OFM 11g: Implementing OAM SSO with Forms

There is some confusion about the integration of OFM 11g Forms with Oracle Access Manager 11g (OAM). Some say this does not work, some say it works, but.... Actually, having implemented it many times I belong to the later group. Here is how.

Caveat

Before you start installing anything, take a step back and consider your current implementation and what you really need and want to achieve. The current integration of Forms 11g with OAM 11g does not support self-service account creation and password resets from the Forms application. If you really need this, you must use the existing Oracle AS 10.1.4.3 infrastructure. On the other hand, if your user population is pretty stable, you can enjoy the latest Forms 11g with OAM 11g.

Assumptions

The whole process should be done in one day. I assume that all domains and instances are started during setup, if you need to restart them on demand or purpose, be sure to have proper start/stop scripts, I don't mention them.

Preparation

It goes without saying, that you always should do a proper backup before you change anything on your production environment. With proper backup, I also mean a tested and verified restore process. If you dared to test it before, do it now. It pays off.

Requirements

For OAM 11g to work properly you need a LDAP repository. For the integration of Forms 11g you need an Oracle Internet Directory (OID) configured with the Oracle AS SSO LDAP extensions. For better support I usually give the latest version a try, in this case OID 11g is a good choice.

During the Installation and Integration steps we use an upgrade wizard that needs the old OID configuration on the same host but in a different ORACLE_HOME.

Installation vs Configuration

With OFM 11g Oracle introduced a clear separation between Installation of the binaries (the software) and the Configuration of the instances (the runtime). This is really great as you can install all the software and create new instances when needed. In the following we adhere to this scheme and install the software first and then configure the instances later.

Installation Steps

The Oracle documentation contains all the necessary steps for the installation of all pieces of software. But some hints help to avoid traps and pitfalls.

Step 1 The Database

Start the installation with the database. It is quite obvious but we need an Oracle database for all the other steps. If you have one at hand, fine. If not, just install at least a Oracle 10.2.0.4 version. This database can be on a different host.

Step 2 The Repository Creation Utility

The next step should be to run the Repository Creation Utility (RCU). This is a client application that just needs to connect to your database. It can be run on any host that can reach the database and is a Windows or Linux 32-bit machine. When you run it, be sure to install the OID schema and the OAM schema. If you miss one of these, you can run the RCU again to install the missing schema.

Step 3 The Foundation

With OFM 11g Oracle started to use WebLogic Server 11g (WLS) as its foundation for all OFM 11g installation. We therefore install it first. Depending on your operating system, it might be possible, that no native installer is available. My approach to this dilemma is to use the WLS Generic Installer for all my installations. It does not include a JDK either but if you have both for your platform you are ready to go.

Step 3a The JDK

To make things interesting, Oracle currently has two JDKs in its portfolio. The Sun JDK and the JRockit JDK. Both are available for a number of platforms. If you are lucky and both are available for your platform, install both in a separate directory (and not one of your ORACLE_HOMEs) each, You can use the later as you like.

Step 3b Install WLS for OID and OAM

With the JDK installed, we start the generic installer with java -jar wls_generic.jar.

STOP! Before you do this, check the version first. It should be 1.6.0_18 or later and not the GCC one (Some Linux distros have it installed by default). To verify the version, issue a java -version command and make sure that the output does not contain the text gcj and the version matches. If this does not work, use an absolute path like /opt/java/jdk1.6.0_23/bin/java to start the installer. The installer allows you to specify a path to install the software into, say /opt/oracle/iam/11.1.1.3 for the OID and OAM installation. We will call this IAM_HOME.

Step 4 Install OID

Now we are ready to install OID. Start the OID installer (in the Disk1 directory) and just select the installation only step. This will install the software only and does not configure the instance. Use the IAM_HOME as the target directory.

Step 5 Install SOA Suite

The IAM 11g Suite uses the BPEL component of the SOA Suite 11g for its workflows. This is a pretty closed environment and not to be used for SCA Composites. We install the SOA Suite in $IAM_HOME/soa. The installer only installs the binaries. Configuration will be done later.

Step 6 Install OAM

Once the installation of OID and SOA is done, we are ready to install the OAM software in the same IAM_HOME. Make sure to install the OAM binaries in a directory different from the one you used during the OID and SOA installation. As before, we only install the software, the instance will be created later.

Step 7 Backup the Installation

At this point, I normally do a backup (or snapshot in a virtual image) of the installation. Good when you need to go back to this point.

Step 8 Configure OID

The software is installed and now we need instances to run it. This process is called configuration. For OID use the config.sh found in $IAM_HOME/oid/bin to start the configuration wizard. Normally this runs smoothly. If you encounter some issues check the Oracle Support site for help. This configuration will also start the OID instance.

Step 9 Install the Oracle AS SSO Schema

Before we install the Forms software we need to install the Oracle AS SSO Schema into the database and OID. This is a rather dangerous procedure, but fully documented in the IAM Installation Guide, Chapter 10. You should finish this in one go, do not reboot your host during the whole procedure.

As a precaution, you should make a backup of the OID instance before you start the procedure. Once the backup is ready, read the chapter, including every note, carefully. You can avoid a number of issues by following all the steps and will succeed with a working solution.

Step 10 Configure OAM

Reached this step? Great. You are ready to create an OAM instance. Use the $IAM_HOME/iam/common/binconfig.sh for this. This will open the WLS Domain Creation Wizard and asks for the libraries to be installed. You should at least select the OAM with Database repository item. The configuration will also start the OAM instance.

Step 11 Install WLS for Forms 11g

It is quite tempting to install everything in one ORACLE_HOME. Unfortunately this does not work for all OFM packages. Therefore we do another WLS installation in another ORACLE_HOME. The same considerations as in step 3b apply. We call this one FORMS_HOME.

Step 12 Install Forms

In the FORMS_HOME we now install the binaries for the Forms 11g software. Again, this is a install only step. Configuration starts with the next step.

Step 13 Configure Forms

To configure Forms 11g we start the Configuration Wizard (config.sh) in FORMS_HOME/bin. This wizard should create a new WebLogic Domain and an OHS instance! Do not extend existing domains or instances! Forms should run in its own instances! When all information is supplied, the wizard will create the domain and instance and starts them automatically.

Step 14 Setup your Forms SSO Environment

Once you have implemented and tested your Forms 11g instance, you can configured it for SSO. Yes, this requires the old Oracle AS SSO solution, OIDDAS for creating and assigning users and SSO to setup your partner applications. In this step you should consider to create every user necessary for use within the environment. When done, do not forget to test it.

Step 15 Migrate the SSO Repository

Since the final goal is to get rid of the old SSO implementation we need to migrate the old SSO repository into the new OID structure. Additionally, this step will also migrate all partner application configurations into OAM 11g. Quite convenient. To do this step, you have to start the upgrade agent (ua or ua.bat or ua.cmd) on the operating system level in $IAM_HOME/bin. Once finished, this wizard will create new osso.conf files for each partner application in $IAM_HOME/upgrade/temp/oam/.

Note: At the time of this writing, this step only works if everything is on the same host (ie. OID, OAM, etc.). This restriction might be lifted in later releases.

Step 16 Change your OHS sso.conf and shut down OC4J_SECURITY

In Step 14 we verified that SSO for our Forms environment works fine. Now, we are shutting the old system done and reconfigure the OHS that acts as the Forms entry point. First we go to the OHS configuration directory and rename the old osso.conf  to osso.conf.10g. Now we change the moduleconf/mod_osso.conf  to point to the new osso.conf file. Copy the new osso.conf  file from $IAM_HOME/upgrade/temp/oam/ to the OHS configuration directory. Restart OHS, test forms by using the same forms links. OAM should now kick in and show the login dialog to ask for your user credentials.

Done. Now your Forms environment is successfully integrated with OAM 11g.

Enjoy.

What's Next?

This rather lengthy setup is just the foundation for your growing environment of OAM 11g protections. In the next entry we will show that Forms 11g and ADF Faces 11g can use the same OAM installation and provide real single sign-on.

References

Nearly everything is documented. Use the documentation!

 

 

Comments:

Olaf, thanks for this interesting article. One remark: why would you install SOA ? AFAIK, only required for OIM, isn't it ?

Posted by guest on January 07, 2011 at 09:23 AM CET #

With OAM 11g, OIM 11g is used for the password management (forgot password, expiry, reset). This is not needed by default, but useful later on. I will extend my domain and therefore installed it already.

Posted by olaf.heimburger on January 14, 2011 at 06:02 AM CET #

Hi Olaf, Thanks for the info, since you said you have done this several times, if you have video recording/or prepare one for your next install of all the steps you have mentioned, and post it somewhere? Thanks, Suresh

Posted by guest on September 14, 2011 at 09:47 PM CEST #

Hi Olaf!

By the Step 11, Did you make a new middleware home? Or Did You use the middleware home of OAM?

Posted by guest on March 07, 2012 at 04:40 PM CET #

OAM and OID can go into one Middleware Home. Forms must be in a separate home. In fact, this clearly stated in the Forms 11gR2 Installation Guide.

Posted by Olaf Heimburger on March 13, 2012 at 09:09 AM CET #

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This is my blog for things I found useful during my work as Senior Solution Architect for Identity Management and Service-oriented Architecture at Oracle. All text expressed on this blog is my own opinion and not related to my employer.

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