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ARIES Portfolio

ARIES Portfolio Install Guide

Welcome to ARIES Portfolio Module

Licensing
ARIES Support
Installing ARIES Portfolio
Before Running ARIES Portfolio
Configuration upon Launching ARIES Portfolio
ARIES Portfolio Server Installation

Install Guide

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Welcome to ARIES Portfolio Module

ARIES Portfolio Module is a new module for ARIES that enhances portfolio analysis and
portfolio optimization capabilities. There are two main parts of ARIES Portfolio Module; ARIES
Portfolio and ARIES Portfolio Optimizer. This manual will walk you through the installation of
ARIES Portfolio and the basic Oracle Express configuration. ARIES Portfolio Optimizer will be
enabled when you have the appropriate license feature.

ARIES Portfolio Module System Requirements

ARIES Portfolio requires an ARIES 2003.4 or later database. It supports both EDM and pre-EDM
data model. At this time, ARIES Portfolio will work with Access, SQL Server and Oracle
database. Thus you will also need the SQL*Server and Oracle Client. The Oracle client for
Windows 2000 is 8.1.7. The Oracle client for Window XP is 9i. ARIES Portfolio also requires
Oracle Express. If you are running ARIES Portfolio on Windows 2000, you will require Oracle
Express Client 6.3.2. For Windows XP, Oracle Express Client 6.3.4 is required.
Aside from the Oracle and Oracle Express requirement, ARIES Portfolio has no special
system configuration requirements. The ARIES 2003.4.0.0 System requirements are listed
below.

ARIES Portfolio Database Requirements

At this time, ARIES Portfolio supports only Access, SQL*Server and Oracle databases. Unlike
typical ARIES databases, ARIES Portfolio requires that depending upon company preference
columns are needed in the ARIES master table to define the Company Hierarchy.
1. Creating a New ARIES Portfolio Database- ARIES Portfolio can build a cube from either
ARIES standalone database or EDM database in Access, SQL*Server or Oracle database.
There are two scripts to create and set-up a new portfolio database: Porttbls.sql is used to
create the tables for Portfolio Module; PortPrivs.sql is used to grant Portfolio user the
privileges to access the ARIES database (It is used only when Portfolio tables are created in a
different account from ARIES database. If the Portfolio tables are created in the same user
account as ARIES database, this script is not needed). These scripts are located on the ARIES
Portfolio CD and structured in the following way:
~/DBScript\Oracle\ARIES: Oracle scripts for ARIES standalone database
~/DBScript\Oracle\EDM: Oracle scripts for EDM database
~/DBScript\SQLServer\ARIES: SQL*Server scripts for ARIES standalone database
~/DBScript\SQLServer\ARIES: SQL*Server scripts for ARIES standalone database
The Portfolio tables for Access database can be created or removed by the tool
UpdateMDB.EXE, which is located at the installation directory of the Portfolio Module.
Please have your DBA create the needed number of instances (accounts) and use the scripts to
create the structure.

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2. Updating an Existing Aries Database company has either used and built the ARIES
database using the standard Oracle scripts provided in the past or they have modified or
tailored the scripts to meet their needs. In addition to the new company hierarchy columns,
ARIES Portfolio also requires that the following items are included in the database structure:
the Detail table must include either or both columns for streams S349 and S350.

Updating Standard ARIES Database- DBA can add the needed columns to the
ARIES database; or (recommended) DBA can create a new portfolio database
as discussed above, then use ARIES Data transporter tool to copy all data from
the old database into the new database. This will ensure that the proper
database structure is in place, and also, allows the company to maintain a
backup copy in case of problems.
Updating Customized ARIES Database- DBA can add the needed columns to
their ARIES database; or the DBA could create a new database by using their
oracle scripts adjusted for the new portfolio columns, and then use the ARIES
data transported tool to copy data from old to new database.

ARIES 2003.4.0.0 System Requirements

ARIES 2003.4.0.0 will run on Windows 2000 with Service Pack 2, and Windows XP.

Hardware/Software Requirements
ARIES requires the following minimum resources:
Recommended

Minimum

500 MHz Intel Pentium III or compatible X86

motherboard subsystem
512 MB RAM or better
SVGA Color Monitor (1024 x 768 or better)

200 MHz Intel Pentium or compatible X86

motherboard subsystem
256 MB RAM
SVGA Color Monitor (800 x 600)

Microsoft compatible mouse or pointing

device
TCP/IP based network connection, minimum
bandwidth 100 Mbps
3 GB of Hard Disk space

Microsoft compatible mouse or pointing device

TCP/IP, IPX or Netbios based network connection,
minimum bandwidth 10 Mbps
1.5 GB of Hard Disk space

Recommended Software Specifications

Product

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Recommended Version

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Oracle Server
Oracle Client- Windows 2000
Oracle Client- Windows XP
SQL Server
Access

Oracle 8.1.6
Oracle 8.1.7
Oracle 9i
7.0 SP3/2000 SR2
Access 2000 SR2 / Access XP SR1

System Configuration
The following tables list the recommended and minimum system configurations for ARIES
servers and clients. The recommended configuration for an ARIES standalone installation is the
same as that for the ARIES client. Note that as ARIES is a multi-threaded application, a system
with dual processors will speed the calculation rate.

Server Configuration
Recommended

Minimum

Windows 2000 Professional Server

Windows 2000 Professional Workstation

Operating System Windows 2000

800MHz with 256K Cache, Performance
Pentium 200 with 256 MB RAM
200 MB of disc space for installation
250 MB to 1 GB of hard disc space for larger projects depending on the number of wells and the amount of historical
data being kept
106-key keyboard and mouse
1.44MB, 3.5, Floppy Drive
Intel Pro 100 Plus Ethernet Network Card, v3.1
17/40x SCSI CD ROM
CD-ROM Drive

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Licensing
ARIES Portfolio is an add-on module to ARIES. As such, you will need to purchase an ARIES
Portfolio License and/or ARIES Portfolio Optimizer in addition to your existing ARIES license.

ARIES Portfolio Module will only run with a FLEXlm LAM 2003 license. Should
circumstances dictate that you use a bitlock as your licensing method, contact the
Landmark Licensing department to receive a FLEXlm dongle bitlock.

ARIES Support
Customer Support is available 24 hours a day, seven days a week. Regular office hours are 7:30
AM. to 6:00 PM. CST Monday through Thursday and 7:30 AM to 5:30 PM CST on Friday. If you
are calling after hours and on weekends, please leave a message with your phone number. Your
call will be returned promptly. Customer support can be reached at the following phone numbers.
1-877-HELP-LGC (Toll Free)
1-713-839-2200 (Houston Area)
ARIES Fax number -713-839-2168
E-mail Address- support@lgc.com
FTP site - Landmark Graphics maintains an FTP site at FTP.lgc.com. This site contains updates
and executables that can be downloaded. In addition, data can be uploaded to the site.
Support Online- Landmark Graphics also provides support online for customers current on their
Maintenance and Support contract. The Landmark Support website is located at:
http://www.lgc.com/support
Features included on Support Online:
Published Solutions for Landmark Graphics products
Published Defects & Enhancements for Landmark Graphic products
User Manuals downloads for Landmark Graphic products
Comprehensive search of Support On-Line
Product downloads & documents
UserNet Newsletter On-Line- focused on technical workflows and tips

E-mail Support Request - Submit your questions directly to Technical Support

In order to take advantage of Landmark Online Support, you will need to enter a valid username
and password. To obtain the current username/password contact your Local Technical Support
Office. Alternatively, you can call 1-877-HELP-LGC or E-mail support@lgc.com.
When E-mailing Support, put the word ARIES as the first word in the subject, followed by your
description. You can also specify your Landmark PIN (such as 12345) or a specific CALLID
(such as 123456) number (if you have an open call) to more quickly route your e-mail:

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If you are not currently a Maintenance Client and would like more information on our
Maintenance services, please contact your Landmark Account Manager or the Landmark office
nearest you.

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Installing ARIES Portfolio

Note
Before you install ARIES Portfolio, the correct version of Oracle Express (6.3.2 or 6.3.4) should
be installed. This installation also assumes that the correct Oracle Client is installed, and that
ODBC Connections have been setup.

1. Insert the ARIES Portfolio Installation CD (Volume 16 of the CD binder kit).

Once you insert the ARIES Portfolio CD the installation will automatically begin. If for some
reason the autorun program does not work on your machine, you can begin the installation by
exploring the CD and running Install.exe.

2. Click the Continue button.

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This screen launches the actual ARIES Portfolio installation program. You can also access the
ARIES Portfolio documentation by clicking on the Release Notes, Installation Guide, System
Requirements, or Users Guide buttons.
All of the documentation is provided in .pdf format and requires Adobe Acrobat Reader. The
Acrobat Reader can be installed from Volume 2 of the CD binder kit.
3. Click the ARIES Portfolio Install button to launch the InstallShield Wizard.

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The InstallShield Wizard

The InstallShield Wizard will walk you through the actual installation of ARIES Portfolio.
You will be greeted by a welcome screen.

Click Next to continue.

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The default destination folder is C:\Landmark\EDT\ARIES\ARIESPortfolio

By default the custm setup type will allow you to select which compatible database version
(.xpj) to install.
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Select and delect either ARIES or EDM you want to install.

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Once the installation is complete, click Finish to quit the InstallShield Wizard and
return to the Landmark Install program.

Click Next to leave the Landmark Installation screen.

Click Exit to close the Landmark Installation Program.

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Before Running ARIES Portfolio

Before you begin working in ARIES Portfolio, there are a few steps that must be taken.

Update your LAM License

Before running ARIES Portfolio, you must update or replace your LAM License file. For more
information on installing on installing and configuring a LAM License see the LAM Release
Notes on Volume 3 of the CD bider kit.

ARIES Portfolio Database

Before running ARIES Portfolio, you must verify that your DBA has properly created the ARIES
Portfolio database and that it is ready to for users to start working with.

Oracle Express Server

Before running ARIES Portfolio, you must verify that your DBA has installed and properly setup
the Oracle Express Server, and that the Server is up and running
Note for DBA
Please see additional information concerning Oracle Express Server setup
ARIES Portfolio Server Installation of this guide.

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Install and Setup Oracle Express Connection Editor and Analyzer

If Oracle Express Client is not already installed, please install the correct version of Oracle
Express Client on your machine (version 6.3.2 for Windows 2000 or version 6.3.4 for Windows
XP). This install requires that, at a minimum, the components Oracle Express Analyzer and Oracle
Express Connection Editor be selected during Oracle install process.
You can then create the express connection file by performing the following steps:
1. Click Start> Program> Oracle Express Client 6.3.2> Oracle Express Connection
Editor.

2. Click the Define Button.

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3. Configure the Connection Settings to match your Oracle Express setup, as illustrated in the
above dialog. The Host Name is the Express server on which the Express Server is running.
4. Click the Save Button.

5. Accept the default path and click the OK button.

6. Click Close to exit the Connection Settings Dialog.

Note
In order to remove the connection file, you must go to the connection files
physical location and manually delete it

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Optional Steps- Check the Oracle Connection

1. To test the connection file setup, launch the Express Analyzer by clicking Start>
Program> Oracle Express Client 6.3.2> Oracle Express Analyzer.

2. Click the Cancel button

3. Select Database >Connect to Express.

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4. The Express Server connection description will show up the list. Highlight the desired
connection and click the OK button.

5. Enter your User ID and Password, then click OK. If no error message comes up then you
are connected to the Express Server correctly. Otherwise, there is something wrong with the
connection file or the access to the server machine is denied.
6. Exit the Express Analyzer program.
7. If you have not done so already, install the ARIES Portfolio program

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Configuration upon Launching ARIES Portfolio

Once the Express Server connection has been established, the following steps must be performed
on the client machine when ARIES Portfolio is launched for the first time. During this process you
will need to:
Select an Express Server Name.
Define a Central DB Path: Specify the location of your Express Program Database
DSSBUILD.DB and DSSDTASHLARIES.EIF).
Define a System DB Path: Specify where the Express Server System Databases
(XPDDCODE.DB and XPDDDATA.DB) are located. It is usually under
$ORACLE_HOME\olap\oes632\service\oec632.
1. Launch Aries Portfolio by clicking Start> Program> Engineers Desktop> ARIES>
ARIES Portfolio.

2. Click Default Path button

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The components of this screen are as follows:

XCF Directory - The location of the Express Server connection file. By default oracle
installer puts it under $ORACLE_HOME\olap\ECF632\ directory.
Oracle Analyzer - The location of Oracle Analyzer EXE. The default is
$ORACLE_HOME\olap\OEA632\xnalyzer.exe

For ARIES Database

ARIESCubeView.XPJ - The XPJ file with canned reports and graphs. It is installed as readonly.
ARIESSavedView.XPJ - The XPJ files for saved customized reports and graphs. It is
installed as read/write.
ARIESPortView.XPJ - The XPJ file with optimizer reports and graphs. It is installed as
read-only.
ARIESPortSaved.XPJ - The XPJ files for saved optimizer customized reports and graphs.
It is installed as read/write.

For EDM Database

EDMCubeView.XPJ - The XPJ file with canned reports and graphs. It is installed as readonly.
EDMSavedView.XPJ - The XPJ files for saved customized reports and graphs. It is
installed as read/write.
EDMPortView.XPJ - The XPJ file with optimizer reports and graphs. It is installed as readonly.
EDMPortSaved.XPJ - The XPJ files for optimizer saved customized reports and graphs. It
is installed as read/write.

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The AriesCubeView.XPJ and AriesSaveView.XPJ are included in the ARIES Portfolio

installation.
3. Fill in the correct information for XCF Directory and Oracle Analyzer by clicking the
browse button and navigating to the appropriate directories. For instance:
C:\oracle\\olap\ECF632. C:\oracle\olap\OEA632\xanalyze.exe

4. Click the second tab, Server Configuration.

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5. Choose the Express Server on which the cube will be built, then use the browse buttons to
navigate to the Central and System DB Paths. Accept the default Load From Configuration
File, then click OK.
6. From the Portfolio menu, select File> Connect Database.

7. The Connection Properties screen will appear.

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8. Enter the Database File, User ID, Password, and DB Server for your ARIES database.
When a connection is selected as the Set Default, ARIES Portfolio will automatically attempt
to connect to this database when the program is next started.

If you have problems configuring ARIES Portfolio and Oracle Express, see your Oracle
administrator, or contact ARIES support.

ARIES Portfolio Server Installation

The following steps must be performed on the server on which the Oracle Express Server is
installed. These steps should usually be performed by your Oracle Administrator or IT
Department.
1. Install Oracle Express Administrator 6.3.2
2. Copy the following two EIFS files to centralized code directory on the Express Server.
These files are located on the ARIES Portfolio CD in the /products/ARIESPf/Server
directory.
DSSBUILD.EIF
DSSDTASHLARIES.EIF
3. Rename any old Express Database or back them up to another directory
4. Start Oracle Express Administrator 6.3.2
5. Connect to Oracle Express Server

6. Create new express database DSSBUILD.DB using all capital letters, and the database ID
Identifier is BD.

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7. Import from DSSBUILD.EIF (File> Import> EIF).

8. Collapse Program folder and execute the program Aries_measuredim

9. Save the database DSSBUILD.DB.
10. Setup the SQL*Net configuration to make the Express Server host machine communicate
with the Oracle database. The database alias must be setup the same as the ARIES Portfolio
Client machine.

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