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. This section covers installing and configuring the Oracle WebCenter Analytics components. The organization of this section maps directly to detailed instructions in Chapter 3, "Installation."
Upgrade. This section covers upgrading version of Oracle WebCenter Analytics to the latest version. The organization of this section maps directly to detailed instructions in Chapter 4, "Upgrade."

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.

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

Log in to the remote server host computer as the root user.
Copy the ouais.sh script to the machine onto which you will be installing Oracle WebCenter Analytics.

This script is located in the same location as the Oracle WebCenter Analytics installer file.
Change the current directory (cd) to be the directory to which you copied the ouais.sh script.
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:

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.
Copy the installer to the disk location from where you plan to launch it.
Launch the Oracle WebCenter Analytics Installer.
- Windows: WebCenterAnalytics_WLP_10.3.0.1.0.exe
- UNIX/Linux: WebCenterAnalytics_WLP_10.3.0.1.0
Choose to install the Analytics Console component.
Complete all installation wizard pages based on 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.
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.
After configuring the Oracle WebCenter Analytics database, use the Oracle WebCenter Configuration Manager to configure all settings for all of the Analytics Console application components based on the computers you provisioned for your Oracle WebCenter Analytics deployment. For details see Configuring Oracle WebCenter Analytics Console.

Integrating Oracle WebCenter Analytics with WebLogic Portal

To integrate Oracle WebCenter Analytics with your WebLogic Portal, you must add Oracle WebCenter Analytics-specific facets to both your enterprise application and your web application. For more complete details on performing these tasks, see Integrating Oracle WebCenter Analytics with Oracle WebLogic Portal. This section discusses:

Adding the Analytics Facet to your EAR Application
Adding the Analytics Facet to your Web Application
Configuring the Oracle WebCenter Analytics Integration
Editing the analytics-config.xml File
Deploying Oracle WebCenter Analytics

For more information about Oracle WebLogic Portal projects, EAR applications, and portal web applications, see the Oracle Fusion Middleware Portal Development Guide for Oracle WebLogic Portal.

Adding the Analytics Facet to Your EAR Application

In the Package Explorer view, right-click the EAR project. Select the WebLogic Portal (Optional) facet. All the optional facets for WebLogic Portal are selected by default; you can de-select facets you do not need, but leave the WebCenter Analytics Integration facet selected.

Adding the Analytics Facet to Your Web Application

In the Package Explorer view, right-click your web project. Select the WebLogic Portal (Optional) facet. All the optional facets for WebLogic Portal are selected by default; you can de-select facets you do not need, but leave the WebCenter Analytics Integration facet selected.

Editing the analytics-config.xml File

To complete the Oracle WebCenter Analytics integration within your development environment, edit the Oracle WebCenter Analytics configuration file. To do this, you must know the following:

The Analytics Administration URL
The Analytics Reports URL
The Open API Config fully-qualified domain name and port number

To edit the configuration file:

In the Merged Projects tab, copy the analytics-config.xml file to your project.
Edit the analytics-config.xml file to match the configuration of the configuration of your Oracle WebCenter Analytics environment.

For detailed instructions on editing this file, including a sample of the file, see Editing the analytics-config.xml File.

Deploying Oracle WebCenter Analytics In Your Production Domain

Use the WebLogic Server Console to add the Analytics library to your production domain. You must deploy two libraries: wlp-analytics-web-lib.war and wlp-analytics-app-lib.ear.

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
Configuring the Oracle WebCenter Analytics Database on Oracle

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:

On the machine to which you installed the Analytics Console component, copy the scripts from install_dir\ptanalytics\10.3.0.1\sql\mssql to the database host computer.
In SQL Server Management Studio, access the database engine's properties.
Configure the database engine to use SQL Server and Windows Authentication mode.
Restart the database engine.
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.
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.
Grant the Oracle WebCenter Analytics database user the db_owner role for the Oracle WebCenter Analytics database.
Create the Oracle WebCenter Analytics database schema. Specify the Oracle WebCenter Analytics database user as the schema owner.
Connect to the Oracle WebCenter Analytics database as the Oracle WebCenter Analytics database user, using SQL Server Authentication.
Run the setup scripts for the database, located in the install_dir\ptanalytics\10.3.0.1\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:

On the machine to which you installed the Analytics Console component, copy the \oracle directory from install_dir\ptanalytics\10.3.0.1\sql to the Oracle WebCenter Analytics database's host computer.
Log on to the host computer for the Oracle WebCenter Analytics database as owner of the Oracle system files.
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).
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.
Run your database's analysis tool on the portal database to the efficiency of the database.

Configuring Oracle WebCenter Analytics Console

This section describes how to configure Oracle WebCenter Analytics Console. For more complete details on performing this task, see Configuring Oracle WebCenter Analytics Console.

Note:

We recommend that you sync the clocks on the servers that run Oracle WebCenter Analytics and the portal before proceeding with configuration. If the clocks are not aligned, some events and sync jobs behave incorrectly.
Different sets of component-specific configuration pages appear, depending on the components that you just installed.

To configure Oracle WebCenter Analytics Console:

Open the Configuration Manager by opening the following location in a web browser: http://localhost:port_number. By default, the port number is 12345.

To log in, use the default username, administrator and the password that you typed into the Configuration Manager - Port and Password installation wizard page.
Configure all settings for all of the Analytics Console components based on the computers you provisioned for your Oracle WebCenter Analytics deployment. Click the + symbol next to the Analytics Console application name to view its components. For information on the settings in the Configuration Manager, refer to the Configuration Manager online help.
On the final page, click Finish.

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-wlp-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-wlp-event-def.xml

Updating Portal Elements

You must update portal elements, such as desktops, pages, and portlets. To register core and portal events, run the following scripts from the command line on the Oracle WebCenter Analytics host machine:

Windows: ..PTANALYTICS_HOME\bin\AnalyticsRunJobs.bat
UNIX/Linux: ..PTANALYTICS_HOME/bin/AnalyticsRunJobs.sh

Installing the Analytics Collector Component

This section describes how to install the Analytics Collector component.

To install the Analytics Collector component:

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).
Copy the installer to the disk location from where you plan to launch it.
Launch the Oracle WebCenter Analytics Installer.
- Windows: WebCenterAnalytics_WLP_10.3.0.1.0.exe
- UNIX/Linux: WebCenterAnalytics_WLP_10.3.0.1.0
Choose to install the Analytics Collector component.
Complete all installation wizard pages based on 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. If this computer does not include an installation of Oracle WebCenter Analytics Console, click the link to launch Oracle WebCenter Configuration Manager, and configure all settings for all of the Analytics Collector application components based on the computers you provisioned for your Oracle WebCenter Analytics deployment.

Note:

If this computer includes an installation of Oracle WebCenter Analytics Console, the settings you configured for Oracle WebCenter Analytics Console apply to this installation of Analytics Collector. Changes you make to the configuration settings for Oracle WebCenter Analytics Console affect the configuration settings for an instance of Analytics Collector installed on the same computer, and vice versa.

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/10.3.0.1/bin/analyticsd.sh start

Then ensure the BEA AL Analytics Collector service has been started by using the following comment: install_dir/ptcollector/10.3.0.1/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.

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
AquaLogic Analytics 10.3.0.1 to Oracle WebCenter Analytics 10.3.0.2.	Follow the procedures in Upgrading from AquaLogic Analytics 10.3.0.1 to Oracle WebCenter Analytics 10.3.0.2.

To upgrade from an earlier version, you must first upgrade to 10.3.0.1. For instructions, refer to Oracle Fusion Middleware Developer's Guide for Oracle WebCenter Analytics for 10.3.0.1.

Upgrading from AquaLogic Analytics 10.3.0.1 to Oracle WebCenter Analytics 10.3.0.2

To upgrade from Oracle WebCenter Analytics 10.3.0.1 to Oracle WebCenter Analytics 10.3.0.2:

Back up the installation directory of the previously-installed version of Analytics Services, using the tool of your choice.
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.
Integrate Oracle WebCenter Analytics with the portal. For details, see Integrating Oracle WebCenter Analytics with WebLogic Portal.
Back up the Oracle WebCenter Analytics database using the tool of your choice.
Upgrade the Oracle WebCenter Analytics database by running the upgrade_wlp_10.3.0.1_to_10.3.0.2.sql script:
- Windows: install_dir\ptanalytics\10.3.0.2\sql\database\upgrade_wlp_10.3.0.1_to_10.3.0.2.sql
- UNIX/Linux: install_dir/ptanalytics/10.3.0.2/sql\database/upgrade_wlp_10.3.0.1_to_10.3.0.2.sql
(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.
Configure Oracle WebCenter Analytics console using the Oracle WebCenter Configuration Manager. For details, see Configuring Oracle WebCenter Analytics Console.
Register portal events. For details, see Registering Core and Portal Events.
Install the Analytics Collector component, configure Analytics Collector settings in Oracle WebCenter Configuration Manager. For details, see Installing the Analytics Collector Component.
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.