Oracle Business Intelligence Publisher Installation Guide Release 10.1.3.4 Part Number E12690-01

Contents

Previous

Next

Postinstallation Tasks

Introduction

This chapter describes the required and optional tasks to be performed after the successful installation of the BI Publisher server into an OC4J instance or other J2EE application server.

The topics in this chapter include:

• Postinstall Checklist

• Configuring the Scheduler Database

• Configuring the Demo Data Sources

• Installing Oracle BI Publisher Desktop

Postinstall Checklist

To complete your BI Publisher install, perform these tasks:

• Configure the scheduler database

• Configure the JDBC demo data source

• Configure the File demo data source

• Install BI Publisher Desktop

Configuring the Scheduler Database

To schedule reports you must configure a database and install the BI Publisher scheduler schema. See Environment Requirements for the list of supported databases.

Installing the Scheduler Schema

BI Publisher uses Quartz, an open-source job-scheduling system. To set up the BI Publisher scheduler you must install the scheduler tables to your database. To set up the scheduler database tables, use the BI Publisher Scheduler Configuration tab to define a JDBC connection to your database, then BI Publisher will install the tables to your database.

BI Publisher includes the Hyperion-branded DataDirect Connect for JDBC drivers that you can use to set up connection to your BI Publisher scheduler database. These drivers can be used as an alternative to the native JDBC drivers provided by your database vendor. When you choose a database for which a DataDirect driver is available, BI Publisher automatically enters the database driver class information in the setup screen for you. There is no additional setup required for the driver files.

If you choose to use the native driver for any database other than Oracle or if you choose to use a DataDirect driver not provided by BI Publisher, you must download, install, and configure the driver manually.

Important: If you stop and start or restart the database that contains your BI Publisher Scheduler tables, you must restart you BI Publisher Enterprise server.

Recommendations for Using DataDirect Connect or Native Database Drivers

DataDirect Connect for JDBC drivers are provided for the following databases:

• IBM DB2 v8.1, v9.1

• Microsoft SQL Server 2000, 2005

• Sybase Adaptive Server Enterprise

• Oracle 9i, Oracle 10g, Oracle 11g,

The following table displays the driver recommendations for the supported scheduler databases:

Set Up a User on Your Scheduler Database

To set up the connection to your scheduler database, you must ensure you have created a user on your selected database. BI Publisher will use this user to connect to the database. Depending on your database type, this user may require specific privileges. These are detailed in the database-specific sections below.

Entering Connection Information for Your Scheduler Database and Installing the Schema

Following are the general steps for setting up the Scheduler database. Please also refer to the subsequent section that is specific to your database.

1. Log in to BI Publisher with Administrator credentials and select the Admin tab.

2. Under System Maintenance, select Scheduler Configuration.

3. Enter the following fields for the Database Connection:

   • Database Type - select your database from the list. After you make a selection, the Database Driver Class field will automatically update with the recommended driver class.

   • Connection String - enter the connection string for your selected database. Sample strings are provided in the database-specific sections that follow.

   • Username and Password - enter the scheduler user you set up for your database. The user must have permissions to connect to the database and create tables. Other permissions may be required depending on your database type. Please see the appropriate database-specific section below.

   • Database Driver Class - when you select the database type this field is automatically updated with the recommended driver. If you wish to use another driver, specify it in this field.

     Note: The Oracle database drivers and the DataDirect drivers are installed with BI Publisher and no further setup is required. Note that for other databases, even though the recommended native drivers are automatically populated in this field, additional setup is required to make the drivers available to BI Publisher.

4. Click Test Connection to ensure that BI Publisher can connect to the database. If the connection fails, ensure that you have entered the fields as shown and set up your database appropriately.

5. Click Install Schema to install the BI Publisher scheduler schema to your database.

Entering Connection Information for an Oracle Database

Prerequisite: Ensure that the database user you enter has "connect" or "create session" and "create table" privileges and that the user has been assigned a quota (otherwise the quota will be 0).

For example, the following sample creates the user "bipubsched":

SQL> CREATE USER bipubsched
   2  IDENTIFIED BY welcome
   3  DEFAULT TABLESPACE USERS
   4  TEMPORARY TABLESPACE TEMP
   5  QUOTA 20G ON USERS
   6  QUOTA 1M ON TEMP;
  
User created. 

 SQL> GRANT CREATE SESSION TO bipuser; -- or "GRANT CONNECT TO bipuser;"

 Grant succeeded. 

 SQL> grant create table to bipublisher; 
 
 Grant succeeded.

Enter the following to use the Oracle native driver to connect to your Oracle database:

Entering Connection Information for IBM DB2

Prerequisite: Ensure that the user that you enter to configure the scheduler has been set up with a 32 K page size tablespace. If not, create the table and assign it to the user. The user must also have "Connect to database" and "Create tables" privileges.

Enter the following to use the DataDirect driver to connect to an IBM DB2 v8 or IBM DB2 v9 database:

Entering Connection Information for Microsoft SQL Server

Prerequisite: Ensure that your Microsoft SQL Server is set up with mixed mode authentication. Also ensure that the user you enter to configure the scheduler has the "db_owner" role.

Enter the following to use the DataDirect driver to connect to a Microsoft SQL Server 2000 or 2005 database:

Entering Connection Information for a Sybase Adaptive Server Enterprise Database

Prerequisite: Ensure that you set the "ddl in tran" mode to true in the database. Consult the Sybase documentation or contact your database administrator for instruction how to enable this option.

Enter the following to use the DataDirect driver to connect to your Sybase Adaptive Server Enterprise database:

Entering Connection Information for a MySQL Database

Prerequisite: You must download the MySQL JDBC driver and register it with the application server where BI Publisher is running.

The MySQL JDBC driver can be downloaded from: http://www.mysql.com/products/connector/j/

See your application server documentation for information on registering the driver.

Enter the following if your scheduler database is MySQL 4.1 or MySQL 5.0

Setting Up the Demo Data Sources

BI Publisher provides a set of demonstration reports for you to view and run as samples.

The sample reports use a file-based data source and a JDBC data source. Follow the steps below to configure the data sources.

Configuring the Demo File Data Source

The XMLP directory contains the DemoFiles data source directory. Set up this folder as a file-based data source as follows:

1. Locate the DemoFiles directory in your installation.

   For example: C:\OracleBI\xmlp\XMLP\DemoFiles

   If you performed a manual installation, the XMLP directory will be located where you copied it in the step Configuring the BI Publisher Repository and Copying Fonts.

2. Log in to BI Publisher with Administrator credentials.

3. Select the Admin tab.

4. In the Data Sources section, select File.

5. Select the data source with the name "demo files".

6. Enter the path to the DemoFiles folder.

   For example: C:\OracleBI\xmlp\XMLP\DemoFiles

7. Click Apply to save the changes.

Configuring the Demo JDBC Data Source

Note: The demo data source must be connected to an Oracle Database with the sample schemas and users HR and OE unlocked.

1. Select the Admin tab.

2. In the Data Sources section, select the JDBC Connection link.

3. Select the select the data source with the name "demo".

4. In the Update Data Source screen, change the connection string to point to an Oracle 10g database with unlocked OE user.

5. Click the Test Connection button to confirm that BI Publisher can access the database.

6. Click Apply to save the changes.

Installing Oracle BI Publisher Desktop Tools

The Oracle BI Publisher Desktop tools are recommended for users who will be designing report layout templates.

Obtain the BI Publisher Desktop tools as follows:

Important: If you have installed an earlier version of the Template Builder for Word or the Excel Analyzer you must remove the previous version before installing a new version.

Important: To install the BI Publisher Desktop tools on Microsoft Windows Vista, ensure the User Account Control (UAC) is set to on. This is also the default setting. For more information, see the Microsoft document: Turn User Account Control on or off.

• From the Application:

  The Oracle BI Publisher Template Builder for Microsoft Word Add-in and the Excel Analyzer can be installed from the BI Publisher application for users with the appropriate roles assigned (that is, BI Publisher Administrator, BI Publisher Developer, and BI Publisher Excel Analyzer). The download link appears on the Developer Tools region. For more information, see the topic: Creating an RTF Template Using the Template Builder for Word in the Oracle Business Intelligence Publisher User's Guide.

  For users running non-Vista Windows clients, the Excel Analyzer can also be downloaded on demand the first time the Analyzer for Excel button is selected from the View page. For more information see the topic: Using the BI Publisher Analyzer for Excel in the Oracle Business Intelligence Publisher User's Guide.

• The Oracle BI Publisher Template Builder for Microsoft Word Add-in and the Analyzer for Excel can also be obtained from the install media:

  Navigate to \manual\XMLP\Tools\ where the install executables BIPublisherDesktop.exe and ExcelAnalyzer.exe are located. Double-click the file and follow the installer prompts.

Copyright © 2004, 2008, Oracle and/or its affiliates. All rights reserved.