PreReq: Before proceeding, and especially before removing Oracle, make sure customer is not using Oracle for any other program/purpose.

A. Finalize the current system

A.1. Unhitch users - make sure all users are logged out and no further changes will be made until the update is finished.

If there are users logged in but not present to log out, shutdown and reboot the machine that has Oracle on it. This will end any outstanding sessions.

A.2. Login to the OS as Administrator for the local machine (NOT the network administrator).

A3. Check Scheduled Tasks. If an Oracle dump may kick off soon (some customers may have hourly dumps), disable it so it won't interrupt what you're doing.

A.4. Create folder to hold the final dump file - on the current server, create a folder under Douglas: [drive]:\Douglas\Maxfinal

A.5. Export a final dmp file. Enter the following at the OS command prompt:

7/26 SV NOTE: Doug - Please double check the exp line. Constraints=n may have bad effect on dbUpdate. Do we want just to export everything here, AND then also export the owner as in solution 001? Then if full exp fails, owner exp can be imported (as we had to do with UWBC).

CMD> exp system/manager file=[drive]:\Douglas\maxfinal\maxfin.dmp full=y consistent=y indexes=n constraints=n

Export should 'terminate successfully without warnings'.

A.6. Login as owner and write down all users and their permissions. While in here, also note the User Licenses so we can make sure our customer record is up to date.

A.7. Shutdown Oracle using SQL*Plus from the OS command prompt:

CMD> sqlplus 'sys/manager as sysdba'
SQL> shutdown

NOTE: 'manager' may not be the password of the SYS user. If you fail to connect, you may change the SYS user password by logging in as the SYSTEM user:

CMD> sqlplus system/manager
SQL> alter user sys identified by manager;
SQL> exit

B. Remove Oracle 8/9 from server (if installing to new server, skip these steps)

B.1. Remove the current Oracle database by running the Database Configuration Assistant

B.2. Remove the Oracle listener by running the Net Configuration Assistant

7/26 SV NOTE: Listener removal on UWBC install kicked an error, but seemed to proceed afterward normally. It might have left stuff behind, though, in the services list. May have to supplement this with manual steps.

B.3. Remove all remaining Oracle software by running the Oracle Universal Installer

B.4. Since the Universal Installer does NOT remove all Oracle software, remove the ORACLE or ORANT directory from the root directory --- you may need to reboot before this is possible.

B.5. Remove any Oracle directories found under the 'Program Files' directory

B.6. Remove HKLM / SOFTWARE / ORACLE from the registry

B.7. Remove PATH that points to Oracle using SYSEDIT

B.8. Reboot and login as Administrator

B.10 In IIS, stop web service.

B.11 Rename Douglas folder (e.g. Douglas.30fin). It can be left behind or deleted later, but allows freshest install of Douglas folder components.

C. Install CMax 3.2

C.1. In CD setup, choose Complete install - this will install Oracle and all CampaignMax software

C.2. See solution 00000001 for detailed instructions on importing data from the DMP file created above

C.3. Test install
- Launch CMax and login as campmgr
- Add yourself as user with all privileges
- Exit and login as yourself
- Expand a tree node or two
- Run a report
- Login as campmgr again and add users.