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BaanERPInstallation of the Baan software on MicrosoftCluster Server

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Baan Development B.V.P.O.Box 1433770 AC BarneveldThe Netherlands

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Document Information

Code: U7123A USGroup: User DocumentationEdition: ADate: August 1998

i

Installation of the Baan software on Microsoft Cluster Server

1 Introduction 1-1Definitions 1-1System requirements 1-2

2 Installation instructions for BaanERP with Oracle Fail Safe onMicrosoft Cluster Server 2-1

3 Appendix A: Setup of a failover license daemon 3-1

4 Appendix B: Setting up a job daemon in a clustered environment 4-1

5 Appendix C: Optimal performance for Baan with Oracle FSon cluster 5-1

Table of contents

Table of contents


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This document contains four parts:

n Installation of Baan with Oracle Fail Safe on Microsoft Cluster Servern Appendix A: Configuration of a license daemon in the clustern Appendix B: Configuration of a job daemon in the clustern Appendix C: Optimal performance on the cluster

About this document

About this document


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1-1

DefinitionsIn this document, the following names are used to identify the cluster, the Baanenvironment, and the Oracle database. Of course, the user can use other names.

srv_nld_wolf1 Network name for the first node in the cluster

srv_nld_wolf2 Network name for the second node in the cluster

srv_nld_wolf3 Cluster alias network name

srv_nld_wolf4 Virtual network name for the database

srv_nld_wolf5 Virtual network name for the Baan software environment

BAAN Oracle database instance name for the Baan Data

BaanMSCS Baan Environment name

BaanERP Service name for the Fail Safe Baan database

1 Introduction

Introduction


1-2

System requirementsThe cluster must fulfill the following requirements:

n > 2 GB local disk space for each cluster node. Windows NT 4.0/EE as well asOracle will be installed on the local disk.

n Three or more shared disks. One disk will be used as quorum resource (mustbe as small as possible), one disk for the Baan environment (approximately 4GB) and one or more disks for the database.

n Two cluster machines with enough memory and CPU power to serve thedatabase server and/or Baan environment (in case that one node of the clusteris down, the other node must be able to serve both the database and the Baanenvironment with acceptable performance).

n Five IP addresses must be reserved for the cluster:− Two IP addresses for the cluster nodes− One for the virtual machine name of the cluster− One for the virtual machine name of the Baan environment− One for the database server. These IP addresses must be resolvable in the

DNS

n An external Windows NT primary domain controller must be configured. TheWindows NT user baan must be known in the domain.


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1 Install Windows NT 4.0/Enterprise Edition on node srv_nld_wolf1.

− Install Windows NT on the local disk.

− Do not install the PDC/BDC component.

− Add the node to a Windows NT domain.

− Install Service Pack 3 (automatically prompted after the first log on to thenode).

− Configure the shared disks by using Windows NT’s Disk Administrator.At least one disk for the Baan environment, one disk for the database, andone disk as quorum resource.

− Shut down the system after installation completion.

2 Install Windows NT 4.0/Enterprise Edition on node srv_nld_wolf2 (sameprocedure as for step 1).

3 Start node srv_nld_wolf1, install the Microsoft Cluster Server. After loggingon, the following screen is displayed:

2 Installation instructions for BaanERPwith Oracle Fail Safe on MicrosoftCluster Server

Installation instructions for BaanERP with Oracle Fail Safe on Microsoft Cluster Server


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Click Continue. The following screen will be displayed:

Select the Microsoft Cluster Server check box to install Microsoft ClusterServer. The installation of Microsoft Cluster Server will be started. In thefollowing screen, select the Form a new cluster check box.



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Click Next and then specify the virtual name of the cluster:

The next step is to specify a Windows NT domain account that will be usedto manage the cluster. In this case, baan is the user.

After you click Next, specify the IP address of the cluster, and configure thenetwork cards. This node is enabled for Microsoft Cluster Server.



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4 Create cluster groups.

− Start the Cluster Administrator, connect to the cluster’s virtual machinename.

− Create a cluster group called quorum, which contains the cluster’s quorumdisk.

− Create a group called baan, which contains the shared disk for the Baanenvironment.

− Leave all other groups intact.

After completion, you can distinguish the following five cluster groups:

n Cluster group, which contains the cluster’s network name and IP addressn Quorum, which contains the quorum diskn Baan, which contains a shared diskn Two disk groups that will be used for the Oracle database



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5 Start the node srv_nld_wolf2, install Microsoft Cluster Server (automaticallyprompted after you log on to Windows NT). Select Join an existing clustercheck box.

Specify the cluster’s virtual machine name.

After you click Next, and specify the Windows NT domain account’spassword, this node is also part of the cluster.



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6 Install Oracle on node srv_nld_wolf1

− Install Oracle 7.3.3.2.0 or higher on a local disk, as described in the BaanInstallation manual on Oracle 7.3.

− Install Oracle Fail Safe 2.1.1.0 or higher in the same location as Oracle7.3.3.2.0 (or higher). Instructions on how to install Oracle Fail Safe can befound in the Oracle Fail Safe installation manual.

7 Install Oracle on node srv_nld_wolf2. Use the same installation procedure asfor node srv_nld_wolf1.

8 Start the Cluster Administrator. Move the cluster group baan to the first nodein the cluster.

9 Add the Windows NT domain user baan to the local Windows NT groupAdministrators on both nodes.

10 On srv_nld_wolf1, perform a fat client (User Interface + Logic) installationon the shared disk in the baan cluster group (for example, if disk G: isavailable in cluster group baan, perform an installation in g:\baan).

Follow the usual steps to install a fat client, as described in the BaanInstallation Manual. A few tips are given below to set up the Baanenvironment correctly on a cluster.



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In the Select environment dialogbox, specify the environment for the Baaninstallation (in this manual, BaanMSCS is used).

In the Choose Directory dialog box, specify a directory on the shared disk.



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In the Setup Type dialog box, select the User Interface and Logic checkbox.

Click Next.



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As database server, choose the current node’s name.

11 After you complete the installation, start REGEDIT on the first node andremove the registry valueHKEY_LOCAL_MACHINE\Software\Baan\<environment-name>\Environment\BSE_REM. In this case, this would beHKEY_LOCAL_MACHINE\Software\BaanMSCS\Environment\BSE_REM



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12 Failover the cluster group baan and the cluster group(s) that contains thedisk(s) for the database to node srv_nld_wolf2 using the ClusterAdministrator.

In this example, Disk Group 2 (E:) and 3 (F:) will be used for the Oracledatabase.

13 Perform a full BaanERP BackOffice installation (User Interface, Logic,application and database) on node srv_nld_wolf2. Carry out the installation inexactly the same location that was used for the fat client (in this case,g:\baan). The environment name must be the same as was used during the fatclient installation (in this case, BaanMSCS). Also, use the same environmentname for the Baan Software Environment as on node SRV_NLD_WOLF1.For a detailed description of the Baan installation, see the Baan installationmanual. A few tips are given below to correctly install the Baan installationon a cluster.



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In the Select environment dialog box, specify the same environment namefor the Baan installation as during the fat client installation



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In the Choose Directory dialog box, specify a directory on the shared disk.

In the Choose Directory dialog box, specify the same path you used for thefat client installation (the directories created by the fat client installation mustbe visible).



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In the Setup Type dialog box, select Full installation check box.



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In the Select Database to use dialog box, select Oracle 7.3.



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Create a new Oracle database instance, called BAAN by selecting the checkbox.



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Create the various tablespaces on the shared cluster disks (in this example,disks E: and F:). Make sure the specified paths exist. If they do not exist, youcan create them manually.



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As with the rollback, temporary, system, and redo datafiles, you must createthe index tablespace and data tablespace on the shared disk(s).



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After filling in all the dialog boxes, click Next in the Installation Overviewdialog box to install Baan on the second node. This will take approximatelytwo to three hours.

14 After you complete the Baan installation, start the Cluster Administrator. Addthe resource type IP address to the baan cluster group.



2-19

Add the resource type Network Name to the baan group.

15 Bring the Baan resource group online.

16 On node srv_nld_wolf2, copy the initbaan.ora file fromORACLE_HOME\database to a shared disk which holds the Oracle databaseinstance for Baan. In this example, copy the c:\orant\database\initbaan.ora fileto e:\orant\initbaan.ora.



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17 Make the created Oracle instance Fail Safe.

− Go to Oracle Fail Safe Manager.

− Go to Groups menu item and select Create. Create a fail safe group calledbaandb with a virtual network name for the database.

− After you create the fail safe group, add the new database instance BAANto the fail safe group.

In the previous dialog box, the database instance BAAN was added to the failsafe group baandb. The service ID was supplied manually. The instance nameand the database name refer to the newly created instance. The parameter filemust be located on the shared disk.

Memorize the service ID. You will need this ID later on to connect to thedatabase.



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18 On node srv_nld_wolf2, open the file %BSE%\lib\tabledef6.2 usingWordPad (in this example, the Baan BSE directory is g:\baan, therefore fileg:\baan\lib\tabledef6.2 must be opened). Replace ORACLE_SID=xxxx withLOCAL=BAANERP, where xxxx is the Oracle instance name and BaanERPis the Baan database service ID.

19 Failover the Baandb and baan cluster groups to node srv_nld_wolf1.

20 Run the following commands in a command prompt to install Baan’s supportfor MSCS on node srv_nld_wolf1:− %BSE%\bin\fillenv− %BSE%\bmscs\bmscsset install− Where %BSE% is the installation directory for Baan

21 Start the Cluster Administrator.



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22 In the baan cluster group, add the Baan environment resource type. Thisresource must depend on the shared disk on which Baan has been installed (inthis example, disk g:). In the Resource Type field, select BaanEnvironment for the baan cluster group.



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In the Dependencies dialog box, add the shared disk on which Baan isinstalled as a dependency.



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In the Baan Environment Parameters dialog box, specify the parameters asdisplayed in the next screen.

A bug in Microsoft Cluster Server prevents the Baan EnvironmentParameters dialog box from being displayed.

If this dialog box does not appear, delete the created resource and try to createthe resource on the other node. If this also fails, reboot both nodes and tryagain.

For the environment parameter, fill in the environment name as specifiedduring the installation of Baan. For details about using a job daemon in aclustered environment, see Appendix B.

23 For instructions on how to enable the license daemon on a cluster, seeAppendix A.

24 Reboot both cluster nodes.

25 After you start, verify that all cluster groups are up and running.

NOTE



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In the previous window, all cluster groups have the Online status. Thedatabase is served on node srv_nld_wolf1 and the Baan environment isserved on node srv_nld_wolf2.

26 Try to set up a connection with the installed Baan environment using BW.Use the virtual machine name of the Baan environment (srv_nld_wolf5) toestablish the connection. All operations must work perfectly, irrespective ofthe machine where the database is being served and where the baanenvironment is being served.

The following dialog box shows a possible BW configuration.



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When you click RUN, the BW welcome dialog box is displayed and thefollowing window will appear.

You have now successfully installed Baan on Microsoft Cluster Server.


3-1

To select a Baan License Daemon in a Microsoft Cluster Server environment,perform the following steps.

1 Use Notepad to open the BSE\lib\licence6.2 file.

2 Replace the license string with the following:<node1>, <node2>

In accordance to the previous example, this would be:srv_nld_wolf1, srv_nld_wolf2

3 Add the license daemon to a cluster group. The easiest way is to add thelicence daemon to the baan group. In general, every cluster group with avirtual machine name can be used. Start the Cluster Administrator, right-clickthe mouse, choose New, then choose Resource.

The following dialog box is displayed:

3 Appendix A: Setup of a failoverlicense daemon

Appendix A: Setup of a failover license daemon


3-2

In this case, a BaanERP Licensing resource type will be created in the clusterbaan group. The name of the resource is Baan license daemon.

4 On the first node, start the Baan NT Manager (located in the BaanERPprogram group).

First, click on the BaanERP Licensing service.

Next, right-click on the BaanERP Licensing service and select Enable. Startthe Control Panel, double-click Services. Change the startup mode of theBaanERP Licencing service from Automatic to Manual.

5 Perform step four also for the second node.

6 Brand both cluster nodes. Use the standard procedure to license the Baansoftware. You must obtain a network license key from Baan that validatesboth nodes in the cluster. Note: the High Availablity option does not have tobe specified on the License Request Form. This option will be enabledautomatically by the software itself.

7 Use Notepad to open the BSE\lib\licence6.2 file.

8 Replace the license string with the following:<virtual machine name>

In accordance to the previous example, this would be:srv_nld_wolf5

9 Bring the newly created resource online.


4-1

The next steps describe the process to set up a job daemon in a BaanERPBackOffice on Microsoft Cluster Server environment.

1 On the first node, start the Cluster Administrator.

2 Failover the baan group to the first node (all users of the Baan environmentwill be disconnected).

3 Install the Baan job daemon service by using the Baan NT Manager on thefirst node. Select the job daemon service.

4 Right click on the job daemon service and select Enable.

5 Failover baan group to the second node by using the Cluster Administrator.

6 Perform steps 3 and 4 for the second node.

4 Appendix B: Setting up a job daemonin a clustered environment

Appendix B: Setting up a job daemon in a clustered environment


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7 In the Baan installation directory (for example, g:\baan), open thelib\user\jobd.bwc file by using the BW configuration tool. Adjust thefollowing parameters:

Hostname: <virtual machine name of the clusterUsername: <domain>\baanPassword: <password from user baan>BSE:<path to baan environment on the shared disk>

An example of this is given in the following dialog box:

Save the configuration file.



4-3

8 In Cluster Administrator, go to the baan group, select the Baan Environmentresource, right-click the mouse and choose Properties. Click the Parameterstab.

9 Select the Start Jobdaemon check box. Then click OK.

10 To enable the new setting, bring the Baan environment resource offline andback online.



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5-1

To get the most performance from the cluster, it is best to divide the workloadover the two nodes: one node serving the database and the other one serving theBaan Environment.

In the previous example, the Baan environment (group Baan) is served onsrv_nld_wolf2 and the database (group Baandb) is served on srv_nld_wolf1.

To establish the situation above, the group properties in the cluster must beadjusted:

n Right-click on the Baan group in Cluster Administrator and chooseProperties.

n Select srv_nld_wolf2 as being the preferred owner of the group.

n Right-click on the Baandb group in the Cluster Administrator and chooseProperties.

n Select srv_nld_wolf1 as being the preferred owner of the group.

5 Appendix C: Optimal performance forBaan with Oracle FS on cluster

Appendix C: Optimal performance for Baan with Oracle FS on cluster


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