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Oracle® Fusion Middleware Oracle WebCenter Analytics Installation and Upgrade Guide (for Oracle WebCenter Interaction)
10g Release 4 (10.3.0.2.0)

Part Number E14438-08
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2 Quickstart Overview

This chapter provides brief, high level instructions for the installation and upgrade of Oracle WebCenter Analytics, and is intended to quickly guide experienced administrators through the installation or upgrade procedure.

This chapter is divided into two major sections:

Installation

Before you install Oracle WebCenter Analytics, ensure that you have completed pre-installation steps. For details, see Chapter 1, "Installation Prerequisites."

Granting User and Group Access Rights to Oracle Inventory Directories

(Linux/Unix only) Oracle Inventory contains files that provide the Oracle Universal Installer with the locations of the ORACLE_HOME directories on a particular machine. For Oracle Inventory to function properly, the user that installs Oracle WebCenter Analytics must have access rights to the directories that contain Oracle Inventory's files. This section describes how to run the ouais.sh shell script, which sets user and group access rights for these directories.

Note:

You do not need to perform this procedure if you are installing Oracle WebCenter Analytics on Windows.

Note:

If you are installing Oracle WebCenter Analytics on Linux or UNIX operating systems, you do not need to perform this procedure if, as the same user that is installing Oracle WebCenter Analytics, you have already installed at least one of the following products on the same machine on which you are installing Oracle WebCenter Analytics:

  • Oracle WebCenter Interaction 10.3.x

  • Oracle WebCenter Collaboration 10.3.x

To grant user and group access rights to Oracle Inventory directories:

  1. Log in to the computer onto which you will be installing Oracle WebCenter Analytics as the root user.

  2. Copy the ouais.sh script to the computer.

    This script is located in the same location as the Oracle WebCenter Analytics installer file.

  3. Change the current directory (cd) to be the directory to which you copied the ouais.sh script.

  4. Run the ouais.sh shell script.

    As arguments to the script, specify the user and group that will be running the Oracle WebCenter Analytics installer. For example, you would use the following command to run the ouais.sh script from the root shell:

    ./ouais.sh -u oracleuser -g oraclegroup
    

    The ouais.sh script creates the Oracle Inventory directory if it did not exist before you ran the script. Additionally, the script grants user and group ownership to the directories that contain the files that are used by Oracle Inventory.

Installing the Analytics Console Component

This section describes how to install the Analytics Console component and the BEA AL Analytics service. For more complete details on performing this task, see Installing the Analytics Console Component.

To install the Analytics Console Component:

  1. Log in to the remote server host computer as the local administrator (on Windows) or a user with directory write privileges (on UNIX or Linux).

    Note:

    For UNIX and Linux installations, you must run the Oracle WebCenter Analytics installer as the user that you specified in the procedure Granting User and Group Access Rights to Oracle Inventory Directories. You specified the user who will run the product installer as an argument to the ouais.sh script.

  2. Copy the installer to the disk location from where you plan to launch it.

  3. Launch the Oracle WebCenter Analytics Installer.

    • Windows: WebCenterAnalytics_WCI_10.3.0.2.0.exe

    • UNIX/Linux: WebCenterAnalytics_WCI_10.3.0.2.0

  4. Choose to install the Analytics Console component.

  5. Complete all installation wizard pages using information for the computers you provisioned for your Oracle WebCenter Analytics deployment.

    After the installer has copied all files to the installation directory, the Launch Configuration Manager installation wizard page appears.

  6. Do not configure Analytics Console settings in Oracle WebCenter Configuration Manager at this time. First, configure the Oracle WebCenter Analytics database. For details see Configuring the Oracle WebCenter Analytics Database.

  7. After configuring the Oracle WebCenter Analytics and ALUI Security databases, configure all settings for all of the Analytics Console application components based on the computers you provisioned for your Oracle WebCenter Analytics deployment.

Configuring the Oracle WebCenter Analytics Database

Perform one of the following procedures that is appropriate to your database platform:

Configuring the Oracle WebCenter Analytics Database on Microsoft SQL Server

For more complete details on performing this task, see Configuring the Oracle WebCenter Analytics Database on Microsoft SQL Server.

To set up the Oracle WebCenter Analytics database on Microsoft SQL Server:

  1. On the machine to which you installed the Analytics Console component, copy the scripts from install_dir\ptanalytics\10.3.0.2\sql\mssql to the database host computer.

  2. In SQL Server Management Studio, access the database engine's properties.

  3. Configure the database engine to use SQL Server and Windows Authentication mode.

  4. Restart the database engine.

  5. Create the Oracle WebCenter Analytics database user:

    1. Create the Oracle WebCenter Analytics database user.

    2. Configure the Oracle WebCenter Analytics database user to use SQL Server Authentication.

    3. Set the Oracle WebCenter Analytics database user password.

  6. Create the Oracle WebCenter Analytics database with the following properties:

    • Create a database.

    • Configure the size of the database.

    • Change the default database for the Oracle WebCenter Analytics database user to the Oracle WebCenter Analytics database.

  7. Grant the Oracle WebCenter Analytics database user the db_owner role for the Oracle WebCenter Analytics database.

  8. Create the Oracle WebCenter Analytics database schema. Specify the Oracle WebCenter Analytics database user as the schema owner.

  9. Connect to the Oracle WebCenter Analytics database as the Oracle WebCenter Analytics database user, using SQL Server Authentication.

  10. Run the setup scripts for the database, located in the install_dir\ptanalytics\10.3.0.2\sql\mssql\ folder, in the following order (make sure that you are running the scripts on the Oracle WebCenter Analytics database):

    1. create_analytics_schema.sql

    2. install_analytics_data.sql

Configuring the Oracle WebCenter Analytics Database on Oracle

For more complete details on performing this task, see Configuring the Oracle WebCenter Analytics Database on Oracle.

To create and set up an Oracle database:

  1. On the machine to which you installed the Analytics Console component, copy the \oracle directory from install_dir\ptanalytics\10.3.0.2\sql to the Oracle WebCenter Analytics database's host computer.

  2. Log on to the host computer for the Oracle WebCenter Analytics database as owner of the Oracle system files.

  3. Execute the following steps as the system user in your Oracle database.

    1. Determine the name of the SID that you will be using for this installation. If you changed the SID from the default when you installed the portal, you need to update create_analytics_tablespaces.sql to reflect the SID that you used, substituting all occurrences of the default SID name with your SID name. The default SID name is BEAS.

      If you are creating a new SID, configure AL32UTF8 as the database character set and AL16UTF16 as the national character set.

    2. Run the script create_analytics_tablespaces.sql for your platform.

    3. Run the script create_analytics_user.sql.

      Note:

      If you do not want the script to use the defaults when creating the Oracle database user and password, edit the script. The default user is analyticsdbuser; the default password is analyticsdbuser.

    4. Record the Oracle database user and password values (you will enter these values into Oracle WebCenter Configuration Manager when configuring Oracle WebCenter Analytics database settings).

  4. Execute the following steps as the analytics user that you just created.

    1. Run the script create_analytics_schema.sql.

    2. Run the script install_analytics_data.sql.

  5. Run your database's analysis tool on the portal database to the efficiency of the database.

Configuring Oracle WebCenter Analytics to Use Oracle RAC

To use Oracle RAC with Oracle WebCenter Analytics, you must edit the configuration file on all computers running Oracle WebCenter Analytics Console or Analytics Collector and on automation servers running Analytics sync jobs.

  1. Back up the portal's configuration.xml file, located in the PT_HOME/settings directory.

  2. Open configuration.xml.

  3. Find the following component element:

    • On any computer running Analytics Collector, search for:

      component name="analytics-collector:opendb"
      
    • If you have a computer that runs Oracle WebCenter Analytics Console without Analytics Collector, search for:

      component name="analytics-console:opendb"
      
    • On any automation server running Analytics sync jobs, search for:

      component name="analytics-jobs:opendb"
      
  4. Within the component element add text similar to the following (this is an example for a Microsoft Windows installation:

    <setting name="database-connection:url-override">    <value xsi:type="xsd:string">jdbc:plumtree:oracle:TNSNamesFile=F:\\bea\\alui\\tnsname s\\tnsnames.ora;TNSServerName=RACDB;BatchPerformanceWorkaround=true</value> </setting>
    

    Replace tnsnames.ora with the name of your TNS names file. Replace RACDB with the name of your TNS server.

  5. Repeat steps 2-4 for any other Analytics database connection that needs to be configured for RAC.

  6. To configure the ALUI security connection for Oracle WebCenter Analytics, search for:

    component name="aluisecurity:StoreServiceProperties"
    
  7. Within the component element add text similar to the following (this is an example for a Microsoft Windows installation:

    <setting name="database-connection:url-override">    <value xsi:type="xsd:string">jdbc:oracle:thin:@(DESCRIPTION=(ADDRESS_LIST=(FAILOVER=O N)(LOAD_BALANCE=ON)(ADDRESS=(PROTOCOL=TCP)(HOST=##.###.###.###)(PORT=1521))(AD DRESS=(PROTOCOL=TCP)(HOST=##.###.###.###)(PORT=1522)))(CONNECT_DATA=(SERVICE_N AME=RACDB)))</value> </setting>
    

    Replace RACDB with the name of your TNS server.

Registering Core and Portal Events

You must register core and portal events if you want Oracle WebCenter Analytics to report on events that occur in the portal. To register core and portal events, run the following from the command line on the Oracle WebCenter Analytics host machine:

  • Windows:

    1. .. PTANALYTICS_HOME\bin\AnalyticsLoadEvents.bat

      \settings\config\analytics-core-event-def.xml

    2. .. PTANALYTICS_HOME\bin\AnalyticsLoadEvents.bat

      \settings\config\analytics-ali-event-def.xml

  • UNIX/Linux:

    1. .. PTANALYTICS_HOME/bin/AnalyticsLoadEvents.sh

      /settings/config/analytics-core-event-def.xml

    2. .. PTANALYTICS_HOME/bin/AnalyticsLoadEvents.sh

      /settings/config/analytics-ali-event-def.xml

Registering Oracle WebCenter Collaboration Events

To register Oracle WebCenter Collaboration events, perform the following:

  1. Navigate to the following file on the Oracle WebCenter Analytics host machine: install_dir\ptcollab\4.5\settings\config\analytics-collab-event-def.xml

  2. Copy the analytics-collab-event-def.xml file on the Oracle WebCenter Analytics host machine to the following location on the Analytics host machine:

    install_dir\ptanalytics\10.3.0.2\settings\config\

  3. Run the following from the command line on the Oracle WebCenter Analytics host machine:

    • Windows:

      .. PTANALYTICS_HOME\bin\AnalyticsLoadEvents.bat

      ..\settings\config\analytics-collab-event-def.xml

    • UNIX/Linux:

      .. PTANALYTICS_HOME/bin/AnalyticsLoadEvents.sh

      ../settings/config/analytics-collab-event-def.xml

Registering Oracle WebCenter Ensemble Events

(Oracle WebCenter Ensemble integration only) To register Oracle WebCenter Ensemble events, run the following from the command line on the Oracle WebCenter Analytics host machine:

  • Windows:

    • .. PTANALYTICS_HOME\bin\AnalyticsLoadEvents.bat

    • ..\settings\config\analytics-ensemble-event-def.xml

  • UNIX/Linux:

    • .. PTANALYTICS_HOME/bin/AnalyticsLoadEvents.sh

    • ../settings/config/analytics-ensemble-event-def.xml

Installing the Analytics Collector Component and Clustering the BEA AL Analytics Collector Service

This section includes the following topics:

Installing the Analytics Collector Component

This section describes how to install the Analytics Collector component, which includes the BEA AL Analytics Collector service. For more complete details on performing this task, see Installing the Analytics Collector Component.

Note:

If you want to cluster the BEA AL Analytics Collector service, we recommend that you install each node in the cluster on a separate machine (one installation of the Analytics Collector component is one instance of the BEA AL Analytics Collector service). One instance of the BEA AL Analytics Collector service operates as one node in the cluster).

To install the Analytics Collector component:

  1. Log in to the remote server host computer as the local administrator (on Windows) or a user with directory write privileges (on UNIX or Linux).

  2. Copy the installer to the disk location from where you plan to launch it.

  3. Launch the Oracle WebCenter Analytics Installer.

    • Windows: WebCenterAnalytics_WCI_10.3.0.2.0.exe

    • UNIX/Linux: WebCenterAnalytics_WCI_10.3.0.2.0

  4. Choose to install the Analytics Collector component.

  5. Complete all installation wizard pages based on the computers you provisioned for your Oracle WebCenter Analytics deployment.

  6. After the installer has copied all files to the installation directory, the Launch Configuration Manager installation wizard page appears.

  7. In Oracle WebCenter Configuration Manager, configure all settings for all of the Analytics Collector application components based on the computers you provisioned for your Oracle WebCenter Analytics deployment.

Clustering the BEA AL Analytics Collector Service

(Optional) A BEA AL Analytics Collector service cluster consists of multiple BEA AL Analytics Collector service nodes running simultaneously and working together to provide increased scalability and reliability. One instance of the BEA AL Analytics Collector service operates as one node in the cluster.

Note:

You do not need to perform these steps if you do not want to cluster the BEA AL Analytics Collector service.

For complete details on performing this task, see Clustering the BEA AL Analytics Collector Service. For information on how clustering works, see Section 3.8.2.1, "How a Cluster Works."

To cluster the BEA AL Analytics Collector service:

  1. Configure Oracle Webcenter Interaction to send events to the BEA AL Analytics Collector service cluster. For details, see "Configuring Oracle Webcenter Interaction to Send Events to the Cluster".

  2. Configure the nodes in the BEA AL Analytics Collector service cluster. For details, see "Configuring Nodes in a Cluster".

Configuring Oracle Webcenter Interaction to Send Events to the Cluster

To configure Oracle Webcenter Interaction to send events to the BEA AL Analytics Collector service cluster:

  1. Access Oracle WebCenter Configuration Manager on the machine on which Oracle Webcenter Interaction is installed.

  2. Configure the following settings in the Analytics Communication component:

    • Confirm that the Enabled check box is selected in the Enable area.

    • Click Enabled in the Use Clustering area.

    • Configure the following settings in the Cluster Communication area: Cluster name, Cluster node timeout period, Broadcast listening port.

    Online help for these settings is available in the Oracle WebCenter Configuration Manager application.

Configuring Nodes in a Cluster

This section discusses how to configure nodes in a BEA AL Analytics Collector service cluster.

If you are configuring nodes of the BEA AL Analytics Collector service to use broadcast mode, IP broadcast packets are not automatically forwarded from one subnet to another. For this reason, you should configure each instance of the BEA AL Analytics Collector service to be in the same subnet as the application from which it receives events. This configuration ensures that the event-generating applications can successfully receive broadcast messages from the Collector service cluster. If you use virtualization software, we recommend that you configure nodes of the BEA AL Analytics Collector service to use broadcast mode.

Note:

Perform this procedure for each node in the cluster.

To configure a node in a BEA AL Analytics Collector service cluster:

  1. Ensure that you have installed the Analytics Collector component on each machine that will host a node in the cluster.

    Note:

    Oracle recommends that each instance of the BEA AL Analytics Collector service exist on a separate machine.

    For installation instructions, see Installing the Analytics Collector Component.

  2. Access Oracle WebCenter Configuration Manager on the BEA AL Analytics Collector service host.

  3. Click the + symbol next to the Analytics Collectorapplication name to view its components.

  4. Configure the settings in the Analytics Database component.

  5. Configure the settings in the Clustering component.

    Note:

    The value for the Cluster name field should match the value set for the Cluster name field in the Portal Service application, Analytics Communication component of Oracle WebCenter Configuration Manager on the portal host. You configured this setting when you performed the procedure "Configuring Oracle Webcenter Interaction to Send Events to the Cluster".

  6. Configure the settings in the Logging component.

    Online help for these settings is available in the Oracle WebCenter Configuration Manager application.

Installing the Interaction Analytics Component

The Interaction Analytics component facilitates communication between Oracle WebCenter Analytics and the portal. For more complete details on performing this task, see Installing the Interaction Analytics Component.

Note:

You must reinstall the Interaction Analytics component after each time you upgrade Oracle Webcenter Interaction.

To install the Interaction Analytics component:

  1. Log in to the portal host computer as the same user that installed Oracle Webcenter Interaction.

  2. If you are running on Java, shut down the application server.

  3. Copy the installer to the disk location from where you plan to launch it. The installer file is one of the following:

    • Windows: WebCenterAnalytics_WCI_10.3.0.2.0.exe

    • UNIX/Linux: WebCenterAnalytics_WCI_10.3.0.2.0

  4. Choose to install the Interaction Analytics Component.

  5. Complete all installation wizard pages based on the computers you provisioned for your ­Oracle WebCenter Analytics deployment.

  6. After the installer has copied all files to the installation directory, the Launch Configuration Manager installation wizard page appears.

  7. In Oracle WebCenter Configuration Manager, configure all settings for all of the Analytics Communication application components based on the computers you provisioned for your Oracle WebCenter Analytics deployment.

  8. After the installation is complete, perform one of the following:

    • If you are running on Java, restart the application server. Then redeploy your portal.war or portal.ear file to your portal application server.

    • If you are running on IIS, restart the application server. For instructions, see your application server's documentation.

Installing the Image Service Component

For more complete details on performing this task, see Installing the Image Service Component.

To install the Image Service component:

  1. Log in to the Image Service host computer as the local administrator or the Oracle WebCenter Interaction user created during installation of Oracle WebCenter Interaction.

  2. Copy the installer to the disk location from where you plan to launch it.

  3. Launch the Oracle WebCenter Analytics Installer.

    • Windows: WebCenterAnalytics_WCI_10.3.0.2.0.exe

    • UNIX/Linux: WebCenterAnalytics_WCI_10.3.0.2.0

  4. Choose to install the Image Service Component.

Installing the Analytics Automation Jobs Component

For more complete details on performing this task, see Installing the Analytics Automation Jobs Component.

To install the Analytics Automation Jobs component:

  1. Log in to the Automation Service host computer as the local administrator or the Oracle WebCenter Interaction user created during the installation of Oracle WebCenter Interaction.

  2. Copy the installer to the disk location from where you plan to launch it.

  3. Launch the Oracle WebCenter Analytics Installer.

    • Windows: WebCenterAnalytics_WCI_10.3.0.2.0.exe

    • UNIX/Linux: WebCenterAnalytics_WCI_10.3.0.2.0

      Note:

      Ensure that you copy the installer for the same platform that the Automation Service runs on. For example, if the Automation Service runs on Solaris, copy the Solaris installer.

  4. Choose to install the Analytics Automation Jobscomponent.

  5. Complete all installation wizard pages based on the computers you provisioned for your Oracle WebCenter Analytics deployment.

  6. After the installer has copied all files to the installation directory, the Launch Configuration Manager installation wizard page appears.

  7. In Oracle WebCenter Configuration Manager, configure all settings for all of the Analytics Jobs application components based on the computers you provisioned for your Oracle WebCenter Analytics deployment.

Starting the BEA AL Analytics and BEA AL Analytics Collector Services

For more complete details on performing this task, see Starting the BEA AL Analytics and BEA AL Analytics Collector Services.

To start the BEA AL Analytics and BEA AL Analytics Collector services, perform one of the following:

  • On Windows, ensure the BEA AL Analytics service has been started in Windows NT Services. Then ensure the BEA AL Analytics Collector service has been started.

  • On UNIX and Linux, ensure the BEA AL Analytics service has been started by using the following command: install_dir/ptanalytics/10.3.0.2/bin/analyticsd.sh start

    Then ensure the BEA AL Analytics Collector service has been started by using the following comment: install_dir/ptcollector/10.3.0.2/bin/collectord.sh start

You can also start and stop these services using Oracle WebCenter Configuration Manager. Log in to Oracle WebCenter Configuration Manager using the user name Administrator and the password you specified during installation. Follow the instructions in Oracle WebCenter Configuration Manager to start the Analytics Console and Analytics Collector applications.

Registering Oracle WebCenter Analytics with the Portal

This section describes how to register the Analytics Console, remote server, web service, and portlet objects. For more complete details on performing this task, see Registering Oracle WebCenter Analytics with the Portal.

To register the Oracle WebCenter Analytics application, remote server, web services, and portlets with the portal, use the migration utility to import the migration package analytics.pte.

Adding Analytics Jobs to the Automation Service

This section describes how to add all Analytics jobs to the Automation Service. Once Analytics jobs are added to the Automation Service, the Automation Service runs them automatically. For more complete details on performing this task, see Adding Analytics Jobs to the Automation Service.

To add Analytics jobs to the Automation Service:

  1. Log into the portal as a user with administrative privileges.

  2. In Administration, choose Automation Service.

  3. Ensure that the Automation Service is online.

  4. Under Edit Automation Services, click the name of the computer on which the Analytics Jobs component is installed.

    The Register Folders window appears.

  5. Click Add Folder.

    The Add Job Folder window appears.

  6. Expand the Analytics folder.

  7. Select the Analytics Jobs folder.

  8. Click OK to close the Register Folders window.

  9. Click Finish.

    The Automation Service runs the Analytics jobs. If other Automation Service jobs were in queue or running when you added the Analytics jobs to the Automation Service, the Automation Service runs the Analytics jobs after these other jobs have completed.

  10. At an appropriate time, ensure that the Analytics jobs have completed successfully. If any Analytics jobs failed, schedule these jobs to run again.

Upgrade

This section describes how to upgrade Oracle WebCenter Analytics.

Upgrade Paths

The following table summarizes the supported database upgrade paths for Oracle WebCenter Analytics.

Table 2-1 Upgrade Paths

Upgrade Path Upgrade References

Oracle WebCenter Analytics 10.3 to Oracle WebCenter Analytics 10.3.0.2

Follow the procedures in Upgrading from Oracle WebCenter Analytics 10.3 to Oracle WebCenter Analytics 10.3.0.2.


To upgrade from an earlier version, you must first upgrade to 10.3. For instructions, refer to Oracle Fusion Middleware Developer's Guide for Oracle WebCenter Analytics for 10.3.

Upgrading from Oracle WebCenter Analytics 10.3 to Oracle WebCenter Analytics 10.3.0.2

This section describes how to upgrade from Oracle WebCenter Analytics 10.3 to Oracle WebCenter Analytics 10.3.0.2. For more complete details on performing this task, see Upgrading from Oracle WebCenter Analytics 10.3 to Oracle WebCenter Analytics 10.3.0.2.

To upgrade from Oracle WebCenter Analytics 10.3 to Oracle WebCenter Analytics 10.3.0.2:

  1. Back up the installation directory of the previously-installed version of the Analytics Services component, using the tool of your choice.

  2. Install the Analytics Console component. For details, see Installing the Analytics Console Component.

    Note:

    When performing the installation process, ensure that the Oracle WebCenter Analytics database settings are correct in Oracle WebCenter Configuration Manager. However, do not configure any other Analytics Console settings in Oracle Configuration Manager at this time.

  3. Install the Analytics Collector component and configure Analytics Collector settings in Oracle WebCenter Configuration Manager. For details, see Installing the Analytics Collector Component.

  4. (Optional) If desired, cluster the BEA AL Analytics Collector service. For details, see Clustering the BEA AL Analytics Collector Service.

  5. Back up the Oracle WebCenter Analytics database using the tool of your choice.

  6. Upgrade the Oracle WebCenter Analytics database by running the upgrade_10.3.0.1_to_10.3.0.2.sql script:

    • Windows: install_dir\ptanalytics\10.3.0.2\sql\database\upgrade_10.3.0.1_to_10.3.0.2.sql

    • UNIX/Linux: install_dir/ptanalytics/10.3.0.2/sql\database/upgrade_10.3.0.1_to_10.3.0.2.sql

  7. On the machine on which you installed the Analytics Console component, use Oracle WebCenter Configuration Manager to configure all additional settings for all Analytics Console application components.

  8. (Oracle database only) Run your database's analysis tool on both the Oracle WebCenter Analytics and portal databases to increase the efficiency of the databases.

  9. Back up the installation directory of the previously-installed version of the Interaction Analytics component, using the tool of your choice.

  10. Install the Interaction Analytics component and configure Analytics Communication settings in Oracle WebCenter Configuration Manager. For details, see Installing the Interaction Analytics Component.

  11. Install the Image Service component. For details, Installing the Image Service Component.

  12. Stop and restart the BEA AL Analytics and BEA AL Analytics Collector services. For details, see Starting the BEA AL Analytics and BEA AL Analytics Collector Services.

  13. Install the Analytics Automation Jobs component and configure Analytics Jobs settings in Oracle WebCenter Configuration Manager. For details, see Installing the Analytics Automation Jobs Component.

  14. Add Analytics jobs to the Automation Service. For details, see Adding Analytics Jobs to the Automation Service.