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:

 

MS SQL 7.0
MS SQL 2000
MS SQL 2005
MySQL 4.1.x
MySQL 5.0
 
Oracle 8, 8i, 9i and 10g

 

 

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:

  1. Using the Oracle Storage Manager, create a Table Space for Team called TEAMDB.
  2. 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:

  1. Using the Oracle Security Manager, create a login called TEAM.
  2. 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:

  1. Run the Oracle Net8 Easy Config from the Oracle for Windows 95 program group from a client PC.
  2. Select Test as your Action.
  3. Select your service (i.e. TEAM.WORLD).
  4. Select the Next > button.
  5. Enter your database logon information:

     

    For example:

     

    Username team
    Password team

     

  6. Select the Test button.
  7. If everything is configured properly, you will have a connection test that is successful.
  8. Select the Done button.
  9. 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:

  1. 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.
  2. Select the SQL Setup category from the Alexsys Team Database Utility window (see figure below).
  3.  

    Alexsys Team Database Utility - SQL Setup

     

  4. Select the Server Type (i.e. Oracle).
  5. Enter the Oracle TNS (i.e. Team).
  6. Enter the User Name (i.e. team in lowercase).
  7. Enter the Password.
  8. 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:

  1. 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.
  2. Select the SQL Setup category from the Alexsys Team Database Utility window.
  3. Select the Connect button.
  4. Once connected, select the Upload to SQL button to upload your existing standard Team database to your SQL database.
  5.   

    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.

      

  6. 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:

  1. Alter the Team shortcut on your desktop by adding an /SQL parameter to the Target in the shortcut properties.
  2. (i.e. "C:\Program Files\Alexsys\Team\Team.exe" /SQL)
  3. Start Team.
  4. 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.
  5.  

    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

  1. 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.
  2. Select the SQL Setup category from the Alexsys Team Database Utility window.
  3. Connect to the SQL database by selecting the Connect button.
  4. Once connected, select SQL as the Active Database (see figure below).
  5.  

    Alexsys Team Database Utility - SQL Active Database

     

  6. Select Close to close the Alexsys Team Database Utility.
  7. Since SQL is now the active database, you can remove the /SQL argument from any Team shortcuts.