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Installing the Discoverer tutorial EUL, data, and workbook

Installing the Discoverer tutorial EUL, data, and workbook

This section explains how to install the Discoverer tutorial EUL, data, and workbook so that you can do the Discoverer Administrator Tutorial. This procedure also installs the Video Tutorial Workbook, which is used in the Discoverer Plus Tutorial.

This section contains the following topics:

• "What must exist in the database before Discoverer Administrator tutorial users can start using the tutorial lessons?"

• "What happens when you install the Discoverer tutorial EUL, data, and workbook?"

• "What privileges do you need to install the tutorial data?"

• "What conditions apply when you connect to Discoverer Administrator for the first time?"

• "Why must you create an EUL?"

• "What steps do I follow to install the Discoverer tutorial EUL, data, and workbook?"

• "How to create a private EUL for the tutorial"

• "How to install the Discoverer tutorial"

• "How to grant access privileges to the VIDEO5 database user for the tutorial EUL"

• "How to create a public connection for access to the Video Tutorial Workbook"

• "How to install the tutorial business area in another End User Layer"

• "How to uninstall the tutorial business area, tables and data"

• "How to reinstall the tutorial data"

What must exist in the database before Discoverer Administrator tutorial users can start using the tutorial lessons?

Before Discoverer Administrator tutorial users can start using the tutorial lessons, the following must exist in the database:

• an End User Layer (EUL)

• the VIDEO5 database user

• the VIDEO5 data

Note: When you use Discoverer Administrator for the first time, the VIDEO5 database user might not exist. If the VIDEO5 database user does not exist, you can create it when you install the tutorial (for more information, see "How to install the Discoverer tutorial").

What happens when you install the Discoverer tutorial EUL, data, and workbook?

When you install the Discoverer EUL, data, and workbook Discoverer Administrator does the following:

• creates a new database user with a name that you specify (this user will own the EUL)

• creates a new EUL

• if the VIDEO5 database user does not already exist, Discoverer:
  • creates a new database user called VIDEO5

  • creates tutorial tables in the VIDEO5 database user's tablespace

  • populates the tutorial tables with tutorial data

• populates the new EUL with metadata about the VIDEO5 tables (i.e. it imports the tutorial business area from the file vidstr.eex)

The following figure illustrates events that can occur when you install the tutorial.

Figure A-1 Events that can occur when you install the tutorial

Text description of the illustration tutdiag.gif

Key to the above figure:

1. Connect to Discoverer Administrator as an existing database user with sufficient privileges to install the tutorial (for more information, see "What privileges do you need to install the tutorial data?").

2. Create an EUL for a new database user.

3. If you choose to install the tutorial data in the EUL, Discoverer Administrator creates the VIDEO5 user (if not already created).

4. Discoverer Administrator creates the VIDEO5 user tables (e.g. Product, Sales Fact, Store, Time) and populates them with data from the file demodata.sql.

5. Discoverer Administrator populates the EUL for the new database user with metadata about the video stores tutorial business area from the file vidstr.eex.

Note: If you are using a non-Oracle database, you must create the VIDEO5 database user in the database before installing the tutorial.

The choices you can make when you install the tutorial are illustrated in the figure below:

Figure A-2 Flow chart of the choices you can make when you install the Discoverer tutorial

Text description of the illustration flow.gif

What privileges do you need to install the tutorial data?

To install the tutorial data in the current EUL, the database user that you use to connect to Discoverer Administrator must have a number of database privileges:

• CREATE TABLE

• CREATE VIEW

• CREATE PROCEDURE

Hint: You can grant the above privileges to the database user by running the script <ORACLE_HOME>\discv902\sql\eulasm.sql.

• if the VIDEO5 user has not already been created, you must have the following additional database privileges:
  • CREATE USER

  • GRANT ANY PRIVILEGE

  • ALTER USER

• if you are running against an Oracle 8.1.6 database (or later), you must also have the following additional database privileges to use the Discoverer summary management and ASM functionality:
  • CREATE ANY MATERIALIZED VIEW

  • DROP ANY MATERIALIZED VIEW

  • ALTER ANY MATERIALIZED VIEW

  • GLOBAL QUERY REWRITE

  • ANALYZE ANY

    Hint: You can grant the above privileges to the database user by running the script <ORACLE_HOME>\discv902\sql\eulasm.sql.

  • SELECT ON V_$PARAMETER

  For more information about how you grant the above database privileges, click Help.

What conditions apply when you connect to Discoverer Administrator for the first time?

When you connect to Discoverer Administrator for the first time the following conditions apply:

• you must connect as a database user having specific privileges (e.g. a DBA user to install the tutorial data)

  For more information, see "What privileges do you need to install the tutorial data?".

• no EULs or EUL metadata will exist in the database

• the VIDEO5 database user and tables will not have been created

When the VIDEO5 database user does not exist, you must create it and populate the VIDEO5 tables with tutorial data before you can begin the tutorial lessons. For more information, see "What happens when you install the Discoverer tutorial EUL, data, and workbook?".

Why must you create an EUL?

You must create an EUL (if an EUL does not already exist) to enable you to:

• install the Discoverer tutorial

• create the VIDEO5 user and populate the VIDEO5 tables with data

• complete the Discoverer Administrator tutorial

Installing the tutorial into an EUL makes the tutorial data available to all users who have access privileges to that EUL.

What steps do I follow to install the Discoverer tutorial EUL, data, and workbook?

To install the Discoverer tutorial EUL, data and workbook, follow these steps:

1. Create a private EUL - see "How to create a private EUL for the tutorial".

2. Install the Discoverer tutorial data into the private EUL that you have just created - see "How to install the Discoverer tutorial".

3. Make sure that the VIDEO5 user has the necessary privileges to access the tutorial EUL - see "How to grant access privileges to the VIDEO5 database user for the tutorial EUL".

4. (optional) To enable Discoverer Plus users to access the Video Tutorial Workbook using a pre-defined connection, create a public connection for the VIDEO5 user - see "How to create a public connection for access to the Video Tutorial Workbook".

How to create a private EUL for the tutorial

You must create an EUL if one does not already exist. To create the tutorial EUL, you must connect to Discoverer as a database user with sufficient privileges (for more information, see "What privileges do you need to install the tutorial data?") and create an EUL for a new database user.

To create the tutorial EUL:

1. Choose Programs | Oracle9i Developer Suite - <HOME_NAME> | Discoverer Administrator from the Windows Start menu to display the Connect dialog.

Figure A-3 Connect dialog

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2. Enter a database username with sufficient privileges (e.g. a DBA user).

   For more information, see "What privileges do you need to install the tutorial data?".

3. Enter the password.

4. In the Connect field:
   • If you are logging into your default database, leave this field blank.

     With Oracle 8.1.6 databases (or later) an entry is required in your tnsnames.ora file for this to work (for more information, see your Discoverer manager).

   • If you are logging into an Oracle database that is not your default database, specify the appropriate SQL*Net connect string (for more information about the connect string, see your database administrator).

   • If you are logging into a non-Oracle database, type ODBC:<data source name>.

5. Click Connect.

   Discoverer Administrator behaves differently depending on whether an EUL has already been created for the database user you use to connect with.

   If no EUL exists, Discoverer Administrator displays a message asking Do you want to create an EUL now?

6. Click Yes to display the EUL Manager dialog.

Hint: If one or more EULs already exist, Discoverer Administrator displays the Load Wizard. Click Cancel in the Load Wizard and choose Tools | EUL Manager to display the EUL Manager dialog.

Figure A-4 EUL Manager dialog

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7. Click Create an EUL to display the Create EUL Wizard dialog.

Figure A-5 Create EUL Wizard dialog

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Use this wizard to create an EUL and a new database user. You need to create the new EUL and database user before you can install the tutorial data into the VIDEO5 user.

8. Select the Create a new user radio button.

9. Clear the following check boxes:
   • Grant access to PUBLIC check box

   • New EUL is for use by Oracle Applications users ONLY check box

10. Enter a name for the new database user in the User field.

    You can use any name for the new database user. For example, you might enter 'TUTEUL' to identify the tutorial user.

11. Enter a password into both the Password and Confirm Password fields.

    Hint: You could use same username that you entered in the previous step in both the Password and Confirm Password fields.

12. Make sure that the Create EUL Wizard displays the settings for radio buttons and check boxes as shown below.

Figure A-6 Create EUL Wizard dialog

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13. Click Next to display the Create EUL Wizard: Step 2 dialog.

Figure A-7 Create EUL Wizard: Step 2 dialog

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14. Select the default and temporary tablespaces.

    For example, select USR as the default tablespace and TMP as the temporary tablespace.

Figure A-8 Create EUL Wizard: Step 2 dialog

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15. Click Finish for Discoverer Administrator to build the EUL

    Discoverer Administrator displays a progress bar.

Figure A-9 Commit Status progress bar

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Once Discoverer Administrator has created the new EUL Discoverer Administrator displays a message that the EUL has been created successfully.

Figure A-10 EUL created successfully dialog

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16. Click OK.

    You have just created the first EUL and you must now install the tutorial.

Figure A-11 Do you want to install the tutorial data? dialog

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17. Click Yes to display the Install Tutorial dialog.

Figure A-12 Install Tutorial dialog

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18. Complete the steps in the following section "How to install the Discoverer tutorial".

How to install the Discoverer tutorial

Having created a private EUL for the tutorial, you can install the Discoverer tutorial into the private EUL (for more information, see "How to create a private EUL for the tutorial").

How you install the Discoverer tutorial depends on when you decide to install the tutorial:

• to install the Discoverer tutorial immediately after creating the tutorial EUL, start at step 5 of the following procedure

• to install the Discoverer tutorial into an existing EUL, start at step 1 of the following procedure

1. Connect to Discoverer Administrator as the owner of the EUL that you want to contain the tutorial business area (for more information, see Chapter , "Exercise 1: Connecting to Discoverer Administrator").

   Note: Make sure that the database user you connect with has sufficient privileges to install the tutorial (for more information, see "What privileges do you need to install the tutorial data?")

   Discoverer Administrator displays the Load Wizard.

Figure A-13 Load Wizard dialog

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2. Click Cancel to close the Load Wizard.

3. Choose Tools | EUL Manager to display the EUL Manager dialog.

Figure A-14 EUL Manager dialog

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4. Click Install the Tutorial to display the Install Tutorial Wizard: Step 1 dialog.

Figure A-15 Install Tutorial Wizard: Step 1 dialog

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Note that the EUL displayed in the EUL field is the EUL into which Discoverer Administrator imports the tutorial business area.

5. Click Next to display the Install Tutorial Wizard: Step 2 dialog.

Figure A-16 Install Tutorial Wizard: Step 2 dialog

Text description of the illustration instep2.gif

6. Type VIDEO5 in both the Password and Confirm Password fields.

   Note: You will use the password VIDEO5 if you uninstall or reinstall the tutorial.

   Note: If you are using a non-Oracle database, create the VIDEO5 user in the database and restart the Install Tutorial Wizard.

   Note: You may want to use a different password to the one given above.

7. Click Next to display the Install Tutorial Wizard: Step 3 dialog where you specify the default and temporary tablespaces for the VIDEO5 database user.

Figure A-17 Install Tutorial Wizard: Step 3 dialog

Text description of the illustration instep3.gif

Note: If you are not creating VIDEO5 as a new database user, Discoverer Administrator does not display the Install Tutorial Wizard: Step 3 dialog.

8. Choose a default and temporary tablespace.

   For example, select USR as the default tablespace and TMP as the temporary tablespace.

Figure A-18 Install Tutorial Wizard: Step 3 dialog

Text description of the illustration instep3s.gif

9. Click Finish, Discoverer Administrator displays the Commit Status dialog.

Figure A-19 Commit Status message dialog

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Discoverer Administrator populates the VIDEO5 database user tables with default data using the file demodata.sql (located in the \sql directory) and imports the video stores tutorial business area into the new EUL using the file vidstr.eex (located in the same directory as the Discoverer executable files).

When the process is complete, Discoverer Administrator displays a dialog indicating that the tutorial data has been successfully installed.

Figure A-20 Tutorial successfully installed dialog

Text description of the illustration tutsuc.gif

10. Click OK.

    Discoverer displays the following dialog.

Figure A-21 Connect as the EUL owner?

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11. Click No to display the EUL Manager dialog.

Figure A-22 EUL Manager dialog

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12. Click Close to close the EUL Manager dialog.

You have just completed the following tasks:

• created the VIDEO5 database user

• populated the VIDEO5 tables with data

• imported the tutorial business area into the new EUL

Discoverer Administrator is now correctly configured so that tutorial users can complete the tutorial lessons described in the following chapters.

How to grant access privileges to the VIDEO5 database user for the tutorial EUL

Now that you have created a private EUL and installed the Discoverer tutorial data, you must make sure that the VIDEO5 database user has access to the tutorial EUL. This enables Discoverer end users connecting to Discoverer as the VIDEO5 database user to access the tutorial data, EUL, and workbook.

To make sure that the VIDEO5 database user has access to the tutorial EUL:

1. Connect to Discoverer Administrator as the owner of the private tutorial EUL that you created in "How to create a private EUL for the tutorial" (TUTEUL).

2. Choose Tools | Security to display the Security dialog.

3. Display the Business Area -> User tab.

   You must make sure that the VIDEO5 database user is displayed in the Selected users/roles list.

4. If the VIDEO5 database user is not displayed in the Selected users/roles list, move the VIDEO5 user from the Available users/roles list to the Selected users/roles list.

Figure A-23 Security dialog

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5. Click OK to save the details and close the Security dialog.

6. Choose Tools | Privileges to display the Privileges dialog.

7. Display the Privileges tab.

8. Click the drop down list of users/roles to display the database users/roles.

9. Choose the VIDEO5 database user.

   You must make sure that the VIDEO5 user has User Edition (i.e. Discoverer Desktop and Discoverer Plus) privileges, but not Administration privileges.

10. In the Privileges list, make sure that the Administration check box is cleared, and the User Edition check box is selected.

Figure A-24 Privileges dialog

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11. In the User Edition privileges list, clear the Schedule Workbooks and Change Password check boxes.

Figure A-25 User Edition privileges

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12. Click OK to save the details and close the Privileges dialog.

    The VIDEO5 database user now has the required privileges for accessing the tutorial EUL, data and workbook.

How to create a public connection for access to the Video Tutorial Workbook

To make it easy for Discoverer Plus users to access the Video Tutorial Workbook, you can create a public connection that all Discoverer Plus tutorial users can use to start Discoverer Plus. A public connection is a pre-defined login that enables Discoverer end users to access the Video Tutorial Workbook without having to first create a user-defined connection. You create public connections for Discoverer using the Oracle Enterprise Manager.

To create a public connection for accessing the Video Tutorial Workbook:

1. Start Oracle Enterprise Manager.

Figure A-26 Oracle Enterprise Manager

Text description of the illustration oem1.gif

2. Click the name of the Discoverer component in the Name column to display the Oracle9iAS Discoverer Services Configuration page.

   For example, if the Discoverer component is called 'My Discoverer', click 'My Discoverer' to display the Oracle9iAS Discoverer Services Configuration page.

Figure A-27 Oracle9iAS Discoverer Services Configuration page

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3. Click the Update icon in the General Discoverer row to display the General Discoverer Configuration page.

Figure A-28 General Discoverer Configuration page

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4. Click Create Connection to display the Create Discoverer Public Connection page.

Figure A-29 Create Discoverer Public Connection page

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5. Type Start tutorial in the Connection Name field.

6. Type Open the Video Tutorial Workbook from the tutorial database in the Connection Description field.

7. Type VIDEO5 in the User Name field.

8. Type VIDEO5 in the Password field.

9. Enter the name of the database containing the tutorial EUL in the Connection Name field (for more information about the database string to enter, see your database administrator).

10. Type TUTEUL in the EUL field.

    This is the name of the tutorial EUL you created in "How to create a private EUL for the tutorial".

11. Clear the Oracle Applications User check box.

12. Click Apply to save the details.

    OEM displays the new connection that you created (i.e. 'Start tutorial') in the Discoverer Public Connections list on the General Discoverer Configuration page.

    Discoverer end users who connect to Discoverer Plus, will be able to select the 'Start tutorial' connection that you have just created. The new connection enables end users to access the Video Tutorial Workbook (see figure below).

Figure A-30 Discoverer Plus connections page containing the Start tutorial connection

Text description of the illustration cm_1.gif

How to install the tutorial business area in another End User Layer

Having installed the tutorial business area into one EUL, you can install it in other EULs (for more information, see "How to install the Discoverer tutorial").

If you want users to have access to the tutorial business area but not to the EUL in which you originally installed the tutorial, you can install the tutorial in one (or more) alternative EULs to enable each EUL owner to have their own tutorial business area. Each time you install the tutorial in a different EUL, another tutorial business area is created in that EUL. Note that every tutorial business area accesses data from the same set of tables in the database. Only one version of each table is created in the database (i.e. in the VIDEO5 database user's tablespace).

To install the tutorial business area in another EUL:

1. Connect to Discoverer Administrator as the database user that owns the EUL in which you want to install the tutorial (for more information, see Chapter , "Exercise 1: Connecting to Discoverer Administrator").

   Note: Make sure that the database user you connect with has sufficient privileges to install the tutorial (for more information, see "What privileges do you need to install the tutorial data?")

   Discoverer Administrator displays the Load Wizard.

Figure A-31 Load Wizard dialog

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2. Click Cancel to close the Load Wizard.

3. Choose Tools | EUL Manager to display the EUL Manager dialog.

Figure A-32 EUL Manager dialog

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4. Click Install the Tutorial to display the Install Tutorial Wizard: Step 1 dialog.

Figure A-33 Install Tutorial Wizard: Step 1 dialog

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Note that the EUL displayed in the EUL field is the EUL into which Discoverer Administrator imports the tutorial business area.

5. Click Next to display the Install Tutorial Wizard: Step 2 dialog.

Figure A-34 Install Tutorial Wizard: Step 2 dialog

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6. Type VIDEO5 in the Password field.

   Note: The password can be whatever you have specified for the VIDEO5 database user.

7. Click Finish.

   Discoverer Administrator displays the Commit Status dialog.

Figure A-35 Commit Status dialog

Text description of the illustration insprog.gif

Discoverer Administrator imports the video stores tutorial business area into the EUL using the file vidstr.eex (located in the same directory as the Discoverer executable files).

When the process is complete Discoverer Administrator displays a dialog indicating that the tutorial data has been successfully installed.

Figure A-36 Tutorial successfully installed dialog

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8. Click OK.

   Discoverer displays the EUL Manager dialog.

Figure A-37 EUL Manager dialog

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9. Click Close to close the EUL Manager dialog.

Discoverer Administrator has created a copy of the tutorial business area in the current EUL. You can create multiple copies of the tutorial business area in an EUL by repeating the previous steps.

Note: All copies of the tutorial business area access data in the same set of tables in the database.

How to uninstall the tutorial business area, tables and data

When you uninstall the tutorial, you remove:

• the tutorial business area from the current EUL

• the tutorial tables from the database

Note the following:

• the VIDEO5 user is not removed from the database

• if the tutorial was installed in other EULs, the tutorial business areas are not removed from the other EULs (even though the tables that those business areas point to have been dropped from the database)

• removing copies of the tutorial from multiple EULs must be done one at a time

To uninstall the tutorial data:

1. Connect to Discoverer Administrator as the database user that owns the EUL from which you want to remove the tutorial business area.

   Discoverer Administrator displays the Load Wizard.

Figure A-38 Load Wizard dialog

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2. Click Cancel to close the Load Wizard.

3. Choose Tools | EUL Manager to display the EUL Manager dialog.

Figure A-39 EUL Manager dialog

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4. Click Uninstall the Tutorial to display the Uninstall Tutorial Wizard: Step 1 dialog.

Figure A-40 Uninstall Tutorial Wizard: Step 1 dialog

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Make sure that the EUL named in the EUL field is the EUL from which you want to remove the tutorial business area.

If the EUL name is not correct, click Cancel and re-connect to Discoverer Administrator as the owner of the EUL from which you want to remove the tutorial business area.

5. Click Next to display the Uninstall Tutorial Wizard: Step 2.

Figure A-41 Uninstall Tutorial Wizard: Step 2 dialog

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6. Type VIDEO5 in the Password field for the VIDEO5 database user.

   Or this can be whatever password you specified when you installed the tutorial for the first time (i.e. when you created the VIDEO5 database user).

7. Click Finish.

   Discoverer Administrator warns you that uninstalling the tutorial removes the tutorial data and tables from the database, and the tutorial business area from the current EUL.

8. Click Yes to delete the tutorial business area and database tables.

How to reinstall the tutorial data

If you have previously uninstalled the tutorial and you want to reinstall it, follow the steps in "How to install the tutorial business area in another End User Layer".