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Oracle® Warehouse Builder Installation and Configuration Guide
10g Release 1 (10.1)

Part Number B12150-02
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1 Warehouse Builder Installation Requirements

This chapter discusses the hardware and software requirements for an Oracle Warehouse Builder installation. This chapter includes the following topics:

Quick Steps for Installing Warehouse Builder

These high-level installation steps are for experienced Warehouse Builder installers. If you have installed Warehouse Builder before, and if your system hardware and software already conforms to the Warehouse Builder requirements, you can follow the steps in this section and use the rest of this manual for reference only.

Note:

The installation quick steps are not recommended for first-time installers. If you are not an experienced Warehouse Builder installer, please read this entire chapter to ensure that your system conforms to Warehouse Builder installation requirements, and then proceed to Chapter 2, "Installing Warehouse Builder" to ensure that you make the proper installation choices.

This section contains a short description of the required installation steps. The rest of this chapter discusses the system and environment requirements for a successful Warehouse Builder installation. For expanded information about each parameter and for instructions on installing optional components, refer to the detailed installation instructions Chapter 2, "Installing Warehouse Builder".

Step 1. Install Warehouse Builder on the Target Schema Host

Start Oracle Universal Installer and follow the instructions to install Warehouse Builder into its own Oracle home directory. (The documentation refers to your Warehouse Builder Oracle home directory as OWB_ORACLE_HOME, to distinguish it from the Oracle home directory in which your Oracle Database is installed.) If you are installing on a UNIX operating environment, make sure to install the OWB_ORACLE_HOME into the same operating system user as Oracle Database ORACLE_HOME.

Step 2. Install the Design Repository Using the Repository Assistant

  1. Start the Repository Assistant from your Warehouse Builder program group.

  2. Enter the connection information for the system on which you are installing. The user name you specify must have SYSDBA privileges.

  3. Create a new Warehouse Builder Design Repository, enter the user name and password for the new repository schema, and follow the instructions in the Repository Assistant.

Step 3. Install Runtime Objects Using the Runtime Assistant

  1. Start the Runtime Assistant from your Oracle Warehouse Builder program group and enter the connection information for the system on which you are installing the runtime objects. The user name you specify must have SYSDBA privileges.

  2. Select Runtime Repository. Select Create a new Warehouse Builder Runtime Repository. Then select Create and install into a new user and follow the instructions in the Runtime Assistant.

  3. When you are finished installing the Runtime Repository, select Create a new Warehouse Builder Target Schema and follow the instructions in the Runtime Assistant.

Step 4. Configure the Design and Runtime Audit Browser Environments

  1. Add LOCALHOST to your Web browser Proxy Server Bypass list.

  2. On the same host as the Warehouse Builder Design Repository, ensure that the Oracle HTTP server that was installed with the database is started.

  3. Add one Database Access Descriptor (DAD) pointing to each Warehouse Builder Design Repository. Each DAD should have the same name as the Design Repository schema to which it points.

  4. Configure Web Browser Settings on Each Computer that Will Run the Warehouse Builder Browsers by adding LOCALHOST to your Web browser proxy server bypass list and configuring your Web browser cache management as instructed in Chapter2.

Hardware Requirements

You must observe the requirements in Table 1-1 to install the Warehouse Builder software. These requirements are in addition to the requirements of any other Oracle products you are installing on the same computer. Refer to the documentation for each Oracle product you are installing to determine complete system requirements.

Table 1-1 Warehouse Builder Hardware Requirements

Operating System Disk Space Available Memory Page File Size, TMP, or Swap Space

Design and Runtime Components on Windows

545 MB

384 MB

384 MB

Design and Runtime Components on UNIX

775 MB

384 MB

500 MB


Memory requirements increase depending on the functions being performed and the number of users connected.

Software Requirements

This section discusses the required software for a successful Warehouse Builder installation.

Operating System Information

Consult the Oracle Database 10g Installation Guide for your operating system, and install required operating system patches before installing Oracle Database 10g.

Supported Operating System Platforms

Warehouse Builder 10g Release 1 (10.1) is available on the same platforms as Oracle Database 10g, with two exceptions. Warehouse Builder 10g Release 1 (10.1) is not available on the following operating systems:

  • HP OpenVMS Alpha

  • IBM OS/390 (MVS)

UNIX Operating Systems

On UNIX platforms, Warehouse Builder is installed alongside Oracle Database, and shares the same system requirements. For operating system requirements, refer to Oracle Database 10g Installation Guide for your UNIX platform.

Microsoft Windows Operating Systems

On Windows platforms, Warehouse Builder can be installed alongside Oracle Database, but can also be installed alone on computers designated as Design Clients. Table 1-2 contains the Windows operating environment software requirements.

Table 1-2 Windows Operating Environment Software Requirements

Requirement Value

System Architecture

32-bit and 64-bit

Note: Oracle will provide both 32-bit and 64-bit versions of Warehouse Builder. The 32-bit version of Warehouse Builder must run on the 32-bit version of the operating system. The 64-bit version of Warehouse Builder must run on the 64-bit version of the operating system.

Operating System

Warehouse Builder is supported on the following operating systems:

  • Windows NT Server 4.0, Windows NT Server Enterprise Edition 4.0, and Terminal Server Edition with service pack 6a or higher are supported. Windows NT Workstation is no longer supported.

  • Windows 2000 with service pack 1 or higher. All editions, including Terminal Services and Windows 2000 MultiLanguage Edition (MLE), are supported.

  • Windows Server 2003

  • Windows XP Professional


Required Products

The Warehouse Builder architecture consists of the components shown in Figure 2-1.

This section discusses the components that comprise the Oracle Warehouse Builder installation. A complete, working Warehouse Builder environment includes the software and components in Table 1-3.

Table 1-3 Software Required for a Complete Warehouse Builder Environment

Software (Required and Optional) Components Used by Warehouse Builder

Oracle Database (Required)

The following versions of Oracle Database are supported:

  • Oracle Database 10g

  • Oracle9i Release 2 (9.2.x)

  • Oracle8i Release 3 (8.1.7.4.x)

Refer to Figure 2-1 for information on the recommended installation configuration.

  • Oracle Database server with the Oracle XML Toolkit option

  • Oracle Agent

  • TNS Listener

  • Oracle HTTP Listener and Apache Server (Optional)

    Oracle HTTP Listener and Apache Server are necessary to enable the client version of the Warehouse Builder Design Browser, used to view and report on your ETL design metadata.

Oracle Warehouse Builder 10g Release 1 (10.1) Software (Required)


  • Warehouse Builder Client

  • Design Repository

  • Runtime Repository

  • Runtime Platform (RTP) Service

Oracle Application Server (Optional)

Oracle9i Application Server Release 2 (9.0.2) or Oracle Application Server 10g (9.0.4)

This is an option for users to integrate the Warehouse Builder Design Browser and Runtime Audit Browser with Oracle Application Server, instead of running the client versions of these browsers.

  • Oracle9iAS Portal

  • Oracle HTTP Listener

  • XML Developer Kit

  • Oracle Container for Java (OC4J)

Oracle Enterprise Manager and Oracle Workflow (Optional)

This is an option if you choose to use Oracle Enterprise Manager to schedule jobs and Oracle Workflow to manage job dependencies.

  • Oracle Management Server (OMS)

  • Client Console

  • WEB Console (optional)

Warehouse Builder is compatible with the following versions of Oracle Enterprise Manager and Oracle Workflow:

  • Oracle9i Enterprise Manager Release 1 and Release 2

  • Oracle Enterprise Manager 10g Release 1

  • Oracle9i Workflow Release 1 and Release 2

  • Oracle Workflow 10g Release 1

Name and Address Adapter and Data Libraries (Optional)

This is an option if you plan to use the Name and Address operator to cleanse name and address data.

You will need the following from one of the certified vendors listed on Oracle Technology Network:

  • Regional data libraries

  • Name and Address adapter software


Install all products using the instructions in the respective product installation guides. This installation guide covers instructions for installing Oracle Warehouse Builder, and provides only general guidelines for installing software other than Warehouse Builder. Please refer to the installation guides of the respective products for further instructions.

Oracle Database (Required)

Install Oracle Database before installing Warehouse Builder, following these guidelines:

  • You can run Warehouse Builder 10g Release 1 (10.1) on the following releases of Oracle Database:

    • Oracle Database 10g

    • Oracle9i Release 2 (9.2.x)

    • Oracle8i Release 3 (8.1.7.4.x)

  • You must have Oracle Database installed on any machine where you create a Warehouse Builder Design Repository or a Runtime Repository and Target Schema. Refer to Chapter2, "Warehouse Builder Product Architecture" for a description of the installation configuration.

  • You can install only Warehouse Builder, without an Oracle Database instance, on computers used as design clients. These computers access the repositories on other computers.

  • Install Oracle Database with the Oracle XML Toolkit option if you plan to use the client versions of the Warehouse Builder Design Browser or Runtime Audit Browser.

  • Note that Oracle Database 10g Release 1 (10.1) no longer automatically installs Oracle HTTP Server. For HTTP Server installation information, refer to the Oracle Database Companion CD Installation Guide for your operating system.

  • Install and configure Oracle HTTP Server and Apache Server on the same host where your Oracle Database server resides if you plan to use the client versions of the Warehouse Builder Design Browser or Runtime Audit Browser.

  • After installing Oracle Database and prior to installing Warehouse Builder, refer to Appendix A, "Preparing an Oracle Database" for recommended Oracle Database initialization parameters.

Oracle Warehouse Builder 10g Release 1 (10.1) Software (Required)

The Warehouse Builder software includes:

  • The Warehouse Builder Client and Server: This software is installed by Oracle Universal Installer, and includes the design client, the OMB Plus scripting interface, the Runtime Platform Service, and the client versions of the Design and Runtime Audit Browsers. It also includes and the Repository, Runtime, and Browser Assistants, which you must use to create the remaining components.

  • The Design and Runtime Repositories: After installing the Warehouse Builder software, you must use the Repository Assistant to create a Design Repository, and the Runtime Assistant to create the a Runtime Repository. The Design Repository contains your design metadata. The Runtime Repository contains your runtime audit information.

  • Design Browser and Runtime Audit Browser: The Design Browser is used for viewing and reporting on the metadata in your Design Repository. The Runtime Audit Browser is used for viewing and reporting on the runtime audit results in your Runtime Repository.

    Client Version: Both browsers are available in a client version installed automatically with Warehouse Builder and require only minor configuration to run independently of Oracle Application Server. The client versions require that you install Oracle Database 10g with the Oracle XML Toolkit option, that you have a Web browser installed, and that your Oracle HTTP server is running on the database instance that hosts your Design Repository.

    Integration with Oracle Application Server: You also have the option to integrate the Warehouse Builder Design Browser and Runtime Audit Browser with Oracle Application Server. In this case, you must install Oracle Application Server and create Warehouse Builder Browser tables in your Oracle Application Server database using the Browser Assistant.

Oracle Application Server (Optional)

You have the option to integrate the Warehouse Builder Design Browser (used to view and report on design metadata) and Runtime Audit Browser (used to view runtime audit results) with Oracle Application Server. In this case, you must install Oracle Application Server. Warehouse Builder is certified with Oracle9i Application Server Release 2 (9.0.2) and Oracle Application Server 10g (9.0.4).

The required Oracle Application Server components are:

  • Oracle Portal

  • Oracle Container for J2EE (OC4J)—only for the Warehouse Builder Runtime Audit Browser

  • XML Developer Kit

Integrating the Design and Runtime Audit Browsers with Oracle Application Server is optional, because Warehouse Builder also provides client versions of the Design and Runtime Audit Browsers, as discussed in Chapter1. These client versions of the Design and Runtime Audit Browsers are included in the Warehouse Builder repository installation, and only require minor setup. For information on the advantages of integrating the Design and Runtime Audit Browsers with Oracle Application Server, refer to Chapter2.

Note:

Typically, Oracle Application Server is not installed in the same instance as the Oracle Database server. However, if you are going to integrate the Warehouse Builder Design or Runtime Audit Browser with Oracle Application Server, the browser schema must be in the Portal (Oracle Application Server) instance.

Oracle Enterprise Manager and Oracle Workflow (Optional)

You can use Oracle Enterprise Manager OEM to schedule jobs and Oracle Workflow OWF to manage job dependencies. The Oracle Enterprise Manager Change Management Pack is also used for life cycle management of a data warehouse. This pack is installed as part of the Runtime Repository when you run the Oracle Warehouse Builder Runtime Repository Assistant.

Name and Address Adapter and Data Libraries (Optional)

Warehouse Builder gives you the option to perform name and address cleansing on your data with the Name and Address operator. The Name and Address operator identifies and corrects errors and inconsistencies in name and address source data. The operator identifies inconsistencies by comparing input data to data libraries supplied by the third-party name and address cleansing software vendors.

If you plan to use the Name and Address operator to cleanse your name and address data, you must purchase the following from one of the certified vendors listed on Oracle Technology Network at http://otn.oracle.com/products/warehouse/htdocs/OTN_Partners.html:

  • Warehouse Builder Name and Address adapter software

  • Regional data libraries that the Name and Address operator uses to compare and correct your data records

For more information on name and address cleansing, consult the Oracle Warehouse Builder User's Guide.

Coexistence: ORACLE_HOME Considerations

An Oracle home directory corresponds to the environment in which Oracle components run. This environment includes the location of installed component files, PATH variable pointing to binary files of installed components, registry entries, service names, and program groups. Oracle homes also have a name associated with them, which you specify along with their location during installationThis section provides information about the coexistence of Oracle products in one Oracle home directory, and guidelines for installing multiple Oracle products on one computer.

To set the ORACLE_HOME environment variable for UNIX, use the following command:

In the examples, full_path is the path into which Warehouse Builder 10g Release 1 (10.1) will be installed.

To set the LD_LIBRARY_PATH environment variable for UNIX, use the following command:

To set the SHLIB_PATH environment variable for HP-UX, use the following command:

Pre-Installation Checklist

This section contains additional points to address before installing:

About Oracle Universal Installer

Oracle Warehouse Builder uses Oracle Universal Installer to install components and to configure environment variables. The installer guides you through each step of the installation process.

The installer includes features that perform the following tasks:

Inventory Directory

The installer creates the Inventory or oraInventory directory the first time it is run on your machine. The inventory directory keeps a record of the products that the installer installs on your machine as well as other installation information. If you have previously installed Oracle products, then you may already have an inventory directory.

  • Do not delete or manually alter the inventory directory or its contents. Doing so can prevent the installer from locating products that you have installed on your machine.

  • For Windows, the default location of Inventory is \Program Files\Oracle\Inventory. For information on the default location of the Inventory directory for a UNIX operating system, refer to the Oracle Database 10g Installation Guide for your UNIX platform.

Starting Oracle Universal Installer

Follow these instructions to start Oracle Universal Installer, which installs Oracle Warehouse Builder.

For Windows Users

To Start Oracle Universal Installer:

  1. Insert the Oracle Warehouse Builder CD-ROM.

  2. If your machine does not support the autorun feature, locate the executable setup.exe in the root directory of the CD-ROM. Start the installer by launching the setup.exe program.

  3. If your machine supports the autorun feature, the autorun window will automatically launch the Oracle Warehouse Builder installation.

Proceed to Chapter 2, "Installing Warehouse Builder" for further instructions.

For UNIX Users

Note:

You need access to the root account.

For operating environments that do not support automatic mounting of CD-ROMs, the Oracle Warehouse Builder installation CD-ROMs must be mounted manually. You must have root privileges to mount or unmount a CD-ROM. Be sure to unmount a CD-ROM before removing it from the drive. Refer to Appendix B, "Mounting CD-ROMs" for instructions.

Running Oracle Universal Installer

After mounting the installation CD-ROM as instructed in Appendix B, "Mounting CD-ROMs", you can run Oracle Universal Installer from the CD-ROM. Do not run the Installer while the CD-ROM directory is the current directory or you will be unable to unmount the next CD-ROM when prompted to do so.

Note:

Be sure you are not logged in as the root user when you start the Oracle Universal Installer. If you are, then only the root user will have permissions to manage Oracle Warehouse Builder.

To run Oracle Universal Installer from the CD-ROM:

  1. Log in as the oracle user.

  2. Start the installer from the CD mount point by typing the following at the prompt:

    cd mount_point

    ./runInstaller

This launches Oracle Universal Installer, which walks you through the installation of Oracle Warehouse Builder. Proceed to Chapter 2, "Installing Warehouse Builder" for further instructions.