users for Using ADT with CDS


For each user who will use ADT to move data to or from CDS, you
need to first add the OpenWorks username as an Oracle user and then
give the user access to CDS internal OpenWorks project. This is
because for ADT to work properly, the OpenWorks username must be
recognized by both the OpenWorks project to (or from) which the data
is being copied and the CDS internal OpenWorks project.
To add an OpenWorks username to the CDS internal OpenWorks
project:
1.

Log on to the machine that contains the CDS internal OpenWorks


project (OW_<CDS_NAME>).

2.

Set the OWHOME environmental variable to the path for the


OpenWorks directory. For example:
export OWHOME=/Landmark/OpenWorks

3.

Set the ORACLE_HOME environmental variable to the path for


the Oracle directory.

4.

Change to the OpenWorks home directory.


cd $OWHOME/bin

5.

Enter the following command:


./orauser

Note: This step presumes that there is already an existing operating system
account.

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6.

When prompted, enter the username and password for Oracles


database administrator.

7.

Use the orauser utility to add an OpenWorks username for any user
who will need to move data to or from CDS via ADT. When the
orauser utility starts, select Option 1, which is Add a user to an
Oracle database. Accept the default to create an external user.
Accept the defaults for tablespace.

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Repeat for each user.


To give these same OpenWorks users access to the CDS internal
OpenWorks project:
8.

Log in as an OpenWorks user with OW_ADMINISTRATOR


privileges and MANAGE access to the OW_<CDS_NAME>
project.

9.

Start OpenWorks.
startow

10. In the OpenWorks Command Menu, select Project > Project


Admin.
11. In the Project Administration utility, highlight
OW_<CDS_NAME>. Select User > Manager.
12. In the Project User Administration dialog, highlight the name of
the user and click the dialogs right-pointing arrow to move the
OpenWorks user to the User In Project box.
13. Exit when all users have been added to the project.

Updating OpenWorks Projects for Data Cleanup Tool


RDM R2003.18.1 requires some changes to OpenWorks projects at the
Oracle level in order to use the Data Cleanup tool. You will need to run
two scripts that are located in $PE_HOME/dbadmin_scripts.

Script for OpenWorks Instance


The script create_rdm_fk_table.sh creates a table in the OWSYS
schema of Foreign Key information that RDM reads during data
cleanup. This must be run for all OpenWorks instances that RDM will
connect to, even if the instance had been updated using this script
during a previous installation of RDM.
Use the following procedure for each OpenWorks instance:

24

1.

Change to the $PE_HOME/dbadmin_scripts directory.

2.

Set the environmental variable $RDM_HOME.

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RDM_HOME resides in the same place as PE_HOME; that is, two


directory levels up from the RDM script runRDM_gui.
3.

Enter on the command line:


create_rdm_fk_table.sh

4.

At the prompt, enter an Oracle userid with system DBA privileges.


Click Enter.

5.

At the prompt, enter the password for the above Oracle userid.
Click Enter.

6.

At the prompt, enter the OpenWorks database instance name


(SID). Click Enter.
The script is then initiated.
When complete, the location of the log file created during the
process is provided. For example:
Log file located at /tmp/RDM_optron32_fkdata_508

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Script for OpenWorks Projects


The script process_OWProject_constraints.sh adds a PL/SQL
procedure to the project and redefines the Foreign Key constraints so
they can be deferred. It is recommended that you backup your
OpenWorks projects before running this script. This script must be run
for each OpenWorks project.
To run the script:
1.

Change to the $PE_HOME/dbadmin_scripts directory.

2.

If not already done, set the environmental variable


$RDM_HOME.
RDM_HOME resides in the same place as PE_HOME; that is, two
directory levels up from the RDM script runRDM_gui.

3.

Enter on the command line:


process_OWProject_contraints.sh

4.

At the prompt, enter an Oracle userid with system DBA privileges.

5.

At the prompt, enter the password for the above Oracle userid.

6.

At the prompt, enter the OpenWorks database instance name


(SID).

7.

At the prompt, enter the OpenWorks project name.


The script is then initiated, with information about how the script
is preparing the project for updates being written to the screen.
After the session is altered, you will see statements similar to the
following example:

Connected.
*** Creating RDM_CONSTRAINT_PKG PL/SQL ***
*** Generating the constraint DROP/ADD statements ***
1029
*** Number of constraints before conversion is 1029 ***
*** Changing the Foreign Key constraints to DEFERRABLE ***
1029
*** Number of constraints after conversion is 1029 ***
*** All Done ***
Connected.
Removing the temporary ow_administrator role.

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Removing the temporary manage role for the target OW project.
Files are located at /tmp/RDM_sid_projname_constraints_2812.0

The final line contains the location of the directory that contains
the log file and the control file used to drop and rebuild the
constraints, generated_constraints_redefine.sql.
Verify that the number of constraints before or after conversion is
the same. If there is a discrepancy, the control file can be used to
manually recover the constraints.
8.

To continue with another project from the same OpenWorks SID,


enter another OpenWorks project name.
To exit, click Enter. At the prompt, enter y.

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Directory Setup for ASCII Files


RDM allows you to move reference data in and out of ASCII files
using the Reference Data Transfer Tool. In order for an ASCII file to be
accessible to RDM, it needs to be placed in the correct RDM
configured directory, which was defined during installation as follows:
$RDM_HOME/www/cds/rdm/conf/ascii/OpenWorks/default

In the above directory structure, ASCII is the file type, OpenWorks is


the database type, and default is the project name.
When you load data from an OpenWorks project to the
ASCII.OpenWorks.default project, a file is created for each data type
that is moved. The file names will correspond to the names of the
OpenWorks data types and contain the extension .txt. The fields listed
within these files will be those of the reference data types as they are
stored in OpenWorks.
If you want to create a project name other than default, you must
manually create a subdirectory with the desired project name. For
example, to create an ASCII project called MY_LISTS, the following
directory must be created on the RDM server:
$RDM_HOME/www/cds/rdm/conf/ascii/OpenWorks/MY_LISTS

You do not need to create any files within this directory. This project is
listed by RDM as ASCII.OpenWorks.MY_LIST.
The same requirements apply if you are moving data between CDS and
ASCII files, except CDS replaces OpenWorks. For example, the RDM
configured directory defined during installation is:
$RDM_HOME/www/cds/rdm/conf/ascii/CDS/default

NOTE: Acceptable Characters for ASCII Projects


Only letters (upper and lower case), numbers, and underscore characters can be
used to define the file type, database type, and project name. If any of these names
contains any other character, RDM will not recognize the ASCII project.

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Correctly Defining OpenWorks Projects in PowerExplorer


For RDM to work correctly, any OpenWorks project defined in the
PowerExplorer dictionary must supply a correct value for
TWO_TASK. Without this, RDM may give a null pointer error
message and terminate after the initial login window.
To ensure TWO_TASK is set properly:
1.

Log in to PowerExplorer as the system administrator. Default user


id and password is system_admin.

2.

In the task tree, select the task System Administrator >


Dictionary > Topic > Databases.

3.

In the Task Details panel, check the box next to TWO_TASK if it


is not already checked.

4.

Execute the task by clicking

5.

By default, TWO_TASK is set as OW2003 for the rows where the


Data Model is OW2003.

To correct this, switch to update mode


and set the value of
TWO_TASK to agree with the name of the Oracle SID.
6.

Do the same update for the Data Model SGL2000.

7.

Click

to save the changes.

The connection takes effect the next time PowerHub server is


restarted.

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Creating and Configuring New CDS Users


CDS usernames are created using the script create_cds_user (see
Creating New CDS Usernames on page 30) and then are configured
in PowerExplorer. As part of the CDS installation process, some
configuration information is loaded in PowerExplorer to assist with this
process. The amount of manual configuration required for a given
username depends on the user role and the degree of customizing
desired.
The three basic CDS user roles/PowerExplorer model user names are:

cds_full_access: Users have create/delete/read/update permissions


in CDS. They can move data in and out of CDS using RDM or
ADT.
New usernames created using the create_cds_user script are
automatically assigned to this role. That is, they are created in
PowerExplorer with cds_full_access as the associated model user.
Since this is the default user role, there is no need to do any
additional configuration in PowerExplorer.

cds_data_admin: Users have create/delete/read/update


permissions in CDS and OpenWorks. They can move data in and
out of CDS using RDM or ADT.
For each username that is to be assigned to this user role, you will
need to change the model user from the default cds_full_access to
cds_data_admin in PowerExplorer (see Reassigning Model
User on page 34).

cds_read_access: Users have read permissions for CDS. They can


move data out of CDS using RDM or ADT.
Each of these user roles can be configured as described here or can
be customized on a limited basis. You also have the option of
creating customized model users. (see Reassigning Model User
on page 34).

Creating New CDS Usernames


For each new username, regardless of user role to which they will later
be assigned, you need to set up a new Oracle user, give this Oracle user

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access rights to CDS, and define the user in PowerExplorer. A script is


provided in $PE_HOME/dbadmin_scripts to do all this.
Limitation on CDS Usernames
There is a limitation on having the same usernames for OpenWorks and CDS: The
OS/External OpenWorks user running ADT cannot use the same username as the
CDS login for any CDS server he attempts to connect to. For example:

Bill logs on to the ADT machine as BR and launched ADT. BR is an External


OpenWorks user.

When Bill connects to a CDS server as BR, he will not be able to access the
OpenWorks project under CDS even thought his login is accepted by CDS.
The connection to the OpenWorks project under CDS is required for
cartographic conversions.

There are two way to resolve the limitation:

1.

Change the CDS user by creating a new CDS user on the CDS machine. On
the ADT machine, BR stays as an External OpenWorks user with permissions
to the OpenWorks projects under CDS.

On the ADT machine, create a new OS and External OpenWorks user and
give this user permissions to the OpenWorks project under CDS. On the CDS
machine, no changes are necessary; log in to CDS as BR.

Log in as database administrator for the CDS Oracle instance.


Note that you need to use a SYSTEM Oracle user. An internal
Oracle user such as SYS cannot be used in the creation of a CDS
user.

2.

At the command prompt enter:


cd $PE_HOME/dbadmin_scripts

3.

At the command prompt enter:


sqlplus system/<password for system>@<SQL*Net
alias for ORACLE_SID of target CDS>

Note that the SQL*Net alias must be supplied unless the Oracle
server is running on the same machine as the Oracle client.
4.

At the SQL*Plus command prompt, enter:


@create_cds_user.sql cds_<cdsname> <New Username>

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Repeat this step for each new username that you wish to create.
Note that the username can be up to 30 characters in length and
can contain a period (.).
5.

At the SQL*Plus command prompt, enter:


quit

6.

Restart the server.

PowerExplorer Configurations
When a new user is created using the script above, the new username is
automatically added as a PowerExplorer user and is assigned to the
model user cds_full_access. No further action is required for any
username that is to be assigned the cds_full_access user role, other than
restarting the PowerHub server.
The sections below outline additional steps for creating users with
cds_data_admin and cds_read_access user roles. You can also use these
procedures to create customized user roles.
All actions require that you log in to PowerExplorer as the system
administrator (default login and password are system_admin).
For a more comprehensive discussion of these topics, please see the
PowerExplorer System Administrators Guide, which can be accessed
from PowerExplorers Online Help.

Creating A Model User


When CDS is installed, three model users are automatically added to
PowerExplorer: cds_full_access , cds_data_admin and
cds_read_access.

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User/Access Group Associations


In general, a model user is associated with one or more capability
access groups, which define the rights for that model user and all
associated users.
When CDS is installed, three groups are added to PowerExplorer:
cds_all, cds_dic_info, and cds_read_only. To see a list of these groups
and any others that are currently defined in PowerExplorer, execute the
task System Administration > Manage Users > Groups.

Other groups in the list were created during the installation of


PowerExplorer and associated modules.

Capability Access Rights


When CDS is installed, the capability access rights for the groups
cds_full_access, cds_dic_info, and cds_read_only are created.

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To view these, execute the task System Administration > Manage


Users > Capability access rights.

You can edit the entries in this table to customize the access rights of an
pre-defined group, although it is best to limit these changes.
For major changes in access rights, we recommend that you create a
new group and and define the capability access rights that meet the
needs for that group.
No action is required for the standard user roles cds_full_access,
cds_data_admin, and cds_read_access.

Reassigning Model User


To assign the user roles cds_data_admin or cds_read_access to a newly
created username, you will need to change the model user association
from cds_full_access to the model user of interest. To do this:

34

1.

Execute the task System Administration > Manage Users >


Users.

2.

Enter Update Mode

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3.

In each row where you wish to change to the user role, pick the
appropriate model user from the pick list.

4.

Click

to save the changes.

Create Database Credentials


Use the following procedure to provide cds_full_access users
permissions to use ADT to transfer data to CDS.
1.

Log in to PowerExplorer as system_admin.

2.

Execute the task System Administration > Manage Security >


Database Credentials.

3.

Enter Insert Mode

4.

Add a row to the table

5.

Enter the following:

6.

R2003.18.1

.
.

DataModel Name: DICTIONARY


Database Name: DICTIONARY
DB Userid: <Oracle userid specified for PowerHub Dictionary
during PowerHub installation>
DB Password: <password for DB Userid>
User ID: cds_full_access
Owner ID: cds_full_access
Inheritable: TRUE

To provide cds_read_only users with permissions to move data


from CDS to OpenWorks using ADT, add a second line with the

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User ID and Owner ID entered as cds_read_only. All of the other


columns are the same as in Step 5.
7.

Click

to save the changes.

Launching RDM
You can launch RDMs graphical user interface (GUI) either from a
command prompt or from OpenWorks.
NOTE: Do not launch RDM using Java Web Start
RDM R2003.18.1 should not be launched through Java Web Start or
PowerExplorer as it requires an Oracle component that is not currently compatible
with Java Web Start.

Command Prompt
To launch the RDM GUI from a command prompt:
1.

Log on as an OpenWorks user or OpenWorks administrator.

2.

If the OpenWorks home directory ($OWHOME) has been defined


and $OWHOME/bin is embedded within the environment variable
$PATH, go to the next step. Otherwise, go to $RDM_HOME/bin/
cds.

3.

Start RDM by typing runRDM_gui.

OpenWorks Method
Before launching RDM from the OpenWorks launcher you must define
launching instructions in the launcher.dat file in the users home
directory.
The recommended change is to add the following line after Project
Data Transfer on the Project menu:
"Reference Data Manager" "$RDM_HOME/bin/cds/
runRDM_gui 2>$HOME/run/rdm.err 1>&2 &"

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Data Administration Scripts

If you created any new CDS users associated with the installation, these
need to be removed before the server is stopped since the script to drop
the CDS users will not run if the PE server is shut down. Drop the CDS
users using the following steps:
1.

Log in as database administrator for the CDS Oracle instance.


Note that you need to use a SYSTEM Oracle user.

2.

At the command prompt enter:


cd $PE_HOME/dbadmin_scripts

3.

At the command prompt enter:


sqlplus system/<password for system>@<SQL*Net
alias for ORACLE_SID of target CDS>

Note that the SQL*Net alias must be supplied unless the Oracle
server is running on the same machine as the Oracle client.

4.

At the SQL*Plus command prompt, enter:


drop_cds_user.sql cds_<cdsname> <New Username>

Repeat this step for each cds username that you wish to delete.

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Uninstalling and Restoring from backup


files for a CDS Upgrade Installation

Uninstalling
To restore a target environment to a suitable state for a complete
reinstallation of CDS, use the following procedure:
1.

Make sure that the PowerHub and third-party server processes are
shutdown completely using the following commands:
cd $PE_HOME/bin
runServerManager -stop_all

If everything is not shut down completely, use kill -9 to terminate


any remaining PowerHub-related processes.
To check if all the servers have successfully been shut down, enter
the following command:
runServerManager -status

The status of all the servers should have been changed to


Stopped.
2.

Log on as the Oracle DBA and enter the following commands:


sqlplus <dba_username>/
<dba_password>@<oracle_sid_of_cds>;
drop user cds_<cdsname> cascade;
drop user epi_<cdsname> cascade;
drop role cds_<cdsname>_ro;
drop role cds_<cdsname>_rw;
drop role dic_<cdsname>_ro;

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drop role dic_<cdsname>_rw;
exit;

3.

Run the OpenWorks Project Admin utility and delete the


OpenWorks project called OW_<CDSNAME>.
If you do not have a backup of the original PowerHub dictionary
and OpenWorks OWSYS schema then the uninstallation process
is complete at this step.

Note: When reinstalling without copies of the PowerHub dictionary and OWSYS
schema, the CDS installation wizard will generate a number of non-critical
database errors (for example: ORA-00001 unique constraint (XXXX) violated)
that can be ignored.

After deleting the OpenWorks project, make sure you exit OpenWorks.
If this is not done, then you will not be able to execute the drop user
owsys cascade command in step 4.

4.

To reset and remove the CDS extensions applied to the PowerHub


dictionary and OpenWorks OWSYS schema, use the following
commands:
sqlplus <dba_username>/
<dba_password>@<ORACLE_SID_of_CDS>
drop user <PE_PH_Dictionary> cascade;
create user <PE_PH_Dictionary> identified by
<PE_PH_Dictionary> default tablespace pe temporary
tablespace temp account unlock;
grant connect, resource to <PE_PH_Dictionary>;
drop user owsys cascade;
create user owsys identified by owsys default
tablespace owsys temporary tablespace temp;
grant connect, resource to owsys;

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Please stop here after step 4 if you are uninstalling because of a


problem with a new CDS/RDM install.
Continue to step 5 if you are uninstalling because of a problem with
a CDS/RDM upgrade.
5.

Log on as the Oracle DBA and enter the following commands:


sqlplus <dba_username>/
<dba_password>@<ORACLE_SID_of_CDS>;
create user CDS_<cdsname> identified by CDS
<cdsname> default tablespace CDS temporary
tablespace temp;
create ROLE CDS <cdsname> RO;
create ROLE CDS <cdsname> RW;
grant connect,resource to cds <cdsname>;
create user EPI_<cdsname> identified by EPI
<cdsname> default tablespace CDS temporary
tablespace temp;
grant connect, resource to EPI <cdsname>;
create ROLE DIC_<cdsname>_RO;
create ROLE DIC_<cdsname>_RW;
exit;

Restoring
1.

To restore the OpenWorks OWSYS schema from a backup dump


file, log on with a user id that can access the Oracle import utility,
and enter the following command:
imp userid=<dba_username>/
<dba_password>@<ORACLE_SID_of_CDS> file=owsys.dmp
fromuser=owsys touser=owsys log=owsys.log

2.

Log into SQL as the owsys user, and run this command:

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sqlplus <owsys_username>/
<owsys>@<ORACLE_SID_of_CDS> delete from
ow_sys_proj where project_name = OW-<cdsname>;

3.

To restore the PowerHub dictionary, log on with a user id that can


access the Oracle import utility, and then enter the following
command:
imp userid=<dba_username>/
<dba_password>@<ORACLE_SID_of_CDS>
file=<PE_PH_Dictionary>.dmp
fromuser=<PE_PH_Dictionary>
touser=<PE_PH_Dictionary>
log=<PH_PE_Dictionary>.log

4.

To continue using the existing PowerExplorer/PowerHub


installation without CDS, the existing $PE_HOME must be
renamed and the previous $PE_HOME must be restored from a
backup copy of $PE_HOME using these commands:
mv $PE_HOME ${PE_HOME}_bak
mkdir -p $PE_HOME
cd $PE_HOME
tar xvf <backup_path_to_pe.tar>

5.

Restore the CDS internal OpenWorks project called


OW_<cdsname> using the OpenWorks Project Admin utility.

6.

Use the Oracle import utility command below to restore the CDS
schema from a backup dump file:
imp userid=<dba_username>/
<dba_password>@<Oracle_SID_of_CDS>
file=cds_<cdsname>.dmp fromuser=cds_<cdsname>
touser=cds_<cdsname> log=<cds_<cdsname>.log

7.

Use the Oracle import utility command below to restore the


Epicentre schema from a backup dump files:
imp userid=<dba_username>/
<dba_password>@<Oracle_SID_of_CDS>
file=epi_<cdsname>.dmp fromuser=epi_<cdsname>
touser=epi_<cdsname> log=epi_<cdsname>.log

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8.

9.

Recompile broken triggers and and procs, if necessary, on these


users below, using an Oracle utility:
CDS_<cdsname>

EPI-<cdsname> <PE_PH_Dictionary>

OW-<cdsname>

OWSYS

Run the repair script in the $PE_HOME.bak/dba_admin/repair


directory.

10. Restart the PE/PH server:cd $PE_HOME/bin and type:


runServerManager start_all

11. Run some smoke tests.


12. Shut down the PE/PH server: cd $PE_HOME/bin and type:
runServerManager start_all

13. Reinstall the CDS/RDM upgrade.

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CDS and RDM Installation Guide

Upgrading to CDS/RDM R2003.18.1

This section provides instructions for upgrading CDS and RDM


R2003.18.0 and their associated programs to CDS and RDM
R2003.18.1.
If you need to upgrade from CDS and/or RDM R2003.13.3, you will
need to upgrade to R2003.18.0 prior to running the R2003.18.1
upgrader.
The upgrade of CDS and RDM is directed by an upgrade wizard. The
steps for upgrading on Linux and Solaris are the same.

Before Doing the Upgrade


Prior to upgrading CDS/RDM, please do these important steps:
1.

Make sure that the PowerHub and third server processes are
shutdown completely using the commands:
cd $PE_HOME/bin; runServerManager -stop_all

If everything is not shut down completely, use kill -9 to terminate


any remaining PowerHub-related processes.
2.

Backup and remove all custom Java classes from $PE_HOME/


classes.

3.

Backup the CDS internal OpenWorks project named


OW_<CDSNAME> using the OpenWorks Project Admin utility.

4.

It is important that you back up your current PowerHub


dictionary (default name is pe_dic) and the OpenWorks OWSYS
schema prior to installing CDS.
If a fatal error occurs during the CDS installation process, the
PowerHub dictionary and the OpenWorks OWSYS schema can be
restored to their original state from these backups, greatly
simplifying the process of uninstalling (see Uninstalling CDS in
the previous section) and reinstalling CDS.

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To back up the PowerHub dictionary, first log on with a user id


that can access the Oracle export utility, and then enter the
following command:
exp userid=<dba_username>/
<dba_password>@<Oracle_SID_of_CDS>
file=<PE_PH_Dictionary>.dmp
log=<PE_PH_Dictionary>.log
owner=<PE_PH_Dictionary>

To back up the OpenWorks OWSYS schema, enter the following


command:
exp userid=<dba_username>/
<dba_password>@<Oracle_SID_of_CDS> file=owsys.dmp
log=owsys.log owner=owsys

5.

Backup the existing CDS schema using the Oracle export utility by
entering the following command:
exp userid=<dba_username>/
<dba_password>@<Oracle_SID_of_CDS>
file=cds_<cdsname>.dmp log=cds_<cdsname>.log
owner=cds_<cdsname>

6.

Backup the existing Epicentre schema using the Oracle export


utility by entering the following command:
exp userid=<dba_username>/
<dba_password>@<Oracle_SID_of_CDS>
file=epi_<cdsname>.dmp log=epi_<cdsname>.log
owner=epi_<cdsname>

7.

Backup the PowerExplorer and PowerHub server runtime


environment using the following commands:
cd $PE_HOME
tar cvf <backup_path_to_pe.tar> .

8.

Backup the OpenWorks home directory using the following


commands:
cd $OWHOME
tar cvf <backup_path_to_OWHOME.tar .

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9.

Upgrade OpenWorks R2003.12.1.2 to OpenWorks R2003.12.1.3.


This includes extending the internal CDS OpenWorks projects as
per the instructions that accompany the patch.

10. Upgrade PowerExplorer and PowerHub server to R2003.18.1


versions.

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Using the Upgrade Wizard


This section shows the steps needed to run the installation wizard and
explains each of the screens in the wizard.
Note that a minimum of 2 GB of swap space is required for the update
process.
1.

Log in as root and set up the CD-ROM drive.

2.

Log on as the PowerExplorer owner.

3.

Set the display to your local computer.

4.

Change to the CDS 2003 directory on the CD-ROM.

5.

To start the installation wizard enter:


For Linux: sh cds_linux_upgrade.bin
For Solaris: sh cds_solaris_upgrade.bin
You may get the following error message after launching the
wizard, which can be ignored:
Error redirecting stdout. Output will be placed into
'out.txt' instead.

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6.

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The installation wizard opens to introductory information. Click


Next to continue.

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7.

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The first decision is to chose the product features to be upgraded.


There are three options for Install Set:
Typical - Upgrade both CDS and RDM.
Minimal - Upgrade CDS only.
Custom - Upgrade CDS only (same as Minimal).
Highlight either Corporate Data Store or Reference Data Manager
in the upper panel to see a description of what is included in each
in the Description panel.
After selecting the product features, click Next to proceed.

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8.

The next screen asks for the directory that contains PowerHub
server. If you have previously set this directory as PE_HOME, this
directory is listed under PowerExplorer Home.
To modify the location of PowerExplorer Home, click Choose to
browse for the directory of choice.
Click Restore Default Folder after making a change to return to
your previously defined PE_HOME directory.
Click Next to proceed.

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9.

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Enter your Oracle username and password. This user must have
system administrator privileges.
Click Next to proceed.

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10. In the next screen, all CDS installations in the target database
instance are listed in the upper text box.
Enter the name for of the CDS installation to be upgraded. Do not
include the prefix cds_ that was added during the original
installation process.
Click Next to proceed..

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11. The next screen contains information that needs to be reviewed


prior to installation.
To make changes, click Previous to navigate to the appropriate
screen.
When satisfied with the inputs, click Install to begin the upgrade.
Once the upgrade process begins, do not click Cancel.

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12. When the installation is complete, the wizard advances to the


Upgrade Complete screen. If the upgrade was successful, a
message to that effect is displayed on the screen.
If there were errors during installation, an error message appears
on the screen. If errors occurred, please contact Landmark support.
Click Done to close the upgrade wizard.

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Post Installation Instructions


Starting the Server
To start the PowerExplorer server, follow the steps below.
1.

Enter cd $PE_HOME/bin

2.

Start the server by entering:


runServerManager -start_all

Creating and Updating Oracle Database Statistics


To create and update the Oracle database statistics for CDS:
1.

Log in to the Oracle 9i database server machine as the Oracle Unix


user. Note that you will need to log into the physical machine as
this step cannot be done remotely.

2.

Enter on the command line:


cd $PE_HOME/dbadmin_scripts

Alternatively, you may need to ftp the analyze_cds.sql script from


the directory above to a temporary directory on the Oracle server
in order to read and execute the script.
3.

To connect to SQL*Plus, enter on the command line:


sqlplus /nolog

4.

Enter the following commands:


SQL> connect / as sysdba;
SQL> @analyze_cds cds_<cdsname>

where cdsname refers to the name given to the CDS instance


during installation.
SQL > exit

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Updating OpenWorks Projects for Data Cleanup Tool


RDM R2003.18.1 requires some changes to OpenWorks projects at the
Oracle level in order to use the Data Cleanup tool. You will need to run
two scripts that are located in $PE_HOME/dbadmin_scripts.

Script for OpenWorks Instance


The script create_rdm_fk_table.sh creates a table in the OWSYS
schema of Foreign Key information that RDM reads during data
cleanup. This must be run for all OpenWorks instances that RDM will
connect to, even if the instance had been updated using this script
during a previous installation of RDM.
Use the following procedure for each OpenWorks instance:
1.

Change to the $PE_HOME/dbadmin_scripts directory.

2.

Set the environmental variable $RDM_HOME.


RDM_HOME resides in the same place as PE_HOME; that is, two
directory levels up from the RDM script runRDM_gui.

3.

Enter on the command line:


create_rdm_fk_table.sh

4.

At the prompt, enter an Oracle userid with system DBA privileges.


Click Enter.

5.

At the prompt, enter the password for the above Oracle userid.
Click Enter.

6.

At the prompt, enter the OpenWorks database instance name


(SID). Click Enter.
The script is then initiated.
When complete, the location of the log file created during the
process is provided. For example:
Log file located at /tmp/RDM_optron32_fkdata_508

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Script for OpenWorks Projects


The script process_OWProject_constraints.sh adds a PL/SQL
procedure to the project and redefines the Foreign Key constraints so
they can be deferred. It is recommended that you backup your
OpenWorks projects before running this script. This script must be run
for each OpenWorks project.
To run the script:
1.

Change to the $PE_HOME/dbadmin_scripts directory.

2.

If not already done, set the environmental variable


$RDM_HOME.
RDM_HOME resides in the same place as PE_HOME; that is, two
directory levels up from the RDM script runRDM_gui.

3.

Enter on the command line:


process_OWProject_contraints.sh

4.

At the prompt, enter an Oracle userid with system DBA privileges.

5.

At the prompt, enter the password for the above Oracle userid.

6.

At the prompt, enter the OpenWorks database instance name


(SID).

7.

At the prompt, enter the OpenWorks project name.


The script is then initiated, with information about how the script
is preparing the project for updates being written to the screen.
After the session is altered, you will see statements similar to the
following example:

Connected.
*** Creating RDM_CONSTRAINT_PKG PL/SQL ***
*** Generating the constraint DROP/ADD statements ***
1029
*** Number of constraints before conversion is 1029 ***
*** Changing the Foreign Key constraints to DEFERRABLE ***
1029
*** Number of constraints after conversion is 1029 ***
*** All Done ***
Connected.
Removing the temporary ow_administrator role.

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Removing the temporary manage role for the target OW project.
Files are located at /tmp/RDM_sid_projname_constraints_2812.0

The final line contains the location of the directory that contains
the log file and the control file used to drop and rebuild the
constraints, generated_constraints_redefine.sql.
Verify that the number of constraints before or after conversion is
the same. If there is a discrepancy, the control file can be used to
manually recover the constraints.
8.

To continue with another project from the same OpenWorks SID,


enter another OpenWorks project name.
To exit, click Enter. At the prompt, enter y.

Directory Setup for ASCII Files


RDM allows you to move reference data in and out of ASCII files
using the Reference Data Transfer Tool. In order for an ASCII file to be
accessible to RDM, it needs to be placed in the correct RDM
configured directory, which was defined during installation as follows:
$RDM_HOME/www/cds/rdm/conf/ascii/OpenWorks/default

In the above directory structure, ASCII is the file type, OpenWorks is


the database type, and default is the project name.
When you load data from an OpenWorks project to the
ASCII.OpenWorks.default project, a file is created for each data type
that is moved. The file names will correspond to the names of the
OpenWorks data types and contain the extension .txt. The fields listed
within these files will be those of the reference data types as they are
stored in OpenWorks.
If you want to create a project name other than default, you must
manually create a subdirectory with the desired project name. For
example, to create an ASCII project called MY_LISTS, the following
directory must be created on the RDM server:
$RDM_HOME/www/cds/rdm/conf/ascii/OpenWorks/MY_LISTS

You do not need to create any files within this directory. This project is
listed by RDM as ASCII.OpenWorks.MY_LIST.

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The same requirements apply if you are moving data between CDS and
ASCII files, except CDS replaces OpenWorks. For example, the RDM
configured directory defined during installation is:
$RDM_HOME/www/cds/rdm/conf/ascii/CDS/default

NOTE: Acceptable Characters for ASCII Projects


Only letters (upper and lower case), numbers, and underscore characters can be
used to define the file type, database type, and project name. If any of these names
contains any other character, RDM will not recognize the ASCII project.

Launching RDM
You can launch RDMs graphical user interface (GUI) either from a
command prompt or from OpenWorks.
NOTE: Do not launch RDM using Java Web Start
Unlike earlier versions of Reference Data Manager, RDM R2003.18.1 should not
be launched through Java Web Start or PowerExplorer as it requires an Oracle
component that is not currently compatible with Java Web Start.

Command Prompt
To launch the RDM GUI from a command prompt:
1.

Log on as an OpenWorks user or OpenWorks administrator.

2.

If the OpenWorks home directory ($OWHOME) has been defined


and $OWHOME/bin is embedded within the environment variable
$PATH, go to the next step. Otherwise, go to $RDM_HOME/bin/
cds.

3.

Start RDM by typing runRDM_gui.

OpenWorks Method
Before launching RDM from the OpenWorks launcher you must define
launching instructions in the launcher.dat file in the users home
directory.

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The recommended change is to add the following line after Project


Data Transfer on the Project menu:
"Reference Data Manager" "$RDM_HOME/bin/cds/
runRDM_gui 2>$HOME/run/rdm.err 1>&2 &"

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Appendix A : Configuration of Spatializer


for Use with CDS

Introduction
The Spatializer is an application that can be used to copy spatial data
from CDS into an ESRI data repository. Once the data has been
aggregated into shapefiles or SDE layers, any ESRI-based application
such as ArcGIS, ArcExplorer, or ArcIMS can access the data. These
shapefiles and SDE layers can also be loaded and used within
PowerExplorer.
The Spatializer application is packaged and installed with
PowerExplorer. For detailed installation instructions, see the
PowerExplorer Installation Guide. For more detailed information
about the Spatializer, see the PowerExplorer System Administration
Guide. Both of these guides can be accessed from the PowerExplorer
Online Help.
This appendix describes how to configure the Spatializer for use with
CDS. Shapefiles and SDE layers can be created for the following CDS
data types:

well
wellbore path
well surface location
wellbore
wellbore at surface
wellbore bottom hole

Prior to configuring the Spatializer for CDS, you must have already

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installed PowerExplorer, including the Spatializer application

installed CDS

set the environmental variable PE_HOME

set the environmental variable PATH=$PE_HOME/bin:$PATH

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Configuration Steps
Use the following steps to configure the Spatializer for use with CDS
data. Please note that some steps are specific to the creation of
shapefiles and others are specific to the creation of SDE layers.
1.

Go to the directory $PE_HOME/spatializer/conf.

2.

Open the cds.properties file for editing.

3.

Change the line


java.util.logging.FileHandler.pattern=$PE_HOME/
spatializer/logs/cds.log

such that the variable $PE_HOME is replaced by the actual path to


PE_HOME.
4.

Save and exit the cds.properties file.

5.

Go the the directory $PE_HOME/spatializer/jobs.

6.

Open the cds.xml file for editing.

7.

As necessary, edit the following lines


<Target>
<SDEConnection Host=@hostname@
Instance=@instance@ Database=@database@
User=@user@ Password=@password@></
SDEConnection>
<ShapefileDir Directory=@shapefile_dir@></
ShapefileDir>
</Target>

such that the highlighted variables, indicated by @ signs, are


replaced by the actual values. You need to edit those variables within
<SDEConnection...> to be able to create SDE layers. To create
shapefiles, replace the variables in <ShapefileDir...>.
For example
<Target>
<SDEConnection Host=cylon.lgc.com
Instance=5151 Database=SDE User=sde
Password=sde></SDEConnection>

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<ShapefileDir Directory=/export/PE/shapefiles></
ShapefileDir>
<Target>

8.

As necessary, edit the following lines


<Transferjob
ShapefileName=cds_well
TopicName=Well_display>
<PHSConnection
Mode=REPLACE
PHSHost=@hostname@ PHSName=@servername@
PHSUser=@user@ PHSPassword=@password@
SrcInstance=SGL2000
SrcDatabase=@cds_database@
SrcUser=@user@ SrcPassword=@password@></
PHSConnection>
<Attribute FromName=shape ToName=shape
FromType=SHAPE><Attribute>

such that the highlighted variables, indicated by @ signs, are


replaced by the actual values. PHS refers to PowerHub server and
Src refers to the source database, which in this case is the CDS
database.
If you do not want to create a shapefile, delete the ShapefileName=...
line. If you wish to create a SDE layer for this topic, you need to add
a LayerName line above TopicName.
In the example transfer job shown below, both a shapefile and a SDE
layer will be created.
<Transferjob
ShapefileName=cds_well
LayerName=cds_well
TopicName=Well_display>
<PHSConnection
Mode=REPLACE
PHSHost=cylon.lgc.com PHSName=pe_dic-server
PHSUser=pe PHSPassword=pe
SrcInstance=SGL2000
SrcDatabase=cds_dev
SrcUser=cds SrcPassword=cds></
PHSConnection>
<Attribute FromName=shape ToName=shape
FromType=SHAPE><Attribute>

9.

Repeat the preceding step for each of the layers to be generated.

10. Save and exit the cds.xml file.

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11. If you plan to create SDE layers, you need to

change to the directory $PE_HOME/spatializer/sde

open the sde.env file for editing

edit the SDE environment variables

SDEHOME: provide full path


SDEINSTANCE: database instance (this is usually 5151)
SDESERVER: SDE server name
SDEUSER: name of SDE user account
SDEPASSWORD: password for SDE user account

save and exit the sde.env file

12. To create SDE layers, you also need to copy the following files to
the directory where SDE is installed:

cds_well.run
cds_well_surface_location.run
cds_wellbore.run
cds_wellbore_at_surface.run
cds_wellbore_bottom_hole.run
cds_wellborepath_layer.run
sde.env

13. Execute the copied files. For example, enter


./cds_well.run

14. To run the Spatializer, change to the directory $PE_HOME/


spatializer/bin and enter
./runSpzCDS

After the Spatializer finishes, any shapefiles created are written to


the directory specified in cds.xml and SDE layers are written to the
SDE database.

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