To prepare for your Oracle Business Intelligence installation, verify that your system meets the basic requirements, then obtain the correct installation software.
This roadmap provides the steps required to install and configure a standard Oracle Business Intelligence installation topology.
Table 2-1 provides the high-level steps required for installing a standard installation topology.
Table 2-1 Standard Installation Roadmap
Verify your system environment.
Before you begin the installation, verify that the minimum system and network requirements are met.
Check for any mandatory patches that are required before or after the installation.
Review the Oracle Fusion Middleware Infrastructure release notes to see if there are any mandatory patches required for the software products that you are installing.
See Install and Configure in Release Notes for Oracle Fusion Middleware Infrastructure.
Obtain the appropriate distributions.
Oracle BI EE requires an existing Oracle Fusion Middleware Infrastructure installation and must be installed in the same Oracle home as Oracle Fusion Middleware Infrastructure. Therefore you must obtain the following distributions: fmw_188.8.131.52.0_infrastructure_generic.jar, (UNIX) fmw_184.108.40.206.0_bi_platform_linux64.bin, or (Windows) setup_fmw_220.127.116.11.0_bi_platform_win64.exe.
Determine your installation directories.
Verify that the installer can access or create the required installer directories. Also, verify that the directories exist on systems that meet the minimum requirements.
See What Are the Key Oracle Fusion Middleware Directories? in Understanding Oracle Fusion Middleware.
Install prerequisite software.
Install Oracle Fusion Middleware Infrastructure to create the Oracle home directory. Then install Oracle Business Intelligence in to the same Oracle home.
Install the software.
Run the Oracle Universal Installer to install Oracle Business Intelligence.
Installing the software transfers the software to your system and creates the Oracle home directory.
Select a database profile and review any required custom variables.
Before you install the required schemas in the database, review the information about any custom variables you need to set for the Oracle Business Intelligence schemas.
Create the schemas.
Run the Repository Creation Utility to create the schemas required for configuration.
Create a WebLogic domain.
Use the Configuration Wizard/Assistant to create and configure the WebLogic domain.
See Configuring the BI Domain with the Configuration Assistant for creating the standard topology for Oracle Business Intelligence.
Administer and prepare your domain for high availability.
Discover additional tools and resources to administer your domain and configure your domain to be highly available.
Before you begin the installation and configuration process, you must verify your system environment.
Table 2-2 identifies important tasks and checks to perform to ensure that your environment is prepared to install and configure Oracle Business Intelligence.
Table 2-2 Roadmap for Verifying Your System Environment
Verify certification and system requirements.
Verify that your operating system is certified and configured for installation and configuration.
Identify a proper installation user.
Verify that the installation user has the required permissions to install and configure the software.
Select the installation and configuration directories on your system.
Verify that you can create the necessary directories to install and configure the software, according to the recommended directory structure.
Install a certified JDK.
The installation program for the distribution requires a certified JDK present on your system.
Install and configure a database for mid-tier schemas.
To configure your WebLogic domain, you must have access to a certified database that is configured for the schemas required by Oracle Business Intelligence.
Oracle recommends that you use the certification matrix and system requirements documents with each other to verify that your environment meets the requirements for installation.
Verifying that your environment meets certification requirements
Make sure that you install your product on a supported hardware and software configuration. See the certification document for your release on the Oracle Fusion Middleware Supported System Configurations page.
Oracle has tested and verified the performance of your product on all certified systems and environments. Whenever new certifications are released, they are added to the certification document right away. New certifications can be released at any time. Therefore, the certification documents are kept outside the documentation libraries and are available on Oracle Technology Network.
Using the system requirements document to verify certification
Oracle recommends that you use the Oracle Fusion Middleware System Requirements and Specifications document to verify that the certification requirements are met. For example, if the certification document indicates that your product is certified for installation on 64-Bit Oracle Linux 6.5, use this document to verify that your system meets the required minimum specifications. These include disk space, available memory, specific platform packages and patches, and other operating system-specific requirements. System requirements can change in the future. Therefore, the system requirement documents are kept outside of the documentation libraries and are available on Oracle Technology Network.
Verifying interoperability among multiple products
To learn how to install and run multiple Fusion Middleware products from the same release or mixed releases with each other, see Oracle Fusion Middleware 12c Interoperability and Compatibility in Understanding Interoperability and Compatibility.
The user who installs and configures your system must have the required permissions and privileges.
The user who installs a Fusion Middleware product owns the files and has certain permissions on the files.
Read and write permissions on all non-executable files (for example,
.xml). All other users in the same group as the file owner have read permissions only.
Read, write, and execute permissions on all executable files (for example,
.cmd). All other users in the same group as the file owner have read and execute permissions only.
This means that someone other than the person who installs the software can use the installed binaries in the Oracle home to configure a domain or set of Fusion Middleware products.
During configuration, the files generated by the configuration process are owned by the user who ran the Configuration Wizard, with the same permissions as described above for the installation user. However, security-sensitive files are not created with group permissions. Only the user that created the domain has read and write permissions and can administer the domain.
Consider the following examples:
Example 1: A Single User Installs the Software and Configures the Domain
This example shows the permissions if the same user installs the software and configures the domain.
To ensure the proper permissions and privileges for all files, Oracle recommends that the same owner perform both tasks: install the Oracle Fusion Middleware product and configure the WebLogic Server domain using the Configuration Wizard.
If the user who creates the domain is different than the user who installed the software, then both users must have the same privileges, as shown in the next example.
Example 2: The Oracle Home and Domain are Created by Different Users
This example shows the permissions where one user creates the Oracle home and another user configures the domain.
Note:Certain domain files do not have group permissions. For example, cwallet.sso.
Consider the following items before running the installer:
On UNIX operating systems, Oracle recommends that you set
027 on your system before you install the software. This ensures that file permissions are set properly during installation. Use the following command:
You must enter this command in the same terminal window from which you plan to run the product installer.
On UNIX operating systems, do not run the installation program as the
root user. If you run the installer as a root user, the startup validation may fail and you cannot continue the installation.
When you manage a product installation (for example, applying patches or starting managed Servers), use the same user ID that you used to install the product.
On Windows operating systems, you must have Administrative privileges to install the product. See Verifying the Installation User has Administrator Privileges on Windows Operating Systems for more information.
Changing the default permissions setting reduces the security of the installation and possibly your system. Oracle does not recommend changing default permission settings.
If other users require access to particular files or executable, consider using the UNIX
sudo command (or other similar command) in lieu of changing file permissions.
Refer to your UNIX operating system Administrator's Guide or contact your operating system vendor if you need further assistance.
To update the Windows Registry, you must have administrator privileges.
By default, users with the administrator privilege sign in to the system with regular privileges, but can request elevated permissions to perform administrative tasks.
To perform a task with elevated privileges:
Note:If you have User Access Control enabled on your system, you may see an additional window asking you to confirm this action. Confirm and continue with this procedure.
For example, to start the product installer:
For a jar file, enter:
java —jar distribution_name.jar
For an executable (
.sh file), enter:
During the installation and domain configuration process, you must plan on providing the locations for these directories: Oracle home, Domain home, and the Application home.
Oracle recommends specific locations for the Oracle Home, Domain Home, and Application Home.
Oracle recommends a directory structure similar to the one shown in Figure 2-1.
Figure 2-1 Recommended Oracle Fusion Middleware Directory Structure
A base location (Oracle base) should be established on your system (for example,
/home/oracle) and from there, two separate branches should be created. The
product directory should contain the product binary files and all of the Oracle home directories. The
config directory should contain your domain and application data.
Oracle recommends that you do not keep your configuration data anywhere underneath the Oracle home; if you upgrade your product to another major release, you will be required to create a new Oracle home for binaries. You must also make sure that your configuration data exist in a location to which the binaries in the Oracle home have access.
/home/oracle/product (for the Oracle home) and
/home/oracle/config (for the application and configuration data) directories are used in examples throughout the documentation; be sure to replace these directories with the actual directories on your system.
When you install any Oracle Fusion Middleware product, you must use an Oracle home directory.
This directory is a repository for common files that are used by multiple Fusion Middleware products installed on the same machine. These files are essential to ensuring that Fusion Middleware operates correctly on your system. They facilitate checking of cross-product dependencies during installation. For this reason, you can consider the Oracle home directory a central support directory for all Oracle Fusion Middleware products installed on your system.
Fusion Middleware documentation refers to the Oracle home directory as ORACLE_HOME.
Oracle Home Considerations
Keep the following in mind when you create the Oracle home directory and install Fusion Middleware products:
Do not include spaces in the name of your Oracle home directory; the installer gives you an error message if your Oracle home directory path contains spaces.
You can install only one instance of each Oracle Fusion Middleware product in a single Oracle home directory. If you need to maintain separate versions of a product on the same machine, each version must be in its own Oracle home directory.
Although you can have several different products in a single Oracle home, only one version of each product can be in the Oracle home.
Multiple Home Directories
Although in most situations, a single Oracle home directory is sufficient, it is possible to create more than one Oracle home directory. For example, you need to maintain multiple Oracle home directories in the following situations:
You prefer to maintain separate development and production environments, with a separate product stack for each. With two directories, you can update your development environment without modifying the production environment until you are ready to do so.
You want to maintain two different versions of a Fusion Middleware product at the same time. For example, you may want to install a new version of a product while keeping your existing version intact. In this case, you must install each product version in its own Oracle home directory.
You need to install multiple products that are not compatible with each other. See Oracle Fusion Middleware 12c (18.104.22.168) Interoperability and Compatibility in Understanding Interoperability and Compatibility .
Note:If you create more than one Oracle home directory, you must provide non-overlapping port ranges during the configuration phase for each product.
The Domain home is the directory where domains that you configure are created.
The default Domain home location is
ORACLE_HOME/user_projects/domains/domain_name. However, Oracle strongly recommends that you do not use this default location. Put your Domain home outside of the Oracle home directory, for example, in
config directory should contain domain and application data. Oracle recommends a separate domain directory so that new installs, patches, and other operations update the ORACLE_HOME only, not the domain configuration.
See Understanding the Recommended Directory Structure for more on the recommended directory structure and locating your Domain home.
Fusion Middleware documentation refers to the Domain home directory as DOMAIN_HOME and includes all folders up to and including the domain name. For example, if you name your domain
exampledomain and locate your domain data in the
/home/oracle/config/domains directory, the documentation would use DOMAIN_HOME to refer to
The Application home is the directory where applications for domains you configure are created.
The default Application home location is
ORACLE_HOME/user_projects/applications/domain_name. However, Oracle strongly recommends that you locate your Application home outside of the Oracle home directory; if you upgrade your product to another major release, you must create a new Oracle home for binaries.
See Understanding the Recommended Directory Structure for more on the recommended directory structure and locating your Application home..
Fusion Middleware documentation refers to the Application home directory as
APPLICATION_HOME and includes all folders up to and including the domain name. For example, if you name your domain
exampledomain and you locate your application data in the
/home/oracle/config/applications directory, the documentation uses
APPLICATION_HOME to refer to
There are two methods to install and configure multiple products in one domain. This is also known as extending a domain.
Install and configure Product A, including creating the schemas and starting all servers in the domain to verify a successful domain configuration.
This is the method used in all installation guides in the Fusion Middleware library. You can repeat this process for as many products as necessary. It allows you to validate one product at a time and add more products incrementally.
To install Product B in the same domain as Product A:
Stop all servers to prevent any updates to the domain while you add the new product.
See Starting and Stopping Oracle Fusion Middleware in Administering Oracle Fusion Middleware.
Follow the instructions in the installation guide for Product B, including creating the necessary schemas.
Run the Configuration Wizard to configure the domain.
During configuration, the Configuration Wizard automatically detects the components that have been installed and offers you the option to extend the existing Product A domain to include Product B.
Install all of the required products, then create the schemas for all of the products. After you create the schemas, configure the domain by using the necessary product templates, then start all the servers.
This method of creating a multi-product domain may be slightly faster than Method 1; however, the installation guides in the Fusion Middleware library do not provide specific instructions for this method of domain creation.
To update WebLogic domains, see Updating WebLogic Domains in Creating WebLogic Domains Using the Configuration Wizard.
For important information regarding the ability of Oracle Fusion Middleware products to function with previous versions of other Oracle Fusion Middleware, Oracle, or third-party products, see Oracle Fusion Middleware 12c (22.214.171.124) Interoperability and Compatibility in Understanding Interoperability and Compatibility.
Oracle Fusion Middleware enables you to configure multiple Oracle WebLogic Server domains from a single Oracle home. This allows you to install the Oracle home in a single location on a shared volume and reuse the Oracle home for multiple host installations.
If you plan to use shared storage in your environment, see Using Shared Storage in High Availability Guide for more information.
Most Fusion Middleware products are in
.jar file format. These distributions do not include a JDK. To run a
.jar distribution installer, you must have a certified JDK already installed on your system.
Make sure that the JDK is installed outside of the Oracle home. If you install the JDK under the Oracle home, you will encounter problems when you try to perform tasks in the future. Oracle Universal Installer validates that the Oracle home directory is empty; the install will not progress until you specify an empty directory. Oracle recommends that you locate your JDK installation in the
Some products (such as Oracle HTTP Server and Oracle JDeveloper) are available as platform-specific distributions. Platform-specific distributions have a
.bin (for UNIX operating systems) or
.exe (for Windows operating systems) installer; in these cases, a platform-specific JDK is in the distribution and you do not need to install a JDK separately. However, you may need to upgrade this JDK to a more recent version, depending on the JDK versions that are certified.
Always verify the required JDK version by reviewing the certification information on the Oracle Fusion Middleware Supported System Configurations page. For 12c (126.96.36.199), the certified JDK is 1.8.0_77 and later.
To download the required JDK, navigate to the following URL and download the Java SE JDK:
Many Fusion Middleware products require database schemas prior to configuration. If you do not already have a database where you can install these schemas, you must install and configure a certified database.
To find a certified database for your operating system, see the certification document for your release on the Oracle Fusion Middleware Supported System Configurations page.
To make sure your database is properly configured for schema creation, see Repository Creation Utility Requirements in the Oracle Fusion Middleware System Requirements and Specifications document.
After your database is properly configured, you use the Repository Creation Utility (RCU) to create product schemas in your database. This tool is available in the Oracle home for your Oracle Fusion Middleware product. See Understanding Repository Creation Utility in Creating Schemas with the Repository Creation Utility.
When you install the Oracle SOA Suite schemas, you are prompted to set two custom variables, which affect the way in which these schemas are created in the database.
These variables are explained further in the following sections:
The Database Profile custom variable on the Repository Creation Utility (RCU) Custom Variables screen allows you to identify the predicted size or "profile" of the database on which you are installing the SOA Infrastructure schema.
To estimate the size of the database required for your Oracle SOA Suite configuration, consider the information in Developing a Database Growth Management Strategy in Administering Oracle SOA Suite and Oracle Business Process Management Suite.
If you enter SMALL or MEDIUM as the database profile, the RCU performs no special actions when the schema is created. The SMALL and MEDIUM options should be entered for informational purposes only.
If you enter LARGE as the database profile, the RCU creates the SOA Infrastructure schema using an Oracle database feature called Interval Partitioning. Interval partitioning improves the efficiency of the database when large numbers of composite applications must be processed. When you select the LARGE database profile, the RCU creates the interval partitioned tables in a manner supported by the Oracle SOA Suite purging scripts and guidelines.
For more information about database partitioning, see the following sections of the Oracle Database VLDB and Partitioning Guide:
The Healthcare Integration custom variable helps to activate the Product2 user interface. The interface is not supported for Oracle Business Process Management.
If you are not planning to use the Product2 user interface, then set the value of the Healthcare Integration custom variable to NO. If you are planning to use the Product2 user interface, set it to YES. Otherwise, the Product2 user interface will not function properly after it is installed and configured.
When set to YES, the RCU creates additional materialized views in the database, which are required by the Product2 user interface. When set to NO, you can perform these additional schema configuration tasks later by running the following SQL script on the database. This script is installed in the Oracle Fusion Middleware Oracle home when you select the Healthcare with B2B installation type:
See Using the Oracle SOA Suite for Healthcare Integration User Interface in Healthcare Integration User's Guide for Oracle SOA Suite.
You can obtain the Oracle Fusion Middleware Infrastructure and Oracle Business Intelligence distribution on the Oracle Technology Network (OTN).
To prepare to install Oracle Fusion Middleware Infrastructure and Oracle Business Intelligence:
java -version on the command line to verify that a certified JDK is installed on your system. For 12c (188.8.131.52), the certified JDK is 1.8.0_77 and later.
Locate and download the Oracle Fusion Middleware Infrastructure and Oracle Business Intelligence software.
See Obtaining Product Distributions in Planning an Installation of Oracle Fusion Middleware.
You create the initial Oracle Business Intelligence domain using the Oracle Fusion Middleware Infrastructure distribution, which contains both Oracle WebLogic Server software and Oracle Java Required Files (JRF) software.
Oracle JRF software consists of:
Oracle Web Services Manager
Oracle Application Development Framework (Oracle ADF)
Oracle Enterprise Manager Fusion Middleware Control
Repository Creation Utility (RCU)
Other libraries and technologies required to support Oracle Fusion Middleware products