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    Installation and Configuration of ODBC for Voyager

    • Product: Voyager
    • Product Version: 7.2 and greater
    • Relevant for Installation Type: All

     

    Purpose

    Prepackaged Reports (PPR, Reports.mdb) allow sites to make a read-only connection to Voyager's database on the server via Microsoft Access on a workstation using an ODBC connection. PPR allow institutions to query the database for information that may not be available via batch jobs or other reporting functions in Voyager.

    Overview

    • These instructions cover installation of ODBC 10g  Full Client Drivers and linking tables for pre-packaged reports for all currently supported versions of Voyager.

    • Voyager Prepackaged Reports using MS Access require the installation of Oracle Client to function correctly.

    • Voyager currently only supports the use of the 32-bit Oracle 10g Full Client installation package. Later versions of Oracle client and 64-bit versions of the software are not supported for use with Voyager.

    • Oracle 10g Client installer for 32-bit MS Access is available via FTP from downloads.exlibrisgroup.com using the 'odbc' user.  See this  Article for the download login and password.

    • Using Prepackaged Reports also requires that the Voyager Clients be installed on the workstation (see Overview of Voyager client installation process for detailed instructions on installing the Voyager clients).

    Requirements

    • MS Access 2013 or greater, 32-bit
    • Voyager Version 7.2 or greater
    • Administrator privileges on PC
    • Using an SFTP/FTP client, the ODBC installation package (Oracle10g_ODBC_Win7-10.zip) may be downloaded from downloads.exlibrisgroup.com using the odbc user. The password for this user is available from FTP Passwords for voyager, odbc, preview, and patch users.
    • Create a folder in the root of your workstation's C:\ drive (for example: C:\orainst) to hold the installation package zip file, and unzip the package in that folder. Avoid using a deep file folder location, or placing the zip file in your Documents directory, or on the Desktop or a shared drive.

    Download this client and not any other Oracle ODBC client package. Support can troubleshoot the Ex Libris ODBC installation package only.

    • 32-bit MS Access 2003 or greater (Not 64-bit). To determine your Access version:
      • Open MS Access > File > Account > click About Access
      • Box will pop up; note version at top of box.
    • tnsnames.ora template (See attached)
    • Hostname or IP address of your Voyager server; the Oracle read-only username and password (usually ro_xxxdb, where xxxdb is your Voyager instance name)

    Procedure

    Follow all of the steps below. Do not deviate from the instructions.  Install only the installation package specified in the previous section.

    1. Login to the PC with an account that has full administrative rights.
    2. Completely remove any Oracle 10g Client which was installed previously. Any later versions of Oracle Client (e.g. Oracle 11g) should also be uninstalled if possible, to aid in preventing any complications.
    3. From Ex Libris ODBC installation package, run setup.exe
      1. Click "Next."
      2. Select "Administrator" as the installation type, and click "Next"
      3. At Available Product Components, click "Next"
      4. At Product-Specific Prerequisite Checks", click the check box next to any errors and select "Yes" in any "Warning" dialogs.
      5. At "Summary select "Install", installation will run for a few minutes.
      6. At "Oracle Net Configuration Assistant" select "Perform Typical Configuration" and click "Next". And click Next on the following screen.
      7. Once the installation has completed Click "Finish" -> "Exit" -> "Yes"
    4. Open the attached tnsnames.ora template in a plain-text text editor (e.g. Notepad)
    5. In tnsnames.ora replace xxx.xxx.xxx.xxx with the IP or host name of the Voyager server.
    6. Copy the configured tnsnames.ora file to C:\oracle\product\10.2.0\client\network\ADMIN\
    7. Check permissions on tnsnames.ora to ensure "Full Control" is granted to "Authenticated Users"
    8. Locate and run the file odbcad32.exe as administrator (Right Click -> 'Run as Administrator'):
      1. For 64-bit Windows Operating System: C:\Windows\SysWOW64\odbcad32.exe
      2. For 32-bit Windows Operating System: C:\Windows\System32\obdcad32.exe
    9. Select the "System DSN" tab and select "Add."
    10. Select the driver "Microsoft ODBC for Oracle."
    11. Enter the following values:

    Data Source Name: VGER

    Description: Tables

    Username: ro_xxxdb (Replace 'xxxdb' with the db name of the voyager instance)

    Server: VGER

     

     

    1. Click 'OK' to close odbcad32.exe
    2. Open Reports.mdb from C:\Voyager\Access Reports\ 
      (Make sure the Reports.MDB file that you are using is for the correct version of Voyager you are running)
    3. Select "External Data" from the MS-Access Ribbon, select "New Data Source", then select "From Other Sources"  and select "ODBC Database"

      access_ribbon.jpg

      new_data_source.jpg

      from_other.jpg

      odbc_database.jpg
       
    4. Select "Link to the data source by creating a linked table."

      Link_to_data.jpg
       
    5. Select the "Machine Data Source" tab.

    1. Select "VGER" and click "OK."
    2. Enter the following values and click "OK":

    User Name: ro_xxxdb (Replace 'xxxdb' with the db name of the voyager instance"

    Password: ro_xxxdb

    Server: VGER

     

    1. Click "Deselect All" (this can take a minute or so), and then click "OK." You can also check the "Save password" box. 

    1. Locate the navigation pane on the left hand side of the screen in MS-Access. At the top of the navigation pane select the drop down menu, and change the selection to "Forms".

    1. Open "Build Database Links to Voyager" form.
    2. Enter the following values and select "Connect"(Replace 'xxxdb' with the db name of the Voyager instance):

    ODBC Name: VGER

    Connect String: VGER

    DB User ID: ro_xxxdb

    Password: ro_xxxdb

    Tablespace: XXXDB  (typically you will want to use ALL CAPS for the Tablespace name)

    If this is unsuccessful, capitalize the Tablespace name and re-try this step.

    1. If successful, results will appear as below. Be patient, this process can take 30 minutes or longer to complete successfully.  When it is successfully finished, the "Cancel" button will be grayed out (inactive), and the "Connect" and "Close" buttons will be active. Select "Close"> Otherwise, if failures occur, double-check the configuration and permission of tnsnames.ora, and the configuration of the DSN. For further assistance open a support case with Voyager support.


    • Article last edited: 18-May-2020
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