| Oracle® Business Intelligence Installation Guide 10g Release 2 (10.1.2) for Linux Itanium B25825-01 |
|
 Previous |
 Next |
| Oracle® Business Intelligence Installation Guide 10g Release 2 (10.1.2) for Linux Itanium B25825-01 |
|
Previous |
Next |
This chapter provides instructions for installing Oracle Business Intelligence components.
This chapter includes the following topics:
Follow the instructions in this section to start the installer
How to run the installer will depend on how you have obtained Oracle Business Intelligence, as described in the following steps:
If you have the Oracle Business Intelligence CD-ROM/DVD:
Insert the CD-ROM/DVD into your computer's CD-ROM/DVD drive.
Open a new console window.
Navigate to the /install directory on the CD-ROM/DVD drive.
Type the following:
runInstaller
If you have downloaded Oracle Business Intelligence as a file from the Oracle Technology Network:
Open a new console window.
Extract the file to a local directory.
Navigate to the /Disk1/install directory.
Type the following:
runInstaller
Note the buttons you use to navigate the installer screens. You can click Help to view more information about each screen, or Installed Products to review the existing Oracle software on your computer. Click Back or Next when enabled to move backward or forward in the installer. When the Install button is enabled, clicking it begins the file installation. Click Cancel to stop the process and exit the installer. Additionally, clicking Deinstall Products (only available in the Welcome screen) enables you to deinstall existing Oracle software.
To install Oracle Business Intelligence with Oracle Universal Installer:
Start the installer following the instructions in Section 4.1, "Starting the Installer".
Review the Welcome screen, which provides information about Oracle Universal Installer, and click Next to continue.
The installer performs some prerequisite checks (for more information, see Section 1.4.2, "Installer Prerequisite Checks").
If this is the first time you have installed an Oracle product on the target computer, the installer creates the inventory directory for installation-related files (for more information about this directory, see Section 1.4.1.1, "The Installer Inventory Directory").
At the Specify File Locations screen:
Verify the source path in the Source Path field.
The source path is the full path to the products.xml file from which the product will be installed. The installer detects and uses a default path. Do not change the path.
Verify the Oracle home name in the Destination Name field.
You can use the default Oracle home name or select another name.
Verify the destination path in the Destination Path field.
The destination path is the directory name and full path to the Oracle home directory where the product will be installed. You can use the default name and path provided or select another name.
The destination path must be a real, absolute path. It cannot contain environment variable names or spaces. For instructions on selecting the Oracle home directory, see Section 1.2, "Oracle Home Considerations".
Click Next to continue.
At the Language Selection screen:
Select the languages in which you want Oracle Business Intelligence to run.
Hint: The more languages you select, the longer the installation time. The languages you select here determine the languages in which Discoverer Plus help is available. Note that you can install help in additional languages separately (for more information, see Section 4.6.1, "Installing Translated Help Files for Discoverer Plus After Installation").
Click Next to continue.
You might be prompted to verify that the computer has sufficient memory available for the installation.
For more information about hardware requirements, see Section 2.1, "Hardware Requirements".
At the Specify Port Configuration Options screen, select the Automatic radio button (recommended) and click Next to continue.
|
Note: Oracle recommends that you choose the Automatic option because this is appropriate for most installations. However, you can explicitly set which ports to use by specifying a configuration file called staticports.ini. The format and use of the staticports.ini file is described in the Oracle Application Server 10g Installation Guide. |
At the Provide Outgoing Mail Server Information screen:
Specify the SMTP server details (for example, smtp.oracle.com).
Specifying the SMTP server enables end users to send Discoverer worksheets in an email message from Discoverer Viewer.
Hint: If you are not sure of the SMTP server details to enter, you can leave the field blank. You can specify an SMTP server after installation using Application Server Control (for more information, see the Oracle Business Intelligence Discoverer Configuration Guide).
Note: For information about specifying an SMTP Server for Reports Services, see Section 3.1, "About Specifying an SMTP Server for Reports Services").
Click Next to continue.
At the Specify Instance Name and ias_admin Password screen, enter information to be used when you administer Oracle Business Intelligence using Application Server Control:
Specify a name for this instance in the Instance Name field.
Note that the host name and domain name will automatically be appended to the name you specify.
Specify a password for the ias_admin Administrator user.
Confirm the password for the ias_admin Administrator user.
Click Next to continue.
Verify the selections you have made in the Summary screen.
To make changes to the selections, click Back to return to the appropriate screen.
Note: Insufficient disk space is indicated in red under Space Requirements.
Click Install to begin installing the files.
The installer displays the Install screen and begins copying the required files for Oracle Business Intelligence. In this screen, you can monitor the progress of the installation and learn the full path of the installation log. For more information about the installation log, refer to Section 1.4.1.1, "The Installer Inventory Directory".
If you want to stop the installation process, click Stop Installation. You can then choose to stop the installation of the entire product (default) or an individual component. Oracle recommends that you stop the entire product installation. If you choose to stop the installation of an individual component, associated components in the product may not function properly.
The Setup Privileges dialog is displayed, prompting you to run a configuration script called root.sh:
Open a new console window and login as the root user.
Run the root.sh script and follow the on-screen instructions.
When the script has completed, close the console window.
Click OK to close the Setup Privileges dialog.
After installing the product, the installer displays the Configuration Assistants screen.
At the Configuration Assistants screen, review the status of the different configuration assistants that are automatically run.
To retry a configuration assistant (for example, because it did not complete successfully), select the configuration assistant and click Retry.
Oracle Corporation recommends that you do not attempt to stop a configuration assistant.
When the installation is complete, the installer displays the End of Installation screen.
|
Tip: Make a note of the URL to display the Oracle Business Intelligence Welcome Page. This is the URL you will use to start the different components (for more information, see Section 4.4, "Starting a Component"). |
Click Exit.
A message dialog prompts you to confirm that you want to exit the installation program.
Click Yes to exit the installer.
The Oracle Business Intelligence Welcome Page is displayed (provided a valid default web browser can be located on the system). The Welcome Page gives you access to:
the Quick Tour
tutorials
samples
documentation
Discoverer Plus and Discoverer Viewer (note that you might need to perform one or more post-installation tasks before you can use Discoverer Plus and Discoverer Viewer (for more information see Section 4.3, "Postinstallation Tasks"))
|
Note: If the Oracle Business Intelligence Welcome Page is not displayed automatically, start a web browser and enter the URL you noted earlier to display the Welcome Page. |
The post-installation tasks for Oracle Business Intelligence are divided into the following parts:
Note: Unless otherwise differentiated, ORACLE_HOME denotes the Oracle Business Intelligence home directory you used during installation.
Review the following general postinstallation checklist and perform the tasks that apply to your installation and environment.
Once you have completed your installation, check for the latest certification and software updates on OracleMetaLink (http://metalink.oracle.com). OracleMetaLink provides access to technical information and assistance from Oracle Support Services.
For the latest information about Oracle Business Intelligence, check the Oracle Technology Network at http://www.oracle.com/technology/products/bi/index.html.
The Oracle Technology Network (http://www.oracle.com/technology) also provides services and resources that developers can use to build, test, and deploy applications using Oracle products and industry-standard technologies.
Before end users can use Discoverer, you must add entries to the tnsnames.ora file for the database containing the data that users will be querying (and for the database on which the EUL is installed, if different).
The tnsnames.ora and sqlnet.ora files are installed in the ORACLE_HOME/network/admin directory. You can update the files manually using a text editor, or use the configuration tool, Oracle Net Configuration Assistant. For more information about the configuration tool, refer to Oracle Net Services Administrator's Guide in the Oracle database documentation library.
The installer automatically assigns ports to Oracle Business Intelligence components that require them. If the installer detects a port conflict while installing a component, it chooses an alternate port in the port number range allocated to the component.
Table 4-1 Default Port Numbers
| Component | Default port number |
|---|---|
|
Discoverer |
Uses the same port as Oracle HTTP Server (which has a default of port 80 (on Windows) or port 7777 (on Solaris), and a port range of 7777 to 7877) |
You can view and change the port numbers used by Oracle Business Intelligence components using Application Server Control. For more information about viewing and changing the port numbers used by Discoverer, refer to Oracle Business Intelligence Discoverer Configuration Guide.
When using Oracle Business Intelligence, the existence of an associated Oracle Application Server Infrastructure is optional. You can:
run Oracle Business Intelligence without associating it with an Infrastructure
associate Oracle Business Intelligence with an existing Infrastructure after installation
Note that the Oracle Application Server Infrastructure is a prerequisite for many Oracle Application Server middle tier components. If you do not associate Oracle Business Intelligence with an Oracle Application Server Infrastructure, there are a number of Oracle Business Intelligence features that you will not be able to use, including:
Discoverer Portlet Provider and Discoverer portlets
Single Sign-on (SSO) functionality in Discoverer
public and private Discoverer connections (the Discoverer Connect Directly page is displayed instead)
For more information about associating Oracle Business Intelligence with an Oracle Application Server Infrastructure, refer to Oracle Business Intelligence Discoverer Configuration Guide.
Before Discoverer end users can start analyzing data, the steps in either or both the following sections must have been completed:
Before users can use Discoverer to query data from a multidimensional data source, the following steps must have been completed:
Install and prepare the database, as described in Section 4.3.2.1.1, "How to prepare an Oracle9i Release 2 Database for use with Discoverer" or Section 4.3.2.1.2, "How to prepare Oracle Database 10g Enterprise Edition for use with Discoverer".
Set up the data warehouse.
If you are using Oracle Business Intelligence Warehouse Builder, see the Oracle Warehouse Builder User's Guide. Otherwise, see the Oracle 9i OLAP User's Guide (for Oracle9i Database) or the Oracle OLAP Application Developer's Guide (for Oracle Database 10g).
The tasks to perform include:
installing the schema
creating appropriate metadata
(optional) creating an Analytic Workspace and adding content to it
granting appropriate privileges to users (users must have SELECT privileges on the OLAP dimension tables, measures, and views)
Note that all users of Discoverer Plus OLAP have the D4OPUB role, which in turn has the OLAP_USER role. The OLAP_USER role provides access to OLAP metadata in the database.
Use Application Server Control to install the Discoverer Catalog on the Oracle OLAP database instance that users will connect to.
For more information about how to install and configure the Catalog, refer to:
the Oracle Business Intelligence Discoverer Configuration Guide
the Application Server Control help system
Use Application Server Control to authorize database users (for more information, see the Oracle Business Intelligence Discoverer Configuration Guide).
Perform optional configuration tasks as appropriate (for more information, see the Oracle Business Intelligence Discoverer Configuration Guide).
Provide end users with the information required to launch Discoverer and to connect to the multidimensional data source.
For more information about configuration and the information required by end users, see the Oracle Business Intelligence Discoverer Configuration Guide.
Complete the following tasks to run against Oracle9i Release 2 Database:
If you have not already done so, install the Enterprise Edition of the Oracle9i Database, Release 2.
For instructions, download the Oracle9i installation guide for the appropriate platform from Oracle Technology Network:
See Section 2.3, "Database Requirements" for information on which database versions are supported.
Note: When you install the database client, be sure to install it into a separate Oracle home directory.
Configure the database, following the configuration settings shown in Best Practices for Tabular Cube Aggregation and Query Operations. To access this document, download patch set 2529822. You must follow these configuration settings exactly to ensure that BI Beans works correctly and performs well. Because this document is updated as needed, check for a new version whenever you download a new patch set.
Define the appropriate OLAP metadata, as described in the Oracle9i OLAP Release 2 - User's Guide. This book is available on Oracle Technology Network (http://www.oracle.com/technology). You can also refer to the Help system for the OLAP management tool of Oracle Enterprise Manager, which is a tool that you use to create the metadata. As an alternative, you can create metadata using Oracle Warehouse Builder. If you do not define appropriate metadata, then you will not be able to create OLAP queries.
To run against Oracle Database 10g Enterprise Edition, complete the following tasks:
If you have not already done so, install Oracle Database 10g Enterprise Edition.
For instructions, download the Oracle Database 10g Enterprise Edition installation guide for the appropriate platform from Oracle Technology Network:
See Section 2.3, "Database Requirements" for information on which database versions are supported.
If you are migrating an existing Discoverer Catalog to Oracle Database 10g Enterprise Edition Release 2 (10.2.0.1 and higher), then refer to Section 4.3.2.1.3, "How to migrate an existing Discoverer Catalog to Oracle Database 10g Enterprise Edition Release 2".
Note: When you install the database client, be sure to install it into a separate Oracle home directory.
Configure the database, following the configuration settings shown in Best Practices for Tabular Cube Aggregation and Query Operations. You must follow these configuration settings exactly to ensure that BI Beans works correctly and performs well. Because this document is updated as needed, check for a new version every time you download a new patch set. To access this document, download patch set 3760779.
Define the appropriate OLAP metadata, as described in the Oracle OLAP Application Developer's Guide. This book is available on Oracle Technology Network (http://www.oracle.com/technology). If you do not define appropriate metadata, then you will not be able to create OLAP queries. Use one of the following tools to define the metadata:
The OLAP management tool of Oracle Enterprise Manager. See the Help system for Oracle Enterprise Manager for information.
OracleBI Warehouse Builder. See the OracleBI Warehouse Builder User's Guide for information.
Analytic Workspace Manager. See the Oracle OLAP Application Developer's Guide for information.
To migrate an existing Discoverer Catalog to Oracle Database 10g Enterprise Edition Release 2 (10.2.0.1 and higher), you must update a PL/SQL package on the database server by performing the following procedure:
Install the patch as follows:
Locate the d4o.jar in the following directory.
BI_Home/sysman/webapps/emd/WEB-INF\lib
Extract the bibcoreb.pls file from d4o.jar to a local directory. The jar has packing scope and will be extracted into the oracle/dss/persistence/storagemanager/bi/scripts directory.
Apply the patch as follows:
At the command prompt, enter:
cd oracle/dss/persistence/storagemanager/bi/scripts
Connect to the D4OSYS schema as the D4OSYS user with sqlplus.
At the sqlplus prompt, enter:
SQL> @bibcoreb.pls
This step displays the following output:
Package body created. Commit complete.
Ensure that the package is valid as follows:
Open a sqlplus session
Enter the following SQL commands:
SQL> column OBJECT_NAME format a30; SQL> column STATUS format a10; SQL> select object_name, status from user_objects where object_name='BISM_CORE';
The following display indicates that the patch has been applied successfully:
OBJECT_NAME STATUS ------------------------------------------------ BISM_CORE VALID BISM_CORE VALID
Before users can use Discoverer to query data from a relational data source, they must have access to an EUL that has been created (or upgraded) using either of the following:
the Discoverer EUL Command Line for Java (for more information, see the Oracle Business Intelligence Discoverer EUL Command Line for Java User's Guide)
the version of Discoverer Administrator shipped on the Oracle Business Intelligence Tools 10g 10.1.2 CD-ROM/DVD (for more information, see the Oracle Business Intelligence Discoverer Administration Guide)
Note that if you upgrade an EUL from Discoverer version 9.0.2 or 9.0.4 (with EUL version number 5.0.x):
the Discoverer version 10.1.2 EUL (with EUL version number 5.1.x) will overwrite (that is, destructively upgrade) the earlier EUL
existing users cannot use Discoverer Version 9.0.x to access the EUL either during the upgrade process or after the upgrade process is completed
Therefore, create a backup of the earlier EUL before upgrading.
For more information about EUL creation and upgrade, see the Oracle Business Intelligence Discoverer Administration Guide.
Review the component-specific postinstallation tasks and perform the tasks that apply to your installation and environment.
This section lists post-installation tasks for Discoverer.
This section lists post-installation tasks for Discoverer Viewer.
Before Discoverer end users can start analyzing data, the steps in either or both the following sections must have been completed:
Discoverer Viewer end users analyze data using workbooks created using Discoverer Plus or Discoverer Desktop. At least one workbook must have already been created and be accessible before Discoverer Viewer can be used to analyze data.
To enable end users to send Discoverer worksheets in an email message from Discoverer Viewer, you must configure the Discoverer middle tier to use an SMTP server. If you did not specify an SMTP server during installation, you can do it afterwards (for more information, see Oracle Business Intelligence Discoverer Configuration Guide).
This section lists post-installation tasks for Discoverer Portlet Provider.
Before Discoverer end users can start analyzing data, the steps in either or both the following sections must have been completed:
To use Discoverer Portlet Provider, Oracle Business Intelligence must be associated with an Oracle Application Server Version 10.1.2 Metadata Repository after installation. The Metadata Repository is part of the Oracle Application Server Infrastructure (for more information, see Section 4.3.1.4, "Associating with an Oracle Application Server Infrastructure" and the Oracle Business Intelligence Discoverer Configuration Guide).
Before users can add Discoverer portlets to Oracle Portal pages, the Discoverer Portlet Provider must be registered with Oracle Portal (for more information, see the OracleAS Discoverer Configuration Guide).
Before you start an Oracle Business Intelligence component, make sure you have completed the general and component-specific post-installation steps described in previous sections. Once you have completed a component's post-installation steps you can start the component, as described in the following topics:
To start Discoverer Plus OLAP and Discoverer Plus Relational, do one of the following:
Select the Discoverer Plus link on the Oracle Business Intelligence Welcome Page that appears at the end of installation.
Enter the following URL in a Web browser:
http://<host.domain>:<port>/discoverer/plus
where:
<host.domain> is the server name and domain on which the Oracle HTTP Server is installed
<port> is the port number on which the Oracle HTTP Server is installed
For example, http://myhost.mydomain:80/discoverer/plus.
Note: The values of <host.domain> and <port> are shown at the end of the installation.
To start Discoverer Viewer, do one of the following:
Select the Discoverer Viewer link on the Oracle Business Intelligence Welcome Page that appears at the end of installation.
Enter the following URL in a Web browser:
http://<host.domain>:<port>/discoverer/viewer
where:
<host.domain> is the server name and domain on which the Oracle HTTP Server is installed
<port> is the port number on which the Oracle HTTP Server is installed
For example, http://myhost.mydomain:80/discoverer/viewer.
Note: The values of <host.domain> and <port> are shown at the end of the installation.
Note: To use Discoverer Portlet Provider, Oracle Business Intelligence must be associated with an Oracle Application Server Version 10.1.2 Metadata Repository after installation. The Metadata Repository is part of the Oracle Application Server Infrastructure (for more information, see Section 4.3.1.4, "Associating with an Oracle Application Server Infrastructure" and the Oracle Business Intelligence Discoverer Configuration Guide).
You can confirm successful installation of Discoverer Portlet Provider by entering the following URL in a Web browser:
http://host.domain:port/discoverer/portletprovider/
where:
host.domain is the server name and domain on which the Oracle HTTP Server is installed
port is the port number on which the Oracle HTTP Server is installed
For example, http://myhost.mydomain:80/discoverer/portletprovider.
Note: The values of host.domain and port are shown at the end of the installation.
Before end users can create Discoverer portlets after an installation, you must first log in to Oracle Portal and register Discoverer Portlet Provider. Oracle Portal users can then create Discoverer portlets (that is, a Worksheet, List of Worksheets, or Gauges portlet). For more information, see Oracle Business Intelligence Discoverer Publishing Workbooks in Oracle Application Server Portal.
A number of sample workbooks are available for Discoverer. These workbooks demonstrate the features of Discoverer when querying multidimensional and relational data sources.
To use the sample workbooks:
Download the sample workbooks from http://www.oracle.com/technology/products/bi/index.html
Extract the files into a directory on your machine.
Follow the installation instructions included in the directory.
All components have online help that is installed with the component. Refer to the online help for detailed information that describes how to use the component. In the case of Discoverer Plus, additional translated help files can be installed after an Oracle Business Intelligence installation (for more information, see Section 4.6.1, "Installing Translated Help Files for Discoverer Plus After Installation").
Some components provide additional documentation that is available on the Oracle Technology Network at http://www.oracle.com/technology/products/bi. This site also provides white papers, documentation updates, and other collateral.
The following Oracle Business Intelligence documentation is available on the Oracle Business Intelligence CD-ROM/DVD:
this book (Oracle Business Intelligence Installation Guide)
Oracle Business Intelligence Release Notes
To view the Oracle Business Intelligence documentation directly from the CD-ROM/DVD:
Use a Web browser to open the index.htm file in the doc directory on the CD-ROM/DVD.
Click a tab.
Click the HTML or PDF link next to a document title to see the document contents.
The installer installs Discoverer Plus help files for the languages you select during installation. If users need help files in additional languages that you did not select during installation, you can install the help files separately.
The Discoverer Plus help files are available as jar files in the /extras directory on the Oracle Business Intelligence CD-ROM/DVD. There are separate subdirectories for Discoverer Plus OLAP and Discoverer Plus Relational help files, and separate jar files for each language.
To install help files in additional languages after installing Oracle Business Intelligence:
Navigate to the appropriate directory on the Oracle Business Intelligence CD-ROM/DVD.
There are separate subdirectories for Discoverer Plus OLAP and Discoverer Plus Relational, as follows:
for Discoverer Plus OLAP help files, navigate to the /extras/help/d4o directory
for Discoverer Plus Relational help files, navigate to the /extras/help/plus directory
Use Table 4-2 to identify the jar file(s) containing the translated help files in the required language(s).
There are separate jar files for each language, named as follows:
jar files containing Discoverer Plus OLAP help files in the /extras/help/d4o directory have the name d4ohelp_locale_code.jar
jar files containing Discoverer Plus Relational help files in the /extras/help/plus directory have the name plushelp_locale_code.jar
where locale_code is one of the following suffixes:
Table 4-2 List of locale code suffixes for Discoverer Plus help jar files
| Locale code suffix | Language | Locale code suffix | Language |
|---|---|---|---|
|
_ar |
Arabic |
_ko |
Korean |
|
_cs |
Czech |
_nl |
Dutch |
|
_da |
Danish |
_no |
Norwegian |
|
_de |
German |
_pl |
Polish |
|
_el |
Greek |
_pt |
Portuguese |
|
_es |
Spanish |
_pt_BR |
Brazilian Portuguese |
|
_es_ES |
Iberian Spanish |
_ro |
Romanian |
|
_fi |
Finnish |
_ru |
Russian |
|
_fr |
French |
_sk |
Slovak |
|
_fr_CA |
French (Canada) |
_sv |
Swedish |
|
_hu |
Hungarian |
_th |
Thai |
|
_it |
Italian |
_tr |
Turkish |
|
_iw |
Hebrew |
_zh_CN |
Simplified Chinese |
|
_ja |
Japanese |
_zh_TW |
Traditional Chinese |
Extract the required jar files to the ORACLE_HOME/discoverer/plus_files/help directory on the middle tier machine.
Help will now be available in the additional languages.
If you install a subset of languages during installation, you might not install all of the fonts required by Discoverer. If all required fonts are not installed (for example, Albany fonts ALBANWTJ.TTF, ALBANWTK.TTF), Discoverer might display some text as control characters.
The additional required fonts are stored in the /utilities/fonts folder on the MRUA and Utility CD-ROM or DVD.
To install additional required fonts after installing Oracle Business Intelligence:
Navigate to the /utilities/fonts directory on the MRUA and Utility CD-ROM/DVD.
Copy the contents of the /utilities/fonts directory on the MRUA and Utility CD-ROM or DVD to the ORACLE_HOME/jdk/jre/lib/fonts folder on the computer where Oracle Business Intelligence is being installed.
After completing the installation, you can proceed to:
Explore an overview of Oracle Business Intelligence by navigating through the Quick Tour. To start the Quick Tour, follow these steps:
Type the following URL in a Web browser:
http://host.domain:port/quicktour/index.htm
where:
host.domain is the server name and domain on which the Oracle HTTP Server is installed
port is the port number on which the Oracle HTTP Server is installed
|
Note: The values of host.domain and port are shown at the end of the installation. |
Read the Oracle Business Intelligence Concepts Guide (for more information, see Section 4.6, "Installing and Accessing User Documentation and Help").
Read component-specific user documentation (for more information, see Section 4.6, "Installing and Accessing User Documentation and Help").
Begin using Oracle Business Intelligence (for more information, see Section 4.4, "Starting a Component").
The Oracle Business Intelligence Welcome Page provides a convenient starting point from which to access all of these resources. To display the Oracle Business Intelligence Welcome Page, do the following:
Type the following URL in a Web browser:
http://<host.domain>
where host.domain is as defined previously.
